Zhipu and MiniMax's rapid revenue growth but expanding losses highlight that Chinese AI service startups will face severe elimination challenges in 2026.

Memory price increases force downward revision of smartphone shipments with first-quarter 2026 global smartphone AP shipments estimated to decrease by 8.7% year-on-year, and full-year 2026 volumes estimated to drop by 5.4% on year.

Rack-level delivery becomes a mainstream trend in cloud AI compute; MediaTek joins TPU design, influencing Taiwan's IC design status.

Memory price surge and CPU shortages led the global top five notebook brands' shipments to slump nearly 40% month-on-month in January 2026.