When DeepSeek burst onto the scene in early 2025, it wiped nearly US$600 billion from Nvidia's market value in a single day. By the summer of 2026, Moonshot AI's Kimi K3 had triggered...
OpenAI unveiled performance results for its in-house AI chip Jalapeno at Hot Chips 2026 ahead of Nvidia's latest earnings report, underscoring not whether it can beat GB200 or GB300,...
John Ternus becomes Apple's chief executive on September 1 with comfortable near-term numbers and an uncomfortable medium-term question. Apple's June quarter was a record. Its largest...
When John Ternus becomes chief executive on September 1, the company he inherits will be measured on a scorecard Tim Cook wrote, not the one Steve Jobs left behind. Fifteen years of...
The industrial PC (IPC) industry is entering a new AI-driven recovery cycle as artificial intelligence moves into a broader range of real-world applications. Market research estimates...
Tim Cook's most durable non-financial decision was to treat environmental and social performance as product attributes rather than corporate disclosure. It worked well enough that...
Kingboard Laminates, a leading Chinese copper-clad laminate (CCL) maker, has issued another price increase notice as shortages of core materials such as fiberglass cloth and copper...
AI infrastructure is entering a phase in which GPUs are no longer the only constraint. Nvidia's Vera Rubin generation is pushing rack power high enough to force parallel changes in...
Buried in 238 pages of targets and inventories are the things nobody puts in a press release: a formal corporate policy on shoe soles, a fish that lives in a fab, a lizard evacuation...
Huawei's Ascend 910C is already sold out in China, but domestic chips still cannot fully replace Nvidia's H200s. The shortage matters beyond China because AI compute constraints, pricing,...
For all the noise Donald Trump has made about taxing semiconductors, the measure that actually took effect in January 2026 barely touched the machines the AI build-out runs on. A 25%...
Global smartphone shipments are set to shrink sharply in 2026 as soaring memory and core component prices hit the market, but Samsung Electronics is moving in the opposite direction...
Chinese AI startup MiniMax Group reported a 283.1% increase in revenue, rising from US$30.4 million for the six months ended June 30, 2025, to US$116.6 million for the six months ended...
Southeast Asia's EV market is expected to reach US$23.58 billion by 2031, with a 2026-2031 CAGR of 31.55%. But Malaysia's charging infrastructure is falling well behind government...
Nvidia has made a point of it in three consecutive earnings decks: year-on-year growth has accelerated for four straight quarters, which the company calls unprecedented at its scale...
