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Wednesday 23 September 2026
US energy storage faces a costly China battery exit
The US is accelerating its shift toward domestic battery manufacturing as the energy storage market expands, but the market's current growth still depends heavily on low-cost Chinese...
Wednesday 23 September 2026
Anthropic and OpenAI both cut frontier model prices, ten days after calling for a slowdown
Anthropic and OpenAI, the two AI labs that spent early September telling the world that model capabilities are outrunning the safeguards around them, shipped new frontier models within...
Wednesday 23 September 2026
Seven Chinese AI companies hit US$10.7 billion ARR, but the harder race is paying for scale

China's leading AI developers are scaling revenue rapidly, but the gap with their US rivals remains substantial — and the cost...

Wednesday 23 September 2026
Lightmatter launches an optical module that cuts AI cluster fiber in half
US photonics company Lightmatter has launched an optical module that sends and receives data over a single strand of fiber. The company says this halves the cabling needed to connect...
Tuesday 22 September 2026
Chinese automakers step up battery in-house push to reclaim cost control

As Li Auto, NIO, Xiaomi, Geely, GAC, GWM, Chongqing Changan Automobile, and Chery step up efforts to develop and manufacture batteries...

Tuesday 22 September 2026
Xiaomi open-sources MiMo-V2.6, publishes the bill for scaling reinforcement learning

Chinese labs have spent the year arguing that reinforcement learning, not pre-training, holds the next gains. Xiaomi has now put a price...

Monday 21 September 2026
Europe's hydrogen trucks chase commercialization
Major European truck makers and suppliers are accelerating alliances to push hydrogen vehicles and refueling infrastructure, as Europe tightens emissions rules and automakers race...
Monday 21 September 2026
Taiwan delays 2026 power rate decision as war drives fuel costs higher

Taiwan's Ministry of Economic Affairs delayed a 2026 electricity rate decision on September 18 after the Middle East war pushed up fuel...

Saturday 19 September 2026
Power grids can't keep pace with AI data center boom in EU, US
According to supply chain players, most AI data center cost models used by analysts in both China and the West only count electricity consumption when estimating the cost of AI data...
Friday 18 September 2026
Corning to raise display glass substrate prices 15% from 4Q26
Corning, the US glass substrate supplier, will raise prices for its yen-denominated display glass substrate products by 15% or more worldwide starting in the fourth quarter of 2026,...
Friday 18 September 2026
China's AI data center token costs hinge on access to advanced GPUs
China's AI data centers are confronting a severe chip access bottleneck, with the cost of producing tokens shaped less by model design than by geopolitics, according to a recent Caijing...
Friday 18 September 2026
GaN is winning the AI power argument, not yet the cost battle

Gallium nitride (GaN) is emerging as a key power semiconductor for AI data centers, where rising rack power and the shift toward higher-voltage...

Thursday 17 September 2026
SK Hynix looks beyond HBM as inference workloads diversify
SK Hynix is expanding its memory strategy beyond the conventional GPU-HBM pairing as inference workloads split between latency-sensitive services and capacity-heavy, long-context a...
Thursday 17 September 2026
Intel CEO warns of 2027 memory crunch and tighter CPU supply
AI infrastructure expansion is turning memory supply into a major bottleneck for the semiconductor industry. Intel CEO Lip-Bu Tan warned that the memory shortage in 2027 could be worse...
Wednesday 16 September 2026
Samsung reportedly weighs Micron's newest memory for Galaxy S27
Samsung Electronics is reportedly testing Micron's most advanced 1γ LPDDR5X memory for possible use in the Galaxy S27 series, as rising costs around next-generation mobile DRAM...