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Friday 24 July 2026
AI-driven DRAM surge hits EV costs, forcing Chinese automakers to rethink pricing

Surging AI server demand is reshaping supply and demand across the global memory market. With DRAM prices rising sharply over the past year,...

Friday 24 July 2026
India approves two electronics manufacturing clusters in Tamil Nadu

India's central government has approved two Electronics Manufacturing Clusters (EMCs) in Tamil Nadu, at Manallur and Pillapaikkam,...

Friday 24 July 2026
OpenAI compute spending to reportedly rise from US$600B to US$750B
OpenAI has increased its projected spending on compute from US$600 billion to US$750 billion by 2030. The 25% increase is meant to give its models an edge during a time of intense...
Thursday 23 July 2026
Transsion raises phone prices to offset memory-chip inflation and weaker shipments

Transsion Holdings, Africa's largest smartphone vendor, expects revenue and profit to rise sharply in the first half of 2026 after higher...

Thursday 23 July 2026
Meta's rumored 'Switchboard' router signals a broader industry pivot from raw model power to cost-aware orchestration
Meta Platforms is prototyping an internal AI model router that would steer easy tasks to cheaper models, a move that places the world's largest social-media company inside a fast-growing...
Wednesday 22 July 2026
Intel cuts data center jobs again despite rising AI server demand

Intel has confirmed a fresh round of job cuts in its Data Center Group (DCG), although it did not disclose the number of positions...

Wednesday 22 July 2026
Foxconn's Jun Seki says L4 adoption will be in 80% of new cars by 2040
Foxconn group's EV strategy chief Jun Seki said on July 21 in Tokyo that Level 4 (L4) and above autonomous driving will likely be installed in 80% of new cars by 2040, and that the...
Wednesday 22 July 2026
LG Display returns to 1H profit for first time since 2021, but component-cost inflation clouds 2H

LG Display said its core business turned profitable in the first half of fiscal 2026 for the first time in five years, even as a large...

Wednesday 22 July 2026
Analysis: Why Taiwan solar makers' overseas push is hitting a cloudy patch

Taiwan's solar manufacturers are looking beyond the island for growth as China's oversupplied solar sector keeps prices low, local...

Tuesday 21 July 2026
Cautionary tale for Taiwan's electric scooter industry: Supply-chain feud nearly turns to disaster
Electric scooters have been traversing a bumpy road in Taiwan, with sales numbers tied to government subsidies, and cost measures squeezing margins for brands and suppliers alike....
Tuesday 21 July 2026
Phone prices to surge in 2H26 as low-end models fade

As the AI boom keeps memory shortages running hot, steep price hikes for smartphones in the second half of 2026 are coming into view...

Tuesday 21 July 2026
WAIC 2026 elevates the 'token factory' — why is China chasing cheap tokens over bigger models?

At the 2026 World Artificial Intelligence Conference (WAIC) in Shanghai, held July 17-20 across "three districts and four venues" with...

Monday 20 July 2026
Cloud competition in SEA shifts toward AI, sovereignty, and cost

Singapore's relatively neutral stance on cloud adoption is helping make performance, compliance, and value the main factors in global...

Friday 17 July 2026
AI memory squeeze pushes automakers to shield supply chains

AI giants are soaking up memory chips with vast capital, tightening supply for other industries and raising costs worldwide. The pressure...

Friday 17 July 2026
TSMC boosts US manufacturing as Taiwan chip designers wait on moving production

TSMC Chairman C.C. Wei formally announced on July 16 that the company will invest an additional US$100 billion in the US, funding several...