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Thursday 27 August 2026
Analysis: Smartwatch demand set to outpace broader hardware market in 2026
Smartwatch shipments are expected to continue rising faster than broader IT hardware in 2026, even as smartphones and notebook PCs see weaker growth due to higher memory costs. For...
Thursday 27 August 2026
Anthropic prepares IPO pitch centered on a $30 trillion AI market
Anthropic is preparing for an initial public offering (IPO) and plans to tell investors its total addressable market exceeds US$30 trillion, according to people familiar with the matter...
Thursday 27 August 2026
Commentary: Nvidia bets on open models to lift GPU usage
Nvidia is aggressively expanding into open-source models and positioning itself as the world's largest open AI contributor, as CEO Jensen Huang reshapes the company from a supporter...
Thursday 27 August 2026
Xiaomi's Xring O3, O100 and D100 define a three-tier AI chip strategy beyond smartphones
Xiaomi is expanding Xring from a smartphone chip program into a broader AI computing platform spanning consumer devices, vehicles, and edge inference, with three processors assigned...
Thursday 27 August 2026
China's foundries have won the mature-node argument, not the self-sufficiency one
China's contract chipmakers spent the first half of 2026 proving something narrower than the headlines suggest. They demonstrated that domestic fabs can run at full capacity, raise...
Thursday 27 August 2026
Apple, Huawei foldables to collide in September, lifting ultra-thin glass, hinge and cooling demand
Huawei and Apple are set to intensify competition in foldable smartphones in September, accelerating demand across a supply chain spanning foldable OLED panels, ultra-thin glass, hinges,...
Thursday 27 August 2026
Supply shortages, price hikes fail to slow new phone wave
Mobile phone sales are under pressure as shortages and price increases for multiple upstream components squeeze the market. But brand makers have stepped up new product launches, with...
Thursday 27 August 2026
China open-source AI usage hits record high as DeepSeek leads
China's open-weight AI models have surged in usage and have now overtaken proprietary models for the first time. South China Morning Post (SCMP), citing data from US web development...
Thursday 27 August 2026
Tesla doubles down on custom AI chips as Musk claims AI5 can beat NVIDIA on efficiency and cost
Tesla CEO Elon Musk recently said the company's upcoming AI5 inference chip could deliver two to three times the performance per watt of Nvidia products when deployed in autonomous...
Thursday 27 August 2026
Research Insight: US humanoid supply chains pivot away from China as Taiwan moves from parts to actuator modules
As the humanoid robot supply chain moves closer to mass-production readiness, Taiwan's precision manufacturing sector is gaining new opportunities to enter the US market, according...
Thursday 27 August 2026
Beijing's AI4Chip plan puts AI to work on EDA, fabs, advanced packaging
Beijing is extending artificial intelligence deeper into semiconductor production, targeting chip design, wafer fabrication, packaging, testing, equipment, and materials under what...
Thursday 27 August 2026
Chinese GPUs head to space as MetaX payload begins in-orbit AI computing tests
Chinese GPU vendors are beginning to extend their applications beyond terrestrial computing and into space. The recently launched Yunjian Muxi satellite (Jitianxing A-04) carries an...
Thursday 27 August 2026
WRC 2026 signals a new humanoid robot race as competition shifts from bodies to embodied AI models
The 2026 World Robot Conference (WRC 2026) has concluded in Beijing. While the commercial prospects of humanoid robots remain a subject of debate, they once again took center stage...
Thursday 27 August 2026
Nvidia's answer to custom silicon is the half of the market that will never build any
The sharpest question on Nvidia's second-quarter call came a Bank of America analyst, who noted that OpenAI and Anthropic - both major beneficiaries of Nvidia's ecosystem investment...
Wednesday 26 August 2026
YMTC targets global NAND lead by 2027 as parent seeks US$5 billion IPO
Yangtze Memory Technologies (YMTC) is aiming to become the world's largest NAND flash supplier by the end of 2027, setting an aggressive target as its parent prepares a nearly US$5...