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Thursday 23 July 2026
Tesla 2Q26: Record deliveries mask 1.4% operating margin as robotaxi and Optimus bets mount
Tesla posted its strongest-ever second quarter for vehicle sales in results released after the US market close on July 22, but a razor-thin operating margin and a sharp swing to negative...
Thursday 23 July 2026
Texas Instruments 2Q26: Revenue beats at $5.46B as industrial and auto recovery silences fab-spend doubters
Texas Instruments delivered a second-quarter 2026 result that topped Wall Street expectations and, more importantly for the industry, signaled that the analog chip cycle is turning...
Thursday 23 July 2026
Alphabet 2Q26: Cloud backlog hits $514B as AI demand outpaces capacity
Alphabet's second-quarter 2026 results, reported on July 22, have shifted the market conversation about the company from whether its massive artificial-intelligence build-out is affordable...
Thursday 23 July 2026
ASEAN AI data center power demand seen at 6-7GW
ASEAN countries have become a battleground for global cloud service providers and infrastructure developers. After visiting the Johor-Singapore Special Economic Zone (JS-SEZ) in mid-2025,...
Thursday 23 July 2026
AVer Information targets commercial drone market with AI vision engine
AVer Information is expanding into the commercial drone market, focusing its research and development on the highest-value segment of the value chain: the artificial intelligence (AI)...
Thursday 23 July 2026
OpenAI faces backlash over Kimi K3 open source criticism
OpenAI's new strategy chief Dean Ball has drawn sharp criticism from Trump administration officials and advisers after posting a lengthy commentary on Moonshot AI's Kimi K3 model....
Wednesday 22 July 2026
China ends decade-old battery tax break, signaling a coordinated squeeze on clean-energy overcapacity

China is dismantling the tax shelter that helped build the world's largest battery industry, and the move looks less like a one-off...

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
HKC invests US$590M in advanced chip packaging to escape the LCD cycle

HKC, the world's third-largest LCD panel supplier, plans to invest CNY4 billion (approx. US$590 million) in a 12-inch chip packaging and...

Wednesday 22 July 2026
Commentary: Gulf state's Sovereign Wealth Fund pours into ASEAN, eyeing stake in AI infrastructure supply chains

ASEAN's AI boom is taking on a dual role as both a "no-man's land" and an international hub from Singapore's perspective, while investors...

Wednesday 22 July 2026
US-China AI rivalry, part 2: Beijing weighs controls on model weights, training data, chip designs

The forthcoming AI dialogue between Washington and Beijing is less a sign of easing tensions than of a changing rivalry. Both governments...

Wednesday 22 July 2026
US-China AI rivalry, part 1: September talks to confront frontier models, IP theft, open-source risks

The US and China are preparing to hold their first official artificial intelligence (AI) dialogue under President Donald Trump, a notable...

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 Electronics to halt production at Huizhou plant in China after three decades

LG Electronics plans to stop production at its Huizhou plant in China after October, ending manufacturing at the group's first production...

Wednesday 22 July 2026
Samsung's next Galaxy phones may deepen Qualcomm reliance, underscoring the limits of Exynos revival
Samsung Electronics is expected to rely heavily on Qualcomm chips in its next Galaxy phones, according to market reports, a sign that the company is still prioritizing flagship performance...