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Wednesday 22 July 2026
'Don't panic about Kimi K3': Jensen Huang claims everyone got the logic backwards

The AI industry may be riding a wave of momentum, but two clouds have recently unsettled the outlook: growing public opposition to...

Wednesday 22 July 2026
Nvidia details AI rack strategy with Vera Rubin NVL72 and custom Vera CPU

Nvidia's newly detailed Vera Rubin NVL72 is being pitched less as a faster chip and more as a cheaper unit of AI output. This shift...

Wednesday 22 July 2026
Siemens to acquire Precision Innovations for AI-powered chip planning
Siemens said it has agreed to buy Precision Innovations in a deal that would add AI-powered chip planning tools to its electronic design automation business. The move could affect...
Wednesday 22 July 2026
Intel and Fortinet deepen collaboration on new security processor

Intel and Fortinet have expanded their long-standing partnership to develop the Fortinet Security Processor 6 (SP6), a move expected...

Wednesday 22 July 2026
China weighs stricter AI and chip export curbs after Kimi K3 benchmark win

China is considering tighter export controls on artificial intelligence and semiconductor technologies amid intensifying competition...

Wednesday 22 July 2026
AI infrastructure spending is reshaping Southeast Asia's PCB supply chain

Rising investment in AI servers, high-speed networking, and satellite communications is accelerating a shift in Southeast Asia's electronics...

Tuesday 21 July 2026
Haesung DS lands CXMT as DDR5 substrate customer, weighs panel production for DDR6

Haesung DS has reportedly added China's CXMT as a customer for DDR5 package substrates as the South Korean supplier expands its DDR5 business...

Tuesday 21 July 2026
Google developing 'frozen' chip that embeds Gemini models for efficiency gains

Google is reportedly developing a new chip that embeds information from its Gemini AI models directly onto the silicon to boost efficiency...

Tuesday 21 July 2026
Middlemen emerge as ASEAN's No. 2 AI compute buyers
In the AI computing race, Nvidia AI server chips remain red-hot, even as the US-China trade confrontation shows no sign of easing. Although Shopee and YTL Group are among the biggest...
Tuesday 21 July 2026
China's Z.ai reportedly powers up 1GW data center built entirely on domestic chips

Chinese AI developer Z.ai has completed a giant data center running exclusively on domestically made chips, a milestone in Beijing's...

Tuesday 21 July 2026
TSMC weighs margin hit against long-term AI payoff in US push

TSMC has announced an additional US$100 billion investment in the US on top of its existing US$165 billion commitment, expanding its...

Tuesday 21 July 2026
Li Auto reportedly forms new Shanghai chip company to expand in-house semiconductor ambitions
Chinese electric vehicle (EV) maker Li Auto has established a new subsidiary focused on IC chip design, underscoring its long-term strategy of developing core AI technologies in-ho...
Tuesday 21 July 2026
How AI boom spurs Taiwan's PCB makers to rethink their Southeast Asia playbook

Amid the global boom in AI infrastructure investment, Southeast Asia is evolving from an electronics-component manufacturing base into...

Tuesday 21 July 2026
Elite Material, TUC race ahead in AI CCL push

As AI server products accelerate their generational shift and demand higher-frequency, higher-speed transmission, the upgrade cycle...

Monday 20 July 2026
Alibaba open-sources AI chip software, launches Zhenwu cloud supernode service
Alibaba Group's chip design unit, T-Head, has open-sourced the software stack behind its Zhenwu AI processors while extending the platform from individual accelerators into rack-scale...