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Rapidus is pursuing mass production of advanced 2nm semiconductors through a large-scale Japanese national project. Instead of matching TSMC’s scale, the company plans to compete with RUMS, an integrated one-building production model designed for diverse, lower-volume manufacturing.
Callosum has raised $100 million in early financing to develop software that matches specific AI tasks with suitable models and chips. Backers include the UK’s public AI fund.
Xiaomi stabilized in Q2 2026 while expanding its AI strategy across models, chips, and robotics. Its MiMo-V2.5 model led OpenRouter call charts, the Xuanjie chip passed mass verification, and a humanoid robot began factory operations with a reported 98% success rate.
Cerebras launched the CS-4, its first system to combine three wafer-scale processors in a single rack. The inference-focused machine is shipping this quarter, with Cerebras claiming up to 30 times the speed of GPU-based systems for frontier models.
Moore Threads’ first post-IPO half-year report shows revenue rising 147% to RMB 1.736 billion, while attributable losses narrowed sharply. However, the improvement relies heavily on concentrated cloud-computing sales, government subsidies, investment gains, and IPO-funded cash reserves rather than a clear recovery in core operations.
SMIC reported its first $3 billion quarter, with revenue rising 36.1% year over year and net profit nearly tripling to $479.2 million. The Chinese foundry is also raising wafer prices as US sanctions strengthen demand from China’s captive AI market.
Japanese chemical maker Ajinomoto has reportedly told mainland Chinese customers it will reduce supplies of ABF, a critical chip-packaging film, by 30%. Chinese producers are racing to qualify domestic substitutes following Beijing’s rare-earth export restrictions.
NVIDIA is reportedly connecting GPU-owning AI companies with Nordic data-center operators that have available power, land, and server capacity. The strategy expands NVIDIA’s role from chip supplier to infrastructure orchestrator, helping customers deploy GPUs and secure future chip demand.
Kling AI generated more than RMB 850 million in Q2 revenue, up 240% year over year, making it the standout growth driver in Kuaishou’s otherwise slowing business. Kuaishou is prioritizing AI investment, spinning Kling AI out for independent financing at an implied valuation of US$18 billion despite near-term profit pressure.
Waymo has published the architecture of its robotaxi onboard computer, offering its first detailed look inside the vehicle system. The company also introduced a custom 5-nanometer chip and identified seven suppliers supporting the platform.