GPUs, TPUs, ASICs and the devices they power. The physical substrate of the AI boom, from datacenter chips to edge gadgets.
755 articles
Fujitsu has announced plans to manufacture high-end AI servers domestically in Japan, specifically designed to support NVIDIA's upcoming 'Rubin' GPU architecture. This initiative aims to address the growing demand for sovereign AI infrastructure and on-premises generative AI solutions.
ITmedia AI+ (日本) · 67d ago
Huawei's Tao Law V2 data reveals the Kirin 2026 chip achieves a density of 238MTr/mm² using LogicFolding technology. This breakthrough signals a significant advancement in semiconductor efficiency.
Pandaily · 67d ago
SK Hynix CEO Kwak Noh-Jung warns that the global memory chip supply shortage will persist and potentially worsen. The market imbalance is expected to continue until at least 2030 due to high demand.
cnBeta (Full RSS) · 67d ago
Korea University researchers developed a micro-implant that uses thermal regulation to modulate neural activity. This innovation offers new pathways for brain-computer interfaces (BCI) and neuro-disease treatment.
36氪 · 67d ago
Suiyuan Technology faces significant financial losses while struggling to break into the high-end training chip market, relying heavily on inference products and Tencent as a primary customer.
虎嗅 · 68d ago
Nvidia officially introduces its AIPC strategy in the Chinese market. The company aims to redefine the laptop experience by integrating high-performance AI capabilities directly into mobile hardware.
Ifanr (爱范儿) · 68d ago
Li Zexiang discusses the importance of bridging the gap between academic research and industrial application in robotics. He emphasizes that successful AI integration requires deep scenario understanding and hardware-centric innovation.
虎嗅 · 68d ago
Shenzhen-based Lumisition Robotics raised nearly 50 million RMB to develop consumer-grade quadruped robots. The company focuses on 'all-terrain mobility' for outdoor tasks, targeting the 'garage culture' market in Western countries.
36氪 · 68d ago
Sugon has launched the Dawn 8000, China's first fully domestic super-AI fusion cluster capable of supporting 100,000 cards. The system integrates Hygon processors and connects directly to the National Supercomputing Internet.
Pandaily · 68d ago
Innolight addressed market concerns regarding 1.6T demand, stating that 2027 demand remains strong. While some structural adjustments exist, new cloud and AI model customers have increased their requirements.
36氪 · 68d ago
TSMC is struggling to meet the explosive demand for CoWoS advanced packaging driven by AI and HPC chips. This supply gap is causing major clients to divert orders to Intel and other local packaging firms.
cnBeta (Full RSS) · 69d ago
The second generation of the Doubao phone is preparing for market entry, raising questions about how major smartphone manufacturers will respond to this AI-native hardware competition.
钛媒体 · 69d ago
Due to surging AI demand and manufacturing complexities, HBM4 prices are expected to rise significantly by late 2026. The production process is constrained by low initial yields and high wafer consumption compared to standard DDR5 DRAM.
36氪 · 69d ago
The three major memory manufacturers are adopting distinct technological and market strategies to capture the growing demand for AI-driven memory solutions. This analysis explores how each firm is positioning its product roadmap.
钛媒体 · 69d ago
Reports indicate that NVIDIA is preparing a new 'SE' variant of the upcoming RTX 5090 graphics card. This suggests a potential expansion of the Blackwell-based consumer GPU lineup.
Reddit r/LocalLLaMA · 71d ago
The DRAM industry has evolved from a cutthroat 'blood bath' of ten players to a consolidated oligopoly of three, driven by massive capital expenditure and strategic survival bets.
虎嗅 · 73d ago
AI chip startup SambaNova Systems has successfully raised $1 billion in new funding. This investment brings the company's total valuation to $11 billion, reflecting strong market confidence in AI infrastructure.
Bloomberg Technology · 73d ago
Haiguang Information is expanding its focus to edge AI, aiming to build a full-stack autonomous computing system. The company will showcase its 'cloud-edge-end' strategy at the 2026 Intelligent Computing Application Conference.
36氪 · 73d ago
IBM has announced the upcoming release of its new z17 and LinuxONE 5 systems. These systems are designed to address critical data center constraints regarding space and operational costs.
36氪 · 74d ago
Chinese AI startup DeepSeek is reportedly designing its own custom AI chips to support its growing artificial intelligence infrastructure. This move aims to reduce reliance on external hardware providers amidst global supply chain constraints.
Bloomberg Technology · 74d ago
Broadcom has signed a new multi-year agreement to continue designing and supplying custom chips for Apple. This extension secures a critical supply chain relationship in the consumer electronics market.
The Next Web (TNW) · 75d ago
Micron Technology has entered into a strategic agreement with Ford Motor Company to enhance the supply of memory and storage solutions. This partnership aims to support the increasing data requirements of modern, software-defined vehicles.
36氪 · 75d ago
Nvidia's core energy partners, including Delta and ABB, report that the 800V high-voltage DC power solution is progressing as planned. Despite rumors of delays, the industry emphasizes that the pace is dictated by the maturation of the entire energy infrastructure supply chain.
36氪 · 75d ago
Nvidia's next-generation AI server rack systems are reportedly delayed by over a year due to manufacturing challenges. This setback has triggered a decline in Asian technology stocks linked to the AI supply chain.
Bloomberg Technology · 75d ago
Nvidia recently unveiled a humanoid robot resembling Unitree's H2Plus, but notably equipped it with a 'Wave' dexterous hand instead of Unitree's proprietary hand. This suggests a strategic choice in component selection for their robotics platform.
虎嗅 · 75d ago
Biren Technology has announced a 7.07 billion HKD placement to accelerate the production and commercialization of its next-generation GPGPU products. The funds will primarily support R&D, supply chain security, and the development of SuperPod reference designs.
IT之家 · 76d ago
Montage Technology's second-generation MRDIMM memory modules have reached 12800MT/s, doubling the performance of current mainstream RDIMMs. This technology is designed to address memory bandwidth bottlenecks in AI and high-performance computing applications.
IT之家 · 77d ago
Hugging Face is moving toward its open-source robotics vision with a round robot priced at $399. The launch could make embodied-AI experimentation more accessible to developers and researchers.
钛媒体 · 19d ago
OpenAI is reportedly introducing its first AI chip, marking a move into custom AI hardware. The excerpt provides no specifications, availability details, or performance benchmarks.
The Neuron · 24d ago
Unitree has launched a biomimetic seven-axis dexterous robotic arm, priced from 9,900 yuan. The product could lower the hardware cost of embodied AI development, robotic manipulation research, and automation prototyping.
钛媒体 · 29d ago