GPUs, TPUs, ASICs and the devices they power. The physical substrate of the AI boom, from datacenter chips to edge gadgets.
755 articles
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
Micron Technology has begun construction on a $9.3 billion expansion of its Hiroshima facility to meet surging demand for AI-driven memory. The site will focus on producing high-bandwidth memory (HBM) and stacked DRAM, which are critical components for AI hardware.
The Next Web (TNW) · 77d ago
Surging demand for AI hardware has caused a significant semiconductor shortage, with over 20 manufacturers raising prices for the second time in 2026. AI-specific MLCC components have seen price increases of 3-10x, with lead times extending into 2027.
Pandaily · 77d ago
Anthropic is reportedly in early discussions with Samsung to manufacture its custom AI chips. This move reflects a broader industry trend of diversifying supply chains away from TSMC to meet surging demand for generative AI hardware.
cnBeta (Full RSS) · 77d ago
OASIS 1 is a $289 titanium smart ring designed for AI-powered voice dictation and gesture control. It aims to replace keyboards by integrating with Wispr Flow to enable discreet, on-the-go text input.
虎嗅 · 77d ago
Yunbao Smart, a DPU (Data Processing Unit) startup founded by a 24-year-old Stanford talent, is preparing for an IPO on the ChiNext board. Tencent holds a significant stake, highlighting the strategic importance of DPU infrastructure in the AI era.
钛媒体 · 77d ago
Samsung Electronics is reportedly increasing the average selling price of DRAM by 20% in Q3 2026. Industry sources confirm that terminal manufacturers have received oral notifications, which may lead to increased costs for consumer electronics.
36氪 · 77d ago
Silicon photonics startup Light-Link Tech has raised 100 million RMB in Pre-A funding to expand its R&D and mass production capabilities. The company specializes in miniaturized spectral sensing modules using computational spectroscopy for health and industrial applications.
36氪 · 77d ago
UBS has revised its industry outlook, predicting that the price rally for DRAM and NAND memory chips will extend through 2027. Contract prices for DDR are expected to see significant quarterly increases, particularly in 2026.
cnBeta (Full RSS) · 77d ago
Lianxun Instrument, a high-speed optical module testing company, became the most expensive stock on the A-share market. The company must now transition from a hardware-focused business to a platform-based testing giant to sustain its valuation.
虎嗅 · 78d 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
Dexterous-hand robotics has attracted roughly 20 billion yuan in investment over six months, with three major technical routes competing for the market. Around half of the world’s dexterous-hand companies are reportedly in China, but engineering, mass production, and commercial deployment remain major hurdles.
量子位 · 40d ago
Blacktech's G1X 3D printer raised $10 million on Kickstarter, introducing material jetting technology to the consumer market for high-quality, full-color prints.
极客公园 · 52d ago
The 2026 World Artificial Intelligence Conference (WAIC) features over 100 chip companies and 64 consumer AI products. The event highlights the shift of AI into the industrial era with a focus on supernode clusters and humanoid robots.
Pandaily · 64d ago
ByteDance has canceled its first-generation AI glasses to focus on a more competitive dual-model second generation. This move aims to challenge Meta's Ray-Ban smart glasses in a rapidly growing market.
Pandaily · 65d ago
Shenzhen Huaqiang, a distributor for Huawei's computing components, is accelerating the promotion of Ascend and Kunpeng products to support Huawei's computing ecosystem.
36氪 · 65d ago
Nvidia CEO Jensen Huang is actively courting key Japanese suppliers in Tokyo to secure and strengthen the AI hardware supply chain. This move highlights the critical role of specialized Japanese components in Nvidia's global AI infrastructure.
Bloomberg Technology · 65d ago
NVIDIA has introduced two new mass-production modules, Jetson T3000 and T2000, to the Jetson AGX Thor series. These models are designed to optimize power consumption and memory usage for embedded AI applications.
ITmedia AI+ (日本) · 65d ago
OpenAI is reportedly developing a screenless home AI device powered by the GPT-Live model, designed to control appliances and respond to voice queries. The project faces skepticism regarding its market differentiation, manufacturing costs, and potential privacy risks.
Computerworld · 66d ago
OpenAI has introduced the Codex Micro keypad, a hardware tool designed to help developers manage multiple AI agents. The device features real-time RGB status indicators and customizable controls for improved agent orchestration.
TestingCatalog · 66d ago
Intel has integrated ASML's advanced lithography equipment into its manufacturing process for the upcoming Panther Lake laptop chips. This move aims to accelerate the adoption of cutting-edge manufacturing technology for high-performance mobile processors.
cnBeta (Full RSS) · 66d ago
TSMC has notified chip design firms of price hikes for mature process nodes starting January 2027. The adjustments are driven by surging AI demand, product mix optimization, and rising material costs.
TechNode · 66d ago
Berlin-based startup NexiGO has raised €2 million in seed funding to develop gallium oxide (Ga₂O₃) power semiconductors. This move supports European energy autonomy and aims to provide core technology for next-generation electric vehicles.
cnBeta (Full RSS) · 67d ago
Sugon (Zhongke Sugon) has established a new wholly-owned subsidiary in Guangxi with a registered capital of 100 million RMB. The company will focus on information system integration, chip design, and cloud computing equipment sales.
36氪 · 67d ago
Underwater robotics is gaining traction, but there are significant debates regarding capital allocation and market direction. The article explores the shifting investment landscape in this specialized field.
钛媒体 · 67d ago
SK Hynix is reportedly considering allocating capital into South Korean government bonds. This move comes as market expectations suggest a slowdown in the price growth of High Bandwidth Memory (HBM).
cnBeta (Full RSS) · 67d ago
FCC filings indicate that Google's upcoming Pixel 11 series, powered by the Tensor G6 chip, will shift away from Samsung Exynos modems. The device is expected to adopt MediaTek's communication hardware instead.
cnBeta (Full RSS) · 67d ago
A new study estimates that reducing reliance on China would cost $23.6 trillion over 25 years. The report highlights significant risks for industries critical to Europe's technological future.
The Next Web (TNW) · 68d ago