GPUs, TPUs, ASICs and the devices they power. The physical substrate of the AI boom, from datacenter chips to edge gadgets.
755 articles
A startup founded by three industry veterans has achieved the fastest delivery of 100 embodied AI robots. This milestone highlights the accelerating pace of commercializing humanoid and autonomous robotics.
量子位 · 73d ago
The shift toward GPU/ASIC clusters in AI servers is driving demand for high-density, high-layer, and low-loss PCB platforms. This trend is forcing manufacturers to adopt advanced processes like mSAP and upgrade production equipment.
36氪 · 74d ago
IBM has introduced new rack-mount configurations for its z17 and LinuxONE 5 product lines. These options provide greater deployment flexibility while maintaining enterprise-grade performance and security standards.
cnBeta (Full RSS) · 74d ago
China's semiconductor equipment sector is undergoing a significant stock rally as investors bet on domestic suppliers to fuel the next wave of chip production. The industry now faces a critical earnings season that will determine if the market's high expectations for local toolmakers are justified.
SCMP Technology · 74d ago
Creality is pursuing an IPO while transitioning from a hardware-focused model to an ecosystem-based strategy. The company faces stiff competition from Bambu Lab, which has redefined user experience standards in the consumer 3D printing market.
虎嗅 · 74d ago
Even Realities has raised $150 million in a Pre-B round, reaching a valuation of over $1 billion. The company is backed by major investors including Meituan and Tencent.
36氪 · 75d ago
A discussion regarding the real-world adoption of Huawei GPUs following the decline of NVIDIA's monopoly. Users are questioning the current state of CUDA compatibility and overall performance in local LLM environments.
Reddit r/LocalLLaMA · 75d ago
Samsung's DDR4 and DDR5 memory modules are experiencing a significant price hike in the Korean market. DDR4 prices rose by 19% in a single month, outpacing the growth of DDR5.
cnBeta (Full RSS) · 75d ago
NVIDIA has re-released the five-year-old RTX 3060 GPU in US and European markets at its 2021 launch price. This move is a strategic response to ongoing VRAM supply chain constraints.
cnBeta (Full RSS) · 75d ago
The semiconductor industry is entering a three-year growth cycle driven by wafer capacity expansion and domestic substitution. This trend creates significant opportunities for local equipment manufacturers.
钛媒体 · 75d ago
Huawei is reportedly integrating a new Kirin chipset based on its proprietary Tao (τ) Law into the upcoming Mate 90 series. This development marks a shift in Huawei's semiconductor design philosophy as it continues to advance its domestic chip capabilities.
TechNode · 75d ago
Wuhan's industrial output and profits have seen massive growth, driven by the 'Optics Valley' cluster's focus on optical communication, modules, and storage technologies essential for AI infrastructure.
虎嗅 · 75d ago
HeyGears is expanding from its 60% market share in dental 3D printing into the consumer sector. They are launching full-color resin printers to compete directly with Bambu Lab's FDM technology.
Pandaily · 75d ago
As AI glasses gain popularity, chip manufacturers face the 'Impossible Triangle' of performance, power consumption, and thermal management. Overcoming these hardware constraints is the current core bottleneck for the industry.
钛媒体 · 75d ago
This article analyzes the contrasting organizational cultures and product strategies of DJI and Insta360, highlighting DJI's focus on engineering-led order and vertical integration versus Insta360's agile, user-centric, and collaborative approach.
虎嗅 · 75d ago
Apple is reportedly considering purchasing memory chips from Chinese manufacturers like CXMT to mitigate supply shortages and price hikes. Analysts suggest this move may primarily serve as a strategic negotiation tactic against major suppliers like Samsung and Micron.
cnBeta (Full RSS) · 76d ago
CG Power & Industrial Solutions Ltd. has officially inaugurated its new semiconductor unit in India.
Bloomberg Technology · 77d ago
Semiconductor equipment supplier Huazhuo Precision has filed for a 3.5 billion RMB IPO on the STAR Market. The company faces scrutiny over customer concentration and ongoing losses as it develops advanced semiconductor components.
虎嗅 · 78d ago
BOE has established a dedicated project team for Micro LED optical interconnect systems and glass-substrate CPO technology. The company is collaborating with Corning to advance glass-based packaging and optical interconnects.
IT之家 · 78d ago
Currys, a major UK retailer, warns that the ongoing AI-driven memory shortage will increase prices for laptops, phones, and TVs. The demand for high-bandwidth memory in AI data centers is impacting consumer supply chains.
The Next Web (TNW) · 78d ago
Sony announced that starting January 2028, all new PlayStation games will be digital-only. The company is repurposing its Austrian DADC factory to manufacture micro-optical lenses instead of discs.
IT之家 · 78d ago
Pengding Holdings plans to raise up to 9.6 billion RMB through a private placement. The funds will be dedicated to the production of high-density interconnect (HDI) boards for AI servers and high-speed optical modules.
36氪 · 78d ago
Sony is transitioning its last remaining in-house optical disc factory in Thalgau, Austria, toward the production of optical micro-lenses. This move reflects a strategic shift away from physical gaming media as production volumes are expected to drop significantly by 2028.
cnBeta (Full RSS) · 78d ago
SanDisk has begun sampling its 10th generation BiCS10 1Tb TLC 3D NAND flash memory. The new architecture features 332 layers, significantly improving storage density, speed, and power efficiency for modern computing.
cnBeta (Full RSS) · 78d ago
The June 2026 Steam hardware survey shows rapid adoption of Nvidia's RTX 50 series GPUs. Three models from the new generation have already secured spots in the top ten most used graphics cards.
cnBeta (Full RSS) · 79d ago
The Team OGS overclocking group successfully pushed the NVIDIA Blackwell-based RTX 5090D GPU to a 4.002 GHz core frequency using liquid nitrogen cooling. This record-breaking performance highlights the extreme thermal and frequency headroom of the new GB202 architecture.
cnBeta (Full RSS) · 79d ago
SpaceX has reportedly showcased a handset-like AI device to investors. This development suggests the company may be looking to expand its reach into the wireless hardware market.
TechCrunch AI · 80d ago
Five years after its initial launch, Nvidia is re-introducing the RTX 3060 12GB GPU to the US market via partners like Gigabyte. The move addresses ongoing demand for mid-range hardware despite the availability of newer architectures.
36氪 · 81d ago
ZTE has established Nanjing Chris Semiconductor Technology Co., Ltd. with a registered capital of 100 million RMB.
36氪 · 81d ago
The implementation of new regulations for power batteries addresses long-standing industry issues such as range degradation and manufacturer instability. It highlights the challenges of reconciling past industry practices with new standards.
钛媒体 · 82d ago