GPUs, TPUs, ASICs and the devices they power. The physical substrate of the AI boom, from datacenter chips to edge gadgets.
755 articles
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
The AI boom has disrupted traditional memory market cycles, causing prices to soar instead of fall. Analysts predict the supply crunch for DRAM and NAND flash will persist until 2028.
The Next Web (TNW) · 68d ago
Lenovo has closed its US-based XR business unit to refocus resources on consumer-facing personal AI products. The company plans to integrate AI across its PC, tablet, smartphone, and wearable device portfolio under the Motorola brand.
IT之家 · 68d ago
Google is preparing to launch its latest AI-focused smartphone. The device is expected to deeply integrate Gemini, positioning it as a primary hardware platform for Google's AI ecosystem.
Ifanr (爱范儿) · 68d ago
The morning news highlights potential high-memory specs for Apple's M7 Ultra, a significant medical application milestone for the Unitree G1 humanoid robot, and Meta's commitment to expanding AI compute capacity.
Ifanr (爱范儿) · 68d ago
Unitree founder Wang Xingxing predicts that robots will become consumer-grade platforms, similar to the evolution of PCs 30 years ago. He highlights their role in AI innovation, education, and commercial engagement.
IT之家 · 69d ago
Samsung Electronics is advancing the operational timeline for its first semiconductor fab in the Yongin cluster by one to two years. The project is supported by accelerated government infrastructure development for this strategic national hub.
cnBeta (Full RSS) · 69d ago
Reports claiming that ByteDance and Nubia have stocked 80,000 to 100,000 units of their new AI agent phone for immediate sale are false. Insiders clarify that the device will only be showcased at the 2026 World AI Conference, not sold.
36氪 · 71d ago
Chinese electronic component giant San-Huan Group has successfully listed on the Hong Kong Stock Exchange, raising 7 billion HKD to fund global production expansion. The company specializes in electronic ceramics and MLCCs, maintaining a strong market position despite industry price fluctuations.
虎嗅 · 72d ago
Apple has pledged a $30 billion investment to procure Broadcom chips manufactured within the United States. This move is part of a broader strategy to strengthen domestic supply chains for high-performance hardware.
Engadget · 73d ago
Apple has begun testing DRAM chips from China's state-backed CXMT for devices sold in the Chinese market. This move has drawn attention from Washington due to potential security risks associated with the supplier.
The Next Web (TNW) · 73d ago
Apple is reportedly testing DRAM chips manufactured by CXMT, a Chinese company currently under US trade restrictions. This move highlights potential supply chain shifts for AI-capable hardware.
Engadget · 73d ago
Apple has announced an expanded multi-year agreement with Broadcom to source US-made 5G radio frequency components and other wireless connectivity chips. This deal reinforces Apple's commitment to domestic supply chain investment and long-term hardware infrastructure.
Bloomberg Technology · 73d ago
Shanghai Xinghe, a high-end CNC machine tool manufacturer, raised several hundred million RMB led by Wuliangye Fund. The capital will accelerate R&D in gear grinding and five-axis machining, specifically targeting the humanoid robot and EV sectors.
36氪 · 73d ago
SpaceX is prototyping a handheld AI device that integrates Starlink connectivity and xAI technology, potentially serving as a distributed computing node for AI inference.
虎嗅 · 73d ago
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 · 73d 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