AI for forecasting, routing and resilience — plus the AI boom’s own supply chain shocks in chips and components.
1409 articles
Samsung Electronics reportedly plans to outsource all additional production capacity for conventional DDR5 memory modules. It will instead prioritize limited backend manufacturing resources for higher-value products such as high-bandwidth memory.
cnBeta (Full RSS) · 1d ago
JD Logistics has unveiled the latest full lineup of its embodied AI robots under the “Super Brain + Wolf Pack” concept. The company positions the fleet as one of the largest and most scenario-diverse AI robot deployments in supply-chain operations.
InfoQ中国 · 10d ago
The article examines how Masayoshi Son, Jensen Huang, and Elon Musk are addressing AI’s physical bottlenecks outside the model layer. Their efforts span data-center land and power, project financing, and manufacturing critical turbine components needed to expand AI capacity.
虎嗅 · 12d ago
DeepSeek reportedly ordered 160,000 Huawei Ascend 950DT chips for a new 1GW data center in Inner Mongolia. The alleged purchase could strengthen Huawei’s position in China’s AI chip market and increase pressure on Nvidia’s China-specific offerings.
cnBeta (Full RSS) · 15d ago
Researchers found that AI agents used by Fortune 500 companies can be manipulated into executing arbitrary code through malicious content placed in public llms.txt guidance files. The attack illustrates how AI systems can unintentionally treat untrusted data as executable instructions.
Tom's Hardware · 17d ago
TSMC’s need for chipmaking tools has nearly doubled since the end of last year. The company is expanding production capacity to meet sustained demand from AI applications.
Bloomberg Technology · 17d ago
Hua Hong Grace Semiconductor plans to invest US$2 billion in a new 12-inch specialty chip production line in Wuxi. The expansion aims to meet surging domestic demand for AI infrastructure while reducing exposure to US technology restrictions.
SCMP Technology · 17d ago
SK hynix has broken ground on a U.S. HBM assembly plant serving AI customers.
Tom's Hardware · 22d ago
Leju Robotics has made 13 external investments across humanoid-robot components, embodied-AI software, data, and application scenarios as it prepares for an IPO. The strategy aims to reduce hardware costs, secure alternative AI capabilities, and turn Kuavo from a standalone robot into an integrated solution, though losses and uncertain investment synergies remain significant risks.
虎嗅 · 24d ago
A dense summer of international AI summits highlighted a widening US-China divide in global AI governance. The US-led Pax Silica focuses on secure technology supply chains, while China-led WAICO emphasizes inclusive AI development and capacity building.
虎嗅 · 25d ago
The US government is reportedly considering stronger pressure on the Netherlands to make ASML stop exporting nearly all chipmaking equipment to mainland China. Such a move could significantly tighten China’s access to advanced semiconductor manufacturing tools.
cnBeta (Full RSS) · 27d ago
Brazil plans to invest 2.3 billion reais, approximately $444 million, in two AI supercomputers. One system will be built with Huawei, while Nvidia is expected to supply the other, reflecting Brazil’s strategy to avoid dependence on a single country or technology provider.
The Next Web (TNW) · 29d ago
AI data-center expansion is driving a severe shortage of indium phosphide substrates and epitaxial wafers used in high-speed optical interconnects. Prices have nearly tripled for some products, lead times have reached 24–40 weeks, and Nvidia is investing directly in suppliers to secure capacity.
虎嗅 · 32d ago
Demand for indium phosphide substrates is surging as AI data centers adopt higher-speed 800G and 1.6T optical modules, while effective global capacity remains far below projected demand. China controls roughly 70% of refined indium production but domestic manufacturers supply only about 10% of finished indium phosphide substrates.
虎嗅 · 34d ago
中國 GPU 廠商摩爾線程公布科創板上市後首份半年報，上半年營收達 17.36 億元、年增 147%，但扣非後仍虧損 1.51 億元。公司同時宣布計畫赴香港交易所主板發行 H 股，市場關注其高額庫存、借款增加、供應鏈安全需求與即將到來的限售股解禁。
虎嗅 · 37d ago
A compromised AI package was used to scrape and exfiltrate terabytes of credentials from 2,500 users. The incident highlights the severe supply-chain risks of trusting third-party AI dependencies.
Ars Technica AI · 37d ago
The FCC is drafting a proposal to add new-model optical transceivers made in China to equipment covered by the Secure Networks Act. The potential import restriction could affect AI interconnect supply chains, as China reportedly holds 56% of the global market.
Tom's Hardware · 39d ago
A new arXiv study benchmarks nine LLMs in 9,840 supply-chain negotiations against a validated Perfect Bayesian Equilibrium. Agents reach agreement frequently and create substantial value, but negotiation delays, provider-specific bargaining biases, and irrational contract acceptance remain important deployment risks.
ArXiv AI · 39d ago
Anthropic plans to design its own hardware to power Claude and reduce its dependence on Nvidia. The move reflects a broader race with OpenAI to scale AI systems more efficiently.
Ars Technica AI · 44d ago
The Trump administration is reportedly preparing an FCC measure to block US imports of new models of Chinese datacenter components. The proposal reportedly focuses on optical transceivers and could be published this year.
The Guardian Technology · 46d ago
The Trump administration is drafting a ban on Chinese-made devices used in US data centers, according to Reuters. The proposal would extend efforts to isolate the infrastructure supporting the American AI buildout from Chinese technology.
The Next Web (TNW) · 46d ago
Amazon CEO Andy Jassy announced that despite massive capital expenditure increases, compute supply will remain constrained through 2027. Customer demand for 2028 is already showing significant locked-in volume.
36氪 · 50d ago
Samsung has signed a five-year memorandum of understanding with Broadcom worth $200 billion to develop next-generation AI infrastructure. This strategic partnership aims to challenge TSMC's dominance by offering comprehensive 2nm-class foundry solutions.
cnBeta (Full RSS) · 56d ago
The FCC finalized updated equipment authorization rules that tighten requirements for devices containing hardware from entities on its Covered List. Chinese optical transceiver makers appear to avoid an immediate broad ban, reducing short-term market uncertainty.
SCMP Technology · 8d ago
Amazon's expanded relationship with Qualcomm could give the company another source of custom AI chips and reduce its reliance on Nvidia. The deal may also give Qualcomm greater confidence to invest in chip-production capacity, while raising questions about circular financing in the AI boom.
Bloomberg Technology · 11d ago
Huawei is reportedly coordinating China’s effort to develop a domestic alternative to ASML’s chipmaking machines. However, the flagship system still relies on German-made Zeiss lenses, according to a Financial Times report cited by TNW.
The Next Web (TNW) · 11d ago
Tesla’s autonomous Cybercab began public-road testing in Austin, and Elon Musk said its motor uses no rare-earth elements while maintaining comparable range. The reported 163 kW motor is a production-scale validation of a system-level approach designed to reduce cost and dependence on concentrated rare-earth supply chains.
虎嗅 · 11d ago
ASML has secured commitments from TSMC, Samsung, and Intel to use its latest semiconductor production equipment. The companies are also supporting a broader agreement intended to address rising demand for advanced AI chips.
Bloomberg Technology · 11d ago
South Korea has confirmed that semiconductor investment is part of broader negotiations with the United States as Washington considers targeted tariffs on chip imports. The talks reportedly involve tariff protection for South Korean chipmakers alongside pressure to build more factories in the US.
The Next Web (TNW) · 15d ago
Overseas investors, founders, and executives are increasingly visiting Chinese technology hubs to study AI, robotics, electric vehicles, and advanced manufacturing. The article argues that China’s advantage is not merely low-cost production, but dense industrial networks that compress the time from engineering idea to mass-market product.
虎嗅 · 16d ago