AI for forecasting, routing and resilience — plus the AI boom’s own supply chain shocks in chips and components.
1409 articles
The White House says President Donald Trump signed an order imposing tariffs on certain drones and drone components. Large drones and models deemed to pose specific national-security risks may face a 100% tariff, while smaller drones face a 25% tariff.
cnBeta (Full RSS) · 37d ago
Counterpoint Research reports that Yangtze Memory Technologies became the world’s third-largest NAND flash supplier in Q2 2026 by total shipment capacity. YMTC narrowly surpassed Kioxia, marking its first entry into the global top three.
cnBeta (Full RSS) · 38d ago
European manufacturers of vacuum pumps, heat exchangers, and specialty gases are emerging as indirect beneficiaries of surging AI infrastructure demand. The trend may create investment opportunities beyond established AI chip and software companies.
Bloomberg Technology · 38d ago
Apple is seeking US approval to source memory from Chinese supplier CXMT for devices made and sold in China, aiming to ease a severe global supply squeeze. DRAM prices have reportedly risen nearly sevenfold since early 2025, while major suppliers may have sold out production through 2027.
Computerworld · 40d ago
The article frames ChangXin’s IPO and market rise as the result of Anhui’s long-term commitment to memory-chip development. It highlights patience and sustained investment rather than short-term gains.
钛媒体 · 40d ago
TSMC reported a 45% increase in monthly sales, indicating that demand for AI hardware remains strong despite market volatility. The results reinforce TSMC’s importance in the AI hardware supply chain.
Bloomberg Technology · 40d ago
Global memory-chip stocks are losing momentum as memory-price growth slows, raising concerns that the AI-driven boom may be entering its late stage. Data-centre demand for high-end memory remains strong, but additional supply from Chinese producers could increase pressure on prices and margins.
SCMP Technology · 40d ago
Industry research cited by Bloomberg says Chinese humanoid-robot manufacturers accounted for more than 97% of global shipments in the first half of 2026. The figure suggests China has established an early lead over the United States in humanoid robotics.
cnBeta (Full RSS) · 40d ago
TSMC reported a 45% increase in monthly sales, indicating that demand for AI hardware remains strong despite market volatility. The results suggest continued momentum in AI-related semiconductor manufacturing.
Bloomberg Technology · 40d ago
Apple is reportedly testing memory from ChangXin Storage amid an unprecedented surge in memory prices. The evaluation signals that one of the world's most demanding buyers may be considering a broader supplier strategy.
钛媒体 · 40d ago
Sony Group and TSMC are reportedly discussing a combined investment of ¥1 trillion, or approximately $6.4 billion, in a planned joint chip factory in Japan. The information comes from a person familiar with the plans, so the investment has not been formally confirmed.
Bloomberg Technology · 41d ago
The article argues that reported Iranian strikes on Gulf data-center infrastructure expose the geopolitical vulnerabilities of the AI boom. Cheap energy and government support have made the Middle East attractive for data-center investment, but concentrated infrastructure could become a strategic target during regional conflict.
虎嗅 · 42d ago
SK Hynix is reportedly considering strategic options for its Chongqing, China-based facility, whose assets are valued at about $3 billion. One possibility is bringing in an investor to help accelerate the site’s growth.
Bloomberg Technology · 43d ago
China’s latest postal-sector plan identifies Wuhan, Ezhou, Zhengzhou, and Changsha as a new global international postal and express-delivery hub cluster. The central-China group will combine aviation, rail, road, and manufacturing capabilities to strengthen national logistics networks and support industrial growth.
虎嗅 · 43d ago
SK Hynix is directing the financial windfall from the AI-driven chip boom into South Korea’s corporate bond market. The move shows that major AI hardware manufacturers are participating in credit markets not only as bond issuers, but also as investors.
Bloomberg Technology · 44d ago
A reported DRAM shortage has allegedly left TSMC holding approximately $1 billion worth of Apple A20 Pro chips. Without enough memory chips for pairing, the wafers reportedly cannot proceed to packaging and subsequent processing, potentially delaying the iPhone 18 launch.
cnBeta (Full RSS) · 44d ago
The report examines metal raw-material industries amid the expansion of AI infrastructure. It argues that global resource competition and strategic balancing are turning AI metals into a new focus of great-power competition.
钛媒体 · 44d ago
NVIDIA reportedly raised graphics-card prices by 30%, prompting disruption in the high-end GPU market. Asus canceled a customer’s RTX 5090 order after payment and said the purchase could proceed only at a higher price.
cnBeta (Full RSS) · 45d ago
The EU's proposed Industrial Accelerator Act could require publicly supported vehicles to be assembled in Europe and use increasingly high shares of EU-sourced components, batteries, motors, and electronics. The shift may weaken Morocco's role as a nearshore automotive hub and complicate expansion plans for Chinese automakers and battery suppliers.
虎嗅 · 45d ago
Counterpoint Research’s Q2 2026 Global Memory Tracker reports continued dominance by South Korean memory manufacturers. Samsung Electronics and SK hynix together captured 65% of global DRAM revenue, with wafer-founding activity and higher prices supporting share growth.
cnBeta (Full RSS) · 45d ago
The article traces AI spending from cloud providers through optical modules, chips, and servers. It frames the AI economy as a value chain in which infrastructure suppliers may capture substantial returns.
钛媒体 · 45d ago
The analog semiconductor market appears to be entering an initial upcycle. For AI hardware builders, the shift may signal improving conditions for the power-management and data-conversion components that support compute systems.
钛媒体 · 45d ago
Samsung Electronics and SK hynix are reportedly evaluating chip-manufacturing equipment from China’s AMEC for potential use in their Chinese factories. The move appears aimed at hedging against tighter U.S.
cnBeta (Full RSS) · 46d ago
A report claims that HP, Asus, and Acer are using small quantities of CXMT memory chips in a limited number of notebooks. The systems are reportedly intended for non-US markets as manufacturers respond to an unprecedented memory shortage.
Tom's Hardware · 46d ago
CATL reported strong Q2 2026 revenue growth driven by high battery shipment volumes, though net profit margins declined due to rising raw material costs and aggressive market share strategies.
虎嗅 · 56d ago
Hema has achieved a 100 billion RMB scale, marking a significant milestone in its retail evolution. However, the company continues to rely heavily on Alibaba's ecosystem for infrastructure and strategic support.
钛媒体 · 64d ago
Tata Electronics is preparing to manufacture India's first semiconductor wafers, but the facility is limited to 90nm technology. This highlights the significant hurdles India faces in building a competitive domestic chip supply chain.
cnBeta (Full RSS) · 65d ago
Japanese automakers are facing pressure from Chinese competitors but are hesitant to reform their rigid supply chains. The challenge lies in reaching a consensus on standardized processes.
钛媒体 · 65d ago
Hunan Yuneng, a major LFP cathode material supplier, is raising prices by 2,000 yuan per ton starting August 1st. The move is driven by rising raw material costs and strong downstream demand.
36氪 · 65d ago
Japanese memory chipmaker Kioxia Holdings Corp. has seen its market capitalization drop by 50% in one month.
Bloomberg Technology · 65d ago