AI for forecasting, routing and resilience — plus the AI boom’s own supply chain shocks in chips and components.
1409 articles
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
A Texas federal jury ruled that Kioxia infringed on a Viasat flash memory patent. The company must pay $229 million in damages covering past infringement through March 2026.
36氪 · 65d ago
OnePlus has officially announced its withdrawal from North American and European markets. This strategic retreat is driven by the ongoing global memory chip crisis impacting the smartphone industry.
SCMP Technology · 65d ago
Apple has raised the monthly and annual subscription costs for AppleCare+ on Macs and iPads. The price hike is attributed to the broader memory shortage affecting both hardware production and service costs.
The Next Web (TNW) · 66d ago
Boeing has officially opened a new production line in Everett, Washington, to increase 737 MAX output. This marks the first time in 50 years that 737s are being produced outside of the Renton facility.
IT之家 · 66d ago
Chinese suppliers are conducting batch verification of high-purity PFA, a critical fluoropolymer for semiconductor wet processing. This move aims to localize the supply chain for advanced process nodes.
Pandaily · 66d ago
BYD Executive Vice President Stella Li stated that the company can become the world's largest automaker even without entering the US market. The company is now shifting its strategic focus toward aggressive expansion in the European market.
cnBeta (Full RSS) · 66d ago
iFlytek (Suzhou) has become a shareholder of Shanghai Hengte Electronics. The investment expands iFlytek's footprint in the electronic components and integrated circuit manufacturing sector.
36氪 · 67d ago
China's National Bureau of Statistics reports that high-tech manufacturing and digital economy sectors now contribute over 40% to economic growth. AI-related industries like integrated circuits and smart vehicle equipment are seeing growth rates exceeding 30%.
36氪 · 67d ago
CITIC Securities reports that while short-term lithium prices are suppressed by supply expectations, demand remains strong due to EV production targets. The market expects a rebound in the second half of the year driven by downstream inventory replenishment.
36氪 · 67d ago
Pinduoduo is launching a secretive project called 'Xinpinmu' to adopt an agile supply chain model similar to SHEIN. This move aims to counter EU tariff reforms by shifting toward a proprietary brand strategy.
钛媒体 · 67d ago
SK Hynix shares experienced fluctuations in Seoul following a broader selloff of AI-related memory stocks on Wall Street. Investors are currently navigating market volatility as demand for high-performance AI memory remains a focal point.
Bloomberg Technology · 68d ago
NASA and NOAA have confirmed the return of the El Niño phenomenon as sea surface temperatures in the central and eastern equatorial Pacific remain consistently high. This climate pattern is being closely monitored via satellite data to assess its global impact.
cnBeta (Full RSS) · 68d ago
The global smartphone market is facing historic lows in shipment volumes due to persistent component and memory shortages. Despite these supply chain headwinds, major players like Apple and Samsung maintain market dominance.
Ars Technica · 68d ago
The price of experimental monkeys has risen significantly due to a surge in domestic innovative drug R&D projects in China. Supply remains constrained by long breeding cycles and high attrition rates, with high demand expected to persist through next year.
虎嗅 · 68d ago