AI for forecasting, routing and resilience — plus the AI boom’s own supply chain shocks in chips and components.
1409 articles
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 · 15d ago
The Trump administration is considering another round of tariffs on imported semiconductors to encourage more chip manufacturing in the US. AI chip demand remains strong, keeping supply-chain companies optimistic despite the potential policy shift.
Bloomberg Technology · 16d ago
Micron and SK Hynix are adding an unexpected dimension to the debate over the US Chips Act and domestic semiconductor manufacturing. The memory-chip makers were initially a lower priority as the US sought to rebuild local production.
Bloomberg Technology · 16d ago
Chinese chip equipment maker AMEC unveiled six machines at different stages of commercialisation in a single day. The lineup covers key semiconductor manufacturing processes and supports China’s push for greater chipmaking self-reliance.
SCMP Technology · 17d ago
Dell Technologies raised its annual sales forecast by $25 billion as demand grows for servers used in artificial intelligence workloads. The company’s shares rose in extended trading, while an industry investor said Dell remains dominant in the supply chain and continues to innovate.
Bloomberg Technology · 17d ago
Huawei’s first-half 2026 revenue rose 9.55% to 467.819 billion yuan, while parent-company net profit fell 36.8%. Record R&D spending, aggressive memory and component inventory purchases, higher management costs, and reduced subsidies pressured profitability as Huawei expanded across AI chips, operating systems, and smart vehicles.
虎嗅 · 18d ago
Actuators represent roughly 40% to 60% of a humanoid robot’s bill of materials, making them a major scaling constraint. China refines about 90% of the rare-earth magnets used in these components, while Europe is seeking to limit dependence on any single country by 2030.
The Next Web (TNW) · 18d ago
Chinese memory maker CXMT has reportedly started small-batch production of HBM3E memory. Although it remains about two generations behind South Korean manufacturers moving toward HBM4E, the milestone could strengthen China’s AI memory supply chain.
cnBeta (Full RSS) · 18d ago
SK Group Chairman Chey Tae-won said SK hynix is considering establishing a joint venture in Japan. The company is evaluating locations with sufficient electricity and water, while a small acquisition of a Japanese company is also reportedly possible.
IT之家 · 19d ago
SK Hynix is studying a potential joint venture to manufacture memory chips in Japan. The proposal is one of several options aimed at meeting surging AI-driven demand while keeping production costs under control.
Bloomberg Technology · 19d ago
SK hynix forecasts that the current memory shortage could continue through the end of 2030, with no clear signs of demand slowing. CEO Kwak Noh-jung expects any future cooling to bring gradual supply relief rather than a sudden collapse in memory prices.
cnBeta (Full RSS) · 19d ago
Huawei executive He Tingbo was named to Time’s 2026 list of the 100 most influential people in global artificial intelligence. Time described her as China’s “chip queen” and highlighted her role in reducing Huawei’s reliance on U.S.
cnBeta (Full RSS) · 21d ago
CXMT’s first-half revenue rose nearly tenfold, while profit also surged as demand for AI hardware increased. The growth has made the Chinese memory-chip maker one of the country’s most valuable businesses.
Bloomberg Technology · 21d ago
The Trump administration is reportedly considering a second round of semiconductor tariffs covering laptops, game consoles, and servers that contain chips. January exemptions for data-center equipment could also be withdrawn, increasing uncertainty for AI infrastructure procurement.
Tom's Hardware · 22d ago
US authorities are investigating Singapore-based Apex Logistics over its suspected role in smuggling Nvidia AI chips to China. The case could become the first US action against a transportation company allegedly involved in illegal semiconductor trade.
Bloomberg Technology · 23d ago
OpenAI published an official report detailing the failures that contributed to a breach involving Hugging Face. The disclosure offers transparency into the incident, while raising questions about internal security controls and trust.
Engadget · 23d ago
OpenAI has released its official report on the Hugging Face breach. The report covers several distinct cybersecurity compromises and provides the most complete account of the incident so far.
TechCrunch AI · 23d ago
Global inventories of multilayer ceramic capacitors (MLCCs), essential electrical buffers in circuit boards, have fallen to a record low. Distributor inventories declined 8% by August 9 compared with four weeks earlier, driven by surging demand from AI infrastructure and high-performance servers.
SCMP Technology · 23d ago
China’s leading outsourced semiconductor packaging and testing companies are launching multibillion-dollar capacity expansions driven by surging AI demand, strong first-half profits, and Beijing’s push for technological self-sufficiency. JCET, Tongfu Microelectronics, and Huatian Technology are among the companies investing in additional capacity.
SCMP Technology · 23d ago
Sodium-ion batteries are moving beyond their role as a backup for volatile lithium prices and are being positioned for large-scale storage and AI data-center infrastructure. CATL has secured 7 GWh of European sodium-storage agreements, while manufacturers are emphasizing safety, long life, extreme-temperature performance, and supply-chain resilience.
虎嗅 · 24d ago
China is reportedly slowing exports of germanium, quartz-based materials, and magnets to Taiwan. The move could disrupt semiconductor fabrication, optical connectivity, and robotics supply chains.
Tom's Hardware · 24d ago
A senior Nvidia manager was indicted in connection with an alleged scheme to smuggle Supermicro AI servers to China. The case follows Nvidia CEO Jensen Huang reportedly confronting Supermicro over the alleged activity.
Ars Technica AI · 25d ago
Taiwanese prosecutors indicted a senior NVIDIA manager and eight others over an alleged scheme involving 74 servers equipped with B300 chips. The servers were allegedly routed to China through Japan and Indonesia, with prosecutors seeking five-year sentences for forgery and breach of trust.
The Next Web (TNW) · 25d ago
Taiwanese prosecutors indicted a senior Nvidia manager in connection with an alleged scheme to smuggle advanced AI chips into China. The case represents Taiwan’s first known crackdown on the black-market trade in high-end AI accelerators.
Bloomberg Technology · 25d ago
Nexperia’s China unit plans to move its entire product line to a domestically produced 12-inch silicon wafer foundry. The shift is part of its pursuit of “100 per cent” independent operations amid an extended dispute with its European headquarters.
SCMP Technology · 26d ago
Japan has added five technology categories—solder resist, GaN substrates, permanent magnets, perovskite batteries, and scintillators—to a pre-transfer reporting and review framework. The move targets technology transfers to overseas subsidiaries, joint ventures, companies, universities, and research institutions, with potential consequences for semiconductor, robotics, AI server, and sensing supply chains.
虎嗅 · 28d ago
Supermicro fired employees in sales, technical support, and business development after an investigation into the alleged diversion of $2.5 billion in restricted AI chips to China. The independent investigation said senior management was unaware of the transactions and that the company’s financial statements remained reliable.
Tom's Hardware · 28d ago
Japan will allocate an additional ¥150 billion ($944 million) to chip startup Rapidus. The funding supports Japan’s long-shot effort to compete with major manufacturers such as Taiwan Semiconductor Manufacturing Co.
Bloomberg Technology · 29d ago
CXMT Corp.’s breakout listing has boosted optimism across China’s domestic AI hardware sector. The momentum supports China’s broader ambition to compete with the US in AI development.
Bloomberg Technology · 29d ago
China has approved five automotive-chip certification and accreditation standards built around a “1+4” framework, effective October 1, 2026. The standards aim to unify evaluations for chip design, certification, testing, and automotive computing, reducing duplicated validation and improving trust in domestic suppliers.
虎嗅 · 29d ago