AI for forecasting, routing and resilience — plus the AI boom’s own supply chain shocks in chips and components.
1409 articles
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) · 26d 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 · 26d 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 · 29d 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 · 30d ago
Rising AI server power density is turning cabinet-level Battery Backup Units from an optional component into a required part of data-center power architecture. Global BBU cell shipments reportedly reached about 276 million units in the first half of 2026, intensifying shortages and competition among Asian battery suppliers.
虎嗅 · 30d ago
Lightelligence is shifting from computing with light to connecting with light, signaling a more pragmatic focus on photonic interconnects. Despite strong investor enthusiasm following a 383.62% first-day stock surge in Hong Kong, the company faces concentrated customers, slow receivables, declining margins, and supply-chain risks.
Pandaily · 30d ago
Several Chinese listed companies that announced large AI compute service agreements are now facing cancellations, weak execution, and regulatory scrutiny. The article explains why framework agreements often fail to become real revenue, highlighting customer verification, GPU delivery, payment terms, and termination clauses.
虎嗅 · 31d ago
Bloomberg Intelligence estimates that Europe would need to spend about $3 trillion through 2035 to reduce reliance on foreign suppliers for AI and other critical technologies. Achieving full technological autonomy would require substantially greater investment.
Bloomberg Technology · 31d ago
The FCC has banned foreign-made robots that do not meet a 65% domestic component threshold. The policy aims to strengthen the US robotics supply chain, but domestic manufacturing capacity may not yet be sufficient.
Digital Trends · 33d ago
NVIDIA may be building a powerful AI infrastructure ecosystem without directly owning data centers or signing power contracts. Its influence reportedly comes from linking hardware and software standards, infrastructure design, and financial networks that support AI compute expansion.
cnBeta (Full RSS) · 33d ago
SK Group chairman Chey Tae-won says memory demand is set to grow explosively and warns that the most severe memory shortage could arrive in 2027. The forecast highlights potential supply-chain pressure for AI computing infrastructure.
钛媒体 · 33d ago
The US reportedly plans to tell partners they must choose between US- and China-aligned ecosystems in the AI race. The stance will be advanced under the proposed "Pax Silica agreement."
iTNews Australia · 34d ago
The article argues that optical modules are not disappearing, but traditional pluggable modules face serious pressure as NVIDIA moves toward co-packaged optics and in-house optical-engine assembly. This shift could force established optical-module vendors to rethink their customers, products, and competitive positioning.
钛媒体 · 34d ago
A filing reveals that Nvidia’s $5 billion investment in Intel has grown into a reported $30 billion windfall. The filing also shows a new $21 billion SpaceX stake and Nvidia’s complete exit from Arm stock.
Tom's Hardware · 35d ago
全球招聘服務公司在經歷兩年下跌後，2025年股價大幅反彈，部分公司年內接近翻倍。AI 一方面自動化篩選、面試與排程，另一方面提高了經過真實招聘結果驗證的人才數據價值。
虎嗅 · 12d ago
SK hynix 重啟中國大連 NAND 閃存生產基地二號工廠建設，新產線規劃月投片 5 萬片成熟製程晶圓，預計 2027 年上半年量產。投產後，大連基地整體產能預計提升 50%，以回應 AI 帶動的存儲需求增長。
虎嗅 · 36d ago
The Trump administration is developing an AI-powered “detective border” to identify trading partners suspected of helping China evade US import tariffs. The system would apply AI to trade-enforcement investigations and cross-border risk detection.
Bloomberg Technology · 37d ago
YMTC reportedly entered the top three NAND manufacturers for the first time, reaching a 14% market share. AI servers are consuming 48% of all flash storage, while Samsung led with 25% and SK hynix followed with 22%.
Tom's Hardware · 38d ago
China’s server vendors are being reordered as more capital flows into AI infrastructure. However, not all AI infrastructure spending reaches traditional server manufacturers.
钛媒体 · 39d ago
Li Zexiang describes a repeatable system for turning engineering talent into hard-tech founders through education, incubation, and shared manufacturing resources. His ecosystem has incubated more than 280 companies valued at over 500 billion yuan, while emphasizing that embodied AI must move from demos to real-world deployment.
虎嗅 · 40d ago
Goldman Sachs maintains a buy rating on Samsung Electronics and SK hynix after a sharp Korean memory-stock selloff, based on a scenario in which 2027 HBM blended average prices nearly double. The thesis depends on a widening supply gap, general-purpose DRAM price increases, and annual HBM contract renegotiations, but the article argues that much of the upside remains unproven.
虎嗅 · 41d ago
Donald Trump has ordered a 15% tariff on imported products made with polysilicon, effective December 4. The measure aims to strengthen US chip and solar-panel supply chains and reduce dependence on China, the leading producer.
The Guardian Technology · 43d ago
耐士勞新任總裁李建提出三項戰略：整合戶外庭院品牌、自研激光雷達，以及布局四足機器人。公司希望從產品導向轉型為由技術與場景驅動的機器人生态企業。
钛媒体 · 16d ago
Apple's latest 10-Q filing reveals concerns regarding potential shortages in AI and machine learning compute infrastructure. These bottlenecks could lead to delays in the release of new products and services.
cnBeta (Full RSS) · 49d ago
Taobao is rapidly expanding its 'Taobao Convenience Store' model, an online-supermarket style instant retail service, aiming for 3,000 locations by March 2027. The model leverages a light-asset approach by partnering with local merchants to provide 30-minute delivery.
虎嗅 · 52d ago
vivo India has finalized a joint venture with Dixon Technologies, ceding 51% control to the local partner while maintaining its market-leading position in India. This move follows a decade of heavy investment and recent legal challenges in the Indian market.
虎嗅 · 60d ago