AI for forecasting, routing and resilience — plus the AI boom’s own supply chain shocks in chips and components.
1409 articles
Docker is moving users from the Minimus registry to Docker Hardened Images because the Minimus registry will go offline on October 22. The article outlines the migration path and the free support Docker is offering.
Docker Blog · 25d ago
The U.S. government is reportedly negotiating with South Korea to expand domestic memory-chip production.
cnBeta (Full RSS) · 25d ago
Gartner forecasts the global memory market will reach $837.3 billion in 2026, exceeding the semiconductor industry's $809 billion revenue in 2025. Memory revenue is projected to grow 280.4% year over year, driven by 246.6% DRAM growth and 371.9% NAND growth.
IT之家 · 25d ago
Microsoft has substantially reduced its China presence, closing at least 15 offices and joint ventures, moving hardware manufacturing elsewhere, and cutting staff. The retreat reflects worsening US-China geopolitical tensions and a more difficult operating environment.
Computerworld · 25d ago
AI compute demand is driving a broad increase in electronic cloth prices and market activity. However, the supply chain is splitting into winners and weaker players, creating both investment opportunities and risks.
钛媒体 · 25d ago
Texas Instruments reported Q2 2026 revenue of $5.463 billion, up 23% year over year, while Analog Devices reached a record $4.022 billion, up 40%. Both benefited from industrial and data-center demand, but TI saw broader recovery across markets while ADI was more heavily driven by AI-linked data-center and communications growth.
虎嗅 · 25d ago
Counterpoint Research forecasts a 4.7% year-over-year decline in global flat-panel display shipments in 2026. Rising memory prices, fueled by AI data-center demand, are expected to further suppress demand for smartphones, tablets, and other consumer electronics.
cnBeta (Full RSS) · 26d ago
Xiaomi announced its XRING O3 flagship mobile SoC, which is described as the first flagship mobile processor to support LPDDR6 memory. Industry sources say China's CXMT is the chip's core domestic LPDDR6 memory partner.
cnBeta (Full RSS) · 26d ago
Eoptolink Technology increased its inventory value by 61% in the first half as it stockpiled components for booming AI demand. The strategy aims to reduce exposure to supply constraints affecting optical-transceiver production.
Bloomberg Technology · 26d ago
AI compute demand has driven China’s electronic-grade glass fiber cloth market into a period of rising prices, low inventories, and tight weaving-machine capacity. However, ordinary high-dielectric E-cloth mainly benefits from a short-term supply squeeze, while low-dielectric specialty cloth offers the more strategic opportunity for AI hardware and domestic substitution.
虎嗅 · 26d ago
Longdian Huaxin has listed on the New York Stock Exchange as the copper foil industry shows signs of a cyclical reversal. Its growth is expected to come from high-end lithium-battery copper foil and copper foil for AI computing, supported by proprietary technologies and increasing shipments of high-value products.
钛媒体 · 26d ago
The U.S. government is considering allowing Apple to purchase DRAM and NAND chips from Chinese memory suppliers to ease supply pressure.
cnBeta (Full RSS) · 27d ago
Chinese carmakers say printed circuit boards and multilayer ceramic capacitors are globally short by 20% to 30%, as AI data-centre demand pushes prices to more than three times last year's levels. Automotive memory prices have also risen about 180% in only three months.
The Next Web (TNW) · 28d ago
China’s domestic storage industry is attempting to close a remaining gap in its hardware ecosystem through a renewed HDD push. The development could matter to AI infrastructure because storage availability and supply-chain resilience affect data-intensive workloads.
钛媒体 · 29d ago
A 30TB TLC enterprise SSD now costs $22,600, compared with $3,460 around the same time last year. Enterprise SSDs are reported to cost 18.6 times more than HDDs, while hard-drive supply is sold out through 2027.
Tom's Hardware · 29d ago
Calbee developed C-BOSS, an AI-powered company-wide optimization simulator, to improve decision-making across its potato supply chain. The initiative aims to move the organization from reactive decisions toward proactive, data-driven planning despite limits on potato yields.
ITmedia AI+ (日本) · 30d ago
Korean semiconductor equipment makers Wonik Engineering and PSK reportedly saw their China revenue fall by more than 40% in 2025. The decline is linked to CXMT’s slower investment pace and the acceleration of domestic semiconductor equipment substitution in China.
cnBeta (Full RSS) · 30d ago
Samsung Foundry is reportedly raising prices for multiple process nodes as customer orders increase. In July, SF4 4nm wafer prices rose 10%–15% for US and Chinese customers, while Taiwan customers saw increases of about 5%–10%; SF5 5nm prices also increased 10%–15%.
cnBeta (Full RSS) · 30d ago
LeadShine Technology Strategic Investment Director Nangle Zheng says China has reduced humanoid robot development cycles from years to months. He discusses the role of China’s robotics supply chain in an interview with Bloomberg Technology.
Bloomberg Technology · 30d ago
The article argues that a living industrial cluster is defined less by its company count than by the speed at which key engineering talent moves between firms. The DJI alumni ecosystem shows how implicit expertise in robotics, motor control, sensing, and supply-chain execution can seed startups across many hardware categories.
虎嗅 · 31d ago
The AI data-centre boom is sharply increasing demand for optical modules and the indium phosphide used in their lasers. China’s supply crunch has triggered an unprecedented rise in InP prices, potentially increasing optical networking costs.
SCMP Technology · 33d ago
Calterah’s STAR Market IPO application was accepted, with plans to raise RMB 3.489 billion for high-performance mmWave radar chips, ultra-wideband chips, and a technology center. The company has reached 31.1% of China’s automotive mmWave radar chip market but remains loss-making and dependent on concentrated customers and overseas suppliers.
虎嗅 · 33d ago
部分低容量、MLC-based eMMC已出現現貨價格低於原廠合約價的倒掛，但主流DRAM與NAND合約價格仍在上升。分析人士預期，長期協議將限制2026年下半年的漲幅，而隨著產能於2027年釋放，供需與價格走勢將迎來關鍵轉折。
虎嗅 · 34d ago
美國勞工統計局預測，2025至2035年總就業將增加約590萬個職位，許多高AI暴露職業仍會成長。AI更可能先拆解傳統崗位中的任務，重新分配人類與機器的工作邊界。
虎嗅 · 10d ago
The article argues that U.S. copper inventories have risen sharply to more than one million tons when exchange, social, and Project Vault stocks are combined.
虎嗅 · 35d ago
Palit Group warns that graphics-card supply could deteriorate further in the coming months, with entry-level GPUs facing particularly serious shortages. AI-driven demand for memory is also extending delivery times for CPUs, memory, and other PC components, potentially raising desktop manufacturing costs.
IT之家 · 35d ago
US Commerce Secretary Howard Lutnick said the Trump administration does not favor Apple using Chinese memory chips. However, the US currently has no rule preventing Apple from purchasing them, leaving the company to consider alternative suppliers voluntarily.
The Next Web (TNW) · 35d ago
手機價格上漲正受到 AI 伺服器吸收記憶體產能、智慧手機進入存量市場，以及 AI 功能研發成本增加的多重推動。DRAM 與 NAND 供應被擠壓後，中低階手機利潤遭到重創，廠商被迫漲價並削減入門產品線。
虎嗅 · 36d ago
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