AI for forecasting, routing and resilience — plus the AI boom’s own supply chain shocks in chips and components.
1409 articles
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
JD.com is expanding its supply chain and logistics into Europe, while Pinduoduo is launching 'Xin Pin Mu' to integrate domestic supply chains with global channels, both seeking new growth curves.
虎嗅 · 64d ago
As CXMT prepares for a potential IPO, industry analysts are evaluating its ability to compete with global DRAM giants like Samsung, SK Hynix, and Micron. The company faces significant challenges in sustaining growth beyond the current memory industry super-cycle.
钛媒体 · 65d ago
US stock futures fell as TSMC's latest financial results failed to provide the expected boost to AI-related stocks. Investors are now re-evaluating the sustainability of the AI rally amid broader geopolitical tensions.
Bloomberg Technology · 65d ago
CATL is seeing its domestic market share decline as major EV manufacturers like Huawei, Li Auto, and XPeng shift to multi-supplier strategies. While CATL maintains a technological lead, the push for cost reduction and supply chain independence by carmakers is reshaping the battery market.
虎嗅 · 65d ago
Universal Scientific Industrial (USI) announced a 50 million RMB investment in the Shanghai Shangce Xingrong Chip Fund. The fund aims to raise 800 million RMB to support the integrated circuit industry.
36氪 · 65d ago
Shenzhen Huaqiang, a distributor for Huawei's computing components, is accelerating the promotion of Ascend and Kunpeng products to support Huawei's computing ecosystem.
36氪 · 65d ago
Automotive parts manufacturer Weifu High-Tech is pivoting toward lithium battery recycling by acquiring a 33.83% stake in Shanghai Cien Technology to offset declining traditional fuel-vehicle business profits.
虎嗅 · 65d ago
Nvidia CEO Jensen Huang is actively courting key Japanese suppliers in Tokyo to secure and strengthen the AI hardware supply chain. This move highlights the critical role of specialized Japanese components in Nvidia's global AI infrastructure.
Bloomberg Technology · 65d ago
Sugon Information Industry has established a new subsidiary in Guangxi. The company's scope includes integrated circuit design, chip manufacturing, and computer system services.
36氪 · 65d ago
The article analyzes the memory chip industry cycle, noting that while HBM helps mitigate cyclicality, supply-demand imbalances and long-term agreements (LTA) create new risks. It predicts a potential peak in the storage cycle around late 2027 to early 2028.
虎嗅 · 65d ago
A former senior executive at TSMC, Wei-Jen Lo, is under investigation for allegedly leaking proprietary semiconductor manufacturing data to Intel. The incident has led to his removal from the ITRI website.
cnBeta (Full RSS) · 65d ago
CXMT executives highlighted that while AI demand has boosted DRAM performance, the industry remains highly cyclical. Future growth faces uncertainty due to potential macroeconomic shifts and oversupply risks.
36氪 · 66d ago
Huawei has reportedly informed suppliers of a plan to increase smartphone production to 60 million units this year, representing a 20% growth despite ongoing memory chip shortages.
cnBeta (Full RSS) · 66d ago
TSMC has notified chip design firms of price hikes for mature process nodes starting January 2027. The adjustments are driven by surging AI demand, product mix optimization, and rising material costs.
TechNode · 66d ago
NIO has invested 158 million RMB in Changxin Technology to secure a strategic partnership for automotive-grade LPDDR4X and LPDDR5X memory chips. This move aims to stabilize NIO's supply chain for core intelligent driving and hardware components.
IT之家 · 66d ago
China's leading memory chipmaker, ChangXin Memory Technologies (CXMT), has launched a record-breaking IPO in Shanghai. The company aims to raise US$8.5 billion to expand its semiconductor production capabilities.
SCMP Technology · 66d ago
NIO has made a strategic investment of 158 million RMB in CXMT (ChangXin Memory Technologies). The partnership focuses on securing supply for automotive-grade LPDDR4X and LPDDR5X memory products.
36氪 · 66d ago
The European Commission has approved a state aid plan for Germany to provide €659 million in subsidies to four semiconductor manufacturing facilities. This initiative aims to bolster local chip production capabilities within the EU.
cnBeta (Full RSS) · 67d ago
The article argues that AI Agents cannot independently construct robust supply-chain planning systems. Autoregressive models can generate plausible outputs, but deterministic physical constraints require dedicated planning and optimization engines, with AI serving mainly as a copilot.
钛媒体 · 10d ago
Kioxia’s top executive played down the prospect of deeper cooperation with stakeholder SK Hynix. The company also pledged to limit rising memory prices to protect long-term demand for AI infrastructure.
Bloomberg Technology · 10d ago
IQE CEO Jutta Meier warned that China controls 70% of a material needed by the AI industry, creating a supply-chain vulnerability. The Cardiff-based Welsh chipmaker recently reported a 40% revenue increase, while its shares have risen 849% this year.
The Next Web (TNW) · 11d ago
Copper prices reached record levels as U.S. tariff expectations drew large inventories into the country while Chilean weather disruptions and broader mining declines tightened supply.
虎嗅 · 11d ago
Intel says it has processed more than one million wafers using High-NA EUV tools, claiming a lead in fleet size and process maturity. The company is also advancing giant 6×12 photomasks to accelerate production and reduce manufacturing costs.
Tom's Hardware · 11d ago