Infrastructure
Gamers’ Worst Nightmares About AI Coming True
AI boom triggers global RAM shortage, driving up gaming console prices. The gaming industry faces job losses amid AI advancements.
Wired AI · 194d ago
Latest Supply Chain News & Updates
AI for forecasting, routing and resilience — plus the AI boom’s own supply chain shocks in chips and components.
1409 articles
Infrastructure
Jiangtian Chemical denies SMIC certification role
Jiangtian Chemical stated on March 13 via interactive platform that none of its products are undergoing SMIC certification. This addresses inquiries about potential supply chain involvement with the major Chinese chip foundry.
36氪 · 194d ago
Business
NIO Posts First Quarterly Profit
NIO achieved its first single-quarter net profit of RMB 2.83 billion in Q4 2025, fueled by ES8 high-margin sales and sharp expense cuts. Stock surged 15% with analyst upgrades.
Huxiu (虎嗅) · 195d ago
SetupAIInfrastructure
Infrastructure
OnePlus Phones to Hike Prices Tomorrow
OnePlus will announce a price increase of 300-500 CNY on March 10, with Ace6 series rising 500 CNY, allowing time for purchases. OPPO Reno15 and Find X9 may follow with 300 CNY hikes in April.
IT之家 · 197d ago
Applications
Apple Ups Foldable iPhone Stock 20% on Confidence
Apple plans first foldable iPhone Fold launch in second half of 2026. Supply chain sources report Apple raised stock targets by 20% versus original plans, reflecting high sales confidence.
36氪 · 198d ago
Infrastructure
PS6 Launch Unchanged Despite Memory Surge
Rumor states PS6 remains on track for late 2027 to early 2028 release. Memory price hikes unlikely to cause major delays, as delay costs far exceed pricier memory expenses.
cnBeta (Full RSS) · 199d ago
SetupAIInfrastructure
Infrastructure
Africa’s Critical Minerals in Global Economy
Bloomberg Technology video examines Africa's growing role in supplying critical minerals for the new global economy. Critical minerals are vital for technology hardware and energy transitions.
Bloomberg Technology · 200d ago
SetupAIInfrastructure
Infrastructure
Hul Dian Sub Invests RMB 5.5B in PCB Plant
Hul Dian Shares' subsidiary Kunshan Huli Microelectronics plans a RMB 55 billion PCB production project in Kunshan Bonded Zone. Fixed assets total RMB 45 billion across three phases with land acquisitions.
36氪 · 201d ago
Infrastructure
BE Semiconductor Drops 17% on Memory Fears
BE Semiconductor Industries NV shares plunged as much as 17%. A report indicated major memory chipmakers are eyeing new standards.
Bloomberg Technology · 201d ago
Applications
99% Supply Chain AI Fails: One Fix
99% of supply chain digitalization projects fail due to N² complexity in physical operations. Traditional separation of business and tech roles collapses here.
钛媒体 · 202d ago
Infrastructure
Lenovo PC Prices Rise Over $140
Lenovo issued a price increase notice to channel partners, raising retail prices of some PC models by over 1,000 yuan ($140). The hike targets mid-to-high-end ThinkPad, IdeaPad, and Legion series mainly in offline stores.
TechNode · 202d ago
Infrastructure
US-Iran War Hammers Asian Tech Stocks
Asian technology stocks in China, South Korea, and Japan plunged amid risk-off sentiment triggered by the US-Iran war's disruptions to global energy and logistics. Korean and Japanese stocks suffered more than Chinese and Hong Kong peers due to higher exposure to affected supply chains.
SCMP Technology · 203d ago
Infrastructure
A-Share Semis Hike Prices up to 80%
A-share oil and gas companies, led by the 'three barrels of oil', issue urgent risk warnings. Exchanges roll out risk controls for crude oil futures.
钛媒体 · 203d ago
Infrastructure
Western Govs Lock Down 6G Security Early
Western governments have launched a coalition to shape 6G standards before formalization by introducing security and resilience principles. The initiative aims to prevent the vendor scrambles experienced during 5G rollouts.
The Register - AI/ML · 203d ago
Infrastructure
Yinxij Denies Supply to Unitree, Zhiyuan Robots
Yinxij Tech confirmed Dreame Tech as a key client receiving products, though revenue falls below disclosure levels. The company currently supplies no products to Unitree Tech or Zhiyuan Robotics.
36氪 · 204d ago
Infrastructure
Silicon Recycling Scales to Asia Pacific
Breakthrough recycling technology for high-value silicon is scaling from a German pilot to Asia Pacific operations. The global market for recycled solar panel materials is projected to reach US$1.12-2.7 billion by 2030, driven by end-of-life panels.
SCMP Technology · 204d ago
Business
粤十数智 IPO: Trade Masquerading as Tech?
Cold chain firm 粤十数智 files HK IPO with 2024 revenue at 29.81B RMB, 98.9% from sales and slim 2.7% margins. It claims digital supply chain solutions but tech revenue is just 1%.
虎嗅 · 205d ago
Infrastructure
IDC: PC/Phone Outlook Worse Than Pessimistic Forecasts
IDC's latest global PC and smartphone market forecast has deteriorated significantly, worse than prior pessimistic predictions. Rising memory prices are preventing smaller vendors from securing adequate supply.
cnBeta (Full RSS) · 205d ago
Infrastructure
Rare Elements: Robot Era's True Gold
Robot era arrives, spotlighted by Spring Gala performances. Beyond compute, chips, and models, periodic table elements emerge as scarcest hard currency, pricier than gold or oil.
虎嗅 · 205d ago
Infrastructure
Korea Feb Exports Surge 29% on Chips
Korea's February exports grew 29.0% year-over-year to $67.45 billion, exceeding economist forecasts of 24%. Semiconductor sales drove ninth straight month of growth despite US tariff uncertainties.
36氪 · 206d ago
Infrastructure
Supply Chain Deep Dive: Space Stacked Wafer
This installment spotlights Space Stacked Wafer technology. The analysis leverages AlphaEngine for comprehensive insights.
钛媒体 · 208d ago
Infrastructure
Galaxy S26 Uses 50% Micron Memory
Samsung's Galaxy S26 series allocates about 50% of its initial memory supply to Micron's LPDDR5X chips instead of its own DS division products. This unusual strategy comes amid a 2026 storage price surge, where even Samsung's phone business receives no internal favoritism.
cnBeta (Full RSS) · 209d ago
Infrastructure
Memory Chip Costs to Hike Chinese Phone Prices
Soaring mobile memory and storage chip prices are set to force major Chinese smartphone brands to raise handset prices in early March. Prices bottomed out in H2 2024 and have risen steadily for several quarters, accelerating recently.
TechNode · 209d ago
Infrastructure
RAM Hits 35% of HP PC BOM Costs
RAM now accounts for 35 percent of the bill of materials for HP PCs. This marks a significant rise from 15 to 18 percent in the previous quarter.
Ars Technica · 209d ago
Infrastructure
China's Supply Chain vs Western Lock-in
Chinese manufacturers face a 'death loop' with Western tools like SAP amid high-frequency production changes. Expert with 20 years experience and 4 patents unveils physics-algorithm solution piercing AI buzzwords.
钛媒体 · 213d ago
Business
Pentagon Nears Cutoff of Anthropic Ties
US Defense Secretary is poised to sever business relations with Anthropic. The AI firm will be designated a supply chain risk, forcing contractors to end ties with it for military deals.
cnBeta (Full RSS) · 218d ago
supply-chain
SenseCore Secures China-First Cert
SenseTime's SenseCore is among China's first to earn software supply chain security evaluation certificate. Validates robust security for its large AI device platform.
量子位 · 221d ago
supply-chain
SenseCore Secures National Supply Chain Cert
SenseTime's SenseCore platform is among China's first to earn software supply chain security capability evaluation certificate. This certification validates its robust security practices nationwide.
量子位 · 221d ago
supply-chain
SenseCore Gets First Supply Chain Security Cert
SenseTime's SenseCore platform is among China's first to earn software supply chain security capability certification. This validates its robust security practices.
量子位 · 221d ago