AI for forecasting, routing and resilience — plus the AI boom’s own supply chain shocks in chips and components.
1409 articles
A new study estimates that reducing reliance on China would cost $23.6 trillion over 25 years. The report highlights significant risks for industries critical to Europe's technological future.
The Next Web (TNW) · 68d ago
The AI boom has disrupted traditional memory market cycles, causing prices to soar instead of fall. Analysts predict the supply crunch for DRAM and NAND flash will persist until 2028.
The Next Web (TNW) · 68d ago
Chinese battery manufacturers in Hungary, including Enjie, are facing increased regulatory scrutiny regarding environmental standards and labor practices. The shift in local political climate and stricter EU regulations pose risks to large-scale investments in the European EV supply chain.
虎嗅 · 68d ago
Counterpoint Research reports an 11% year-over-year decline in global smartphone shipments due to severe memory shortages. AI data center demand is cannibalizing DRAM and NAND supply, forcing OEMs to raise prices or cut production.
IT之家 · 68d ago
Intel is investing €5 billion to expand its manufacturing facility in Ireland. This strategic move aims to bolster the company's production capacity to compete in the rapidly growing AI chip market.
Bloomberg Technology · 68d ago
Saudi Arabia recently purchased $47.2 million worth of drones from Taiwan, marking a record high. This highlights the growing global competitiveness of Taiwan's emerging UAV sector.
Bloomberg Technology · 68d ago
The article analyzes the market valuation of SK Hynix, arguing that its reliance on Nvidia for HBM sales creates significant risks. It suggests that the 'AI memory' narrative is currently over-leveraged and market expectations for profit growth may be disconnected from reality.
虎嗅 · 68d ago
The article argues that semiconductor equipment is not a secondary player but the fundamental infrastructure determining the upper limits of the industry. It highlights the importance of platform-scale companies in this sector.
钛媒体 · 68d 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
IQE CEO Jutta Meier warned that access to indium phosphide substrates is becoming a major semiconductor supply risk. Chinese export controls are increasing uncertainty around the availability of this material.
Bloomberg Technology · 12d ago
Huawei, Xiaomi, and Honor have raised prices across multiple smartphone models as memory costs surge and AI servers absorb more high-value memory capacity. The industry is shifting from high-specification pricing competition toward higher prices or reduced configurations, especially in the 2,000–3,000 yuan segment.
虎嗅 · 14d ago
The Alliance for Automotive Innovation is urging Congress to permanently ban the sale, import, and manufacture of China-linked connected vehicles and related software and hardware in the United States. The campaign is based on potential data-exfiltration and remote-control risks, although the alliance has not provided public evidence of actual data transfers to the Chinese government.
虎嗅 · 15d ago
A South Korean court reportedly found that CXMT's alleged Project Hefei industrial espionage involved a written 620-step roadmap derived from Samsung DRAM technology. The roadmap is alleged to have helped CXMT become a major DRAM producer with roughly 10% of the global market.
Tom's Hardware · 15d ago
At the CSEAC 2026 show in Wuxi, Chinese semiconductor equipment makers showcased progress in etching, deposition, and lithography. Ion implantation and inspection-and-measurement remain weaker areas, with localization rates below 15 percent.
Pandaily · 16d ago
US export controls are driving Chinese technology companies toward sectors focused on overcoming critical foreign-technology dependencies. Around 20% of companies launching IPOs on Shanghai’s Star Market this year address these technological “chokepoints,” up from 8.1% in 2022, according to a Morgan report.
SCMP Technology · 16d ago
Apple’s strained relationship with Intel reportedly stems from manufacturing delays, capacity uncertainty, and premature claims about securing Apple business. In contrast, TSMC has built stronger trust by investing ahead of demand in advanced process technology and capacity.
Computerworld · 17d ago
摩爾線程 AI Cube 與 Lenovo AI 主機 P7 將本地大模型推理、儲存與家庭設備協作帶入消費市場。文章認為，家庭確實需要端側 AI，但分散在手機、攝影機、NAS 與穿戴裝置中的需求，未必足以支撐一台高價獨立算力設備。
虎嗅 · 12d ago
This paper introduces a discrete-time Markov decision process for multi-item capacitated lot sizing with deterministic quantities but stochastic demand-arrival periods. A genetic algorithm achieves an average optimality gap of about 3.44% and stays below 5% on difficult benchmark instances while providing substantial speedups.
ArXiv AI · 17d ago
UBS analysts predict that China is unlikely to develop a viable alternative to ASML’s extreme ultraviolet lithography technology within the next decade. The assessment suggests continued dependence on ASML’s advanced tools for leading-edge semiconductor manufacturing.
Bloomberg Technology · 18d ago
A court in Dongguan has frozen Nexperia’s stakes in four Chinese subsidiaries, valued at approximately 2.14 billion yuan. The order reportedly took effect in late August and will remain in place until August 2029.
The Next Web (TNW) · 18d ago
Chinese chipmakers are setting increasingly ambitious targets to source wafer-fab equipment domestically. The push is testing whether local toolmakers such as Britech Semiconductor Equipment can deliver reliable machines for high-volume production.
SCMP Technology · 18d ago
A Chinese court froze 2.14 billion yuan, or about $318 million, in assets held by Nexperia BV. The action intensifies the prolonged dispute over control of the Dutch chipmaker and its owner, Wingtech Technology.
Bloomberg Technology · 18d ago
Huawei’s first-half 2026 revenue rose 9.55% to a record 467.819 billion yuan, while net profit fell 36.77%. Rising R&D spending, inventory, procurement, and short-term financing suggest the company is investing heavily in chips, computing, HarmonyOS, and related ecosystems.
虎嗅 · 18d ago
After 15 years as Apple CEO, Tim Cook leaves behind a China strategy built on both consumer sales and manufacturing depth. The same supply chain capabilities Apple helped develop have strengthened Huawei and other Chinese brands, while Apple now faces pressure in premium hardware, AI, and local market execution.
虎嗅 · 18d ago
Taiwanese prosecutors are investigating Unimicron Technology over allegations that China-made printed circuit boards were relabeled as made in Taiwan. The case raises fresh concerns about supply-chain compliance for components used in high-performance computing, AI, and smartphones.
cnBeta (Full RSS) · 19d ago
Huawei allocated more than a quarter of its first-half revenue to R&D as it prioritizes long-term technological independence. R&D spending rose 25% year over year to 121.4 billion yuan, while first-half profit fell 36%.
SCMP Technology · 19d ago