AI for forecasting, routing and resilience — plus the AI boom’s own supply chain shocks in chips and components.
1409 articles
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
From July to August, the U.S. government introduced tighter restrictions on foreign-made advanced robotics systems and higher tariffs on imported drones and components, citing national security.
cnBeta (Full RSS) · 19d ago
The U.S. is tightening restrictions on foreign-made drones and robots to limit China’s role in strategic technology markets.
TechCrunch AI · 19d ago
Chinese chipmaker ChangXin Memory Technologies (CXMT) is suing the US government over its addition to a Pentagon blacklist. The case follows rulings involving Hesai Group, DJI and WuXi AppTec in which judges scrutinised the government’s supporting evidence.
SCMP Technology · 20d ago
CCL manufacturer Kingboard Kunshan reported first-half revenue growth of 65.74% and net profit growth of 986.66%, driven by strong AI server demand, higher selling prices, and improved margins. The company is expanding capacity and planning a RMB 1.3 billion private placement, but its high-frequency, high-speed products have not yet reached commercialization.
虎嗅 · 21d ago
Yangtze Memory Technologies is reportedly moving toward an IPO, placing the company in the same market conversation as ChangXin Memory Technologies and Unitree Robotics. The article frames the listing as a high-stakes investment question rather than providing detailed IPO terms.
钛媒体 · 21d ago
Vietnam is seeking higher-quality Chinese investment in strategic infrastructure, clean energy, advanced manufacturing, AI, semiconductors, 5G, and big data. Rising tariffs are driving Chinese companies to adopt a China+1 production model in Vietnam, but talent shortages, supply-chain dependence on China, and aging infrastructure remain major constraints.
虎嗅 · 21d ago
Kioxia is reportedly planning a ¥5 trillion semiconductor investment, highlighting the intensifying chip-investment competition among Japan, the United States, China, and South Korea. The analysis considers where this competition may lead and what it means for the broader semiconductor industry.
ITmedia AI+ (日本) · 22d ago
Malaysia’s chip industry chief raised the 2024 electrical and electronics export forecast to more than 900 billion ringgit, or approximately $223 billion. The revision reflects stronger-than-expected demand linked to the global artificial-intelligence boom.
Bloomberg Technology · 22d ago
SK Hynix is exploring ways to deepen cooperation with Japanese flash-memory maker Kioxia Holdings. CEO Kwak Noh-Jung said the discussions are relevant because SK Hynix holds a significant indirect stake in Kioxia.
Bloomberg Technology · 23d ago
SK Hynix has broken ground on a more-than-$4B memory packaging plant in West Lafayette, Indiana. It will be the company’s first US base for packaging high-bandwidth memory, with production planned for the second half of 2029.
The Next Web (TNW) · 23d ago
YMTC reportedly aims to become the world's largest NAND manufacturer by the end of 2027, overtaking Samsung and SK hynix. Reaching that target would require the company to nearly double its market share within 16 months.
Tom's Hardware · 23d ago
Glass-core substrates are reportedly in final qualification, with Absolics nearing readiness. However, the technology has not yet appeared in a commercial product, and the first product launch continues to slip.
Tom's Hardware · 23d ago
AI server PCB upgrades toward harder M9+ ceramic-mixed materials are accelerating demand for PCD and CVD diamond drill bits. PCD offers superior durability for extreme materials, while CVD provides broader adoption potential through lower cost and easier integration.
虎嗅 · 23d ago
Flux has introduced the Mirror plugin to ensure that only trusted artifacts enter Kubernetes clusters. The update targets stronger supply-chain controls for teams managing containerized workloads with Flux.
InfoQ中国 · 23d ago
A plan has reportedly emerged for South Korean memory-chip maker SK Hynix to build a factory in Miyagi Prefecture. Governor Yoshihiro Murai said the prefecture has no confirmed knowledge of the matter, while officials will continue monitoring developments.
ITmedia AI+ (日本) · 24d ago
The article highlights the emerging use of EUV technology in domestic semiconductor mass-production metrology. It frames EUV metrology as an underestimated second growth track beyond lithography.
钛媒体 · 24d ago