AI for forecasting, routing and resilience — plus the AI boom’s own supply chain shocks in chips and components.
1409 articles
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 · 22d 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 · 25d ago
China’s agricultural-sector 15th Five-Year Plan highlights AI-enabled distribution, farmer livestreamers, and overseas warehouses as development priorities. The roundup also reports a new humanoid-robot 100-meter sprint record and broader advances in commercial space and fusion research.
钛媒体 · 25d ago
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 · 28d 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