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Jul 29, 11:39
Moonshot AI reportedly eyes more Nvidia Blackwell chips for Kimi K4 despite US export curbs

Chinese AI startup Moonshot AI is planning its next frontier model, Kimi K4, and is seeking additional access to Nvidia's advanced Blackwell GPUs despite US export restrictions intended to keep such chips out of China, according to The Information. The report says K4 would be significantly larger than the recently launched Kimi K3, underscoring the growing computing demands of China's leading AI developers.

Coretronic Intelligent Logistics said generative AI and agentic AI technology are pushing smart logistics beyond process automation and toward autonomous decision-making. The company said it will present next-generation industrial AI applications under the theme "AI-driven smart logistics and manufacturing automation" at AI Wave Show 2026.
Quanta has agreed to buy AUO's Taoyuan factory in Guishan Hwa Ya Park for NT$19.7 billion, moving to add server production capacity as its Taiwan lines run at full utilization. The new capacity is expected to enter mass production in the second half of 2027.

Aewin Technologies has introduced a four-product server lineup built around AMD's newly launched EPYC 9006 processor family, targeting AI, general-purpose computing and storage workloads. The launch comes as demand for server architectures continues to fragment across training, inference, enterprise IT and data storage use cases.

NXP finds new AI data center role beyond GPUs
Jul 29, 12:44

NXP Semiconductors' physical AI strategy extends beyond vehicles, factories and robots. The same control, connectivity and real-time processing capabilities are also giving the company a larger role in AI data center infrastructure, where it is targeting the systems that manage networking, cooling, security and power around increasingly complex accelerator platforms.

NXP Semiconductors' latest earnings call revealed more than another set of quarterly results. With the financial figures already widely reported, the more important takeaway was management's outlook on physical AI, software-defined vehicles and the company's expanding role in AI data-centre infrastructure.

Corning expects AI infrastructure to become an increasingly powerful growth engine, outlining how its glass technologies will move beyond traditional optical fiber and into silicon photonics (SiPh) and co-packaged optics (CPO) for next-generation AI data centers.

China's two major AI computing ecosystems moved quickly to support Kimi K3 after Moonshot AI released the large language model as open source.

More than 1,100 employees and executives from leading artificial intelligence companies have called for an international framework that could deliberately slow frontier AI development if risks outpace human oversight, highlighting a growing shift from voluntary safety commitments toward formal governance as increasingly capable AI systems raise cybersecurity and control concerns.

Boeing is moving closer to final safety certification for the 737 MAX 10, with the Federal Aviation Administration targeting September or October should the review stay on track. The approval would clear a long-delayed hurdle for the largest member of the 737 MAX family and could help Boeing improve its cash flow as it competes with Airbus in the single-aisle jet market.

TDK and LG Innotek form partnership on physical AI sensors
Jul 29, 09:52
TDK and LG Innotek are joining forces to develop sensors for Physical AI, a move that could shape future robotics and automation products used worldwide. The collaboration combines optical, tactile, and motion technologies, with an early focus on humanoid robots and advanced sensing modules for broader global deployment.

On July 28, Corning reported higher revenue and profit for the second quarter, supported by growth across several business segments, particularly Optical Communications and Solar. The company also raised its long-term Springboard growth targets, citing continued demand and expanded partnerships with major technology companies.