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Jul 27

Samsung converts AMD and OpenAI ties into HBM4 supply wins

Samsung Electronics is showing renewed momentum in the AI memory race as it deepens ties with both OpenAI and AMD, two partnerships that could strengthen its position in the next-generation HBM4 ecosystem after ceding early ground in AI memory to rival SK hynix.

Apple reportedly delays smart glasses launch to late 2027 due to privacy risks

Jul 27

Singapore startup Acrab claims 7.5x speed edge over Mac Mini M4 Pro with new AI chip

Jul 27

CXMT tops A-share market cap on IPO debut

Jul 27

Nvidia's Vera CPU targets go beyond Intel and AMD

Jul 27

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AINvidia invests in Ilya Sutskever's SSI, providing access to Vera Rubin compute platform

Jul 28, 13:58

Nvidia has made a strategic investment in Safe Superintelligence Inc. and announced a long-term partnership with the secretive AI lab founded by OpenAI co-founder Ilya Sutskever, giving SSI access to Nvidia's next-generation Vera Rubin systems and expanding its computing capacity by an order of magnitude.

SERVER, IPC, CLOUD COMPUTING, IOTGoogle TPU surge and Meta capacity push fuel CSP capex wave

Jul 28, 12:25

AI demand and whether the boom is heading into a bubble are back in focus, and capital expenditure by cloud service providers (CSPs) and their supply chains is emerging as a key gauge. Google has already said it will raise capex again in 2027, and industry watchers expect AWS and Microsoft to follow, keeping AI infrastructure momentum strong with more capital injections.

SERVER, IPC, CLOUD COMPUTING, IOTLG wins Nvidia certification for 600kW CDU and lands North America data center project

Jul 28, 11:09

LG Electronics said on July 27 that its 600kW coolant distribution unit has received Nvidia certification after passing more than 100 standardized AI factory technology validations. The company also said it recently secured cooling projects for a North America hyperscale cloud service provider and the Sinar Mas data center in Jakarta, Indonesia.

IT COMPONENTS, PERIPHERALSSmart glasses ignite AI device battle as China nears 80% global brand share

Jul 28, 10:27

Smart glasses are emerging as a major next-generation consumer device as breakthroughs in generative AI and large language models (LLMs) reshape the wearable market. Once constrained by bulky designs and limited use cases, smart glasses are now drawing investment from global tech giants and hardware startups alike, while also redrawing the supply chain.

AIAnthropic seeks SK Hynix supply for AI chips, SK chair says

Jul 28, 10:27

Anthropic has asked SK Hynix to help supply chips for its own in-house AI chip production, SK Group chairman Chey Tae-won said. He made the remarks at a recent AI summit in San Francisco, where he also disclosed that South Korea's three new investment plans in semiconductor expansion, AI data centers and physical AI would total more than US$3 trillion.

AIAnthropic CEO denies seeking open-weights ban, outlines national security priorities

Jul 28, 10:17

Anthropic CEO Dario Amodei pushed back Monday against accusations that his company has lobbied to ban open-weights AI models, clarifying the firm's position amid a heated industry debate over proposed US restrictions on Chinese AI.

ICT MANUFACTURINGRobot boom heats up as Taiwan chipmakers race to catch up

Jul 28, 10:16

Cloud AI chip giants are stepping up investment in robot applications, putting robots back at the center of industry debate. For Taiwanese chipmakers, the broad range of robot use cases is clearly becoming a major strategic focus, in contrast to the narrower gatekeeping of cloud AI.

AINvidia leads new Open Secure AI Alliance to build shared cybersecurity defenses

Jul 28, 10:16

More than 40 technology companies launched the Open Secure AI Alliance on Sunday, a new initiative to develop open-source tools and techniques for AI-powered cybersecurity defense, while pushing back against calls to restrict access to open AI models.

AINvidia remaps Asia's AI supply chain, raising fresh questions over Taiwan's edge

Jul 28, 10:07

Generative AI is reshaping the semiconductor and electronics industries while redefining how global supply chains divide roles across design, manufacturing, infrastructure, and applications.

AIApple, Micron's clash over CXMT puts White House in the middle

Jul 28, 07:54

Apple and Micron are fighting over whether the smartphone maker can buy memory chips from Chinese manufacturer ChangXin Memory Technologies (CXMT) for non-US devices, a move opposed by Micron. Both companies are lobbying the administration of US President Donald Trump, which could force him to make an uncomfortable choice between his goals of cheaper prices or domestic chip production.

AIMoonshot AI opens Kimi K3 weights, challenging US closed-model economics

Jul 28, 07:53

Moonshot AI officially released the model weights for its Kimi K3 large language model on July 27, allowing developers to download, fine-tune, and deploy it.

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