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Jul 22

Wistron opens first US mass-production plant; Jensen Huang says more factories needed as Nvidia capacity doubles

Wistron officially opened its Dallas, Texas plant on July 21, becoming the company's first mass-production facility in the US and the first US mass-production plant among Nvidia's ODM partners. Already producing GB300 baseboards at volume, the plant will expand to Vera Rubin architecture products in the future.

Commentary: Gulf state's Sovereign Wealth Fund pours into ASEAN, eyeing stake in AI infrastructure supply chains

Jul 22

US-China AI rivalry, part 1: September talks to confront frontier models, IP theft, open-source risks

Jul 22

Nvidia's Huang to meet Samsung, SK and Naver chiefs in Silicon Valley, reports say

Jul 22

Microsoft's multibillion-dollar Mistral deal gives regulated industries European alternative to US-controlled AI

Jul 22

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ICT MANUFACTURINGSouth Korean president to meet Nvidia and OpenAI CEOs on US trip

Jul 23, 15:59

South Korean president Jae-Myung Lee will launch an economic diplomacy tour centered on AI, advanced industries, and supply chain cooperation, including planned meetings with Nvidia CEO Jensen Huang and other global tech leaders to discuss AI partnerships. Samsung Electronics, SK Group, Hyundai Motor Group, and Naver executives will also join the trip in force.

SERVER, IPC, CLOUD COMPUTING, IOTIBM trims revenue outlook as hardware demand reshapes client spending

Jul 23, 15:27

IBM lowered its full-year revenue growth target after a second-quarter miss, saying clients shifted spending toward scarce hardware and away from software deals. Management framed the weakness as delayed demand rather than lost business, while reaffirming free cash flow growth, margin expansion plans, and confidence in the company's long-term software and mainframe franchises.

SERVER, IPC, CLOUD COMPUTING, IOTD-Link robot line starts in 3Q26; care model due in 2027

Jul 23, 15:14

Networking brand D-Link has set up a subsidiary, D-Link Robotics, and is officially entering the service robot market. The new unit will focus on two niche applications, "smart companionship" and "safe care," while adopting an asset-light model built around connectivity, subscription-based management services, SaaS, cloud platforms, and AI ecosystems.

AIJapan loosens fiscal reins for JPY370 trillion AI, semiconductor strategy

Jul 23, 15:12

Japanese Prime Minister Sanae Takaichi's government has approved a sweeping economic strategy that relaxes long-standing fiscal constraints to fund JPY370 trillion (approx. US$2.3 trillion) in public and private investments across artificial intelligence, semiconductors, and other strategic industries through fiscal 2040.

AIMoonshot AI model challenges EDA moat with 2-day chip design

Jul 23, 15:11

China AI startup Moonshot AI has drawn intense attention from the semiconductor industry after unveiling its new large language model Kimi K3, which delivered strong results across multiple model benchmarks and demonstrated an AI agent completing a full chip design flow in 48 hours using open-source electronic design automation (EDA) tools.

ICT MANUFACTURINGMitsubishi Electric and Sony Semiconductor Solutions form AI factory automation venture

Jul 23, 14:53

Mitsubishi Electric and Sony Group subsidiary Sony Semiconductor Solutions announced on July 22, 2026, that they have signed a partnership agreement to launch a joint venture focused on using image sensors to automate manufacturing sites and develop physical AI technology. The new company will be 60% funded by Mitsubishi Electric and 40% by Sony.

ICT MANUFACTURINGWistron launches first US-made Nvidia GB300 compute baseboard

Jul 23, 14:47

Wistron opened its D1 AI smart factory in Fort Worth, Texas, on July 21 local time, and began mass production of the first Nvidia GB300 compute baseboard made in the US. The nearly US$700 million plant, which spans about 324,000 square feet, was unveiled by Wistron chairman Simon Lin and Nvidia founder and CEO Jensen Huang.

EDGE COMPUTINGTesla names TSMC, Samsung, Micron as key partners for Optimus robot scale-up

Jul 23, 14:23

Tesla is building an entirely new supply chain from scratch to support its Optimus humanoid robot program, with CEO Elon Musk naming TSMC, Samsung, and Micron as critical partners during the company's second quarter 2026 earnings call on July 22, 2026.

AIKimi K3 under fire, part 2: Why Beijing sees a US containment campaign

Jul 23, 13:51

China is framing Washington's allegations against Moonshot AI as more than an intellectual property dispute. Chinese officials, state-backed media and policy commentators see the scrutiny surrounding Kimi K3 as part of a broader US effort to contain China's rise in open-weight artificial intelligence (AI).

ICT MANUFACTURINGFoxconn's Vietnam arm moves into EV charging equipment

Jul 23, 12:32

Fulian Precision Technology Component, a Vietnamese subsidiary of Taiwan's Foxconn Industrial Internet (FII), has added electric-vehicle charging equipment to its registered business lines, marking the contract manufacturer's first formal step into EV infrastructure in the country, according to The Investor. The change, recorded in a business registration update on July 16, follows a recent increase in the unit's charter capital.

AIKimi K3 under fire, part 1: Inside Washington's case against Moonshot AI

Jul 23, 12:23

The US government is investigating Chinese artificial intelligence developer Moonshot AI over allegations that its Kimi K3 model improperly used outputs from Anthropic's Fable model and was trained with restricted Nvidia GB300 chips accessed outside China.

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