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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 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.

AIChina's research ties weaken as UK, Germany and the US expand cross-border papers

Jul 23, 12:18

China's research and academic community appears to be drifting away from international collaboration, even as the UK, Germany, and the US have steadily expanded cross-border partnerships in recent years. The contrast has drawn fresh attention after Moonshot AI's flagship 2026 model Kimi K3 and other Chinese technology products, including Unitree Robotics's H1 robot, prompted questions over how much of China's advanced innovation is truly homegrown.

ICT MANUFACTURINGSpaceXAI reportedly eyes Texas expansion in broader AI infrastructure push

Jul 23, 11:35

SpaceXAI is laying the groundwork for at least one large-scale AI data center in Texas, a move that could significantly expand its computing footprint beyond its existing Memphis hub and strengthen its ambitions to become a major AI infrastructure provider. According to The Information, the company has evaluated multiple sites across Texas, transferred data center staff to the state, and posted job openings related to site acquisition, construction, and operations. A Texas buildout could match or exceed the roughly 1GW of compute capacity already deployed across its Memphis-area facilities.

PC, CESamsung unveils new foldables and smartwatches to sharpen health and sports focus

Jul 23, 11:00

Samsung Electronics on July 22 introduced new Galaxy Z foldable phones and two smartwatches aimed at distinct users, underscoring how global demand is pushing wearables toward clearer health, fitness, and AI features. The move signals a broader effort to make premium devices easier to understand, more specialized, and more appealing across markets.

PC, CEApple and Klarna target sticker shock with Apple Upgrade device leasing plan

Jul 23, 10:45

Apple plans to introduce a new device leasing program, marking a significant departure from how it has previously sold its products. The new payments scheme may help convince customers to keep investing in hardware at a time when rising component costs are forcing smartphone companies to raise their prices.

AISamsung reportedly in talks to invest about EUR1 billion in Mistral AI

Jul 23, 10:44

Samsung is in talks to invest about EUR1 billion (approx. US$1.14 billion) in French AI startup Mistral as part of a wider fundraising round, the Financial Times reported, citing people familiar with the matter.

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