Intel is grappling with an operational crisis as its IDM 2.0 transformation plan has yet to yield results, casting doubt on when its foundry business might finally become profitable. This raises the question of whether Intel should consider abandoning its IDM model and separating its product design and manufacturing divisions—a move with both potential advantages and drawbacks. Industry leaders, including former board members, are offering advice in hopes of helping Intel find a viable path forward. However, the conflicting nature of their advice highlights the complexity of the company's dilemma
Elon Musk plans to localize production of Tesla's Optimus humanoid robot in the US, with final assembly set for California and Texas. However, analysts and industry sources say the project will continue to rely heavily on China's rapidly expanding robotics supply chain in the coming years
Each year, hundreds of millions tune in to China's Spring Festival Gala, the nation's most-watched television event. In recent editions, the spectacle has become something more than traditional entertainment—it has transformed into a glittering stage for robotics prowess. Dozens of quadruped robots have marched in perfect synchronization, while humanoid machines have executed intricate dance routines that once seemed confined to science fiction. The performances captivate audiences and dominate social media, generating viral moments that showcase China's technological ambitions on a grand scale
Advanced Micro Devices (AMD) signaled a focus on operational execution and supply-chain readiness during its February 3, 2026, earnings call, positioning the first half of 2026 as a foundational period for a broader artificial intelligence (AI) platform rollout. Management framed the current phase as a transition toward a more significant ramp in the second half of the year, emphasizing deployment discipline over immediate revenue acceleration
In recent weeks, rumors of a potential consolidation involving SpaceX, Tesla, and xAI have sharpened attention on what Elon Musk calls "physical AI." What once appeared as separate ventures now looks like a single, coherent system. The goal is to push artificial intelligence out from behind screens and into the physical world
Lunar New Year 2026 is approaching. So is the outcome of tariff negotiations between Taiwan and the United States. Few issues are being watched more closely than the potential opening of Taiwan's market to American-made cars
China's large language model sector is reaching a decisive inflection point. As requirements for computing resources, capital, and specialized talent continue to climb, the industry is moving from dozens of competing models toward consolidation dominated by three major players
Apple Inc. delivered a record-breaking quarter, fueled by surging demand for the iPhone 17 even as rising chip costs and tightening memory supply began reshaping its margins and supply-chain strategy
ASML Holding reported record financial results for 2025, marked by strong growth in both revenue and profitability. Full-year revenue reached EUR32.67 billion (US$38.96 billion), up 15.6% from the previous year, while net profit rose 26.9% to EUR9.61 billion—gross margin held at 52.8%
In January 2025, while the global AI and semiconductor industries remained focused on advanced process nodes and high-performance GPUs, China's large-scale model DeepSeek-R1 emerged unexpectedly
China's semiconductor supply chain is sending a clear signal: a wave of "chip inflation" driven by mature-node manufacturing, memory, and packaging costs is no longer theoretical; it is becoming a structural reality. Following Cmsemicon's decision to raise prices on MCU and NOR Flash products by 15% to 50%, long-stable commodity chips have officially entered an inflation cycle
As artificial intelligence (AI) development accelerates, power consumption across computing platforms is climbing sharply. Competition among data and computing centers is no longer limited to server specifications or the efficiency of individual power supply units. Instead, it is moving toward rack-level integration of power distribution, cooling, energy storage, and monitoring, with implications extending into broader infrastructure design
In mid-December 2025, TSMC chairman C.C. Wei disclosed details of a conversation with Elon Musk regarding future development priorities. The discussion centered not on automotive production, but on AI-driven robotics. Musk identified chip scarcity as his primary constraint, to which Wei responded that capacity remains available for customers willing to commit the necessary capital
The global bus industry is entering a new phase where competition extends beyond vehicle models to encompass organizational and operational transformation. Mitsubishi Fuso Truck and Bus Corporation (MFTBC) and Foxconn Technology Group have announced the establishment of a new, jointly owned bus company, signaling a fundamental restructuring of Fuso's bus business that moves beyond their earlier zero-emission vehicle (ZEV) collaboration, set for August 2025. This marks Foxconn's transformation from parts supplier to vehicle manufacturer—a shift with significant implications for Japan's public transport decarbonization and the broader electric vehicle sector
OpenAI began testing ads within ChatGPT in the US shortly after Google reaffirmed no ad plans for its Gemini AI, highlighting differing strategies amid generative AI competition. OpenAI aims to offset high infrastructure costs, whereas Google focuses on balancing user experience and commercial interests
