Amid rising geopolitical tensions linked to semiconductors, European countries and industries are increasingly anxious about semiconductor autonomy. This concern has empowered many European chip startups to believe that local computing demands can sustain homegrown firms. Spanish companies Semidynamics and Openchip see this opportunity as a key foundation for growth in the coming years
When most discussions around Chinese brands still focus on how to expand overseas, Zhang Xue is taking a more radical approach: redefining the stage itself
Amazon CEO Andy Jassy declared in his latest shareholder letter that the company's self-developed chip business is booming, surpassing US$15 billion in annualized AI revenue through AWS — a significant milestone for chip efforts that have quietly evolved over 11 years, beginning with the acquisition of Israeli startup Annapurna Labs in 2015
Embodied AI is moving out of the lab and into real-world environments at increasing speed. The humanoid robot half-marathon scheduled for April 19 in Beijing Economic-Technological Development Area (E-Town) is framed as a public race, but functions more as an industry stress test, compressing a full stack of technologies into a 21-kilometer trial
The global AI boom is shifting infrastructure bottlenecks from GPUs to CPUs, as inference-heavy and agentic AI workloads push compute demands beyond accelerator capacity into system-level constraints
In an era where AI systems are rapidly scaling beyond the limits of traditional silicon, new experimental companies are beginning to question what "compute" itself should look like. One of the most unusual entrants is The Biological Computing Company (TBC), which proposes a hybrid model integrating living neurons with modern machine learning systems to enhance performance, efficiency, and adaptability. The idea sits at the intersection of neuroscience and computing
ASML delivered first-quarter 2026 results that exceeded expectations, prompting management to raise its full-year guidance despite a cautious outlook for the second quarter. The company announced plans to expand its extreme ultraviolet (EUV) manufacturing capacity to meet strong demand expected in 2027. The updated outlook suggests stronger momentum in the second half of 2026
Spain-based AI chip startup Semidynamics has recently seen a wave of positive developments. Its first chip, fabricated on TSMC's 3nm process, has successfully completed tape-out, and just weeks ago, the company secured an investment commitment from SK Hynix. Both significantly enhance its operational credibility and global visibility. CEO Roger Espasa stated that the company's proprietary Gazzillion technology is a specialized memory subsystem designed to address one of AI's most pressing challenges today: inefficient memory utilization, which has led to persistent supply constraints
As the global generative AI boom shifts from scale to localization, Southeast Asia is emerging as a critical testing ground for the next phase of development. The region's linguistic diversity and complex cultural landscape are pushing developers to rethink model design, fueling the rise of localized large language models and smaller, more efficient systems tailored to specific use cases
As demand for AI computing continues to surge, terrestrial data centers are facing mounting constraints in power supply, thermal management, and land availability. As a result, the feasibility of space-based computing infrastructure is drawing increasing attention across the industry
AI agents are moving beyond chat into execution, handling tasks, workflows, and decisions. That shift is giving rise to a new hardware category: the agent computer. Built for persistent, local AI operation with direct control over tools and data, it is emerging as a contender for the next core of personal computing
As HPC and AI processors push computing performance to unprecedented levels, transistor density has reached a point where thermal behavior is no longer uniform. Instead of gradual, evenly distributed heating, modern chips exhibit sharp, localized hotspots that concentrate extreme thermal loads within small regions
Large language models (LLMs) have demonstrated three surprising capabilities in recent years: generalization—providing reasonable answers to unseen questions; multitasking—handling programming, translation, financial analysis, and legal interpretation within a single model; and reasoning—breaking down complex problems into stepwise solutions. Together, these abilities have triggered a paradigm shift in the digital world
China's AgiBot Innovation (Shanghai) Technology has shipped its 10,000th humanoid robot, the Agibot Expedition A3, signalling early mass production at scale. Output doubled from 5,000 units at the end of 2025 within three months. While Tesla's Optimus timeline remains under scrutiny, China's humanoid robot push is already scaling, led by AgiBot, Unitree Robotics, and Ubtech Robotics in an emerging three-player structure
