Samsung Electronics and SK Hynix are reportedly shifting to multi-year memory supply agreements, marking a structural change in how the global memory industry prices, allocates, and plans capacity in the AI era
As artificial intelligence (AI) accelerates the buildout of data centers, the race to supply their enormous energy demands is drawing new alliances between China's technology and industrial giants
Alibaba is restructuring its artificial intelligence (AI) leadership, forming a new CEO-led technology committee and streamlining executive responsibilities in a bid to accelerate innovation and stay competitive in China's fast-moving AI race
China's semiconductor industry faces a widening talent gap even as global competition intensifies, exposing a structural constraint despite its rapid expansion
Nvidia, Google, and Tesla are driving the humanoid robotics race, but competition is shifting to the hardware supply chain. The US leads in AI models and advanced chips, while China's manufacturing ecosystem is becoming central to global humanoid robot production
Shanghai state-backed foundry GTA Semiconductor has partnered with Infineon Technologies to introduce SONOS-based embedded non-volatile memory (eNVM) into production, positioning itself more firmly in automotive and industrial chip supply chains
