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Thursday 13 August 2026
Nvidia's compute financing push signals a new phase for AI spending
Nvidia's plan to assemble more than US$500 billion in third-party capital for AI infrastructure could reshape how the industry pays for compute. By bringing major Wall Street firms...
Thursday 13 August 2026
Lenovo Capital backs Niobium Optoelectronics in Series B funding for TFLN chips
Jiangsu Niobium Optoelectronics Technology, a Chinese maker of thin-film lithium niobate (TFLN) photonic chips, has closed a Series B funding round worth several hundred million yuan...
Thursday 13 August 2026
Longsys profit soars 715-fold on AI memory boom, enterprise storage, 5nm chips
Chinese memory supplier Longsys reported a dramatic earnings rebound for the first half of 2026, benefiting from rising memory prices, stronger AI data center demand, and a shift toward...
Wednesday 12 August 2026
Japan's US$430B 2040 chip plan hinges on Rapidus 2nm

Japan has drawn up a plan for more than JPY370 trillion (approx. US$2.33 trillion) in combined public and private investment across 17 strategic...

Wednesday 12 August 2026
Haechitech enters eSSD sensors as it prepares Kosdaq listing

South Korean sensor IC designer Haechitech is moving beyond smartphone compass chips into enterprise solid-state drive temperature sensors,...

Wednesday 12 August 2026
OCP APAC 2026: TSMC says AI advanced packaging enters system-level battle

AI computing demand is rapidly driving up chip integration complexity, pushing advanced packaging competition beyond single-device...

Tuesday 11 August 2026
Microsoft seeks expanded Maia 300 production to tap into demand for cheaper compute
Microsoft plans to unveil its new Maia 300 accelerator chip this fall, with a public announcement possible as early as next month, according to The Information. Although Microsoft...
Tuesday 11 August 2026
Liying posts record July revenue as AI chip recycling demand rises

Liying Environmental Protection Technology reported record July 2026 revenue as demand tied to AI semiconductor production continued...

Tuesday 11 August 2026
Anthropic taps Macquarie and GIC to build AI data centers under new venture
Anthropic PBC has formed a strategic partnership with Macquarie Asset Management and Singapore's GIC to build data centers dedicated to its Claude chatbot, the companies said on August...
Tuesday 11 August 2026
Memory drives 62% of Nvidia Vera Rubin's cost — SOCAMM2, not HBM4, leads the bill

Memory chips account for roughly 62% of the cost of Nvidia's next-generation AI platform, Vera Rubin, according to a new cost breakdown...

Tuesday 11 August 2026
Memory crunch pushes Apple toward China—and into Washington's security dilemma

Apple's unusual interest in testing CXMT memory and redirecting part of its procurement toward China has rattled Washington, given...

Tuesday 11 August 2026
Europe and US IDM giants expand China EV share on capacity, tech edge
Major European and US integrated device manufactures (IDM) have faced strong competition from Chinese players within China's electric vehicle (EV) market in recent years, but many...
Monday 10 August 2026
FCC 26-50 extends US tech controls to chips, optical transceivers and supply-chain origins

US technology controls are reaching deeper into communications supply chains. Under FCC 26-50, the Federal Communications Commission...

Monday 10 August 2026
Apple tests CXMT memory chips as shortage, price pressures persist

Apple has tested DRAM from China's ChangXin Memory Technologies in iPhone and MacBook products as AI-driven memory shortages and rising...

Monday 10 August 2026
SK Hynix faces US patent fight over HBM, 3D NAND

SK Hynix is facing an expanding US patent dispute with MonolithIC 3D. A second US International Trade Commission (USITC) investigation...