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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...

Monday 10 August 2026
Taiwan drones still rely on foreign chips despite shift away from China

Demand for non-China drone supply chains is clear in Europe and the US, while calls to reduce reliance on Chinese suppliers have recently...

Monday 10 August 2026
India roundup: Chip push broadens as localization and capacity remain works in progress
India is accelerating its bid to build a broader semiconductor and electronics ecosystem, combining new packaging capacity, longer-term tax incentives and deeper localization with...
Saturday 8 August 2026
Taiwan team builds high-performance MoS2 transistor to ease 2D semiconductor limits
Taiwan researchers announced on August 6 that they had developed a high-performance monolayer molybdenum disulfide (MoS2) top-gate transistor designed to address a long-standing interface...
Friday 7 August 2026
China launches review of Palo Alto Networks as trade tensions with US escalate
China's cyberspace authority said it has begun to scrutinize products sold by US cybersecurity company Palo Alto Networks within the country, citing risks to national security and...
Friday 7 August 2026
LG plans three-tier AI chips for appliances, home robots

LG Electronics plans to develop premium, midrange and entry-level on-device AI chips for products ranging from refrigerators and washing...

Friday 7 August 2026
Nvidia denies report of seeking China AI-RAN partners for 6G networks

Nvidia is seeking Chinese telecom equipment partners to develop 6G AI radio access network base stations for overseas markets, according...

Friday 7 August 2026
V5 July revenue reaches NT$273 million on AI chip demand, packaging expansion
V5 Technologies reported record consolidated revenue of NT$273 million in July 2026, as demand for AI chips and semiconductor packaging capacity expansion lifted orders. Revenue rose...