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Thursday 19 March 2026
Analysis: GTC 2026 widens US-China AI compute gap
The annual Nvidia GTC conference has become a global barometer for the artificial intelligence (AI) industry. In a nearly two-hour keynote, Nvidia CEO Jensen Huang laid out a clear...
Thursday 19 March 2026
Nexperia's China split sends orders to Taiwan
Nexperia's China unit has begun producing power semiconductors on 12-inch wafers. The move marks a decisive break from its Dutch headquarters and is sending ripple effects across global...
Thursday 19 March 2026
Amazon's Trainium 3 rumors clash with supplier optimism
Rumors circulating in the semiconductor market suggest that Amazon may scale back shipments of its upcoming Trainium 3 artificial-intelligence chip after internal tests reportedly...
Thursday 19 March 2026
Tencent to double AI spending on 13% revenue growth as chip curbs reshape capex
Tencent is preparing a sharp escalation in artificial intelligence investment, with plans to more than double spending to over CNY36 billion (US$5.2 billion) in 2026, even as chip...
Thursday 19 March 2026
Column: OpenClaw pulls AI from cloud to the edge
OpenClaw's rapid rise has pushed "lobster-raising" from a niche developer trend into a cross-industry race spanning chips, hardware, and end devices.
Thursday 19 March 2026
Analysis: China's on-device AI chipmakers rush to supply OpenClaw, race for edge AI silicon leadership
OpenClaw is forcing a rethink of the AI hardware stack, shifting the locus of deployment from cloud-based interaction to autonomous, always-on agents running locally on devices.
Thursday 19 March 2026
China's mature-node push gathers pace: Nexchip, Silan, Hua Hong step up capacity and integration

China's semiconductor strategy is shifting from leading-edge competition to strengthening mature and specialty nodes. Facing geopolitical...

Thursday 19 March 2026
Nvidia adopts Groq to tackle AI inference and expand global reach
At its annual GTC conference in San Jose, Nvidia unveiled a major shift in its AI hardware strategy: integrating technology from AI chip startup Groq to address growing demand in AI...
Wednesday 18 March 2026
Nvidia reportedly preparing Groq AI chips for the Chinese market
Nvidia is preparing Groq AI chips for sale in the Chinese market, according to Reuters. The move signals the company's intent to remain competitive in the global inference...
Wednesday 18 March 2026
Jensen Huang's survival playbook: Nvidia navigates the next AI frontier
At GTC 2026, Nvidia CEO Jensen Huang delivered a blunt message to an industry fixated on raw compute: the next bottleneck in AI is not the chip — it is everything around it....
Wednesday 18 March 2026
OpenAI shifts from building data centers to leasing cloud capacity
OpenAI has appointed new leadership to oversee its Stargate computing initiative as the company pivots its infrastructure strategy away from building its own data centers and toward...
Wednesday 18 March 2026
In-depth: China's AI 'five-layer cake'— impressive on the outside, underbaked in the middle
Jensen Huang's "five-layer cake" model for AI is a tidy recipe: energy, chips, infrastructure, models, applications — stacked in order. Applied to China, the cake looks polished...
Wednesday 18 March 2026
Apple adopts MediaTek Wi-Fi chip for MacBook Neo to save costs, say sources
Apple's recently launched affordable MacBook Neo has been found to use MediaTek's Wi-Fi and Bluetooth chips instead of Broadcom or Apple's own N1 chip, according to teardown reports...
Wednesday 18 March 2026
Intel unveils Core Ultra 200HX Plus processors with up to 8% gaming boost

Intel on March 17 launched its Core Ultra 200HX Plus series mobile processors, expanding its high-performance lineup for gaming, content...

Wednesday 18 March 2026
Analysis: Is Nvidia's Groq deal the endgame for AI chip startups?
At its 2026 GTC conference, Nvidia not only unveiled its Vera CPU but also officially launched the Groq 3 LPU chip, developed through a prior technology licensing arrangement with...