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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...
Wednesday 18 March 2026
Chinese server maker Sugon unveils 400G AI fabric to rival Nvidia InfiniBand
Chinese server maker Dawning Information Industry Co. (Sugon) has introduced scaleFabric, its first fully self-developed 400G native remote direct memory access (RDMA) data center...
Wednesday 18 March 2026
Dreame rollout plan for five chips: chips for robots today, AI data centers in orbit tomorrow
At an industry forum in Shanghai this month, a young Chinese semiconductor startup laid out a sweeping vision: designing chips not only for smartphones and self-driving cars, but also...
Wednesday 18 March 2026
Surging US AI demand drives contract manufacturing fees higher for Taiwan electronics makers
Aggressive AI investments by major US cloud service providers (CSPs) are driving a surge in demand for Taiwan's semiconductor and ICT hardware, pushing exports, prices, and private...
Wednesday 18 March 2026
Meta accelerates AI ASIC roll-out as Broadcom secures four-generation chip design deal
Meta recently announced plans to launch four generations of ASIC product lines over the next two years, including the already mass-produced MTIA 300 and upcoming MTIA 400, 450, and...
Tuesday 17 March 2026
Hon Precision raises AI chip test capacity plan by 40% amid surging demand
Driven by rapid growth in AI and high-performance computing (HPC) markets, semiconductor IC test equipment leader Hon Precision has upgraded its production expansion plan for 2026...