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Tuesday 20 October 2026
US firms eye Malaysia to diversify rare earth supply chains
More than a dozen US companies are exploring opportunities to develop Malaysia's rare earth industry, seeking alternatives to China-dominated supply chains as Washington pushes to...
Tuesday 20 October 2026
Powertip Technology transitions into a solutions provider as demand and costs rise
Powertip Technology is transitioning from a module design and supply company to a solutions provider. The company has seen rising demand in the first half of 2026 as the electronics...
Tuesday 20 October 2026
Nscale set to lose Microsoft as anchor tenant over UK power delays, adding uncertainty to IPO
UK neocloud provider Nscale is set to lose Microsoft as the anchor tenant at its Loughton data center in Essex, after delays in power availability disrupted plans to support AI computing...
Tuesday 20 October 2026
Exclusive: Apple's MacBook Neo pressures Microsoft to cut specs for low-cost 12-inch Surface
Apple's MacBook Neo is intensifying competition in the global low-cost notebook market as rising supply-chain costs push Microsoft and other notebook makers to reassess their product...
Tuesday 20 October 2026
Foxconn's FoxBrain 2.0 sets sights on physical AI with VLM, VLA ambitions
Foxconn is expanding its proprietary FoxBrain large language model (LLM) into vision-language models (VLMs) and vision-language-action models (VLAs), targeting smart manufacturing,...
Tuesday 20 October 2026
OCP 2026 shifts AI competition from chips to rack-scale systems
The 2026 OCP Global Summit, held from October 12 to 15 in San Jose, California, highlighted a shift from open server hardware to open AI infrastructure. Rack-scale standardization...
Monday 19 October 2026
China's 420GWh storage boom enters a quality reset as Beijing reins in overcompetition
The rapid advancement of energy-storage technologies in China is enabling the country to capture a formidable share of the global market, with the domestic industry continuing to post...
Monday 19 October 2026
ByteDance Seed launches AI safety team, global recruitment drive
ByteDance's AI research unit Seed has established an Alignment & Preparedness department and is recruiting 10 researchers in Beijing, Shanghai, and San Jose, California, to focus...
Friday 16 October 2026
Project Bromo tests Europe's new industrial policy as Brussels weighs fast track for space champion
The global space market has become increasingly dominated by SpaceX, while China continues to press forward with state-backed launch and satellite projects. That shift has sharpened...
Friday 16 October 2026
AI investment risks rise as China models gain ground
As interest rates fluctuate, bond yields rise, and Chinese AI models intensify competition, market attention is shifting from technological development and infrastructure expansion...
Friday 16 October 2026
MediaTek ASIC deal with ByteDance would expand data center push
ByteDance is in advanced talks with MediaTek to purchase custom data center chips, with the companies potentially reaching an agreement soon, according to people familiar with the...
Friday 16 October 2026
Qualcomm advances complete AI infrastructure platform as agentic AI reshapes competition
Qualcomm has historically provided standard chips primarily through its Snapdragon product line, serving a broad range of end customers. After officially launching its Dragonfly data...
Thursday 15 October 2026
Column: 3D memory could redraw chip competition, weaken US sanctions on China
In October 2022, the US Bureau of Industry and Security (BIS) imposed a package of export restrictions on China, including controls on equipment and components for manufacturing 3D...
Thursday 15 October 2026
Premium PC demand fuels tandem OLED race between Samsung Display, LG Display
Competition in the global PC market is shifting from a focus on shipment volumes of low-cost models towards premium, high-performance devices, intensifying the race in OLED display...
Wednesday 14 October 2026
SK Hynix, Micron confront AI memory bottlenecks with HBM standardization, chip integration
AI infrastructure expansion is shifting semiconductor competition beyond individual chip performance towards memory bandwidth, data-transfer power consumption, transistor scaling,...