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Thursday 15 January 2026
As AI data centers expand, Seetel rides a surge in energy storage demand
As the global race to build ever-larger artificial intelligence models accelerates, the reliable operation of AI data centers has emerged as a decisive factor in the competition for...
Thursday 15 January 2026
Maxscend's first annual loss exposes fab-lite strain and legal risks
Maxscend Microelectronics is heading for its first annual loss since going public, marking a sharp reversal for one of China's leading RF chipmakers as it struggles with a costly business...
Thursday 15 January 2026
L'Atitude 52°N targets outdoor sports niche with smart glasses amid growing AI integration
L'Atitude 52°N, a smart wearable brand led by a Taiwanese, Gary Chen, is advancing its position in the competitive smart glasses market with a "Sino-European fusion" strategy....
Thursday 15 January 2026
Microsoft reportedly reorganizes teams to enhance GitHub and compete with emerging AI coding tools
Microsoft is restructuring its internal teams and resources to transform its developer platform GitHub as it faces competition from new AI coding tools like Cursor and Anthropic Claude...
Thursday 15 January 2026
EU implements minimum price mechanism for Chinese electric vehicles, reshaping competition in Europe
The EU has introduced a minimum price commitment mechanism for Chinese battery electric vehicles (BEVs), fundamentally altering the competitive landscape in Europe. This move shifts...
Thursday 15 January 2026
EU minimum-price rule shifts China EV dispute from tariffs to head-to-head competition
The EU has replaced tariffs on Chinese battery electric vehicles (BEVs) with a "minimum price commitment" mechanism, signaling a shift in the ongoing trade dispute from border barriers...
Wednesday 14 January 2026
Iluvatar CoreX sets three-generation GPU plan, eyes H200 performance
As China's domestic GPU developers accelerate public listings and expand both technological and capital investment, competition is shifting toward next-generation computing power....
Wednesday 14 January 2026
Cerebras Systems seeks US$1 billion funding round with US$22 billion valuation
AI chip startup Cerebras Systems is reportedly in talks to raise US$1 billion in a new financing round, aiming for a valuation of up to US$22 billion, according to Bloomberg...
Tuesday 13 January 2026
Taiwan pushes silicon photonics frontier R&D to defend semiconductor edge in AI era
Taiwan dominates advanced semiconductor manufacturing, but mounting competition in emerging technologies is exposing structural gaps. To secure its position in the AI and data-center...
Tuesday 13 January 2026
Google–Apple AI deal signals a new phase of competition beyond models
Google and Apple have entered a multiyear collaboration under which the next generation of Apple Foundation Models will be built on Google's Gemini models and cloud technology. The...
Tuesday 13 January 2026
How South Korea will revive Gwangju's advanced optical industry
South Korea's optoelectronics industry once grew rapidly with Gwangju as its center, but growth slowed under competition from China. The National Assembly of South Korea recently held...
Monday 12 January 2026
China files for over 200,000 LEO satellites, challenging global spectrum allocation
According to data from the International Telecommunication Union (ITU), China filed in December 2025 to secure frequency and orbital resources for more than 200,000 low-earth orbit...
Monday 12 January 2026
Memory price surge forces Chinese brands to cut orders as lens tech rivalry heats up
Memory price surges are reshaping the global smartphone market outlook for 2026, according to insiders at Sunny Optical. Significant order reductions from Chinese manufacturers amid...
Friday 9 January 2026
China targets 2027 self-sufficiency in core AI technologies
Amid escalating US–China technology competition, China at the start of 2026 formally unveiled new objectives for its AI industrial policy. Eight government bodies, including...
Thursday 8 January 2026
China's cheap lithium batteries reshape the global AI data center landscape amid rising US tariffs
At CES 2026, amidst the spotlight on AI breakthroughs such as autonomous vehicles and humanoid robots, a crucial battle simmers quietly in the global AI data center (AIDC) industry...