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Thursday 1 October 2026
Charts: Micron earns its best margins from PCs, phones, not AI
Micron's best margins aren't coming from AI data centers. They come from PCs and smartphones, markets where Micron warns that unit sales could fall.
Thursday 1 October 2026
Analysis: China's AI data center buildout vaults to No. 2 as Big Tech capex races toward US$100 billion

China's rapid expansion of AI applications is driving a fresh wave of data center construction. SemiAnalysis estimates that the country has already...

Thursday 1 October 2026
Nvidia ties AI agent security to BlueField-4, Vera CPU
Over the past year, Nvidia has repeatedly observed AI agents drifting beyond approved workflows. In some cases, agents quietly escalated read permissions to write access, sent requests...
Thursday 1 October 2026
Google to test AI computing in space with first orbital TPU launch
Google is preparing to send its in-house AI accelerator, the Tensor Processing Unit (TPU), into low Earth orbit for the first time as it explores whether AI computing can eventually...
Thursday 1 October 2026
China's humanoid robot lead widens, with domestic vendors supplying over 95% of global shipments
China's humanoid robot market continued to expand rapidly in the first half of 2026, with shipments exceeding 19,000 units and accounting for about 77.9% of the global total. Chinese...
Thursday 1 October 2026
From Excel to Editable Presentations: AI Streamlines Financial Reporting

Financial institutions routinely process massive volumes of operational data, turning complex analysis into executive presentations for trend tracking, performance evaluations,...

Wednesday 30 September 2026
DIGITIMES Insight: AI is emerging as the new growth anchor in the mobile communications industry
South Korea's leading telecommunications operator, SK Telecom (SKT), recently established SK Hyper and SK Horizon in quick succession. The moves mark a pivotal shift for telecommunications...
Wednesday 30 September 2026
Chief Telecom, Google Cloud launch backup services to bolster cable resilience
Chief Telecom said on September 30 that it is working with Google Cloud to combine international submarine cable resources and deploy Cross-Site Interconnect (CSI) technology. The...
Wednesday 30 September 2026
Samsung SDI targets AI data centers with cylindrical LFP batteries and fire-propagation safeguards
Samsung SDI is accelerating its push into the artificial intelligence (AI) data center battery market, unveiling, for the first time, a cylindrical lithium iron phosphate (LFP) battery...
Wednesday 30 September 2026
ByteDance makes up a fifth of China's AI data center capacity amid growing buildout
ByteDance occupies around a fifth of data center capacity in China, according to a recent report. This makes the company the largest customer for rented compute in the country at a...
Wednesday 30 September 2026
Column: Memory and logic collide as AI shifts the balance
As HBM approaches half the cost of a GPU-HBM CoWoS package, can memory still be viewed as merely a passive component of AI computing? The answer goes back to the "memory wall," a challenge...
Wednesday 30 September 2026
Hackathon Team Optimizes Urban Evacuation Decision-Making

When large-scale event crowds disperse or road accidents occur, traffic control authorities face tight windows to evaluate traffic flows, pinpoint congestion hotspots,...

Wednesday 30 September 2026
AI Memory & Storage: The 5th GMIF2026 Innovation Summit Concludes

On September 23, the 5th GMIF2026 Innovation Summit successfully concluded at the Renaissance Shenzhen Bay Hotel. Co-hosted by the Shenzhen Memory Industry Association...

Tuesday 29 September 2026
Column: Why Micron's US$250M venture fund is about more than HBM margins—Taiwan has a stake in it
Micron unveiled the Micron Ventures Paradigm Fund, a US$250 million venture vehicle, in mid-August 2026, as the memory maker pairs more than US$25 billion in fiscal 2026 capex with...
Tuesday 29 September 2026
South Korea AI compute squeeze hits researchers and startups
South Korea's AI sector is facing a growing GPU shortage as research institutes and small companies struggle to secure enough compute for model training and deployment. As government...