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Wednesday 29 July 2026
Nvidia's Jensen Huang warns US officials about banning Chinese open-weight models

Nvidia CEO Jensen Huang once again voiced his support for open-weight and open-source AI, a form of model that has caught official...

Wednesday 29 July 2026
NXP finds new AI data center role beyond GPUs

NXP Semiconductors' physical AI strategy extends beyond vehicles, factories and robots. The same control, connectivity and real-time...

Wednesday 29 July 2026
China chip substitution accelerates as chill effect looms
China's semiconductor self-reliance push has notched new gains, with Chinese AI giants expanding purchases of domestic AI chips and facing direct pressure from Beijing to use more...
Wednesday 29 July 2026
AI shift to inference boosts CPU server demand across the supply chain
The move from AI model training to inference is widening server demand beyond accelerators and easing margin pressure on hardware assemblers. For global readers, the shift signals...
Wednesday 29 July 2026
NXP posts strong 2Q as investors remain cautious on chip outlook

Despite robust performance in the automotive sector and growing demand for artificial intelligence, NXP Semiconductors' second-quarter...

Wednesday 29 July 2026
Qualcomm's Snapdragon price hikes test Apple, MediaTek flagship phone demand
Qualcomm has reportedly notified customers that it will raise prices across its Snapdragon system-on-chip portfolio from September 2026, including its next flagship mobile platform...
Tuesday 28 July 2026
Nvidia says smuggling is a 'nonstarter' as Taiwan arrests its employee in GB300 server scheme
A senior sales manager allegedly helped route GB300-equipped servers through Japan and Hong Kong over three years, in a scheme prosecutors value at up to $300 million
Tuesday 28 July 2026
Nvidia invests in Ilya Sutskever's SSI, providing access to Vera Rubin compute platform
Nvidia has made a strategic investment in Safe Superintelligence Inc. and announced a long-term partnership with the secretive AI lab founded by OpenAI co-founder Ilya Sutskever, giving...
Tuesday 28 July 2026
Google TPU surge and Meta capacity push fuel CSP capex wave
AI demand and whether the boom is heading into a bubble are back in focus, and capital expenditure by cloud service providers (CSPs) and their supply chains is emerging as a key gauge...
Tuesday 28 July 2026
Cadence raises 2026 outlook after record quarter, flags major Intel deal as revenue driver

Cadence Design Systems posted stronger-than-expected second-quarter results on July 27 and raised its full-year revenue growth outlook...

Tuesday 28 July 2026
Smart glasses ignite AI device battle as China nears 80% global brand share
Smart glasses are emerging as a major next-generation consumer device as breakthroughs in generative AI and large language models (LLMs) reshape the wearable market. Once constrained...
Tuesday 28 July 2026
Robot boom heats up as Taiwan chipmakers race to catch up
Cloud AI chip giants are stepping up investment in robot applications, putting robots back at the center of industry debate. For Taiwanese chipmakers, the broad range of robot use...
Tuesday 28 July 2026
Nvidia's Vera targets AI server growth, with CSP adoption the key test
Nvidia is pushing into the server CPU market with its Vera chip as AI infrastructure competition enters a new phase, seeking to evolve from a chip supplier into a full AI computing...
Tuesday 28 July 2026
China faces AI compute divide as advanced capacity falls short and lower-tier resources sit underused
China's AI computing infrastructure is developing along two sharply divergent paths. As large language models and AI agents gain traction across industries, rapidly rising token consumption...
Monday 27 July 2026
South Korea, AMD team up to integrate homegrown NPUs with CPUs and GPUs
South Korea and AMD have agreed to build and demonstrate heterogeneous AI computing infrastructure integrating AMD CPUs and GPUs with homegrown neural processing units, as Seoul seeks...