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    Tuesday 13 October 2026
    China's Blue Core Computing secures nearly US$300 million to challenge x86, Arm in AI servers
    Shenzhen-based Blue Core Computing (Shenzhen) Technology has raised nearly CNY2 billion (≈ US$298.7 million) in Series B financing to accelerate production of its RISC-V server...
    Tuesday 13 October 2026
    Microsoft's 2nm Maia 300 completes cloud AI ASIC lineup, setting up 2027 server supply-chain boom
    Microsoft has unveiled its latest in-house AI application-specific integrated circuit (ASIC), Maia 300, and accompanying server rack, with its compute chiplets manufactured using TSMC's...
    Tuesday 13 October 2026
    Samsung, LG Display reportedly supply OLED panels for seven Nvidia RTX Spark laptops
    Samsung Display and LG Display are supplying OLED panels for seven laptops built on Nvidia's RTX Spark platform, securing positions in the premium PC market as global shipments plunge...
    Monday 14 September 2026
    Notebook shipment update, July 2026

    Introduction

    Thursday 10 September 2026
    Compute-in-memory returns to the spotlight with edge AI's power, memory squeeze
    AI is shifting from data centers to PCs, personal AI systems, robots, and other edge devices, renewing a core semiconductor challenge: delivering enough compute and memory bandwidth...
    Wednesday 9 September 2026
    Arm expands AI platform strategy across cloud, robotics and mobile
    Arm unveiled new platforms and ecosystem programs for cloud data centers, Physical AI and mobile devices on September 8, broadening its role beyond CPU intellectual property into a...
    Monday 24 August 2026
    Notebook brands shift production back to China as Southeast Asia costs rise
    Notebook brands that rushed into Southeast Asia for manufacturing are moving production back to China, as the cost gap remains too wide and the impact of substitute tariffs has proved...
    Friday 14 August 2026
    Lenovo turns a memory-price shock into a share gain
    Lenovo Group's first quarter of fiscal 2026/27 shows a company using an industry-wide cost problem as a competitive weapon. Group revenue reached US$26.9 billion for the three months...
    Friday 14 August 2026
    Lenovo says it will hit its US$100 billion revenue target early, even as memory costs squeeze devices
    Lenovo Group told investors on its August 13, 2026 earnings call that record AI-driven growth is outpacing the company's targets, even as executives warned that memory chip shortages...
    Thursday 13 August 2026
    Lenovo Capital backs Niobium Optoelectronics in Series B funding for TFLN chips
    Jiangsu Niobium Optoelectronics Technology, a Chinese maker of thin-film lithium niobate (TFLN) photonic chips, has closed a Series B funding round worth several hundred million yuan...
    Friday 7 August 2026
    Wistron sees AI server growth accelerate in August; new HPE, Lenovo and Oracle orders add 4Q26 lift

    Wistron expects stronger AI server growth in August 2026 after reporting July revenue of NT$308.22 billion (approx. US$9.53 billion), down...

    Friday 7 August 2026
    Wistron rumored to win Oracle AI server order as new customers expand
    Wistron has secured new AI server customers, including enterprise accounts Hewlett Packard Enterprise (HPE) and Lenovo Group, as well as a reported cloud services provider (CSP) order...
    Monday 3 August 2026
    Chinese display makers reportedly double down on large LCDs and OLED expansion

    China's leading display manufacturers are stepping up investments across both LCD and OLED technologies, targeting larger TV panels...

    Wednesday 15 July 2026
    Lenovo says US ThinkBook models do not use YMTC SSDs
    Lenovo, responding to recent reporting that its ThinkBook 14 G9 IPL business notebook uses solid-state drives (SSDs) from Yangtze Memory Technologies (YMTC), stressed that the unit...
    Tuesday 7 July 2026
    Lenovo confirms YMTC SSDs in notebooks sold outside China
    Lenovo confirmed that some notebooks sold outside China now use solid-state drives from Yangtze Memory Technologies Co. (YMTC), marking the first known appearance of the Chinese memory...
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    BIZ FOCUS
    Oct 15, 08:00
    Samsung Semiconductor Highlights 400+ Layer Flash Powering Agentic AI
    Wednesday 14 October 2026
    Practical Insights & Industry Ideas
    Wednesday 14 October 2026
    GMIF 2026 Awards: Samsung, Sandisk, BIWIN, and Others Honored
    Wednesday 14 October 2026
    Hybrid Copper Bonding - A Manufacturing Lever for The AI Era