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Friday 3 July 2026
Analysis: China moves against oversized EV batteries to address fiscal and supply-chain concerns
China's state media is increasingly framing large-capacity electric vehicle (EV) batteries as a policy issue, not just a market trend. The messaging points to two priorities: reducing...
Friday 3 July 2026
Nvidia reportedly expands financing push with revenue-sharing model for AI cloud providers

Nvidia is deepening its role in the AI infrastructure market by offering financial guarantees to emerging GPU cloud providers in exchange...

Friday 3 July 2026
Analysis: Innoscience-Infineon clash shows China's courts becoming a weapon in the global GaN race
A rare gallium nitride (GaN) patent clash dominated the opening day of electronica Shanghai 2026, after China's Innoscience accused Infineon of displaying GaN power products covered...
Friday 3 July 2026
Volkswagen gives China joint venture control of exports as auto strategy shifts
Volkswagen has handed full export-market control to its China joint venture, marking a major shift in how the German automaker uses its Chinese operations. The move, unveiled at an...
Friday 3 July 2026
Trend Micro and Check Point expand enterprise AI security integrations
Trend Micro and Check Point Software are expanding AI security partnerships as large language model use spreads across corporate systems worldwide. The moves, aimed at enterprise customers...
Friday 3 July 2026
Huawei's Ascend AI chips target South Korea in new Nvidia challenge

Huawei is reportedly preparing to launch its AI chips in South Korea for the first time in the fourth quarter of 2026, as rising demand...

Friday 3 July 2026
Physical AI reshape IPC industry: edge adoption, new markets, and US expansion gain pace

Driven by Nvidia, the global AI wave is moving quickly from generative AI toward physical AI, and the shift is already changing the...

Friday 3 July 2026
Musk eyes Mesh Optical deal as AI data centers push beyond copper
Elon Musk has moved to acquire optical communications startup Mesh Optical Technologies, according to reports cited by Reuters on June 27 in the US. The deal comes as high-speed...
Thursday 2 July 2026
Analysis: How long can memory's AI-driven boom last?
The global memory market is enjoying one of its most profitable cycles in years. AI data center demand has driven DRAM and NAND prices sharply higher, and the three companies that...
Thursday 2 July 2026
DDI makers look to smaller displays as NB and TV demand loses momentum in 2H26

Large-size display driver ICs (DDIs) were a key revenue driver for many DDI suppliers during the first half of 2026. Taiwanese manufacturers...

Thursday 2 July 2026
Android brands continue lowering lower-end smartphone shipment forecasts as pressure mounts on chip suppliers
The smartphone market's traditional peak season in the second half of 2026 remains under close watch. However, Android smartphone vendors—particularly Chinese brands—have...
Thursday 2 July 2026
India's smartwatch leader enters smartphone market despite surging memory cost
Fire-Boltt is expanding beyond wearables into smartphones, a move that could shape India's budget-device market and add another local contender to a segment dominated by Chinese brands...
Thursday 2 July 2026
AI server probe pulls back the curtain on the evolving journey of Taiwan's motherboard industry

An ongoing investigation into alleged AI server smuggling has once again put Taiwan's motherboard industry under the spotlight. Veteran...

Thursday 2 July 2026
China power chip makers raise prices, exposing AI server squeeze on mature-node supply

China's power semiconductor makers are entering a broader price-hike cycle, as AI server demand, raw material inflation, and tight...

Thursday 2 July 2026
Qualcomm's Dragonfly raises the stakes, but MediaTek's TPU and ASIC ties keep it in the race

Qualcomm recently launched its Dragonfly platform, signaling a deeper push into cloud artificial intelligence and intensifying competition...