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Wednesday 24 September 2025
HTC bets on AI glasses, but strategy shows little edge against Meta and Google
Following the surge in demand for AI glasses driven by the Meta/Ray-Ban partnership, competition has intensified this year as new players enter the field. In early September 2025,...
Wednesday 24 September 2025
Commentary: Analyzing Nvidia's crisis defusing strategy amid the AI bubble storm
Nvidia's recent major investments have shocked the market. However, there are widespread views that both Nvidia and its CEO Jensen Huang find themselves at the "center of the AI bubble...
Wednesday 24 September 2025
China-based Longsys jumps on SOCAMM2 as Nvidia skips first-gen spec
The AI memory market is taking shape rapidly. China's Longsys has launched enterprise SOCAMM2 modules built on LPDDR5/5X, aiming to seize early opportunities in next-generation AI...
Wednesday 24 September 2025
Why your next PC or smartphone will cost more: chipmakers, suppliers raise prices amid AI frenzy
Escalating tariffs, high inflation, and a shift in supply chains to the US are driving up manufacturing costs, leaving little room for prices on consumer electronics and business...
Wednesday 24 September 2025
Mercedes-Benz returns to pragmatic strategy with A-Class extended to 2028 and development of entry-level models on MMA platform
Under the pressure in the high-end car market, Mercedes-Benz, a luxury brand known for elegance and composure, is revamping its strategy. Recent remarks reportedly made by Mathias...
Wednesday 24 September 2025
YMTC closes gap with global rivals: Xtacking 4.0 powers 267-layer NAND, eyes 300+
China's NAND flash race is intensifying, with Yangtze Memory Technologies (YMTC) pushing Xtacking 4.0 into mass production. The company has begun producing 267-layer 3D NAND TLC while...
Wednesday 24 September 2025
New Taiwan-Japan joint venture to produce TFT LCD modules in India amid growing two-wheeler market
Emerging Display Technologies (EDT) has announced a joint venture agreement with Japanese display manufacturer Nippon Seiki to establish EDT-India, a factory dedicated to producing...
Wednesday 24 September 2025
Huawei's custom HBM challenges the existing memory hegemony
China is moving aggressively into the high-performance DRAM market dominated by Samsung Electronics and SK Hynix, with its sights set on customized high-bandwidth memory (HBM). The...
Wednesday 24 September 2025
China to forgo developing nation status at WTO, signaling shift in global trade stance
China announced it will no longer claim developing country benefits at the World Trade Organization, a move aimed at facilitating trade forum reforms. The decision addresses longstanding...
Wednesday 24 September 2025
Taiwan Mobile deepens mobility service ecosystem, aims for EV penetration to surpass telecom core business
Competition in the telecommunications market has expanded beyond pricing and network speeds to the service ecosystem. Telecom firm Taiwan Mobile recently announced that its subsidiary,...
Wednesday 24 September 2025
Global memory prices set to surge 15-25% in Q4 amid tightening supply
Consumers and businesses should brace for a surge in the cost of everything from smartphones to servers, as the global memory chip market stages a dramatic rebound. The industry's...
Wednesday 24 September 2025
China turns farmland into AI powerhouse to rival Stargate
China is building the "Zhonghua Data Islands" AI compute hub in Wuhu, Anhui province, jointly run by Huawei, China Telecom, China Unicom, and China Mobile. Serving Shanghai, Hangzhou,...
Wednesday 24 September 2025
Inside Huawei's bid to outflank Nvidia: clusters, optics, and a 3-year AI roadmap
Huawei has rolled out a three-year roadmap to take on Nvidia's supremacy in AI computing, conceding its chips still trail in raw performance. The Shenzhen giant is instead banking...
Wednesday 24 September 2025
Analysis: Nvidia-Intel partnership to integrate x86 with GPU for AI growth
Nvidia and Intel are collaborating to enhance CPU-GPU integration, with Nvidia supplying GPUs for Intel PCs and acquiring customized CPUs, addressing Nvidia's x86 gap and opening...
Wednesday 24 September 2025
Micron secures six HBM4 customers as AI-driven DRAM demand grows
Micron Technology is sharpening its product roadmap to capture surging demand from artificial intelligence applications, unveiling advances in high-bandwidth memory and expanding...