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Tuesday 1 September 2026
Humanoid robots gain a sense of touch, lifting tactile sensor adoption above 60%
If vision serves as a robot's eyes, tactile sensors function as its skin and peripheral nerves. In China, leading dexterous-hand makers have increasingly begun treating tactile sensing...
Tuesday 1 September 2026
OpenAI compresses Jalapeno design to 9 months
OpenAI unveiled performance results for its in-house AI chip Jalapeno at Hot Chips 2026 ahead of Nvidia's latest earnings report, underscoring not whether it can beat GB200 or GB300,...
Tuesday 1 September 2026
Luxnet eyes orders through 2028, DCI revenue set to double in 2027
AI-driven demand for optical transceiver modules is rising rapidly, and LuxNet said its business in the second half of 2026 will grow sharply from the first half. With capacity coming...
Tuesday 1 September 2026
Kaimei sees 2H26 momentum strengthen as AI demand lifts orders and resistor price hikes take effect
Kaimei Electronics, a Yageo Group company, said order visibility remains strong for the second half of 2026 as AI server demand continues to ramp and automotive and industrial-control...
Tuesday 1 September 2026
Samsung is said to develop 8-layer HBM4E for Nvidia's NVHBM push
Samsung Electronics is reportedly developing an 8-layer version of seventh-generation high-bandwidth memory for Nvidia, matching the chipmaker's requirements for its customized NVHBM...
Tuesday 1 September 2026
John Ternus takes over an Apple with one growth engine, no obvious second
John Ternus becomes Apple's chief executive on September 1 with comfortable near-term numbers and an uncomfortable medium-term question. Apple's June quarter was a record. Its largest...
Monday 31 August 2026
China urges pragmatism over hype in rapidly expanding humanoid robotics market
According to OFweek Robotics, China's National Development and Reform Commission (NDRC) has issued a clear warning to the country's booming robotics sector: focus on practical...
Monday 31 August 2026
Nvidia demand nearly doubles as supply meets only 70%
Nvidia reported second-quarter revenue for fiscal year 2027 of US$96.22 billion, a 106% year-over-year increase, driven by a 117% surge in data center revenue to US$89 billion. With...
Monday 31 August 2026
AI Macs, Part 1: OpenAI reportedly buys tens of thousands of Macs for reinforcement learning
Apple's Mac mini and Mac Studio are becoming unlikely fixtures in AI infrastructure. OpenAI has reportedly bought tens of thousands of the desktops for reinforcement learning and is...
Monday 31 August 2026
Agentrys, agentic chip design startup backed by MediaTek, raises US$24.5M in funding
Chip design company Agentrys announced last week that it raised US$24.5 million in funding from backers including MediaTek. It is one among an emerging crop of startups using agentic...
Monday 31 August 2026
The 72.4% dominance: China's battery lead is now a chemistry problem for South Korea
The global battery space has long been characterized by China's overwhelming dominance, leaving other established players subdued and struggling to establish a foothold in the industry...
Monday 31 August 2026
US weighs limits on China's access to chips in overseas data centers
US restrictions on China's access to advanced computing could expand beyond physical chip shipments to the remote use of computing resources, potentially increasing compliance requirements...
Monday 31 August 2026
MetaX posts first-half profit while China's AI GPU rivals split
MetaX posted its first half-year profit since listing, with rising GPU shipments and the mass production of its C600 accelerator strengthening its commercial position while China's...
Monday 31 August 2026
OpenAI to pull its models from Cursor, highlighting tension with SpaceX's Elon Musk
OpenAI announced that it will end its contract allowing its models to be used on Cursor due to the latter's acquisition by SpaceX. The development indicates the tense personal relationship...
Monday 31 August 2026
Shanghai's 15th Five-Year Plan bets on chips, AI, advanced packaging
On August 26, the Shanghai municipal government released its 15th Five-Year Plan for the Development of Strategic Emerging Industries, setting a target for added value in strategic...