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Thursday 23 July 2026
China's research ties weaken as UK, Germany and the US expand cross-border papers

China's research and academic community appears to be drifting away from international collaboration, even as the UK, Germany, and...

Thursday 23 July 2026
WAIC 2026: Lightelligence maps AI's optical future with CPO, NPO, photonic computing

Lightelligence is positioning optical interconnects, optical switching, and optical computing as the next foundation of AI infrastructure,...

Thursday 23 July 2026
SpaceX's in-house PCB ambitions unlikely to dent Taiwan suppliers, industry says

With SpaceX's first public earnings report approaching, investors are looking for fresh insight into the company's operations and future...

Thursday 23 July 2026
Commentary: Intel must show real AI orders to prove its turnaround
Agentic AI is rapidly gaining traction worldwide, while cloud giants and Anthropic are accelerating spending on AI infrastructure. That surge is pulling CPU demand back to the center...
Thursday 23 July 2026
Texas Instruments 2Q26: Revenue beats at $5.46B as industrial and auto recovery silences fab-spend doubters
Texas Instruments delivered a second-quarter 2026 result that topped Wall Street expectations and, more importantly for the industry, signaled that the analog chip cycle is turning...
Thursday 23 July 2026
AMD lands Anthropic as its third marquee AI customer, chipping at Nvidia's grip on training silicon
Advanced Micro Devices has signed Anthropic to a multi-year supply-and-investment pact worth tens of billions of US dollars, a deal that hands the chipmaker its third top-tier artificial-intelligence...
Wednesday 22 July 2026
LG Display eyes tandem OLED for smartphones as AI drives demand for power-efficient screens
LG Display plans to expand tandem OLED technology beyond TVs, monitors and automotive displays into smartphones and wearables as on-device artificial intelligence (AI) raises power-efficiency...
Wednesday 22 July 2026
HKC invests US$590M in advanced chip packaging to escape the LCD cycle

HKC, the world's third-largest LCD panel supplier, plans to invest CNY4 billion (approx. US$590 million) in a 12-inch chip packaging and...

Wednesday 22 July 2026
Nvidia's Huang to meet Samsung, SK and Naver chiefs in Silicon Valley, reports say
Samsung Electronics executive chairman Lee Jae-yong, SK Group chairman Chey Tae-won and Naver founder and board chairman Lee Hae-jin are reportedly preparing to meet Nvidia CEO Jensen...
Wednesday 22 July 2026
Nvidia details Vera CPU for agentic AI workloads
Nvidia has outlined the design of its Vera CPU, positioning the chip for agentic AI systems that rely heavily on the processor for code execution, tool calls, retrieval, and data handling...
Wednesday 22 July 2026
Albany NanoTech Complex acquires ASML High NA EUV tools for chip research
Parts of ASML's next-generation high numerical aperture (High NA) extreme ultraviolet (EUV) machine have arrived in New York state, where they will be used for chipmaking R&D....
Wednesday 22 July 2026
Samsung's next Galaxy phones may deepen Qualcomm reliance, underscoring the limits of Exynos revival
Samsung Electronics is expected to rely heavily on Qualcomm chips in its next Galaxy phones, according to market reports, a sign that the company is still prioritizing flagship performance...
Wednesday 22 July 2026
LG Display posts narrower second quarter operating loss, swings to first-half operating profit
LG Display reported a second-quarter operating loss of KRW107.7 billion (approx. US$72.77 million) on revenue of KRW5.61 trillion, according to an interim, unaudited disclosure the...
Wednesday 22 July 2026
'Don't panic about Kimi K3': Jensen Huang claims everyone got the logic backwards

The AI industry may be riding a wave of momentum, but two clouds have recently unsettled the outlook: growing public opposition to...

Wednesday 22 July 2026
Nvidia details AI rack strategy with Vera Rubin NVL72 and custom Vera CPU

Nvidia's newly detailed Vera Rubin NVL72 is being pitched less as a faster chip and more as a cheaper unit of AI output. This shift...