Micron Technology projected record third-quarter revenue after posting a sharp rise in fiscal second-quarter results, as artificial intelligence (AI) demand and constrained supply continue to drive pricing gains across memory markets.
OpenClaw's "lobster-raising" wave is moving from developers into China's internet and software sectors at speed in early 2026. Unlike earlier large-model races centred on parameters and compute, this AI agent cycle is defined by a single question: who controls the user entry point?
Samsung Electronics announced it signed a Memorandum of Understanding with AMD to expand its strategic collaboration on next-generation AI memory and computing technologies.
Advanced Micro Devices (AMD) is set to deepen its collaboration with Naver Corporation after CEO Lisa Su visits South Korea, with the companies signing an MOU to jointly develop GPU and infrastructure technologies for large-scale AI models.
OpenClaw is forcing a rethink of the AI hardware stack, shifting the locus of deployment from cloud-based interaction to autonomous, always-on agents running locally on devices.
At its annual GTC conference in San Jose, Nvidia unveiled a major shift in its AI hardware strategy: integrating technology from AI chip startup Groq to address growing demand in AI inference, while simultaneously preparing new products for global markets, including China.
Acer ITS is making inroads into the so-called "healing economy" market through micro-payment solutions, according to company president Ming-feng Yu. These cover new opportunities in smart city applications, such as self-service laundries, car washes, and temple donations, with micro-payment revenue forecast to double in 2026.
The cost of running an AI query has fallen by roughly 99% over the past two years. That should be a story about savings. Instead, it's a story about demand.
Rising geopolitical tensions in the Middle East are fueling debate in Taiwan over energy security, as industry leaders warn that disruptions to global supply routes could expose vulnerabilities in the island's power system and add pressure to its semiconductor-dependent economy.
Nexcom Group has launched its first humanoid robot development kit based on the Nvidia IGX Thor platform, unveiling the MARS400 T20 at the Nvidia GTC 2026. The kit integrates real-time motion control, functional safety modules, high-speed communication, and thermal management technologies. It is aimed at collaborative robot system integrators to shorten development and production cycles.
At Nvidia's GTC 2026 conference, major chipmakers — including Texas Instruments (TI), Infineon Technologies AG, NXP Semiconductors, Analog Devices (ADI), and Synopsys — announced new collaborations centered on robotics built around Nvidia's platform. Robotics is now the defining focus for IDM firms and the broader industrial control chip ecosystem.
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