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Apr 8

Chinese energy storage players flock to growing AI data center market in face of fierce domestic competition

Chinese energy storage players are going all in on the AI data center market, as intense domestic competition has caused falling profit margins from traditional storage projects. The booming token economy is changing the role of AI data center energy storage from simply backup power to a core element of computing power.

Uber deploys AWS custom chips to scale AI and cut compute costs

Apr 8

Analysis: China's humanoid robot market forms three-player structure at scaling inflection point

Apr 8

Broadcom, Google, and Anthropic alliance faces MediaTek competition

Apr 8

Nvidia moves to build US$10B AI empire, one acquisition at a time

Apr 8

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AIAlibaba tightens AI strategy with CEO-led committee and executive reshuffle

Apr 9, 11:00

Alibaba is restructuring its artificial intelligence (AI) leadership, forming a new CEO-led technology committee and streamlining executive responsibilities in a bid to accelerate innovation and stay competitive in China's fast-moving AI race.

ICT MANUFACTURINGSamsung Foundry launches new 2nm temperature sensor IP to improve chip thermal and area efficiency

Apr 9, 10:50

Samsung Electronics' foundry division has introduced a new temperature sensor intellectual property (IP) designed to address heat dissipation and area efficiency challenges in advanced 2nm process nodes. Industry experts view this move as Samsung's strategic effort to secure a technological edge over competitors.

ICT MANUFACTURINGMetaOptics claims three-year lead in advanced micro-optics

Apr 9, 10:45

MetaOptics' emphasis on 150nm direct-write semiconductor techniques could reshape global supply chains for advanced micro-optics, promising higher optical efficiency and a manufacturing edge over imprint methods that struggle below 200nm. The development may affect suppliers, device makers, and research collaborations worldwide that are seeking compact, high-performance imaging components, thereby accelerating commercialization timelines.

SERVER, IPC, CLOUD COMPUTING, IOTMicroloops rides AI boom, aims to double 2026 revenue

Apr 9, 10:22

Cooling module manufacturer Microloops has said its major cloud service provider (CSP) customer has been increasing pull-ins starting in the second quarterof 2026, driving significant growth in cooling product shipments related to artificial intelligence (AI) servers. This is expected to boost the share of AI-related cooling products in overall revenue quarter by quarter.

SERVER, IPC, CLOUD COMPUTING, IOTWinmate eyes 2026 growth amid rising defense and edge AI demand

Apr 9, 10:21

Winmate, an industrial PC (IPC) provider, has reported record-high revenue for March 2026 as global defense projects accelerate procurement and delivery schedules alongside growing demand for edge AI computing platforms. The company is actively preparing materials and ramping up production for the second half of 2026, maintaining an optimistic outlook for full-year 2026 growth.

ICT MANUFACTURINGCorning's shift into AI server components could reshape data-center energy and supply-chain dynamics

Apr 9, 10:15

Corning marks its 175th anniversary in 2026, celebrating a long history of materials innovation that began with contributions to Thomas Edison's light bulb and later the optical fiber revolution. The company positions itself at the center of a new technological transformation driven by AI infrastructure needs.

PC, CEApple hit by Mac shipping delays as DRAM shortage intensifies

Apr 9, 08:59

Apple's US online store is currently showing extreme shipping delays of 4-5 months for several upgraded RAM configurations of the Mac mini and Mac Studio, highlighting a severe supply bottleneck in its high-end desktop lineup.

ICT MANUFACTURINGNvidia demo highlights China's role in humanoid robot hardware

Apr 9, 08:56

Nvidia, Google, and Tesla are driving the humanoid robotics race, but competition is shifting to the hardware supply chain. The US leads in AI models and advanced chips, while China's manufacturing ecosystem is becoming central to global humanoid robot production.

IT COMPONENTS, PERIPHERALSLinkCom sees 11% revenue drop in 1Q26 as DRAM shortage hits networking market

Apr 9, 08:55

Magnetic component maker LinkCom Manufacturing reported that its revenue for the first quarter of 2026 fell by over 11% year-over-year, mainly due to the indirect impact of a supply-demand imbalance in the DRAM market, dampening short-term orders from network communication customers. The company has also been strategically optimizing its wireless charging business during this period.

ICT MANUFACTURINGFrench President's visit reportedly links Mistral AI with Samsung for AI memory supply talks

Apr 9, 08:55

French AI startup Mistral AI recently visited Samsung Electronics' campus to discuss collaboration on AI memory solutions. Industry analysts see this move as part of Mistral AI's push to build Europe's largest AI infrastructure, signaling Samsung as a key partner for memory chips.

AITaiwan advances quantum computing with AI collab as key strategy

Apr 9, 08:54

The Taiwanese government has launched the second phase of its quantum research subsidy program, with the National Center for High-performance Computing (NCHC) set to build an HPQC heterogeneous hybrid computing system. Models such as those from Amazon Braket and Google demonstrate that integrating AI collaboration into cloud services is emerging as a clearer development path for quantum computing.

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