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Aug 4

Interview: Rising material costs and FOUP shortages threaten semiconductor supply chains

AI-driven demand, new fab construction, and conflict-led raw material inflation are combining to squeeze semiconductor suppliers in 2026, according to Topco Scientific Co. senior CEO Dennis Chen. He said higher upstream costs are flowing through the industry, while shortages in wafer front-opening unified pods (FOUPs) are adding another layer of strain as manufacturers expand capacity and compete for inventory.

China claims 8 in 10 robots worldwide are made at home

Aug 4

Intel China adds day 0 support for MiniMax H3 after DeepSeek

Aug 4

AI's payback math: how long can servers last?

Aug 4

White House finalizes voluntary AI testing framework, keeps details under wraps

Aug 4

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AIOpen weight models excluded from US frontier model review

Aug 5, 12:41

Open weight models made by US companies are reportedly exempt from new guidelines by the US Trump administration overseeing the safety of new frontier models. The White House also currently has no plans to publicly release the framework of the review process, which is supposed to be voluntary.

PC, CEMemory crunch deepens PC slump as Apple, Nvidia emerge as rare bright spots

Aug 5, 12:22

After a brief recovery in 2025, the PC supply chain had hoped the market would return to sustained growth. Instead, AI server demand has squeezed memory production capacity, driving sharp increases in DRAM and NAND prices while also tightening CPU supply, causing overall PC demand to weaken once again.

ICT MANUFACTURINGApple seeks injunction against OpenAI as trade secrets battle over AI hardware intensifies

Aug 5, 12:03

Apple has asked a US federal judge to issue a preliminary injunction preventing OpenAI and two former Apple employees from accessing, using, or disclosing what the iPhone maker says are its confidential trade secrets, escalating a legal fight that could shape competition in the emerging AI hardware market.

AISpaceX revenue surges 92% as Starlink and AI offset widening rocket investments

Aug 5, 11:19

SpaceX posted stronger-than-expected second-quarter results this year as rapid growth in Starlink connectivity and AI infrastructure revenue helped narrow losses, even as heavy investment in Starship continued to weigh on the company's core space business.

AIVanguard International Semiconductor sees AI demand lift mature-node prices through 2027

Aug 5, 10:59

Demand for power management ICs (PMICs) driven by artificial intelligence (AI) servers continues to grow, accelerating the recovery of mature-node processes. Vanguard International Semiconductor (VIS) said AI-driven demand is not a short-term trend but an irreversible structural growth, and expects the mature process market to remain in short supply through 2027.

SERVER, IPC, CLOUD COMPUTING, IOTAnalysis: AMD and Nvidia take opposite paths to capture next wave of AI infrastructure spending

Aug 5, 10:42

Two earnings calls three months apart show AMD and Nvidia converging on the same AI infrastructure boom from opposite directions. AMD is building a single rack-scale platform, Helios, aimed squarely at the handful of frontier labs and hyperscalers who can commit to gigawatt-scale deployments. Nvidia, already dominant with those same customers, is restructuring its own disclosures and business model to capture the much larger, more fragmented tier of capital-constrained startups and neoclouds beneath them.

ICT MANUFACTURINGUS reportedly expands AI infrastructure security push with planned restrictions on Chinese optical transceivers

Aug 5, 10:19

The Trump administration is preparing new restrictions on Chinese-made optical transceivers used in AI data centers, broadening Washington's efforts to reduce reliance on Chinese technology in critical digital infrastructure.

PC, CESmartphone makers brace for lower volumes, higher prices, and deeper market split

Aug 5, 10:00

Apple, Qualcomm, and MediaTek delivered similar warnings last week: the global smartphone market is entering a more expensive, more polarized phase. For users, this means fewer affordable devices, fewer upgrade options, and greater pressure on smartphone prices until memory supply improves and chip costs ease.

ICT MANUFACTURINGTaiwan launches NT$10B fund to back biotech commercialization

Aug 5, 09:45

Taiwan's National Development Fund Management Committee on the 4th approved a new NT$10 billion (US$308 million) investment program for the country's biomedical industry. The 10-year initiative aims to support firms with innovative technology, strong clinical application value and international market potential, as the government looks to link Taiwan's biotech sector more closely with global markets.

PC, CEApple's India breakthrough highlights a market betting on premium over volume

Aug 5, 09:33

Apple's India business crossing US$10 billion in annual sales for the first time is less a story about smartphone growth than about where growth is still possible in a market that, by unit count, is shrinking.

SERVER, IPC, CLOUD COMPUTING, IOTWistron sees AI demand widening as Taiwan ODMs gain pricing power

Aug 5, 09:16

AI demand is giving Taiwan's contract manufacturers a rare opening, and Wistron expects the opportunity to broaden in the second half of the year as new customers and products arrive. For global tech buyers, the shift signals tighter supply, firmer prices, and stronger leverage for a small group of server makers.

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