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Sep 18

High-end GPUs may be slowing China's AI compute expansion

China's wide gap in token costs stems largely from domestic companies' difficulty in accessing Nvidia high-end GPUs, forcing them to squeeze more value from each token to recoup costs. But supply-chain sources say the scale of China and US AI compute investment may actually be roughly comparable, despite US hyperscalers' far larger 2025 capex.

Winbond cements server NOR lead with Infineon deal

Sep 18

Mobile SoC battle for 2026 centers on NPUs

Sep 18

ByteDance builds strong supply chain force to master emerging hardware ecosystems beyond core demand

Sep 18

Nvidia roadmap shifts to rack-scale AI with Rubin Ultra

Sep 18

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AIOpenAI, Microsoft filings intensify copyright fight over AI training

Sep 20, 08:28

New court filings from The New York Times and other news organizations have put OpenAI and Microsoft's internal comments on AI and journalism at the center of a widening copyright dispute in the US. The documents, cited by Financial Times and Reuters, are being used to challenge the companies' fair use defense in a case that has stretched for nearly three years.

PC, CEAI capacity crunch drives up consumer tech costs, deepening China's deflation
Sep 20, 08:27

Surging AI server demand is reshaping consumer electronics. Memory costs have risen sharply this year, prompting Huawei, Oppo, Xiaomi and Apple to raise prices on some smartphones. A senior Chinese technology industry source said the increase reflects memory suppliers prioritising capacity and investment for AI products rather than stronger handset demand, which is squeezing smartphone memory supply.

SERVER, IPC, CLOUD COMPUTING, IOTWiwynn brings cobots to L10 server assembly as AI rack testing drives factory redesign
Sep 20, 08:27

Wiwynn is introducing collaborative robots (cobots) at its El Paso, Texas, facility and third plant in Mexico, alongside a central heat exchange system designed to support liquid-cooled server rack testing. The upgrades reflect the company's efforts to modernize manufacturing as AI servers become more complex and demand for liquid cooling increases.

SERVER, IPC, CLOUD COMPUTING, IOTPower grids can't keep pace with AI data center boom in EU, US
Sep 19

According to supply chain players, most AI data center cost models used by analysts in both China and the West only count electricity consumption when estimating the cost of AI data centers or tokens, but do not take into account the cost of power generation, transmission, or grid infrastructure. As a result, actual AI data center build-out costs vary greatly by country and region, due to the vast differences in power mix, grid capacity, and energy policies.

AIMediaTek, Vivo bring 30B MoE models on-device in next AI phone race
Sep 19

MediaTek's new Dimensity 9600 Pro puts agentic AI at the center of its flagship smartphone strategy, supporting on-device mixture-of-experts (MoE) models with up to 30 billion parameters. Vivo, among the first Chinese handset makers to adopt the platform, has followed with an expanded AI software stack spanning BlueLM, BlueLM Copilot, and a system-level BlueLM Harness.

SERVER, IPC, CLOUD COMPUTING, IOTAms OSRAM takes an automotive-qualified force sensor into robotic hands
Sep 19

Ams OSRAM is pushing its optical force sensor line into robotic hands on the argument that incumbent piezoelectric solutions cannot hold a reading, and it is using automotive qualification as the entry credential.

IT COMPONENTS, PERIPHERALSCompal takes Compal Broadband Networks private to fold networking into its edge AI stack
Sep 19

Compal Electronics is buying out the shares of its listed networking arm, Compal Broadband Networks (CBN), in a cash deal that will end CBN's public listing and give Compal full control of a router and gateway business it wants to pair with its edge AI hardware.

PC, CECorning to raise display glass substrate prices 15% from 4Q26
Sep 18

Corning, the US glass substrate supplier, will raise prices for its yen-denominated display glass substrate products by 15% or more worldwide starting in the fourth quarter of 2026, according to industry sources. The company confirmed the move amid persistent cost pressure across the electronics supply chain.

ICT MANUFACTURINGChina's AI data center token costs hinge on access to advanced GPUs
Sep 18

China's AI data centers are confronting a severe chip access bottleneck, with the cost of producing tokens shaped less by model design than by geopolitics, according to a recent Caijing analysis. The report said restricted access to high-end GPUs has become the most critical cost burden in China's AI era.

AICoreWeave launches US$3 billion bond sale amid growing revenue, debt
Sep 18

CoreWeave launched a debt sale worth US$3 billion in convertible bonds, which would allow buyers to turn their bonds into shares. The neocloud, which has sharply ramped up its infrastructure spending over the past year, has secured a growing customer base but faces concerns over financial sustainability amid intense competition and fears of an AI slowdown.

AIKing Charles tests AI's safety consensus as Nvidia keeps its foot on the accelerator
Sep 18

King Charles III has stepped into the intensifying debate over artificial intelligence, urging executives from Nvidia, Google DeepMind, OpenAI, and Anthropic to keep AI under human control and ensure the technology serves people and the planet.

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