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Apr 27

Commentary: DeepSeek reframes AI competition around efficiency, not scale

When DeepSeek unveiled its V4 model, it ended with a line from ancient Chinese thinker Xunzi: ignore applause and criticism, and focus on doing things the right way. In today's AI context, the message reads less like philosophy and more like positioning.

DIGITIMES: Enterprise AI shifts toward inference as computing architectures undergo structural realignment

Apr 27

Meta signs deal for AWS's Graviton CPUs as inferential and agentic AI enter the scene

Apr 27

China warns EU over industrial law, threatens countermeasures

Apr 27

Singapore-washing is dead: China cuts off US tech investment

Apr 27

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ICT MANUFACTURINGCommentary: Honor retools for humanoid robotics, rewrites AI device playbook

Apr 28, 15:01

Honor's surprise win at this year's Beijing humanoid robot half-marathon has stirred industry debate, not only for its on-track performance but for what the move signals about shifting competitive dynamics. The smartphone maker's cross-sector push into robotics has reignited questions over whether embodied AI and humanoid systems could trigger a new round of market reshuffling.

AIDeepSeek lifts capital by 50%, founder secures veto stake ahead of funding round

Apr 28, 14:55

After upgrading its DeepSeek-V4 model, Hangzhou-based AI firm DeepSeek revealed a major ownership shift. Filings on the Chinese registry platform Qichacha show registered capital rising 50% from CNY10 million (approx. US$1.4 million) to CNY15 million.

SERVER, IPC, CLOUD COMPUTING, IOTMeta bets on orbit-to-grid solar to power AI infrastructure around the clock

Apr 28, 14:52

Meta announced partnerships with Overview Energy and Noon Energy to develop space-based solar collection and ultra‑long‑duration energy storage, aiming to support its data centers and AI infrastructure. These projects could extend renewable generation and store clean power for days, with implications for grid reliability and how organizations use energy worldwide.

AIMicrosoft's cloud strategy tightens AI compute supply

Apr 28, 14:51

Across the AI sector, start-ups are struggling to secure the graphics processing units (GPUs) needed to train and run their models. Supplies of Nvidia chips are increasingly being diverted by cloud giants like Microsoft to their own internal teams and largest customers, leaving smaller firms competing for what remains — often at sharply higher prices.

AIIndian startup targets AI inference opportunity with full-stack compute platform

Apr 28, 14:37

While global AI infrastructure investment remains concentrated around massive GPU clusters for training frontier models, Indian startup Turiyam.ai is betting on a different commercial reality: the dominance of inference.

PC, CELG reportedly plans to expand its India manufacturing footprint

Apr 28, 13:59

New Daily reports that LG Electronics has decided to expand its manufacturing footprint in India, with a major investment of about KRW1.4 trillion (approximately US$1.0 billion) to upgrade its home appliance production facility in Greater Noida. The move comes as LG Group Chair Koo Kwang-mo participates in a presidential economic delegation visiting India and Vietnam, underscoring the strategic importance of the investment timing.

ICT MANUFACTURINGWistron's InnoSky Apex merges with GEOSAT Aerospace to expand drone operations

Apr 28, 13:51

Wistron Group announced that its wholly owned subsidiary, InnoSky Apex, will absorb and merge with GEOSAT Aerospace & Technology. Wistron invested in GEOSAT Aerospace in 2024, acquiring a 45% stake and securing four board seats.

ICT MANUFACTURINGRestocking, cost pass-through lift Eternal Materials to 1Q26 profit gains

Apr 28, 13:50

Eternal Materials's stronger March and first-quarter 2026 results signal resilience across global supply chains of synthetic resins and electronic materials. Rising sales, steady margins, and effective cost pass-through have eased concerns about Middle East uncertainty and raw material availability, while shipment growth and niche product gains point to expanding momentum.

ICT MANUFACTURINGAgentic AI sparks CPU demand surge, boosting ASIC and niche chip makers

Apr 28, 13:49

The rise of agentic AI has transformed computing chip requirements, igniting a fierce CPU supply scramble. Traditional x86 giants like Intel and AMD are seeing growing CPU demand in cloud AI, while application-specific integrated circuit (ASIC) vendors stand to benefit significantly.

SERVER, IPC, CLOUD COMPUTING, IOTCelestica reports strong 1Q26 as cloud demand lifts results

Apr 28, 12:40

Celestica reported a strong start to 2026, underscoring the growing demand for data center hardware as cloud spending accelerates.

IT COMPONENTS, PERIPHERALSChinese GPU maker Lisuan secures Microsoft WHQL certification for 6nm chip

Apr 28, 12:12

China-based GPU designer Lisuan Tech has secured Windows Hardware Quality Labs (WHQL) certification from Microsoft, becoming the first Chinese company and the fourth globally to receive official GPU compatibility endorsement.

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