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Thursday 27 August 2026
Nvidia H200 China sales stall, with US$400M inventory charge
Nvidia said in its fiscal 2027 second-quarter results on the 27th that it sold a small number of H200 artificial intelligence (AI) processors to Chinese customers last quarter, marking...
Thursday 27 August 2026
China shifts autonomous driving liability to automakers in draft traffic law
China is moving to address one of autonomous driving's most contentious and long-unresolved questions: when a Level 3 advanced automated driving system is engaged and a traffic violation...
Thursday 27 August 2026
China's AI software strategy gains scale as OpenHarmony ecosystem tops 1.35 billion devices
China is placing artificial intelligence, industrial software and open-source ecosystems at the centre of its next phase of manufacturing digitalisation, seeking to strengthen domestic...
Thursday 27 August 2026
CXMT DDR5 closes in on SK Hynix at 8,000 MT/s, benchmark gap falls below 1%
CXMT is narrowing the performance gap with SK Hynix in high-speed DDR5 memory, with new benchmark tests showing CXMT chips running stably at 8,000 MT/s and delivering productivity...
Thursday 27 August 2026
CXMT lands early LPDDR6 opportunity with Xiaomi Xring O3, eyes China flagship phones
China's smartphone and memory supply chains are moving closer together, with Xiaomi's new Xring O3 processor potentially providing CXMT with an early commercial entry into the LPDDR6...
Thursday 27 August 2026
Tesla goes local in China, swapping Grok for ByteDance's Doubao LLM in smart cockpits
Tesla once tried to license its electrification and automated driving technologies to mainstream automakers through tech-transfer agreements, but none of those deals materialized....
Thursday 27 August 2026
China OLED buildout lifts Korean equipment sales as backlogs grow
Chinese panel makers' investment in next-generation OLED production is beginning to translate into reported sales at South Korean equipment suppliers, with several vendors posting...
Thursday 27 August 2026
Uber expands ride-hailing reach across Taiwan as trips and local demand rise
Uber and its partner fleets expanded ride-hailing coverage in July 2026 to 19 counties and cities across Taiwan proper, underscoring how mobility platforms are reaching farther beyond...
Thursday 27 August 2026
Moody's lifts South Korea GDP forecast on hard-to-replace memory chips
Moody's has sharply raised its forecast for South Korea's 2026 economic growth to 3.5%, saying the country's semiconductor boom and export strength will last longer than expected and...
Thursday 27 August 2026
Ablecom takes control of Jochu to expand AI server rack, liquid cooling business
Ablecom Technology said it had joined a private placement for Jochu Technology and become the listed company's largest shareholder, giving the Taiwan-based chassis and thermal solutions...
Thursday 27 August 2026
Xiaomi's Xring O3, O100 and D100 define a three-tier AI chip strategy beyond smartphones
Xiaomi is expanding Xring from a smartphone chip program into a broader AI computing platform spanning consumer devices, vehicles, and edge inference, with three processors assigned...
Thursday 27 August 2026
Nvidia reportedly shifts HBM4 mix toward 8-high as memory supply stays tight

Nvidia has reportedly asked Samsung Electronics and SK Hynix to increase the share of 8-high products...

Thursday 27 August 2026
China's foundries have won the mature-node argument, not the self-sufficiency one
China's contract chipmakers spent the first half of 2026 proving something narrower than the headlines suggest. They demonstrated that domestic fabs can run at full capacity, raise...
Thursday 27 August 2026
Apple, Huawei foldables to collide in September, lifting ultra-thin glass, hinge and cooling demand
Huawei and Apple are set to intensify competition in foldable smartphones in September, accelerating demand across a supply chain spanning foldable OLED panels, ultra-thin glass, hinges,...
Thursday 27 August 2026
China open-source AI usage hits record high as DeepSeek leads
China's open-weight AI models have surged in usage and have now overtaken proprietary models for the first time. South China Morning Post (SCMP), citing data from US web development...