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Friday 28 August 2026
Exemption that shields US$143 billion of US server imports is now on the table
For all the noise Donald Trump has made about taxing semiconductors, the measure that actually took effect in January 2026 barely touched the machines the AI build-out runs on. A 25%...
Friday 28 August 2026
Insight: China's next AI frontier is silicon, not smarter models
For the past two years, China's AI companies have competed on a single axis: whose model performs best. That contest is starting to give way to a harder one — whether those models...
Friday 28 August 2026
Long-term contracts tie up InP capacity due to data center optics demand
Compound semiconductor supply-chain players say China has recently eased some substrate export controls, but the upgrade of high-frequency transmission in AI data centers toward 200G...
Friday 28 August 2026
Analysis: Nvidia beats, Taiwan wins — and hyperscalers race to make AI pay
Nvidia reported revenue of US$96.221 billion in the second quarter of fiscal 2027, more than doubling from a year earlier and underscoring the global rush to build AI infrastructure...
Friday 28 August 2026
Anthropic opens research preview of hardware standard for AI agents
A new hardware standard could make it easier for AI agents to operate laboratory and factory equipment across borders and industries. Anthropic says its Model Hardware Standard aims...
Friday 28 August 2026
Renesas opens physical AI, robotics lab in Beijing
Renesas Electronics has opened a physical AI and robotics lab in Beijing, a move that could speed the development of safer, smarter machines for factories, logistics, and homes worldwide...
Friday 28 August 2026
Google moves AI safety team into global affairs in DeepMind overhaul
Google is shifting a roughly 90-person artificial intelligence responsibility team out of DeepMind and into its global affairs organization as part of a wider reorganization in early...
Friday 28 August 2026
Workday says Taiwan, Hong Kong firms lag in AI workflow integration
Enterprise AI tools are spreading quickly across Taiwan and Hong Kong, but a new Workday study found that many employees are still losing time to disconnected systems, repeated data...
Friday 28 August 2026
Marvell raises its outlook twice in two quarters as custom silicon, scale-up optics broaden
Marvell Technology used its second-quarter fiscal 2027 earnings call on August 27 to lift its revenue outlook for a second consecutive quarter, and the composition of the raise says...
Friday 28 August 2026
Marvell revenue climbs 37% to a record US$2.74 billion on data center demand
Marvell Technology's second quarter of fiscal 2027 was the point at which its data center business stopped being the growth engine attached to a diversified infrastructure chipmaker...
Friday 28 August 2026
Honor Robot Phone enters mass production, making robotics central to its premium AI strategy
More than a year after Honor first debated the idea internally, its Robot Phone has moved from a contentious concept to a mass-produced commercial product. But the significance of...
Friday 28 August 2026
Samsung absorbs memory costs to chase smartphone crown
Global smartphone shipments are set to shrink sharply in 2026 as soaring memory and core component prices hit the market, but Samsung Electronics is moving in the opposite direction...
Friday 28 August 2026
Taiwan's next biotech prescription: AI drug discovery, smart devices, biomedical chips
Taiwan is charting a new direction for its biomedical industry, drawing on its strengths in semiconductors, AI hardware, precision manufacturing and healthcare. AI-powered drug discovery,...
Friday 28 August 2026
China rises to No. 2 in global CMOS image sensors, overtaking Korea with 21% share
China's CMOS image sensor industry is gaining ground beyond smartphones, with robotics emerging as one of the latest areas where domestic suppliers are linking sensor technology with...
Friday 28 August 2026
China's humanoid boom hits its next bottleneck: making robots measurable, interoperable, safe
Capital interest in China has become unusually concentrated on robotics following a state-backed commitment to redirect sizable portions of tech-related incentives from a perfectly...