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Thursday 9 July 2026
Analysis: Sovereign AI is chipmaking's next growth driver — but not everyone gets a seat

Where will cloud AI's next wave of growth come from? Increasingly, the market is answering with two words: sovereign AI.

Thursday 9 July 2026
Altos posts record first-half revenue as AI education demand rises
Acer subsidiary Altos reported record revenue for June, the second quarter, and the first half of 2026 as demand for AI infrastructure in education and enterprise markets continued...
Thursday 9 July 2026
PLAUD rides AI hardware-subscription model to US$100 million ARR
Rapid advances in generative AI and AI agents are moving AI beyond software tools into everyday workflows, particularly in voice, meeting, and conversational applications, giving rise...
Wednesday 8 July 2026
Microsoft starts swapping OpenAI and Anthropic models for its own in apps

Microsoft is reportedly beginning to replace OpenAI and Anthropic models in its software with its own offerings, likely a strategic...

Wednesday 8 July 2026
Weblink International posts record quarterly revenue on AI demand and enterprise upgrades
Weblink International reported record second-quarter revenue as enterprise PC replacement cycles, AI-related demand, and stronger component sales lifted results. The Taiwan-based technology...
Wednesday 8 July 2026
Ennoconn hits record June revenue as AI and smart factory orders keep climbing

Ennoconn Technologies said its June 2026 revenue set a new high, with monthly, quarterly, and cumulative results all reaching record...

Wednesday 8 July 2026
China's AI labs race to build custom AI chips while ASICs threaten Nvidia's dominance
China's leading AI model developers are moving deeper into custom chip design, a shift that could reshape the country's AI hardware market as inference demand rises, US export controls...
Wednesday 8 July 2026
As Synopsys exits legacy manufacturing software, chipmakers may move toward in-house factory tools
Synopsys is preparing to discontinue a suite of manufacturing process control software used by semiconductor manufacturers, marking a strategic shift that reflects changing priorities...
Tuesday 7 July 2026
Japanese startup completes AI chip validation with Oppstar and UMC support, moves toward mass production

Tokyo Artisan Intelligence said it has finished validating its Sting Ray test chip, a step that could broaden access to lower-power...

Monday 6 July 2026
Alibaba reportedly bans Claude Code for employees, citing security concerns as China shifts toward domestic AI coding tools
Alibaba has instructed employees to stop using Anthropic's Claude Code for work and remove Claude models from company computers, according to respective sources cited by Yicai,...
Friday 3 July 2026
China's Z.ai ramps up AI rivalry with Anthropic, OpenAI via GLM-5.2

Chinese AI company Z.ai, also known as Zhipu AI, is escalating its challenge to US leaders Anthropic and OpenAI with the release of...

Friday 3 July 2026
SAP names Verena Siow Asia-Pacific President

Enterprise software company SAP announced on July 2 that it has appointed Verena Siow as president of the Asia-Pacific (APAC) region,...

Wednesday 1 July 2026
Volkswagen, Bosch reportedly reassess autonomous driving alliance as market shifts
Volkswagen Group and Bosch are reportedly reviewing their four-year autonomous driving partnership as Europe's Level 3 (L3) rollout falls short and China's supply chain gains influence...
Wednesday 1 July 2026
AI chip startup Rebellions' acquisition of SqueezeBits signals push beyond hardware

South Korean AI chip designer Rebellions said on June 30 that it is acquiring AI inference optimization company SqueezeBits, as part...

Wednesday 1 July 2026
Schneider Electric to acquire industrial AI firm Cognite for US$3.1B

Schneider Electric, the French energy management and automation giant, announced that it has agreed to acquire Cognite, a Norwegian...