AI is reshaping the global memory industry, tightening supply while creating an opening for China's domestic suppliers. With Samsung...
As the industry shifts toward greater use of optical interconnects and less reliance on copper, market speculation has emerged that...
The Chinese smart glasses sector is rapidly consolidating around the principle that "subtraction is king." Rather than rushing unproven...
Gallium nitride (GaN) is emerging as a key power semiconductor for AI data centers, where rising rack power and the shift toward higher-voltage...
Huawei is extending its AI infrastructure strategy beyond individual accelerators and storage systems, unveiling an Agentic supercluster...
Chinese AI developer Z.ai has raised its 2026 year-end annual recurring revenue (ARR) target by 25% to US$3 billion after fresh financing...