TSMC plans another $100B US investment - geopolitical insurance at semiconductor scale
TSMC is accepting a 30-50% cost premium on US manufacturing. That's not a business decision—it's a geopolitical hedge at foundry scale.
2 h ago 6 6
Automakers and tech giants converge on Seoul for a physical AI showcase—the hardware moment is materializing
Korea's AI showcase brought robotics, autonomous systems, and edge compute into the same room as Hyundai, Kia, and Samsung. The embodied AI wave is moving from lab demos to product showcases.
Aug 10, 2026 at 16:30 9 10
Nanya bets $10.7B on DRAM capacity - the memory capex race reaches Taiwan
Taiwan's Nanya Technology plans a $10.7 billion fab investment, adding another major player to a global DRAM expansion wave driven entirely by AI memory demand.
Aug 7, 2026 at 10:55 13 13
Apple's talks with China's CXMT memory chipmaker hit a price wall
Apple's reported negotiations with CXMT - China's state-backed DRAM manufacturer - have stalled on pricing. Supply diversification from Samsung and Micron is proving more politically and commercially complex than expected.
Aug 6, 2026 at 11:00 11 11
LimX Dynamics: Shen Hua locks on PMF - "next stop, landing"
The co-founder LimX frames the new battle: leaving the motion control demo, entering industrial POC deployment. Luna, COSA brain, FluxVLA Engine. The next commercial filter is no longer the demo, it's the signed contract.
Jul 31, 2026 at 12:50 11 10
Southeast Asia's physical AI push: commercial robots over humanoids
Tech in Asia maps SEA's physical AI startup ecosystem - the region's defining choice is to bet on commercial and industrial robots, not humanoids.
Jul 27, 2026 at 10:17 8 8
Hitachi conducts all its systems development using AI agents: the SaaS-is-over thesis finds an industrial buyer
Hitachi shifts its entire system development process to AI agents. The `saas-is-over` thread changes nature: it's no longer a thesis, it's a large-scale deployment.
Jul 26, 2026 at 18:36 7 8
Oppo and Vivo would refuse Samsung's Q3 memory rates: the HBM/DRAM squeeze turns into an arm wrestle
According to TechNode, Oppo and Vivo reportedly declined Samsung Electronics' price offer for Q3 2026 - the memory capex race is spilling over into client-to-client negotiations.
Jul 23, 2026 at 07:42 9 9
Huawei enters embodied AI with CloudRobo - the SERES-of-robotics playbook
Huawei announces CloudRobo at WAIC: an embodied AI platform that follows the SERES playbook (components + industrial soft power). The Chinese tiger of embodied AI takes the stage.
Jul 22, 2026 at 12:41 15 8
Xiaomi's factory intern robot achieves 98% on nut assembly, over 90% on two new tasks
ETNews details Xiaomi's humanoid running three concrete production tasks - the embodied race gets a China-side number breakdown.
Jul 19, 2026 at 16:34 9 11
Xiaomi's factory intern robot: 98% task-success rate in an EV plant, quietly
The humanoid robot "intern" from Xiaomi operates in an electric vehicle factory with a reported success rate of 98%. A modest industrial data point - and precisely because it is modest, it matters.
Jul 19, 2026 at 00:37 10 9
TSMC A14 en 2028 : la feuille de route fixe le prix du calcul IA pour le prochain cycle
TSMC confirms A14 (1.4nm-class) production for 2028 - pushing the sub-2nm horizon back to a schedule that anchors every hyperscaler's 2027 capacity plan.
Jul 18, 2026 at 11:11 26 8