Conventional DRAM and NAND hit record highs in July: the memory squeeze widens
Korean industry data show conventional (non-HBM) memory prices at all-time highs in July—the AI supercycle now spills into the general-purpose stack.
5 h ago 6 8
CXMT closes in on LPDDR6 mass production at 12,800 Mbps - the Chinese memory step-up
ChangXin Memory Technologies nears mass production of 12,800 Mbps LPDDR6 mobile DRAM—a real technological leap for China's memory industry, months after its IPO surge.
Aug 1, 2026 at 09:40 12 13
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 9 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 13 8
Taipei investigates former TSMC employees accused of selling chip secrets to China
The investigation shifts supply-chain tension from equipment to human capital - the most difficult constraint to protect.
Jul 20, 2026 at 16:42 13 17
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
Oracle's credit downgrade deepens the AI-capex debt question
Tech in Asia flags rising Oracle credit risk as AI spending balloons. The BBB- warning is turning into a re-pricing.
Jul 19, 2026 at 16:34 19 8
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