MediaTek commits $5B: the Taiwanese fabless giant enters the AI capex league
The board approves a significant AI-focused budget—first custom AI chip expected in Q4 2026, a second in 2028.
Aug 2, 2026 at 15:18 18 13
China Telecom deploys the first domestic TPU cluster - Zhonghao Xinying brings silicon to service
China Telecom deploys the first TPU cluster in Hangzhou based on Zhonghao Xinying's Chana chips. The Chinese sovereign compute gains a third silicon vendor with a scale customer.
Jul 28, 2026 at 21:00 18 12
Alibaba Cloud deploys Qwen3.8 on Zhenwu chip: silicon substitution becomes operational
A state-of-the-art Qwen model served on domestic silicon - the message is more strategic than technical.
Jul 24, 2026 at 09:34 11 11
Neil Rimer: la richesse de l'IA « doit être redistribuée » - un cofondateur d'Index nomme la tension
Index Ventures co-founder Neil Rimer tells TechCrunch the historic wealth AI is generating in Silicon Valley will have to be redistributed - voluntarily or involuntarily. A rare frank note from inside the venture class.
Jul 18, 2026 at 11:12 29 13
Kyushu becomes finance-industrial: Japan's Silicon Island pulls in the capital stack
Japanese financial groups are relocating to Kyushu around the TSMC/Rapidus cluster - the physical proof that a compute hub is also a capital hub, and the constraint that follows.
Jul 18, 2026 at 11:11 18 8
LimX Dynamics unveils a Figure-grade humanoid demo: China's embodied field gains another player
The China humanoid pack is now shipping demos at Silicon Valley pace. The signal isn't a video - it's the cadence.
Jul 16, 2026 at 13:50 6 11
Apple explores AI chip startup acquisitions: the vertical integration playbook turns to inference silicon
Apple is exploring acquisitions of AI chip startups, sources tell Tech in Asia. The reading: Apple is preparing an inference-silicon path that does not run through Nvidia.
Jul 16, 2026 at 08:48 17 8
TSMC raises its prices on mature nodes starting January 2027
The cheap silicon floor is rising: AI demand on advanced nodes spills over to older processes.
Jul 15, 2026 at 10:14 27 10
Nvidia and Mitsubishi Heavy: when the GPU manufacturer seeks out a boiler maker
Cooling and energy management: Nvidia discusses with a Japanese industrial giant. The signal is more interesting than the agreement - the constraint has shifted from silicon to thermal.
Jul 14, 2026 at 22:30 21 6
Zig, Zed, Anthropic: when a language creator calls the hype by its name
A scathing post from the creator of Zed calls out Anthropic on its agent promises. The language: "Anthropic blows smoke." The 2026 hype fatigue is hitting founders we didn't expect to see on this battlefield.
Jul 13, 2026 at 17:27 12 9
India: Bhashini tests offline and open-source AI - the anti-Silicon Valley
Rest of World documents a Bhashini hackathon focused on offline models in Indian languages. A bet: making AI useful without American cloud.
Jul 11, 2026 at 10:44 10 8