A startup is using AI to explore the space of possible semiconductor and cooling materials. At 1,000W per chip, thermal management is becoming the limiting factor for datacenter density.
Aug 10, 2026 at 16:30 10 11
China's export restrictions on rare earths are showing up in trade data: shipments to Japan and the US have plunged. For AI hardware supply chains dependent on these materials, the geopolitical chokepoint is becoming real.
Aug 8, 2026 at 09:58 11 13
The Fudan team publishes in Science a single-electron ambient-temperature storage technology - the "Quantum Flash". A materials breakthrough that raises the question of the physical limit of memory.
Jul 17, 2026 at 14:19 28 9
Four signals in the same week converge: concrete follows the models, the US grid falters, Southeast Asia chases its PPAs, and solid-state transformers become the inevitable hardware building block.
Jul 11, 2026 at 17:19 5 11
A public lab in Beijing demonstrates autonomous agents that design, execute, and interpret material chemistry experiments.
Jul 11, 2026 at 10:44 31 7
