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
Korea bets 10,000 Vera Rubin GPUs on a sovereign AI stack
ETNews reveals Seoul's 2027 procurement: all-in on Nvidia's next generation, no domestic silicon in the mix.
Jul 19, 2026 at 16:32 9 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