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.
yesterday 12 13
Montage starts CXL 3.2 chip production - China gets a second memory-fabric supplier
Shanghai's Montage begins production of CXL 3.2 controllers - the memory-pooling fabric that reshapes AI-server economics gets a second Chinese supplier.
Aug 1, 2026 at 09:40 14 18
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
WAIC 2026: 108 Chinese chips, 261 domestic models - tipping point or checkpoint?
Pandaily reports WAIC 2026 hosted 108 Chinese AI chips and 261 domestic models - from Huawei Ascend to Dongfang Suanxin. Whether that's a tipping point for sovereign compute or a heavily-staged checkpoint deserves a closer read.
Jul 18, 2026 at 11:12 25 8
Rapidus × Cadence: Japan industrializes agent-chip-design
Nikkei reports on July 17 a partnership between Rapidus and Cadence on AI agent tools for chip design - Japanese sovereignty targets EDA.
Jul 17, 2026 at 22:04 18 9
Micron infiltrates the car with Qualcomm and Hyundai Mobis: AI memory wins the cockpit
Micron signs automotive chip deals with Qualcomm (Ride) and Hyundai Mobis. Diversification beyond HBM datacenter, and a strong signal for embedded inference.
Jul 17, 2026 at 09:19 20 9
Washington asks for a cut of Korean chipmakers' 'excess profits': the tariff frame goes profit-side
A single-source Korea Times story that, if true, shifts US-Korea chip diplomacy from tariffs to profit sharing.
Jul 16, 2026 at 13:49 15 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
Legacy nodes, sovereign compute: China's parallel chip stack takes shape
Nexchip's $891m Hong Kong raise and Sugon's 100,000-card Dawn 8000 milestone are the same story: China's response to export controls isn't leading-edge - it's mature-node yield and cluster parallelism. Different playbook, same destination.
Jul 11, 2026 at 11:41 3 7
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
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 17 12
Verizon locks $1B of dark fiber for Google - the DC bottleneck spreads to the backhaul
Verizon signs $1 billion of dark fiber dedicated to Google data centers, presented as "the first of many". After the chip, electronics, and water, long-distance optical capacity becomes the next AI bottleneck.
Jul 28, 2026 at 21:00 9 9