LG Electronics joins Nvidia's embodied AI platform to train humanoid robots
A major home appliance manufacturer adopts Nvidia's Isaac/Cosmos stack—signaling the platform's expansion beyond pure robotics players.
yesterday 8 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
Korea: "big money" exits Samsung/SK Hynix - HBM peak signal?
ETNews reports net institutional outflows from Samsung Electronics and SK Hynix, presented as a signal of a peak in the AI memory cycle. To be contrasted with TSMC's +68%.
Jul 13, 2026 at 17:27 3 7
AI is now designing chips: EDA giants launch the agentic war, Chinese vendors see a window
Synopsys, Cadence, and Siemens EDA are racing to add agentic AI to their chip design tools. For Chinese vendors locked out by export controls, this architectural shift could be the opening they've been waiting for.
Aug 14, 2026 at 18:59 12 14
Apple's talks with China's CXMT memory chipmaker hit a price wall
Apple's reported negotiations with CXMT - China's state-backed DRAM manufacturer - have stalled on pricing. Supply diversification from Samsung and Micron is proving more politically and commercially complex than expected.
Aug 6, 2026 at 11:00 11 11
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
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 18 18
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 15 13
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
Fudan: the "Quantum Flash" stores an electron at room temperature - publication in Science
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