Alibaba expects its second-generation T-Head AI chip to complete tape-out and enter production this year. Tape-out is a real milestone with real money behind it—not a roadmap slide. The Chinese sovereign compute stack just added another confirmed layer.
Aug 21, 2026 at 16:08 6 8
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 optical module manufacturers and PCB producers are reporting strong demand as domestic AI chip clusters scale up. It's the unglamorous infrastructure layer that makes Huawei Ascend clusters viable without Nvidia—and the supply chain is materializing.
Aug 5, 2026 at 16:39 9 9
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
