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.
5 h ago 5 7
TSMC raises 2026 revenue forecast again: AI demand continues to set the baseline
TSMC raises its 2026 forecasts again, driven by AI demand. The compute crunch is no longer a hypothesis: it's the new pricing baseline.
17 h ago 9 9
ASML continues to rise: AI compute absorbs lithography, High-NA enters commercial production
Second 2026 ASML Uplift Driven by AI Demand, Intel Panther Lake Enters HVM: The Compute Bottleneck Shifts from Packaging to Lithography
Jul 15, 2026 at 12:34 11 8
Nvidia tightens the screws in Asia: whitelist compliance and targeted cuts against China rerouting
Nvidia imposes a whitelist of authorized buyers in Asia and halves the list of approved companies: Washington wants to close the rerouting path to China, Nvidia chooses self-audit rather than waiting for a new export rule.
Jul 14, 2026 at 15:44 10 8
TSMC: June revenue +68% - compute-crunch has a very strong pulse
TSMC reports a 68% year-over-year increase in June 2026 revenue. The message is clear: AI compute demand is neither satisfied nor capped in the short term.
Jul 13, 2026 at 17:27 8 9
Sugon Dawn 8000 - China assembles its first 100,000-card cluster
Sugon announces Dawn 8000, a cluster of 100,000 "ultra-intelligent" accelerator cards. Symbolic + industrial: Beijing catches up with the threshold of Western megaclusters, with domestic chips.
Jul 11, 2026 at 17:15 14 7