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.
2 h ago 5 7
Sugon Dawn 8000 at WAIC 2026: 20x density and 100,000 cards full-precision interconnect
Sugon officially unveils Dawn 8000 specs at WAIC: 20x compute density per unit, full-precision interconnect for 100,000 cards. The Chinese compute stack meets industrial standards.
10 h ago 5 8
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.
15 h ago 9 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.
15 h ago 8 9
CXMT files $9.8B IPO: China's memory push seeks a public balance sheet at cycle peak
CXMT aims for a $9.8 billion IPO. China lists its memory at the peak of the HBM/DRAM cycle, continuing the thread opened with the previous fundraising.
15 h ago 7 8
Huawei's Atlas 950 SuperPoD debuts at WAIC: China's sovereign compute stack goes public
The first time a rack-scale Ascend training pod moves from press release to a physical demo - WAIC 2026 becomes Huawei's shop window.
yesterday 10 9
TSMC pledges another $100bn for US fabs: the compute pinch is now foreign policy
A second $100 bn tranche on top of Arizona. TSMC is now restructuring its US roadmap around AI accelerators - and Washington politics.
yesterday 8 8
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.
yesterday 7 8
TSMC's fifth consecutive record Q2: the compute crunch has become the new normal
TSMC is set to post a fifth consecutive record Q2 profit. Records used to be a surprise; five in a row means the AI compute pinch is no longer a spike, it is the operating regime.
yesterday 9 8
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
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 13 10
Nvidia's tightening grip reaches Southeast Asia: the rerouting hub comes under suspicion
After targeted cuts and the whitelist, Southeast Asia discovers that being a GPU hub comes at a price.
Jul 15, 2026 at 10:14 9 6