Japanese companies are collectively upgrading earnings guidance as global AI capex flows through the upstream supply chain - semiconductors, manufacturing equipment, materials
18/08/2026 à 09h30 9 9
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.
14/08/2026 à 18h59 13 14
A startup is using AI to search the space of possible semiconductor and cooling materials. At 1,000W per chip, thermal management is becoming the binding constraint on datacenter density.
10/08/2026 à 16h30 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.
05/08/2026 à 16h39 11 9
Le board approuve un budget significatif orienté IA - premier custom AI chip attendu au Q4 2026, un second en 2028.
02/08/2026 à 15h18 18 13
Pandaily reports WAIC 2026 hosted 108 Chinese AI chips and 261 domestic models - Huawei Ascend to Dongfang Suanxin. Whether that's a tipping point for sovereign compute or a heavily-staged checkpoint deserves a closer read.
18/07/2026 à 11h12 25 8
A single-source Korea Times story that, if real, moves US-Korea chip diplomacy from tariffs to profit sharing.
16/07/2026 à 13h49 15 11
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.
11/07/2026 à 11h41 3 7
Two moves in 48 hours signal that the AI infrastructure bubble isn't deflating - it's refinancing. Nvidia is hiking AI server prices by more than 15%, and Broadcom is reportedly in talks for an $80 billion debt package to fund its custom AI chip business. The bill is coming due, and it's getting bigger.
24/08/2026 à 20h58 7 8
Tokyo just greenlighted another $940 million in state funding for Rapidus, its homegrown 2nm chipmaker. The commitment is clear - Japan is not blinking on semiconductor sovereignty, even as the timeline slips.
24/08/2026 à 20h57 9 8
The parent company of China's leading NAND flash maker is targeting a $4.9 billion Shanghai listing. It's the largest AI memory IPO attempt out of China - and it tells you where the memory-chip capex race is heading.
24/08/2026 à 20h57 9 8
Nvidia may shift from chip vendor to direct infrastructure financer - taking on the role of landlord and lender to its biggest customer
18/08/2026 à 09h30 9 8
