MIT Technology Review sent a correspondent to a humanoid robot event in Shanghai described as a "carnival" - and the BBC profiled Chinese factory workers saying "I went to sleep, and the world changed." The picture that emerges isn't of a country racing to catch up. It's of an industry that has already moved from benchmark competition to volume deployment and public demonstration.
25/08/2026 à 16h23 4 5
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.
21/08/2026 à 16h08 8 11
Un investissement conjoint record dans les capteurs d'images avancés, pas les puces IA. Le signal : la demande TSMC déborde du seul compute, et le Japon devient un hub de fabrication stratégique.
10/08/2026 à 16h29 6 5
Taiwan's Nanya Technology plans a $10.7 billion fab investment, adding another major player to a global DRAM expansion wave driven entirely by AI memory demand.
07/08/2026 à 10h55 13 13
Shanghai's Montage begins production of CXL 3.2 controllers - the memory-pooling fabric that reshapes AI-server economics gets a second Chinese supplier.
01/08/2026 à 09h40 20 18
TSMC confirms A14 (1.4nm-class) production for 2028 - pushing the sub-2nm horizon back to a schedule that anchors every hyperscaler's 2027 capacity plan.
18/07/2026 à 11h11 26 8
Le plancher du silicium bon marché monte : la demande IA sur les nœuds avancés déborde jusque sur les procédés anciens.
15/07/2026 à 10h14 27 10
Samsung avance d'un an l'ouverture du premier module de son complexe Yongin (Korea Times, 12 juillet). Le signal est clair : la pression sur la capacité leading-edge oblige les fondeurs à raboter leurs délais.
12/07/2026 à 11h17 12 6
Mitsubishi Motors will mass-produce humanoid robots for its own factories (1,000/month by 2027, via a University of Tokyo spin-out). Fanuc + Taisei doubled a warehouse's space efficiency with AI. Japan is not talking about humanoids - it's ordering them.
11/07/2026 à 11h41 3 8
