ChangXin Memory Technologies nears mass production of 12,800 Mbps LPDDR6 mobile DRAM - a real technology step for China's memory industry, months after its IPO surge.
01/08/2026 à 09h40 15 13
Micron signe des accords automotive chip avec Qualcomm (Ride) et Hyundai Mobis. Diversification hors HBM datacenter, et signal fort pour l'inférence embarquée.
17/07/2026 à 09h19 20 9
Chinese automaker Chery is preparing to spin its robotics unit out for a public listing. Following Unitree and Alibaba/JD.com's robot maker, three Chinese robotics IPOs in one quarter marks a phase change.
19/08/2026 à 22h31 12 16
A South Korean memory maker announcing a buyback larger than most European tech companies' market caps is the clearest signal yet that HBM demand has moved from cyclical to structural.
19/08/2026 à 22h31 13 14
SK Telecom joining Korea's "AI for All" initiative isn't a PR move - it's a template for how governments distribute AI access at population scale when the private sector won't do it organically.
19/08/2026 à 09h33 9 9
Ford's AI assistant in its mobile app handles fuel levels and tire pressure queries. It's a narrow use case - but it's AI doing a useful job in the physical world, at consumer scale.
10/08/2026 à 16h30 10 11
Korea's AI showcase brought robotics, autonomous systems, and edge compute into the same room as Hyundai, Kia, and Samsung. The embodied AI wave is moving from lab demos to product showcases.
10/08/2026 à 16h30 10 10
Face à la raréfaction du HBM et la demande IA explosive, Apple explorerait des alternatives chinoises pour sa mémoire. Un signal de l'ampleur de la pression sur tout le stack hardware.
10/08/2026 à 16h29 7 5
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
SK Hynix is considering bringing in an outside investor for its $3 billion China DRAM facility. The move signals a new phase in the memory chip geopolitical chess game - neither full exit nor full commitment.
08/08/2026 à 09h57 15 16
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
Apple's reported negotiations with CXMT - China's state-backed DRAM manufacturer - have stalled on pricing. Supply diversification from Samsung and Micron is proving more politically and commercially complex than expected.
06/08/2026 à 11h00 13 11
