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PremiumSMIC posts record $3B quarter and hikes wafer pricesSMIC posted its first $3 billion quarter earlier this month, with revenue up 36.1% year on year, net profit nearly tripling to $479.2 million.
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PremiumAjinomoto reportedly cuts critical chip packaging film supply to China by 30% as domestic substitutes race to qualifyJapanese chemical maker Ajinomoto has reportedly told customers in mainland China that it will cut the supply of ABF.
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PremiumChina's homegrown AI accelerators to supply 90% of the country's domestic market, analysts suggestChina could become almost self-sufficient in high-end AI accelerators in 2026 as Chinese IHVs led by Huawei expected to supply 90% of AI processors used domestically.
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PremiumJapanese chemical giant JSR expands to Taiwan for EUV photoresist production near TSMCThe plant, located in Yunlin County, is expected to come online as early as 2028 and will co-develop advanced photoresists with TSMC.
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PremiumArm's $2 billion in AGI CPU sales are still not enough to penetrate 5% of overall market share, analyst revealsOrders for Arm's AGI CPU double to $2 billion over the next two years in 1.5 months. While will not make Arm a major supplier of data center CPUs, it will make it a strong contender.
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PremiumWhite House reportedly considers mandatory government vetting of AI models before releaseThe Trump administration is in early discussions about an executive order that would create a government review process for AI models before public release.
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PremiumSurvey shows that nearly half of Americans don't want new data centers built near their homes — 47% oppose the construction of new AI data centers in their neighborhoodAccording to a new survey conducted by Ipsos at the end of last year, almost half of all queried Americans said they would oppose an AI data center being built near their community.
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PremiumHuawei braces for $12 billion in AI chip revenue driven by homegrown AI model demand — Chinese fabs can barely keep up as Nvidia's market share craters within the regionThe projection, based on orders already received from major Chinese technology firms including Alibaba, ByteDance, and Tencent, would represent growth of at least 60% year-over-year.
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PremiumMicrosoft attributes $25 billion of AI budget to memory and chip costsGoogle, Amazon, Microsoft, and Meta plan to spend a combined $725 billion on capital expenditure in 2026, a 77% increase over last year's record $410 billion.
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PremiumTalent over tokens: AI models are becoming more expensive to run, and productivity gains are limitedToken costs rise as the industry reckons with AI's impact on the workforce.
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PremiumMeta's multi-billion-dollar Graviton deal highlights intensifying CPU shortages in AI infrastructureMeta signed a multibillion-dollar, multi-year deal with Amazon Web Services last week to deploy tens of millions of Graviton5 CPU cores across AWS data centers.
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PremiumOpenAI and Microsoft's alliance fractures as cloud exclusivity deal endsOpenAI and Microsoft outline terms.
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