Meta's Rivos Acquisition Fails to Boost AI Chips
Meta Bought Rivos to Accelerate Its AI Chip Push. It Isn’t Working. — The Information https://t.co/vVFz9Btqjq
China Launches Photonics Lab to Power AI
Facing US chip curbs, China launches photonics lab to power AI with light Lab director says fundamental scientific challenges need to be overcome to achieve theoretical performance https://t.co/DyOqCSSOtV via @scmpnews
China’s REE Export Bans Target Chipmakers After Policy Push
Notice essay does not mention REEs and magnets....Interesting that story in comment drops same day. Chinese export controls on REEs/magnets are a direct response to the controls that Dario advocates be expanded. They will begin to affect TSMC/Samsung/SK soon. Let...
Japan Cuts 25% WF6 Capacity Amid Chinese Powder Shortage
SunSirs: Japan Shuts Down 25% of Global WF6 Capacity: A Major Supply Chain Blow - ChemNet From January 2026, China's high-purity tungsten powder exports to Japan have basically disappeared. 60% to 70% of the production cost of tungsten hexafluoride comes from tungsten...
Google Taps Samsung for Next‑gen AI Chip Amid Capacity Crunch
Google Turns to Samsung for Future AI Chip as Capacity Tightens — The Information https://t.co/HAr2qEUH6g
China-Linked Accounts Targeting US Data Centers, OpenAI Warns
China-Linked Social Media Accounts Target US Data Centers, OpenAI Says Enough fear a local level that outside influence unlikely to make any difference...US AI leaders are helping to fuel the FUD... https://t.co/MocTuFyhhZ
China Targets 10,000 Humanoid Robots by 2026
Notice from SASAC and MIIT on jointly launching the 2026 Special Action Plan for Real-Scene Training of Humanoid Robots and Embodied Intelligence Goal: Create over 100 use cases and deploy 10,000 robots by year-end. https://t.co/OnpAF9Hhuk? https://t.co/uhoH9rZrQF
DeepSeek's Hiring Reveals China’s AI Infrastructure Race Intensifying
DeepSeek's New Data Center Hiring Signals a Bigger Shift in China's AI Infrastructure Race Recent job postings are revealing about the directionality of the firm's AI infrastructure strategy A short thread. 🧵
US Accelerates AI Procurement for National Security
National Security Presidential Memorandum/NSPM-11 Within 120 days of the date of this memorandum, the Secretary of War, the DNI, and the heads of agencies with IC elements shall review and update procurement processes to ensure the rapid onboarding of the most...
US Urges China to Restart Rare‑earth Shipments to Japan
US asks China to resume rare-earth exports to Japan America requested measures to avoid damage to the global supply chain for high-tech products. China can make the same argument on US controls....there is a way out of this... https://t.co/G66YyPS8uy via @NikkeiAsia
Starship Launch Equals Capacity of 23 Falcon 9s
In other words, one Starship launch will add as much capacity as 23 Falcon 9 launches combined.
U.S. Tariffs Block Chinese EVs, Losing Global Market
Why the U.S. is missing out on the global electric car boom Canada and the EU opened their doors to Chinese electric cars this year while the U.S. watched from behind a tariff wall. https://t.co/T0Y0CGzgLt
China Cuts Japan Rare‑earth Shipments 80%, Firms Scramble
China's rare-earth exports to Japan drop 80%, sending companies scrambling Yes, including US companies how are end users of Japanese company intermediary procesing... https://t.co/fLmxgxF5Ju
NK‑China Trade Surges to Nine‑year High on Tungsten, Hair
Tungsten and eyelashes: N Korea-China trade hits 9-year high as Xi hails ties On his state visit to Pyongyang, President Xi eyes infrastructure, agriculture and tech gains as cross-border rail restarts, while high volumes of hair and tungsten fuel China’s imports Tungsten... ...
China’s Space Computing Hub Signals Off‑Planet Tech Race
China launches space computing hub as SpaceX gears up for historic IPO New institute highlights Beijing’s bid to leapfrog energy bottlenecks and underscores how tech race with US is moving off-planet https://t.co/gH7wZu4Fkw via @scmpnews
Marvell Joins S&P 500 Fueled by AI Profit Surge
Marvell to join S&P 500 after AI boom helps chipmaker pass profitability test - https://t.co/DOWQ4zKbL0
Huawei's Ascend 910C Powers DeepSeek-V4-Pro Breakthrough
Huawei chips refine DeepSeek model in leap for China’s AI self-reliance A research team that includes Huawei Technologies says it has successfully used the firm’s Ascend 910C chips to complete post-training for the DeepSeek-V4-Pro model. https://t.co/tnlLSzzs7V
TSMC CEO Confident, Wishes Elon Musk Success on Chips
TSMC 'not afraid of competition' as CEO wishes Elon Musk good luck on chips https://t.co/9WKqcaHmQ5 via @NikkeiAsia
Canada Launches Multi‑hundred‑million AI Growth Fund
Canada’s government will set up a technology growth fund to help fund promising artificial-intelligence companies, part of the hundreds of millions of dollars it plans to pump into building a homegrown AI industry and encourage adoption of the technology https://t.co/KibBdvA3DW...
YMTC Secures 13% Share of $46B NAND Market
Chinese Chipmaker YMTC Claims 13% of $46 Billion Global NAND Market Wait, are controls working? https://t.co/Zpqu5AWv3s
China Lifts Telecom Foreign Ownership Cap Amid US Curbs
China courts foreign firms with telecoms opening as US tightens curbs China lifted the previous 50 per cent foreign ownership cap to allow wholly foreign-owned enterprises to operate within pilot zones https://t.co/tJq78YqFYE via @scmpnews
DeepMind CEO Warns: AGI Preparation Time Is Short
Google DeepMind CEO Says We Don't Have Much Time to Prepare for AGI - Business Insider https://t.co/Mc4m2ekpff
Increasing Compute and Tools Obscure True Model Capabilities Pre
Critical point... For example, inference gain (more compute at test time), systems gain (scaffolds, tools, agents), and asset gain (pairing a model with restricted data or hardware) all make it harder to elicit a model's real capabilities before release. Further...
Tata Partners with Chery to Boost Premium EVs
Exclusive: India's Tata taps Chery for premium EV push, leveraging Chinese tech No 'overcapacity" here... https://t.co/cDczQk8zo7
South Korea’s Semiconductor Exports to China Soar 243%
China’s AI chip demand is surging – and South Korea is riding the wave In May, South Korea’s semiconductor exports to China jumped 243 per cent from a year earlier, the ministry’s data showed. https://t.co/97ufxRPMGG via @scmpnews
Curry Signs Record NBA-Star Deal with China's Li‑Ning
Steph Curry and Li-Ning: What to Know About N.B.A. Star’s Deal With Chinese Sneaker Company The agreement, which includes plans for sportswear and athleisure products, and stores across the United States and China, is the biggest involving an N.B.A. star...
China Greenlights First Invasive Brain‑chip, Aims Global Lead
China has approved the world’s first invasive brain-computer chip—here’s what’s next The country wants to become a global leader in brain implants. Strong government support is expected to help accelerate that process. https://t.co/B9uOKsHwmE
Nvidia, Unitree, Sharpa Unveil Work‑ready Humanoid Robot Platform
Nvidia, Unitree and Sharpa unite to design humanoid robot that can perform ‘real work’ The tech trio team up to create a state-of-the-art robot reference design allowing researchers to build, fine-tune and deploy skills faster https://t.co/jfD6nOLz8P via @scmpnews
ByteDance Builds AI Chips Rivaling Nvidia’s Groq
China’s ByteDance Developing New AI Chips Like Those from Nvidia Partner Groq — The Information https://t.co/PtVHdCSL3B
US‑Backed Rare Earth Firms Sue Over Tech Theft
US-backed rare earth rivals clash over alleged technology theft Legal battle erupts between mining companies supported by Trump administration to break dependence on China https://t.co/vOimm9aspJ via @ft
Xiaomi Profits Slump as Memory Costs Surge
Xiaomi’s Profit Buckles as Memory Prices Soar Higher costs are eating into smartphone profit margins https://t.co/GCapMyV4uW via @WSJ
Qualcomm Powers ByteDance AI Chips for Data Centers
Qualcomm reached a deal wiith ByteDance to supply chips for AI data centers, This deal will help ByteDance turn an already-completed in-house chip design into a semiconductor that’s ready for production. https://t.co/b0sGwbr51R
Quad Launches Port, Critical Minerals Pact—Impact Remains Uncertain
Australia-India-Japan-US Quad to build a port, unveil pact on critical minerals The minerals framework will guide how to leverage economic policy tools and coordinate investment to strengthen critical minerals supply chains – including in mining and processing – and in...
US Chipmakers Boost Chinese Sales Despite Trade Tensions
US chipmakers in China see revenue rise, defying trade tensions: Hurun list American semiconductor firms saw a significant boost in sales from the mainland, as a top list shows which are leading the gains amid high-end silicon demand https://t.co/NktlRszfMa via @scmpnews
CPO Test Interfaces Lead Next AI Optics Revolution
(2) From Electrons to Photons: CPO Test Interfaces Become the Next AI Infrastructure Battleground This is why CPO is viewed as an important direction for the next stage of AI infrastructure. As 800G, 1.6T, and even higher-speed interconnects become standard, optics...
China Consolidates Lunar Programs Amid US Moon Race
China merges space programmes as race to the moon with US heats up The country releases further details about how it is ‘combining experiences and expertise’ from its crewed and uncrewed lunar missions https://t.co/aUIx8oO5sj via @scmpnews
Middle East Tensions Stall China's Solar Overcapacity Crackdown
Middle East tensions complicate Beijing’s push to curb China solar overcapacity Energy-security fears are slowing Beijing’s solar capacity cuts, deepening a ‘fight to the death’ among manufacturers trapped in a price war https://t.co/k7ob3K6H7r via @scmpnews
China Orders Solar Cuts; Firms Still Expand Illegally
China told the solar industry to cut capacity. Firms built new factories anyway Beijing has been striving to rein in severe overcapacity in the solar industry. But the sector is still plagued by illegal facilities, an insider says https://t.co/i46jFhCQo6 via @scmpnews
Crystal‑clear Guide to Scaling Agent Swarms and AI
it's the clearest explanation I've seen of how Agent Swarms and AI systems actually work at scale
Trump Order Pushes Early Government Access to Frontier AI
Scoop: Trump AI executive order seeks early government access to frontier models Already happening... https://t.co/gnyWnGShOv
Taiwan Cracks Down on Forged Nvidia AI Chip Exports
Taiwan is seeking to detain three individuals for forging documents in order to export Nvidia AI chips to China 50 servers. Absurd. If the goal is frontier models, these are not the GPUs you are looking for... https://t.co/4yIR6tuMMK
Chery Targets 1 Million Overseas EV Sales by 2026
China’s Chery plans for 1m EVs sold abroad amid global energy crisis Anhui-based carmaker anticipates 27% increase in foreign deliveries in 2026 as battery ranges improve and oil prices rise No "overcapacity" here, just demand, boosted by Iran conflict.. https://t.co/INi7kzAO6Q
Colby’s Strategy May Enable Hegseth’s China Trip
Will US defence strategy architect Colby pave the way for Hegseth’s China visit? https://t.co/ghdsE5YHwe via @scmpnews
Nvidia Beats Q1 Forecast, Forecasts Strong Chip Sales
Nvidia tops Q1 estimates, offers upbeat outlook on strong chip sales Nvidia did not see any revenue from Hopper products into China occurred during the quarter. https://t.co/uRv7ik3OMn
White House to Vet AI Models Before Launch
White House Briefs AI Companies on Plan to Review Models Before Release — The Information https://t.co/L2Amsk3a6b
CXMT IPO Highlights China's Drive for DRAM Independence
Why is Chinese DRAM maker CXMT’s IPO attracting so much attention? For good reason... https://t.co/hlHmGbEzGt via @scmpnews
Meta's AI Hub Redefines Rural Louisiana's Economy
Meta’s Giant AI Data Center Is Reshaping Rural Louisiana Mark Zuckerberg’s desire to build the world’s biggest AI facility has entangled his company deeply in Louisiana’s politics, culture and economy. https://t.co/wQy0hp1auJ
New NE China Rare Earth Deposit Boosts Global Dominance
Why China rare earth breakthrough in icy northeast could cement global dominance A new type of deposit in Heilongjiang and Jilin promises easier, cheaper mining than in southern clay-rich areas, say scientists https://t.co/WeL9zeMtvt via @scmpnews
Trump Clinches Historic China Deal on Rare Earths
Fact Sheet: President Donald J. Trump Secures Historic Deals with China, Delivering for American Workers, Farmers, and Industry China will address U.S. concerns regarding supply chain shortages related to rare earths and other critical minerals, including yttrium, scandium, neodymium, and...
AI Agents Lack Trust in High‑Risk Industries Without Domain Data
AI agents face trust issues in ‘high-risk’ industrial sectors: experts Expert says large language models struggle in professional domains due to lack of industrial data and knowledge during training https://t.co/FVaDeQ9UqG via @scmpnews