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Sunday

  1. Story1 reports · 1 facts

    Saif Khan founds the Center for Technology and Statecraft

    On October 17, 2026, Saif Khan, a former official at the U.S. National Security Council and the Department of Commerce, founded a new think tank, the Center for Technology and Statecraft (CTS). An interview published by ChinaTalk the same day showed that in CTS's DUV report, Khan predicted that if exports of the relevant equipment were stopped now, by the mid-2030s China could produce about 100 times fewer AI chips than the United States, and he argued that DUV controls are the most critical lever for the United States to influence the AI balance of power. In the interview he also discussed how robotics will become the next frontier in U.S.-China AI competition, and how AI is changing policy research itself. At present, the center and the above judgments all come from the same report, with no other independent sources or subsequent developments.

    On October 17, 2026, Saif Khan, a former official at the U.S. National Security Council and the Department of Commerce, founded a new think tank, the Center for Technology and Statecraft (CTS). An interview published by ChinaTalk the same day showed that in CTS's DUV report, Khan predicted that if exports of the relevant equipment were stopped now, by the mid-2030s China could produce about 100 times fewer AI chips than the United States, and he argued that DUV controls are the most critical lev

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Thursday

  1. Story1 reports · 1 facts

    JEDEC approves SPHBM4 standard (JESD330-4)

    On June 26, 2026, the international semiconductor standards organization JEDEC officially approved the SPHBM4 standard, numbered JESD330-4, with the full name Standard Package High Bandwidth Memory 4. The goal of this standard is to reduce AI chip memory costs without sacrificing performance: cutting HBM4's 2048 data signal pins to 512, while raising the per-pin transfer rate to about 44 Gbps, using 4:1 serialization to maintain total bandwidth comparable to standard HBM4, and allowing direct mounting on standard organic substrates, bypassing the silicon interposer. The standard is currently in the post-publication stage awaiting adoption; no memory manufacturer has yet launched a product, and no cloud provider has announced plans to incorporate it into its own chip designs.

    On June 26, 2026, the international semiconductor standards organization JEDEC officially approved the SPHBM4 standard, numbered JESD330-4, with the full name Standard Package High Bandwidth Memory 4. The goal of this standard is to reduce AI chip memory costs without sacrificing performance: cutting HBM4's 2048 data signal pins to 512, while raising the per-pin transfer rate to about 44 Gbps, using 4:1 serialization to maintain total bandwidth comparable to standard HBM4, and allowing direct mo

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Saturday

Friday

  1. Leiphone

    iFlytek Chairman and President Voluntarily Cut Salaries, Each Forgoing Over 20 Million Yuan; Baidu Confirms Wu Tian's Departure, Wenxin Model to Announce New Progress Next Week

    iFlytek Responds to Executive Compensation Questions: Chairman Liu Qingfeng and President Wu Xiaoru Voluntarily Lowered Their Annual Salaries, Actually Receiving 4.1 Million Yuan and 3 Million Yuan Respectively for 2025, With Both Seeing Their Payable Compensation Reduced by Over 20 Million Yuan. Baidu Confirms That Group Vice President and Baidu Research Deputy Director Wu Tian Has Departed, and the Wenxin Model Will Announce New Progress Publicly Next Week. The U.S. Department of Justice Has Launched an Antitrust Investigation Into Nvidia's $12.9 Billion Acquisition of Hugging Face, Focusing on GPU Bundling and Control of AI Ecosystem Distribution Nodes.

    iFlytek Responds to Executive Compensation Questions: Chairman Liu Qingfeng and President Wu Xiaoru Voluntarily Lowered Their Annual Salaries, Actually Receiving 4.1 Million Yuan and 3 Million Yuan Respectively for 2025, With Both Seeing Their Payable Compensation Reduced by Over 20 Million Yuan. Baidu Confirms That Group Vice President and Baidu Research Deputy Director Wu Tian Has Departed, and the Wenxin Model Will Announce New Progress Publicly Next Week. The U.S. Department of Justice Has L

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    #hot-signal#Industry news#Embodied AI#Google
  2. Semiconductor Industry Observer

    Ibiden to invest 151 billion yen to expand AI server IC substrate capacity

    Japanese packaging substrate manufacturer Ibiden plans to invest 151 billion yen (approximately 6.4 billion yuan), expanding production capacity for high-performance IC packaging substrates for CPUs at Building 6 of its Gama plant in Gifu Prefecture. New equipment will be put into production in phases starting in fiscal 2029, but the scale of the added capacity was not disclosed. In the first half of fiscal 2026, Ibiden reported revenue of 262.546 billion yen and operating profit of 60.116 billion yen, up 34.3% and 84.6% year-on-year respectively, while electronics business revenue rose 52% year-on-year to 172.540 billion yen. The company also raised its full-year revenue forecast from 550 billion yen to 565 billion yen, and its operating profit forecast from 127 billion yen to 133 billion yen.

    Japanese packaging substrate manufacturer Ibiden plans to invest 151 billion yen (approximately 6.4 billion yuan), expanding production capacity for high-performance IC packaging substrates for CPUs at Building 6 of its Gama plant in Gifu Prefecture. New equipment will be put into production in phases starting in fiscal 2029, but the scale of the added capacity was not disclosed. In the first half of fiscal 2026, Ibiden reported revenue of 262.546 billion yen and operating profit of 60.116 billi

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    #hot-signal#Industry news#English text is being prepared.
  3. Phoenix Technology

    DeepSeek's second funding round of 105.5 billion yuan: investor list revealed, CATL leads

    The Information has revealed details of DeepSeek's second funding round, which has raised 105.5 billion yuan (about $15.8 billion), attracting nearly 30 investors. Tencent and CATL each contributed 10 billion yuan, with ChangXin Memory Technologies, SMIC, Meituan, vivo, Xiaohongshu and others also on the list. State-owned investors contributed about 27% of the amount in this round, far higher than 2% in the first round, with China Mobile, China Telecom, CICC, CITIC Securities and China Life among the participants. The report said that due to rising prices of Nvidia's high-end chips and precautions against an AI bubble, DeepSeek doubled its fundraising target midway through the round.

    The Information has revealed details of DeepSeek's second funding round, which has raised 105.5 billion yuan (about $15.8 billion), attracting nearly 30 investors. Tencent and CATL each contributed 10 billion yuan, with ChangXin Memory Technologies, SMIC, Meituan, vivo, Xiaohongshu and others also on the list. State-owned investors contributed about 27% of the amount in this round, far higher than 2% in the first round, with China Mobile, China Telecom, CICC, CITIC Securities and China Life amon

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    #chinese#Industry news#DeepSeek
  4. TMTPost · AGI

    Moore Threads' quarterly non-GAAP net profit turns positive for the first time, as domestic GPUs enter the delivery competition stage

    Moore Threads' revenue in the third quarter of 2026 was 1.552 billion yuan, up 1773.92% year on year, with non-GAAP net profit attributable to shareholders of 20.0724 million yuan, turning positive on a single-quarter basis for the first time, for a non-GAAP net margin of about 1.29%. Cumulative revenue for the first three quarters was 3.289 billion yuan, non-GAAP net profit attributable to shareholders remained a loss of about 131 million yuan, and net cash flow from operating activities was -3.309 billion yuan. The article also compares the performance of peers such as Cambricon, Hygon Information, and MetaX, noting that the share of inference demand is rising, and that HBM and foundry capacity remain the main constraints on the growth of domestic GPUs.

    Moore Threads' revenue in the third quarter of 2026 was 1.552 billion yuan, up 1773.92% year on year, with non-GAAP net profit attributable to shareholders of 20.0724 million yuan, turning positive on a single-quarter basis for the first time, for a non-GAAP net margin of about 1.29%. Cumulative revenue for the first three quarters was 3.289 billion yuan, non-GAAP net profit attributable to shareholders remained a loss of about 131 million yuan, and net cash flow from operating activities was -3

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    #hot-signal#Industry news#English text is being prepared.

Thursday

  1. CNBC Technology

    Nvidia Responds to New York Times Report: People Close to Jensen Huang Suspected of Being Chinese Intelligence Assets; Chip Transshipment Allegations Were Investigated and Clarified Last Year

    An Nvidia spokesperson said that Alice Huang, whom The New York Times described as being close to Jensen Huang and suspected by U.S. intelligence agencies of being a Chinese intelligence asset, is associated with the Singapore-based cloud service provider Megaspeed, and that Megaspeed is merely a regional cloud customer of Nvidia; it is normal for Jensen Huang to communicate with thousands of customers each year. The spokesperson said that allegations that Megaspeed evaded export controls were thoroughly investigated and clarified last year, and that customers cannot access Nvidia's trade secrets or related national security information. Nvidia also said that if the U.S. government believes anyone poses a threat to American industry, it will inform the company.

    An Nvidia spokesperson said that Alice Huang, whom The New York Times described as being close to Jensen Huang and suspected by U.S. intelligence agencies of being a Chinese intelligence asset, is associated with the Singapore-based cloud service provider Megaspeed, and that Megaspeed is merely a regional cloud customer of Nvidia; it is normal for Jensen Huang to communicate with thousands of customers each year. The spokesperson said that allegations that Megaspeed evaded export controls were t

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    #tech-media#Industry news#OpenAI