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11.07.26 - 05:48
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Mobilint touts NPU for physical AI, with CEO urging South Korea to accelerate development (Digitimes)
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South Korean AI semiconductor startup Mobilint is gaining traction in physical AI with its neural processing units (NPU) for edge devices, as the AI boom spreads from cloud computing into robots, autonomous vehicles and drones. Mobilint CEO Shin Dong-joo (transliterated from Korean) and other industry figures say the next two to three years will be a crucial window for South Korea to capture the physical AI market through NPU technology....
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11.07.26 - 05:48
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WITS posts record first-half revenue as AI and chip design drive growth (Digitimes)
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WITS reported consolidated revenue of NT$1.233 billion (US$38.41 million) in June, up 7.3% from May and 37.1% from a year earlier. The Taiwan-based IT services provider also said second-quarter revenue reached NT$3.623 billion, a quarterly increase of 6.6% and a yearly gain of 33.1%, while first-half revenue climbed 30.9% to NT$7.02 billion, both setting company records....
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11.07.26 - 05:48
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Interview: Why Geckos bets materials, not chips, will decide the next AI performance leap (Digitimes)
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As generative AI fuels rapid growth in demand for high-performance computing (HPC), the semiconductor industry is shifting from a process race to a materials race. Geckos chairman Shen Tsung-huan says that as chip manufacturing moves to 2nm and even more advanced nodes, gains in AI computing power are no longer just a chip design issue, but are increasingly constrained by the thermal conductivity and high-frequency signal transmission capabilities of materials....
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11.07.26 - 05:48
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Song Chuan hits record June revenue on AI power and storage demand (Digitimes)
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Relay supplier Song Chuan Precision reported record June 2026 revenue as customer orders rose and its acquisition of solenoid valve maker Tai Hsing Electronics was folded into its books. The company said the second half should stay supported by demand in new energy and AI power applications....
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11.07.26 - 05:00
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Expanding AI and chip firms push up rents in Beijing′s hi-tech district (SCMP)
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Demand for Beijing's grade-A office buildings increased in the first half of the year, with artificial intelligence and semiconductor companies making the Zhongguancun area a hot property at a time when office markets nationwide are still struggling.
Home to the capital's densest cluster of hi-tech firms, Zhongguancun was the only submarket to post rent growth in Beijing, China's second-largest office market after Shanghai, according to a report from property consultancy Knight Frank on......
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10.07.26 - 23:09
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The Token Revolt Goes Mainstream: Palo Alto CEO Demands 90% AI Price Drop (ZeroHedge)
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The Token Revolt Goes Mainstream: Palo Alto CEO Demands 90% AI Price Drop
Eight days ago it was Palantir's Alex Karp going ballistic on live television about the "effing insane" economics of renting intelligence by the token. On Thursday it was Palo Alto Networks CEO Nikesh Arora's turn, and while his delivery was calmer, his number was not: Arora told CNBC that AI token prices need to fall as much as 90% before enterprise adoption can actually scale.
So the chief executive of one of the largest cybersecurity companies in the world - that buys this stuff at industrial scale - telling the frontier labs, on their favorite network, that their pricing model is broken by roughly an order of magnitude.
90% Or Bust
Arora wants token costs at roughly one-fifth of current levels within the next 12 months, and down 90% by the year after that. Arora joins a growing list of executives - Karp most loudly among them - calling out runaway token costs, and that the bill shock is already pushing c...
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10.07.26 - 23:09
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Apple Sues OpenAI Alleging Trade Secret Theft In Blockbuster AI Hardware Case (ZeroHedge)
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Apple Sues OpenAI Alleging Trade Secret Theft In Blockbuster AI Hardware Case
Apple has filed a major lawsuit in the U.S. District Court for the Northern District of California accusing OpenAI, io Products, and former Apple executives of misappropriating trade secrets to fast-track AI hardware development.
The complaint details a months-long scheme involving former Apple employees now at OpenAI. Key defendants include Tang Tan (OpenAI hardware lead and ex-Apple VP of product design) and Chang Liu (former Apple senior electrical engineer). Apple alleges they directed recruits to share confidential details on unreleased devices, components, manufacturing processes, and suppliers.
Specific claims, according to the WSJ, include Tan instructing interviewees to bring physical Apple hardware parts for review, retaining and distributing an internal Apple "Need to Know" departure security document, and using stolen supplier information to trick partners into using proprietary techniques. Liu...
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