Subject


Emerging Technologies


2026-03-09

[News] China GPU Race Intensifies: Cambricon Turns Profitable in 2025; Moore Threads, MetaX Narrow Losses

In recent years, restrictions on China’s access to NVIDIA’s high-end chips have tightened; however, these curbs have in turn created unprecedented growth opportunities for domestic chipmakers. According to 21jingji, Chinese chip design companies have reported rising revenue, with firms such as ...

2026-03-04

[News] Middle East Escalation Hits Tech: NVIDIA Shuts Dubai Office, AWS Data Center Strike Raises Concerns

In the wake of the U.S.–Israeli military campaign against Iran, technology companies operating in the Middle East are tightening security protocols, with some temporarily shutting offices and modifying regional operations. According to CNBC, NVIDIA temporarily closed its Dubai office, with employe...

2026-03-02

[News] Huawei to Show Atlas 950 SuperPoD Overseas for First Time, Challenges NVIDIA on Cluster Scale

Huawei is expected to present its most advanced AI supercomputer outside China for the first time. According to Nikkei, the company plans to unveil its Atlas 950 SuperPoD at the Mobile World Congress (MWC) in Barcelona. Designed for AI data center deployments, the Atlas 950 SuperPoD integrates 8,192...

2026-03-02

[Insights] AI Power Demand Drives HVDC Shift in Data Centers; Full-Stack Integration Emerges as Key

As AI computing demand surges and energy consumption challenges intensify, power supply solutions are drawing growing attention across the industry. According to TrendForce on TechNews, the sector is shifting away from traditional architectures toward high-voltage direct current (HVDC) power systems...

2026-02-24

[News] Samsung Electro-Mechanics Reportedly Weighs Double-Digit MLCC Price Hike in April Amid AI Demand

The AI-led pricing uptrend is no longer confined to memory. Power-related MLCCs, essential components in AI servers and accelerators, may also face fresh price increases. According to South Korean media outlet The Elec, Samsung Electro-Mechanics is weighing a potential price hike for its multi-layer...

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