Subject


Emerging Technologies


2026-06-16

[News] JX Advanced Metals to Invest JPY 120B Through FY2030, Expand InP Capacity Up to 10x on CPO Demand

Indium phosphide (InP) is becoming an increasingly important material for photonics in next-generation AI data centers, where supply remains tight. According to Nikkei, JX Advanced Metals plans to increase its InP substrate production capacity by up to tenfold. The company intends to invest a total ...

2026-06-15

[News] NVIDIA, Google Among First 800V HVDC Adopters; Initial 3Q26 Shipments May Boost Infrastructure Suppliers

Rapidly rising AI data center power consumption is accelerating adoption of 800V high-voltage direct current (HVDC) architectures. According to Commercial Times, NVIDIA's Vera Rubin platform and Google's next-generation AI data centers are reportedly among the first to adopt the technology, driving ...

2026-06-12

[News] From Rare Earth-Free Magnets to New Supply Chains: The Push to Break China’s Grip Accelerates

China's tighter rare earth export restrictions are accelerating efforts to reduce dependence on the country's supply chain. According to The Wall Street Journal, companies are pursuing a range of alternatives, from rare earth-free magnets and magnet-free electric motors to new magnet designs that re...

2026-06-11

[News] Microsoft Reportedly Cuts Up to 400 Azure Jobs in China Amid Its 3rd Downsizing Round There in 2 Years

Microsoft is reportedly reducing its workforce in China. According to South China Morning Post, the company is reportedly cutting hundreds of positions within its Azure cloud business in the country as it responds to increasingly restrictive data regulations in both the U.S. and China. The report no...

2026-06-11

[News] NVIDIA RTX Spark Packs 6,144 CUDA Cores; Can It Balance Performance, Battery Life, and Cost?

NVIDIA officially unveiled RTX Spark at Computex, marking the debut of its N1X platform for Windows PCs. The first RTX Spark-powered systems are scheduled to go on sale in October. According to Zhu Shi's column on TechNews, RTX Spark's most notable feature is the number of CUDA cores integrated into...

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