AI demand powers foundries through the slow season. According to Central News Agency, the first quarter is traditionally a slow season for foundries, but this year is benefiting from strong AI demand alongside a recovery in panel driver IC orders. As a result, foundries including TSMC are expected t...

Almost a year after DeepSeek jolted the global AI industry, Chinese developers have accelerated the rollout of new models. According to South China Morning Post, Alibaba  and Moonshot AI have both rolled out new flagship AI models, further closing the gap with U.S. leaders such as OpenAI and Google...

China is rumored to roll out new AI models during the Lunar New Year holiday in February. According to ijiwei, sources say that ByteDance and Alibaba are preparing to launch a new generation of flagship AI models around the period. Previously, EE Times China noted that recent updates to DeepSeek’s...

Mature-node foundries may be poised for a new wave of price hikes. According to Commercial Times, the expansion of AI applications is driving rapid growth in demand for power management components, with industry sources suggesting that mature-node pricing could rebound. Among mature-node foundrie...

Is VR losing momentum? According to CNBC, Meta is scaling back its focus on virtual reality as it pivots toward AI and smart glasses, a shift that has cooled the broader VR industry and raised questions about its outlook. As the report indicates, Meta has cut around 10% of staff within its Realit...