Top stories: Claude, Codex, and ChatGPT Work: Usage Limits Reset Again Amidst ‘Reset Battle’ · Xiaomi Advances Embodied AI with Factory Deployment and Open-Source Model · TSMC’s Q2 Revenue Up 34% YoY, Plans Another $100 Billion Investment in Arizona Fabs
Top stories: Google DeepMind CEO Hassabis Proposes US-Led ‘Frontier AI Standardization Body’ · Shenzhen Robot Startup LimX Dynamics Hits $2.3B Valuation With $200M Pre-IPO Round · Asahi Kasei Expands Taiwan Facility for Advanced Packaging Materials
Top stories: Microsoft CEO Nadella Warns of ‘Double Cost’ for AI Users: Money and ‘Something Even More Valuable’ · Masayoshi Son’s Grand Vision: Powering the Multi-Trillion-Dollar AI Agent Revolution · Huawei Kirin 2026 Chip Shows 53.5% Transistor Density Leap; Tao Law V2 Delivers Measured Results · Nvidia Halves Asia Buyer List to Prevent AI Chips Reaching China Amid Tighter US Controls
Top stories: TSMC Q2 Revenue Up 36% YoY, Expands Advanced Packaging in Chiayi · How to Achieve Business Automation with Agents? Many New Technologies Announced at Microsoft Build 2026 · OpenHarmony’s Six-Year Transformation: Expanding Ecosystem for Thousands of Industries in China · Tesla A15 Chip to be Fabbed at Samsung and TSMC on 2nm Process
Top stories: Global Storage Expansion and Overseas Delivery Bottlenecks Open Super Era for Chinese Semiconductor Equipment · OpenAI Launches GPT-Live and Slashes Limits as Anthropic Rivalry Intensifies · CSC Financial: Semiconductor Equipment Supply Chain Faces Dual Localization Trend and Major Investment Opportunity · Wayve employees cash in shares worth $85m as Nissan joins Tokyo robotaxi roll-out
Top stories: SK Hynix Debut Is a Bet That AI Breaks Boom-and-Bust Chip Cycle · East Asian Memory Giants Ramp Up Capital to Feed AI Demand · MiniMax: Lock-Up Crash, Then $2.2B Fundraise in 48 Hours · IMF: South Korea, Taiwan, Thailand, Malaysia Lead AI Hardware Export Surge
Top stories: Samsung Profits Surge, Micron Expands Hiroshima Fab Amid Memory Crisis Debate · East Asian Memory Giants Mega-Fund Capacity to Fuel the AI Boom · Sugon Dawn 8000 Marks China AI Computing Milestone with 100,000-Card Ultra-Intelligent Fusion · Tencent leads Meta’s Manus AI unwind, SK Hynix raises $26.5B
Top stories: NVIDIA and Microsoft Jointly Develop ‘DGX Station for Windows’: Isolated Execution of Hundreds of AI Agents in Enterprise Windows Environments · OpenAI Prepares Dual-Frontier Push in Japan with GPT-5.6 and Real-Time Voice · Huawei’s ‘Tau Law’ Challenges Traditional Chip Scaling · MLCC Book-to-Bill Ratios Reach Post-Pandemic Highs Driven by AI Server Demand
Top stories: Samsung Commences Mass Production of PCIe 6.0-based eSSD for AI/HPC · 90% of IT Budget Disappears into Personnel Costs: Japan Oracle President Tackles ‘Japan’s Biggest Corporate Challenge’ · DeepSeek and Zhipu AI Pivot to In-House AI Chip Development · Global Foundry 2.0 Revenue Jumps 23% YoY in 1Q 2026
Top stories: Samsung expects 18x increase in Q2 profits amid rising memory prices · Anthropic Discovers ‘J-space,’ AI’s ‘Inner Thoughts,’ Visualized with New ‘J-lens’ Method, Applied to Safety Monitoring · Huawei Updates Tao’s Law Paper, Discloses Detailed LogicFolding Process Parameters for First Time · Samsung’s 1,800% Profit Surge Proves AI Hardware Demand Remains Bulletproof
