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Nikkei Asia
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08. Juli 2026
The global AI boom has thrust CPUs back into the spotlight as Nvidia, Qualcomm, MediaTek, and others challenge Intel and AMD in the AI data center CPU market (Nikkei Asia)techmeme.com04. Juli 2026
Indonesia's enforcement of social media restrictions for under-16s has been patchy, with tech companies ignoring the rules and youth still accessing platforms (Marcel Thee/Nikkei Asia)techmeme.com02. Juli 2026
IM MAGAZINSoftBank investiert weitere 10 Milliarden Dollar in OpenAISources: Apple has told suppliers to prepare to produce ~10M foldable iPhones in 2026, up from 7M-8M previously, and 80M iPhones in total across new models (Nikkei Asia)techmeme.comIndian IT company Persistent Systems offers to acquire its Germany-based peer Nagarro for $1.45B; Indian IT companies are ramping up M&A as AI reshapes growth (Sayan Chakraborty/Nikkei Asia)techmeme.com01. Juli 2026
Japan commits up to $6.16B over five years to Noetra, a consortium led by SoftBank, Honda, NEC, and Sony, to develop a domestic AI foundation model by 2027 (Nikkei Asia)techmeme.com30. Juni 2026
Sources: Chinese smartphone makers like Xiaomi, Oppo, and Vivo told suppliers they will again cut 2026 shipment targets, with Xiaomi cutting 30% to ~95M units (Nikkei Asia)techmeme.com25. Juni 2026
Qualcomm CEO Cristiano Amon says the company is designing data center chips specifically for Chinese customers that are in compliance with US export controls (Yifan Yu/Nikkei Asia)techmeme.comArm EVP Mohamed Awad says its chip architecture now accounts for 50%+ of the hyperscale cloud computing market, as AI demand transforms the data center industry (Cheng Ting-Fang/Nikkei Asia)techmeme.com03. Mai 2026
Chinese tech giants secured NVIDIA H20 shipments worth billions ahead of US sanctions: reporttechnode.comMicrosoft, HP, and Dell stockpile Chinese electronic components ahead of potential Trump tariffstechnode.comTSMC to receive first High NA EUV lithography machine by end of yeartechnode.comMemory shortage to persist through 2027 as supply lags demandtechwireasia.com30. April 2026
Samsung says the memory shortage will worsen in 2027 as customers are already placing orders for that year, leading to a projected supply gap larger than 2026 (Kim Jaewon/Nikkei Asia)techmeme.com29. April 2026
Sources: Apple tells suppliers it will maintain its current production share in India rather than expand, after local sites struggled without China-based teams (Nikkei Asia)techmeme.com28. April 2026
Memory Makers Will Only Meet 60% of DRAM Demand Through 2027, Locking In Years of Shortages and Price Painwccftech.com