Fujitsu to Exit Commodity Hardware as AI Shifts Production Strategy
Japanese tech group signals retreat from low-margin products while doubling down on artificial intelligence infrastructure
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Japanese tech group signals retreat from low-margin products while doubling down on artificial intelligence infrastructure

Taiwanese automation giant showcases embodied AI robotics integrated with Nvidia platform, while pivoting strategy to supply components rather than finished humanoid robots

Injection molding machinery maker pivots into passive components for AI and GPU markets

Ayar Labs CEO argues the industry question has shifted from technical proof to commercial scalability, with Taiwan's packaging ecosystem positioned as the solution

The Chinese smartphone maker positions its August 12 launch as a strategic shift from mobile devices to AI-driven hardware, with preorders opening immediately.

The city is positioning itself as a capital-raising hub for Chinese optical transceiver firms as Beijing's AI build-out accelerates

The Korean chipmaker's sixth-generation high-bandwidth memory production has reached near-80% efficiency, putting it back in the race for AI chip dominance.

Trade minister urges reinvestment in facilities and R&D to maintain South Korea's semiconductor edge amid surging AI-driven memory demand

The chipmaking giants are targeting AI robotics and autonomous vehicle markets with production set to begin in 2029

AI-related product demand cushions impact while Beijing prepares for critical US and EU trade negotiations

South Korean chipmaker recognized for V10 BV-NAND and LPDDR5X-PIM technologies at Future of Memory and Storage 2026

The annual Flash Memory Summit in Santa Clara showcased leading chipmakers' AI roadmaps, but China's rising memory player was notably absent from the exhibitor lineup.

The company is establishing an R&D center in Tainan Science Park to develop next-generation tools for AI and high-performance computing markets

The Korean chipmaker's new memory architecture aims to deliver eight times the performance of upcoming HBM5 standard

South Korean manufacturer moves up timeline for its first overseas capacitor plant as artificial intelligence hardware drives unprecedented demand for critical passive components

UBS forecasts the Korean chipmaker will capture 41% of global HBM shipments next year, driven by aggressive HBM4 rollout and Nvidia qualification wins

Jensen Huang's joint appearance with Korean semiconductor leaders signals intensifying collaboration across the AI hardware ecosystem

Taiwan's packaging giant boosts capex 23.5% above original plan as hyperscaler orders strain advanced capacity

The Taiwanese memory chipmaker posted record quarterly revenue and expects profitability to continue rising with structural supply constraints in NAND and NOR flash markets

The Dutch chipmaker is leveraging real-time control and connectivity technology to supply networking, cooling, and power management systems for accelerator-heavy facilities.

The memory chip manufacturer briefly overtook ICBC to become mainland China's most valuable company following a $9.8 billion IPO