On 19 September, according to overseas media citing three people familiar with the matter, ChangXin Memory is planning to enter the fast-growing flash-memory market. The sources said ChangXin intends to build a NAND flash research-and-development line at a new Beijing factory and has set up an institute in Beijing that includes NAND development. ChangXin Memory … Read more
Nvidia is still the runaway leader in AI chips, and roughly 80 per cent of the world’s AI is trained on its CUDA stack. But the one thing Nvidia fears just showed up on Huawei’s roadmap: a performance cadence that could close the gap faster than expected. At Huawei Connect, deputy chairman and rotating chief … Read more
A brain-inspired world model claims better navigation with far less data On 14 September Shanghai-based EBKernel released Cog-WM 1.0 at a brain-inspired embodied intelligence forum it hosted during the 2026 Pujiang Innovation Forum, described as the first dedicated forum on the topic. Cog-WM raised navigation success on HM3D from 78.50 to 86.89 per cent against … Read more
Huang Renxun revisits AI doomerism: many of those predictions were simply made up On 14 September, at the All-In Summit 2026 in the United States, Nvidia CEO Huang Renxun sat with four hosts, Jason Calacanis, Chamath Palihapitiya, David Sacks and David Friedberg, to discuss AI safety, extinction talk, recursive self-improvement, open versus closed models and … Read more
Huawei’s Guo Ping: a 1.4bn-person market sustains us, supply chain should learn from Apple, AI must become Nvidia Fast Technology reports that Huawei’s internal “Heart Voice” community recently published the full minutes of a discussion between board supervisor Guo Ping and new employees. Across nearly 10,000 words, Guo gave plain-spoken replies on artificial intelligence, large-model … Read more
D-Robotics closes a USD 400 million Series C as Horizon’s robotics arm bets on the compute floor China’s robotics builders are about to get a great deal more silicon underneath them, and the capital is arriving from Seoul and the Gulf as much as from Shenzhen. On 17 September, D-Robotics, the robotics-computing arm spun out … Read more
On 11 September, Enflame listed on the STAR Market, jumping 179.22 per cent on debut to a RMB 170.8 billion market cap. With Moorc and Muxi on the STAR Market and Biren in Hong Kong, China’s GPU “four dragons” have all reached public markets, worth about RMB 613.2 billion combined. It is a milestone for … Read more
A wave of safety warnings from leading artificial-intelligence labs, together with OpenAI’s decision to shelve its IPO this year, pushed markets to price in a simple equation: slower frontier-model iteration means weaker chip demand. On Monday the selling swept Asia, Europe and the Americas, and early tallies put the market value wiped from the global … Read more
China built 34.53 million vehicles in 2025, the 17th year it has led the world, with new-energy output up 29 per cent year on year. The more consequential contest, though, is the silicon behind the wheel. Horizon Robotics says its Journey series of autonomous-driving chips has now passed 15 million units shipped, and the pace … Read more
As smart terminals race toward agentic AI, more functions run efficiently and safely on device. An agent can run dozens or hundreds of steps from one sentence, or act before you speak by sensing context and memory. That experience rests on the silicon, and the agent trend is pushing chips to evolve: more performance, less … Read more