Huawei at IJCAI 2026: Trading Scale Density for Design Density

IJCAI-ECAI 2026 runs from 15 to 21 August in Bremen, Germany. As the comprehensive top conference in AI, IJCAI has long been the exam hall where the industry’s big labs show what they really achieved in the past year. Who made real progress on which front, which technical routes are consolidating into consensus, the papers … Read more

Why lidar makers are betting on their own chips

Lidar was once the most contested sensor in autonomous driving. Supporters argued it supplies 3D information cameras cannot, a safety redundancy high-level driver assistance cannot do without. Opponents, led by Tesla, called it expensive, bulky and transitional. Yet since 2025, as advanced driver assistance spread, lidar has not exited, it has entered mass production, and … Read more

Nvidia’s easy ride is over, and the bulls have split three ways

The old rule is breaking For two years Nvidia became one of the most watched tech names on a simple premise: as long as Microsoft, Google, Amazon and Meta kept buying chips, servers and equipment, the upstream supplier kept benefiting. The market watched how much these buyers pledged to spend, because more spend meant more … Read more

The global AI selloff: is the bubble finally bursting?

Leverage met a crowded trade Leopold Aschenbrenner’s Situational Awareness fund, peaking near 45 billion dollars in assets and running about 4x leverage, was forced to sell roughly 16 billion dollars of public equities to Citadel on 30 July, with assets collapsing to about 10 billion in a self-reinforcing spiral that dragged down its own holdings. … Read more

The memory-chip supercycle has hit a crossroads

Memory-chip giants have reported record results on the back of AI-driven price surges, yet their shares sold off, a split that captures a supercycle now balanced at a crossroads between real demand and priced-in perfection. Record numbers, priced for perfection Kioxia’s first quarter to June showed revenue up 415.5 per cent year on year and … Read more

Phone chips are slumping: Qualcomm and MediaTek shipments both fall more than 25 per cent

Counterpoint Research reports that global smartphone SoC shipments fell 15 per cent in the first half of 2026, hit by surging memory prices, cautious inventory control and longer replacement cycles. MediaTek held the top share at 32 per cent, Qualcomm was second at 22 per cent, Apple 19 per cent, UNISOC 13 per cent and … Read more

Huawei’s chief semiconductor scientist breaks his silence and praises DeepSeek’s Liang Wenfeng

The forerunner’s bet Liao frames the past 30 years as two vertical lines, the processor line from CPU to AI and the connectivity line from telephone to mobile network, with a counter-intuitive proposition: the more successful and monopolised the application layer, the more the underlying chip withers, because a dominant customer sets direction and a … Read more

InnoLight’s Hong Kong debut falls below issue price as controlling shareholder offloads 6.2m shares

Between 28 May 2025 and 30 July 2026, the controlling group sold a combined 6,208,552 A-shares, including 5.5 million from the holding entity and 708,600 from Wang Xiaodong. At the 864 yuan closing price, those 6.21 million shares are worth over 50 billion yuan. On the same day the company debuted in Hong Kong, issuing … Read more

At WAIC, Everyone Is Suddenly Racing to Build Robot ‘Touch’

This year at WAIC, the embodied-AI booths shared one unexpected keyword: touch. Two years ago tactile sensing barely registered; now, from sensor vendors to whole-robot companies, “touch” is on every placard, with some declaring it more important than vision. The race is not just over sensors but over the models, data and even the chips … Read more