China AI chip demand lifts Hygon revenue 67%, Sugon profit 34% as domestic computing expands
Hygon Information posted a 66.5% increase in first-half 2026 revenue as accelerating artificial intelligence deployment and stronger demand for domestically developed computing chips lifted sales of its high-end processors.
Alibaba Cloud’s 6-year evolution: five super data centers pivoting to AI compute
Alibaba Cloud’s Lingjun Zhenwu M890 supernode has officially gone live, with its initial commercial deployment in Ulanqab, Inner Mongolia—the same super data center launched six years ago. The site is now hosting next-generation AI supernode compute capabilities, bringing Alibaba Cloud’s “Five Super Data Centers” back into the spotlight as the company positions itself for the AI era.
South Korea’s memory-chip exports surge 277% as system chips slip
South Korea’s semiconductor export boom was heavily concentrated in memory in July. Memory-chip export value surged 276.9% year over year, while system semiconductor exports slipped 0.7%, as server demand and higher memory prices created a sharp split between the two segments.
Alibaba Cloud races ahead with Ulanqab AI infrastructure
Global PMX sees semiconductor demand driving growth through 2027 as product mix shifts
Global PMX said its semiconductor business is emerging as the main growth driver and is expected to continue expanding through 2027, while automotive sales remain steady and are expected to improve as the global auto market recovers. The company also said its workforce is still rising, reflecting stronger shipments from Vietnam and Zhejiang plants.
OCP APAC 2026: What if AI’s next efficiency breakthrough is simply moving less?
For years, the logic of AI infrastructure has been straightforward: move more data, push more power, transmit more signals, remove more heat.
Insight: Intel raises US$20B, but its 14A ambitions may need twice as much
DIGITIMES analyst Luke Lin, speaking on a recent podcast, used Intel’s latest equity fundraising plan to examine who is benefiting most from the current surge in server CPU demand and how much more capital Intel may need to reach the 1.4nm generation.
Alibaba Cloud cuts AI data center build time to 100 days, triples global modular capacity
SanDisk lays out multiyear NAND roadmap and AI storage targets at investor day
SanDisk Corp used its August 13, 2026 investor day to detail a technology roadmap and a set of financial targets it says will carry the flash-memory maker through the end of the decade. The plans center on new multiyear supply contracts with data center customers and an accelerating NAND product cadence built around artificial intelligence inference workloads.