Commentary: Q-Day could break the internet—and the countdown has started

The development of quantum computing is increasingly taking on the character of a global arms race. Nations and corporations that secure an early lead stand to gain outsized strategic advantages. Quantum computers promise breakthroughs in drug discovery, advanced materials and industrial design. They could accelerate the training and optimization of artificial intelligence models and dramatically enhance military capabilities.

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UHT, Fong Jaw partner on dual-use VTOL drone for defense and commercial markets

Taiwan-based advanced materials supplier UHT Unitech has signed a memorandum of understanding with aerospace manufacturer Fong Jaw Aerospace to jointly develop, manufacture and sell a medium-payload vertical takeoff and landing unmanned aerial vehicle branded as Cougar, as the partners seek opportunities in global defense and high-end commercial drone markets.

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China takes cautious stance on US H200 chip export, prioritizes local chipmakers

The US government confirmed this week the conditions for exporting the H200 AI chip to China, reportedly including third-party lab testing before shipment to ensure compliance with AI technology standards. Additionally, the number of AI chips sold to Chinese customers cannot exceed 50% of those sold to US customers. Chinese buyers must also prove they have implemented sufficient security measures and that the chips will not be used for military purposes.

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Smartphone panel prices hit by memory price surge

Rising memory prices have pushed up smartphone bill of materials (BOM) costs, potentially affecting shipments for 2026. As the smartphone panel market enters its seasonal off-peak period, the effects of higher memory prices are beginning to surface. Pull-in momentum from end-device makers has slowed, leading to across-the-board declines in smartphone panel prices across different technology types.

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Chinese AI startup Z.ai unveils first multimodal model trained on Huawei Ascend chips

Chinese artificial intelligence startup Z.ai, formerly known as Zhipu AI, has unveiled GLM-Image, a multimodal AI model trained entirely on Huawei’s Ascend chip platform, marking a notable milestone in China’s push to build a self-reliant AI computing stack. The company said GLM-Image was developed using Huawei’s Ascend 800T A2 servers and the MindSpore AI framework, making it the first publicly disclosed multimodal model trained on this domestic hardware platform.

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