Apple supplier Lingyi iTech is seeking to expand further into AI infrastructure, announcing plans to invest up to CNY4 billion (US$589.9 million) to acquire control of the assets and operations of bankrupt optical fiber manufacturer Futong Group Communication Technology (Futong Jiashan) through a restructuring process.
Google is intensifying its effort to expand adoption of its in-house Tensor Processing Units (TPUs), taking direct aim at Nvidia’s dominance in AI infrastructure by courting “neocloud” providers that have traditionally built their businesses around Nvidia GPUs.
Taiwan’s silicon foundry industry posted a strong performance in June 2026, with aggregate revenue reaching US$15,131.2 million, up 5.9% from May and 54.0% from a year earlier — underscoring the sector’s continued ride on AI and advanced-node chip demand.
Quartz component suppliers are raising prices as higher raw material costs from gold wire and ceramic bases squeeze margins. Industry sources said ceramic base prices could climb by double-digit percentages, in some cases even doubling, pushing makers to pass on some of the increases.
Reports that Meta is considering leasing out idle AI computing capacity have rattled investors. But treating Meta’s predicament as a warning sign for the entire AI industry is a classic case of overgeneralization.
The US can no longer close its artificial-intelligence talent gap with China through visa curbs or export controls alone, a new Hoover Institution and Stanford study argues, because China is now producing frontier-model researchers who never trained, worked, or published abroad, even as it also reclaims talent that spent years in American institutions.
The US National Science Foundation will prohibit the researchers it funds from collaborating with organizations on Washington’s restricted-party lists, a roster heavily populated by Chinese firms and institutions, under a Dear Colleague Letter dated July 8, 2026. The agency said it intends to implement the prohibition in fiscal 2027.
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