Kioxia sells out 2026 NAND capacity as AI demand tightens global memory supply

As the global memory market tightens under the weight of artificial intelligence (AI) demand, Japanese NAND flash maker Kioxia Holdings has emerged as one of the clearest beneficiaries of the current upcycle, with its 2026 production capacity already fully booked and supply constraints expected to persist into 2027, according to KST Components, an electronic component distributor.

Continue reading

Agility Robotics-Toyota deal signals shift from pilots to commercial humanoid robots in auto manufacturing

Agility Robotics and Toyota Motor Manufacturing Canada have signed agreements to deploy the Digit humanoid robot in a commercial production setting, moving the technology from a one-year pilot to operational use on assembly lines. The deal uses a Robots-as-a-Service model to automate logistics and material handling tasks.

Continue reading

Nvidia challenges Intel, AMD with AI laptop chips

Nvidia is returning to the consumer PC market with AI-focused laptop processors designed to power next-generation Windows systems. According to The Wall Street Journal, Nvidia’s system-on-chip (SoC) processors are expected to debut this year in laptops from Dell and Lenovo. Analysts do not expect a near-term earnings impact, but the move secures Nvidia a role in the emerging AI PC upgrade cycle.

Continue reading

SoftBank leads US-Japan alliance investing US$33.3B in Trump gas power plant

SoftBank Group (SBG) is spearheading an investment alliance to develop a US-based natural gas-fired power plant project valued at US$33.3 billion, aiming to support infrastructure demands driven by artificial intelligence (AI). This initiative is one of three projects launched under the US-Japan trade agreement signed with President Donald Trump in 2025.

Continue reading

White House vows trade stability after court ruling, China and Asian partners seek clarity

The White House is moving to stabilize existing trade agreements after a Supreme Court decision invalidated the administration’s primary tariff framework. Executive officials have signaled their intent to honor standing deals, but key trading partners in Europe and Asia remain uneasy over the legal and economic uncertainty the ruling has created.

Continue reading