AI supply chain tracker: Power, substrate, and thermal split on momentum
RAMmageddon? AI-driven memory shortage sends DRAM prices ‘parabolic’
The global memory industry is facing its most severe supply crunch in more than a decade. DRAM and NAND prices are rising at record speed, while high-bandwidth memory capacity is increasingly absorbed by artificial intelligence data centers.
Pentagon withdraws 1260H list adding Alibaba, BYD and Baidu, removing YMTC and CXMT
The Pentagon briefly published an updated list of Chinese companies alleged to have ties to the People’s Liberation Army, then withdrew it within an hour. The episode highlights Washington’s attempt to ease trade tensions with Beijing while maintaining pressure on technology and national security ahead of an expected April meeting between President Donald Trump and Xi Jinping.
China’s GPU Four race to power large models, eye inference surge
China’s leading domestic GPU makers Moore Threads, MetaX, Iluvatar CoreX, and Biren Technology remained on standby during the Lunar New Year to adapt their chips to newly released large models.
OpenAI hires OpenClaw founder Peter Steinberger, transitions project to independent foundation
OpenAI has hired Peter Steinberger, founder of open-source AI agent OpenClaw, signalling a strategic shift toward autonomous personal AI agents as a core product focus.
Memory and CPU price hike could drive 10–30% consumer electronics increases, AUO warns
Rising DRAM and CPU prices are feeding through the display supply chain, with AUO estimating that end-product prices could increase by 10% to 30%. While LCD panel prices have firmed on tighter supply, upstream semiconductor cost inflation is reducing demand visibility for consumer electronics in 2026.
Memory crunch tightens CIS capacity, pressures smartphone supply chain
Weekly news roundup: Intel resets AI PC race, backs ZAM memory play, HBM3–HBM4 battle intensifies
India roundup: India bets on RISC-V amid local ecosystem building
RISC-V gains traction in automotive and industrial markets despite ecosystem risks, while India’s tech landscape sees heightened AI, semiconductor and smartphone activity—from Phison Electronics CEO Khein-seng Pua meeting Narendra Modi and Anthropic’s trademark dispute, to Xiaomi’s premium push, the launch of PRITVI-ACE by Centre for Development of Advanced Computing, expanded deep tech support, and an arbitration case between Wingtech Technology and Luxshare Precision