Stay up-to-date with the most recent news stories from around the world
Total: 5264
The AI chip competition has pivoted from raw compute to memory capacity and bandwidth as HBM and advanced packaging now dominate costs and performance requirements. Persistent HBM shortages and soaring prices favour cloud buyers who prioritise memory-rich GPUs and push chipmakers toward software and system optimisations to reduce memory demand.
Yuanrong Qixing CEO Zhou Guang urged the rapid advancement of model capabilities to overcome data inefficiencies, long‑tail scenarios and credibility gaps in combined assisted driving systems. He advocates engineering foundational models for traffic safety, and strengthening links between basic research, scenario validation and industrial deployment to ensure safe, reliable rollouts.
Intel’s CFO warned that the server-CPU market will grow markedly in 2026 as large-scale server purchases gather pace, while warning that supply will become a bigger constraint by 2027. The outlook underscores robust datacentre demand driven by AI workloads, but also highlights near-term manufacturing and logistics bottlenecks that could shape pricing and vendor strategies.
Transsion’s 2025 net profit fell by 53.4% as rising memory‑chip prices and heavier sales and R&D spending squeezed margins. The company’s heavy reliance on low‑end handsets in price‑sensitive African and South Asian markets limits its ability to pass on cost increases, forcing a strategic pivot toward diversification and a Hong Kong IPO amid potential shareholder selling risks.
Apple has launched the MacBook Neo, a compact 13‑inch laptop starting at ¥4,599 that uses the A18 Pro iPhone chip — the first iPhone‑class SoC in a Mac. The move signals a strategic push into lower price tiers to recruit new users into Apple’s ecosystem while testing a new chip segmentation between A‑series and M‑series devices.
Lin Junyang, the technical lead of Alibaba’s open‑source Qwen large‑model project, has stepped down amid a corporate reorganisation that centralises AI development and prioritises commercialisation. The departure highlights a broader strategic shift at Alibaba from an open‑source, model‑centric approach toward an integrated, infrastructure‑driven system designed to convert massive AI spending into revenue.
Xu Jiuzhen, chairman and largest shareholder of Aladdin Biochemical (688179), has proposed selling up to 3 million shares via block trades, potentially raising about ¥50 million. The planned reduction is small in scale but notable because it follows prior insider disposals and arrives as the company reports improving 2025 results and strong fourth‑quarter profit growth.
Satellite imagery and verified video analyzed by the New York Times show Iranian strikes damaged communications and radar systems at at least seven U.S. bases in the Middle East, including Bahrain’s Fifth Fleet headquarters and Al Udeid in Qatar. The targeted hits on radomes and satellite terminals appear intended to degrade U.S. command-and-control and surveillance capabilities, complicating operations and raising the risk of further escalation.
A South Korean academic and Zhejiang University alumni network have been returning copies of more than 300 Chinese Volunteer Army wartime letters to the families of the dead and missing. The project has reunited several families with decades‑old correspondence, revealing the human cost of the Korean War and underscoring the value of cross‑border archival cooperation and rapid digitisation.
Photographs from Xinhua show buildings damaged near Tehran’s Revolution Square after an airstrike on March 4, 2026. Strikes that visibly affect the capital intensify the risk of escalation, reshape domestic politics and complicate regional and international diplomacy.
Huawei unveiled an 896‑line, dual‑optical‑path, image‑level LiDAR at a March 4 Hongmeng event and said the sensor will first ship on the high‑end Zunjie S800 and AITO/Wenjie M9. The module promises four times the vertical resolution of typical 192‑line units and is being framed as part of a multi‑sensor perception stack rather than a standalone solution.
A sharp, externally driven risk-off wave on March 4 sent South Korean equities into a dramatic slide of more than 12% and pushed Japanese shares lower. The rout — amplified by offshore selling and concerns about Middle East tensions and rising oil prices — has raised the prospect of policy intervention in Seoul and heightened global investor caution toward export-dependent Asian markets.
At the NPC press conference opening the 14th session, Beijing framed the '15th Five' era around boosting consumption, deepening rule‑based openness for foreign investors, and accelerating technological self‑reliance, especially in AI. Lawmaking — including a national development planning law and an ecological environment code — is being used to lock in those strategic priorities and offer regulatory predictability.
The Hang Seng fell 2.01% while the Hang Seng Tech index dropped 0.96% as oil-and-gas services and shipping names suffered heavy losses. Mega-cap techs such as Alibaba and JD.com weakened but helped keep the tech sub-index from falling as steeply as the broader market. The move reflects sector rotation and heightened sensitivity to commodity and trade-related risks amid volatile global markets.
Canada will issue a first tranche of 24,500 import permits for Chinese-made electric vehicles for March–August 2026 at a 6.1% MFN tariff, signalling a partial rollback of the 100% surtax imposed in October 2024. The quota scheme, phased through early 2027 and planned to expand toward 70,000 vehicles by 2030, rewards manufacturers already prepared for Canadian certification while leaving open political and regulatory risks.
NewTimeSpace’s 2026 assessment introduces CMM‑GEO, a maturity model for AI search in finance, and finds most suppliers remain at inadequate L1/L2 tiers. Only L3 platforms that embed financial knowledge graphs, front‑loaded compliance and API‑first distribution can produce high‑volume, auditable outputs and convert AI exposures into business outcomes.
Lin Junyang, a leading architect of Alibaba’s open‑source Qwen models, announced his sudden resignation on March 4, saying he needed to rest. His exit raises questions about continuity at a flagship Chinese AI programme even as Alibaba signals the team should continue with existing plans.
ByteDance’s Volcano Engine has published pricing for Seedance 2.0 that equates to roughly 1 CNY per second for a 15‑second AI‑generated video under the higher tariff, with a cheaper rate when users supply source video for editing. The rates formalise per‑token billing for video, lowering barriers to production while raising questions about infrastructure strain, content moderation and copyright.
South Korea's stock market, which surged on an AI-led rally earlier this year, experienced severe reversals in early March 2026 as renewed Middle East tensions and heavy foreign selling triggered multiple circuit-breakers. The won weakened to levels not seen since 2009, prompting emergency meetings at the Bank of Korea and raising concerns about the country's exposure to oil shocks and capital flight.
At MWC 2026 Chinese firms showcased a full‑stack strategy to confront industry challenges flagged by GSMA: finish 5G standalone, protect networks from an AI‑driven traffic surge, and secure data flows. Huawei emphasised AI‑centric networking and large SuperPoD compute clusters as an alternative to existing GPU suppliers, while device makers and robotics firms pushed AI into everyday, affordable products.
