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13 articles
BYD confirmed its secret humanoid robot project codename Yao-Shun-Yu, running since 2022 in Business Unit 15, with plans to sell robots through its global auto dealer network.
Jensen Huang's GTC 2026 keynote raised Nvidia's demand forecast to $1 trillion through 2027, confirmed Vera Rubin GPUs, NemoClaw agents, and an Uber autonomous driving deal.
Meta unveiled its MTIA chip roadmap in March 2026 — four generations of custom RISC-V inference chips made by TSMC and designed with Broadcom, with MTIA 300 already in production.
From Tesla Optimus and 1X NEO to Figure AI, Boston Dynamics, Apptronik, and Unitree — the humanoid and industrial robotics race is accelerating fast. Here is every major player, their valuation, their technology, and what the $10 trillion market projection actually means.
The Strait of Hormuz and Red Sea are both blocked. Over 1,000 commercial vessels are stranded. VLCC rates are up 94%, freight up 250%, maritime insurance premiums are 10x. Here is what this means for server hardware procurement, data center builds, and developer supply chains in 2026.
Intel's 18A process node is the most ambitious foundry bet in semiconductor history. With $8.5B in CHIPS Act funding, RibbonFET transistors, and Microsoft as a confirmed customer, can Intel actually challenge TSMC — and why does it matter for AI hardware and US chip independence?
Nvidia's next-generation Rubin GPU architecture will pack 288GB of HBM4 memory — 3.6x more than H100's 80GB. But the DRAM supply squeeze caused by AI chip demand is already pushing up prices for consumer laptops, phones, and PCs.
Malaysia produces 13% of global chips. Intel, Infineon, TI, and Chipbond run major packaging and testing in Penang. NSS secured RM63B. What developers should know.
SK Hynix holds ~60% of HBM and has sold out through 2026. Only two firms make HBM3E at scale. HBM market to hit $54-58B in 2026. What developers should do.
Japan is investing $67B over 10 years. Rapidus targets 2nm in Hokkaido by 2027; TSMC Kumamoto is producing and building a 3nm fab. What it means for the supply chain.
Data centers will consume 70% of all memory chips produced in 2026. DRAM prices are up 300-400% from mid-2025. Budget PCs under $500 may disappear. Here is what is happening and what developers and buyers should do.
Nvidia halted all H200 production for China on March 5 and redirected TSMC capacity to Vera Rubin. Here is what this means for GPU supply, cloud pricing, and AI infrastructure in 2026.
Apple launched the MacBook Neo at $599 — its cheapest laptop ever with an A18 Pro chip. Pre-orders are live. Here is the developer story: who it is for, what it cannot do, and what it means for the iOS/macOS market.