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Affected by Tesla's AI6 Chip Production Plan Changes, South Korean AI Rising Star DX-M2 Mass Production Delayed to Third Quarter of 2026

Tesla's production plan changes led to Samsung adjusting its 2nm production line schedule, forcing Korean AI chip firm DeepX to delay mass production of its next-gen NPU chip DX-M2 by six months, with testing expected only after Q3 2026. This highlights how large clients in the semiconductor foundry industry prioritize scheduling, impacting smaller enterprises.....

12.5k 12 hours ago

AI Agents Spark a Trend in Raising Shrimp, the Ministry of Industry and Information Technology Issues an Urgent Reminder, and Chip Giant Rockchip Can't Stay Calm

The AI community is embracing 'lobster farming,' referring to deploying the open-source AI agent OpenClaw. With its red lobster icon, users humorously call model training 'feeding the lobster.' It supports local operation, features long-term memory and autonomous task handling, is user-friendly, and free, driving its rapid popularity.....

14.9k yesterday

Ministry of Industry and Information Technology Spots: Breakthroughs in Computing Chip and Industrial Large Models, Painting a New Blueprint for AI + Manufacturing

In February 2026, China's AI Industry Alliance emphasized prioritizing manufacturing for AI integration, focusing on smart industrial systems and breakthroughs in key technologies like computing chips and industrial models to boost competitiveness.....

13.9k 4 days ago

Memory Cost Surges by $57: How Are AI Giants' Chip-Grabbing Trends Affecting the Profit of iPhone 18?

The explosive growth of the artificial intelligence industry is putting pressure on the consumer electronics supply chain, with Apple being significantly affected. Memory chip prices have surged, with DRAM potentially tripling by the end of the year compared to last year, and NAND flash prices increasing by more than three times. This cost pressure will be reflected in the entry-level iPhone 18 released this fall.

9.5k 8 hours ago

Memory Cost Surges by $57: How Are AI Giants' Chip-Grabbing Trends Affecting the Profit of iPhone 18?

AI Products

ChipNeMo

An industry-specific large language model (LLM) for chip design

Chip Design

9.6k

Models

Qianfan-VL-70B

Baidu

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GPT-5

Openai

$8.75

Input tokens/M

$70

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400

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Pangu-NLP-N2-32K-5.0.1.1

Huawei

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Spark X1

Iflytek

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Hunyuan-TurboS-latest

Tencent

$0.8

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Qwen3-14B

Alibaba

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Hunyuan-T1-Vision

Tencent

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QianfanHuijin-Reason-8B

Baidu

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QianfanHuijin-8B

Baidu

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QianfanHuijin-70B

Baidu

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QianfanHuijin-Reason-70B

Baidu

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Pangu-NLP-N2-Reasoner-128K-5.0.0.1

Huawei

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128

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Pangu-NLP-N4-Reasoner-128K-3.0.1.2

Huawei

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128

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Pangu-NLP-N4-4K-3.2.36

Huawei

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SenseNova V6 Pro

Sensetime

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128

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ERNIE-4.5-0.3B

Baidu

$0.1

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$0.4

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128

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GLM-4

Chatglm

$100

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$100

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128

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ERNIE-3.0

Baidu

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