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According to Korean media reports, Samsung’s foundry business is staging a strong rebound. After securing orders from Tesla and Qualcomm, Samsung has now won the contract to produce NVIDIA’s next-generation AI inference chip, the Grok 3 LPU, and is currently in talks with AMD for future chip collaborations. At GTC 2026, NVIDIA CEO Jensen Huang announced that Samsung Electronics will manufacture the Grok 3 LPU, the first product launched after NVIDIA’s $20 billion acquisition of Groq. The chip targets the surging demand for inference processors driven by the shift toward agent-based AI. Samsung has already begun mass production of Grok 3 LPU, with shipments expected to start in the third quarter of this year. Industry insiders revealed that Samsung Foundry...
Since last year, major smartphone brands have begun entering the fan-cooling race, with built-in fans emerging as a new industry trend. This shift reflects a more aggressive hardware approach to unlocking performance potential in mobile devices. Why Fans Are Trending Engineering Challenges Outlook Despite these challenges, continuous iteration and innovation are driving smartphone cooling into a new era. Future solutions are expected to be smarter, more energy-efficient, and more reliable, balancing performance with durability. This trend shows how smartphone makers are pushing boundaries to meet the demands of gaming and high-performance users, even if it means rethinking traditional design trade-offs
On March 20, Realme announced its full integration back into the OPPO family, with China after-sales services set to transition to the OPPO service network starting April 1, 2026. Transition Details Data & Privacy Strategic Context Earlier this year, OPPO confirmed Realme’s return as a sub-brand, alongside OnePlus and OPPO, forming a coordinated strategy. Realme CEO Li Bingzhong will oversee the overall sub-brand business. This move strengthens OPPO’s ecosystem while ensuring Realme users benefit from a broader, unified service network.
On March 20, Unitree Robotics officially submitted its IPO application to the Shanghai Stock Exchange’s STAR Market, seeking to raise RMB 4.202 billion. This positions Unitree to become the first humanoid robot company listed on China’s A-shares. IPO Highlights Product & Market Leadership Financial Performance (2025) Technical Achievements Unitree’s IPO marks a milestone for China’s robotics industry, signaling the arrival of humanoid robots as a commercially viable and globally competitive sector.
At the Huawei China Partner Conference 2026 held on March 20, Huawei announced the official establishment of the Huawei Media Corps, making the media industry an independent business unit. Du Zhongxia has been appointed as its president. Strategic Focus The Media Corps will concentrate on three core directions: Huawei emphasized its positioning of “not producing content, only enabling technology”, aiming to connect its strengths in 5G-A, computing, AI, and ultra-HD to provide tailored digital transformation solutions for media industry clients. This move highlights Huawei’s ambition to become a technology enabler for the media sector, driving innovation and modernization across the industry.
At the March 19 Spring Product Launch, Xiaomi CEO Lei Jun unveiled the company’s ambitious plan to invest at least ¥60 billion (approx. $8.3 billion) in AI over the next three years. Current R&D and capital expenditures have already exceeded ¥16 billion. MiMo-V2-Pro Large Model Team Profile Lei Jun emphasized that Xiaomi’s AI team has achieved in two years what many peers take five to ten years, underscoring the rapid pace of progress. This announcement signals Xiaomi’s determination to become a major player in global AI development, combining cutting-edge research with aggressive investment.
On March 19, Alibaba Group released its Q3 FY2026 financial results: Following the announcement, Chairman Joe Tsai, CEO Wu Yongming, CFO Xu Hong, and Alibaba E-commerce CEO Jiang Fan joined a conference call to interpret the results. PingTouGe (T-Head) AI Chips CEO Wu Yongming revealed: This quarter’s results underscore Alibaba’s accelerating cloud growth and the commercial success of its in-house AI chip unit, positioning the company strongly in the global AI and cloud computing race.
Research firms predict that with the launch of Apple’s first foldable smartphone, the iPhone Fold, the company could secure 28% of the global foldable market, joining Samsung and Huawei in a three-way split. Market Outlook Competitors iPhone Fold Specifications (Expected September 2026 Launch) Apple’s entry into the foldable market is set to be a game-changer, challenging Samsung’s dominance and intensifying competition with Huawei.
As the launch of the new-generation Xiaomi SU7 approaches, Xiaomi’s assisted driving technology is also receiving a major upgrade. Today, CEO Lei Jun shared the latest progress on Weibo, announcing that the Xiaomi HAD (High-level Assisted Driving) system has been upgraded with the XLA cognitive large model. The new SU7 lineup will come equipped with this system at delivery. Key Highlights Lei Jun noted: “In the past two years, Xiaomi HAD has released three major versions. This means our team has achieved in two years what many peers take five or even ten years to accomplish.” He emphasized that the rapid evolution of models makes Xiaomi’s progress in assisted driving very tangible. Hardware Upgrades in New SU7 Current and Future...
Apple CEO Tim Cook has embarked on his first trip to China in 2026. On March 18, he appeared at the Apple Taikoo Li retail store in Chengdu to participate in Apple’s 50th anniversary celebration. On March 20, Cook met with Ren Hongbin, Chairman of the China Council for the Promotion of International Trade (CCPIT), and later with Wang Wentao, China’s Minister of Commerce. During these meetings, Cook emphasized: Cook also noted that China is Apple’s most critical production base and primary source of its supply chain. He highlighted Apple’s long-standing partnership with CCPIT and the Ministry of Commerce, stressing the importance of ongoing dialogue to explore new opportunities. As one of the U.S. tech CEOs who visits China most...
Huawei has officially announced its Spring All-Scenario New Product Launch Event scheduled for March 23, where a wide range of new devices will be unveiled, spanning smartphones, wearables, monitors, and smart screens. In addition, several new vehicles under the HarmonyOS Smart Mobility brand will debut at the same event, highlighting Huawei’s dual focus on consumer electronics and intelligent transportation. Huawei Terminal BG CEO He Gang further teased the lineup on Weibo, revealing that the launch will feature: Smartphones Wearables Display & Smart Screen Key Highlights This lineup underscores Huawei’s ambition to deliver a comprehensive ecosystem across mobile, wearables, displays, and smart mobility, making the March 23 event one of its most diverse product launches to date.
NVIDIA is shifting its CPU strategy from internal use only to a dual approach—serving both its own needs and external customers. This transformation begins with the Vera CPU, based on the Arm instruction set and NVIDIA’s custom architecture. This marks NVIDIA’s direct challenge to Intel and AMD, while also competing against other Arm-based custom processors. Rosa CPU – Coming in 2028 According to NVIDIA’s roadmap, the next step after Vera is the Rosa CPU, expected in 2028. The name “Rosa” is short for Rosalyn, honoring Nobel Prize–winning medical physicist Rosalyn Sussman Yalow (1921–2011). She pioneered radioimmunoassay technology, enabling detection of viruses, hormones, and drug levels in blood without biological assays. Remarkably, she waived patent rights, allowing global free adoption. Despite...
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