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AI & Enterprise

Nvidia steps up physical AI push in robots and cars, works closely with Chinese companies

Nvidia is expanding beyond AI training chips into physical AI for robots, cars and drones, with the business reaching $10 billion in annual revenue, the Wall Street Journal reported. CEO Jensen Huang said the segment could grow tenfold within 10 years. The company is bundling chips and developer software and distributing open-weight models. U.S. curbs block high-end AI chip sales to China, but robot and auto chips remain allowed, with China seen as key.

Telecommunications & Media

Apple suppliers split by memory price shock; Lens Technology profit halves

Major Chinese suppliers to Apple posted mixed first-half results as a surge in memory prices squeezed smartphone component makers. Lens Technology nearly halved its net profit and reported lower revenue, citing rising memory costs, weaker demand, reduced output at its Xiangtan plant and currency swings. Luxshare Precision Industry reported strong growth, helped by autos electronics and data centres. Suppliers are looking to new iPhone and foldable-device launches for a second-half boost.

Industry

CXMT hits production ceiling, dimming hopes of easing DRAM shortage

China\'s largest DRAM maker ChangXin Memory Technologies (CXMT) is hitting limits in expanding output, raising expectations that global memory supply tightness and price pressures will persist. Low yields and U.S. curbs on exports of advanced chipmaking equipment are cited as key obstacles. Researchers forecast further DRAM contract price gains in 2026, with AI server demand high. CXMT is growing, but its scale remains well below Samsung Electronics and SK Hynix.