Seagate has launched a new FireCuda X1070 SSD on its official website, designed specifically for gaming PCs and handheld consoles. The product adopts the M.2 2280 form factor and supports the PCIe 4.0 x4 interface and NVMe 1.4 protocol. FireCuda X1070 SSD features a DRAM-less low-power storage design, powered by a Tenafe TC2201 controller chip paired with Micron's 232-layers 3D QLC NAND flash memory. It is available in 1TB, 2TB, and 4TB capacity options.

On March 19, Alibaba Group released its Q3 FY2026 earnings report (for the three months ended December 31, 2025). The results showed group revenue reached RMB 284.843 billion, representing a 9% year-on-year increase after adjusting for the disposal of Intime and Gaoxin Retail. Adjusted net profit stood at RMB 16.71 billion, down 67% year-on-year. Alibaba attributed the decline in overall profitability primarily to investments in instant retail, user experience, and technology. During the reporting period, Alibaba Cloud's revenue growth accelerated to 36%, with AI-related product revenue achieving triple-digit growth for the tenth consecutive quarter. The group plans to achieve annual revenue exceeding $100 billion from its cloud and AI businesses, including MaaS, within the next five years.

On March 20, the Shanghai Stock Exchange formally accepted the IPO application of Unitree Robotics for listing on the Science and Technology Innovation Board. The company plans to raise 4.202 billion yuan, potentially becoming the first A-share listed company specializing in humanoid robots. As a leading global high-performance general-purpose robot company, Unitree Robotics focuses on the research and development and production of humanoid robots, quadruped robots, and embodied intelligent models. The funds raised will be used for the research and development of intelligent robot models, robot bodies, the development of new intelligent robot products, and the construction of a manufacturing base. Financial data shows that in 2025, the company achieved operating revenue of 1.708 billion yuan, a year-on-year increase of 335.36%; net profit after deducting non-recurring items reached 600 million yuan, a year-on-year increase of 674.29%. In 2025, the company shipped over 5,500 humanoid robots, ranking first globally.

XPeng Motors' total revenue for 2025 reached RMB 76.72 billion, a year-on-year increase of 87.7%; net loss narrowed to RMB 1.14 billion, compared to a loss of RMB 5.79 billion in the same period last year; total vehicle deliveries reached 429,000, a year-on-year increase of 125.9%; gross profit margin was 18.9%, an increase of 4.6 percentage points compared to the previous year. As of the end of the year, the company had RMB 47.66 billion in cash reserves. The company achieved its first quarterly profit in the fourth quarter, with total revenue of RMB 22.25 billion, a year-on-year increase of 38.2%, and net profit of RMB 380 million, a year-on-year increase of 128.8%.

XPeng Motors Chairman He Xiaopeng stated that the company is at a historic inflection point in the application of physical AI and will continue to expand its global market share. Management expects deliveries of approximately 61,000 to 66,000 vehicles and total revenue of approximately RMB 12.2 billion to RMB 13.3 billion in the first quarter of 2026.

At NVIDIA GTC 2026, Lenovo launched its new "Lenovo Hybrid AI Advantage with NVIDIA" solution. This solution employs a full-stack architecture design from personal devices to data centers, focusing on enterprise applications in the era of AI inference and supporting real-time decision-making and intelligent automation. Lenovo also announced its global launch partner for NVIDIA Vera Rubin NVL72, achieving a 10x increase in throughput and a performance breakthrough with the cost per token reduced to one-tenth of the previous generation.

Silicon Power officially launched its DDR5 RDIMM memory modules yesterday. The products adhere to JEDEC standards and feature an operating voltage of 1.1V. They are available in single-module capacities of 16GB, 32GB, and 64GB, supporting transfer speeds of 5600MT/s and 6400MT/s. Designed specifically for server and AI computing environments, the memory modules have passed 24/7 reliability tests, equipped with gold-plated contacts and SPD EEPROM to enhance signal integrity and system compatibility. All models come with a limited lifetime warranty.

Intel has reportedly informed its major PC clients of a planned 10% price increase on its consumer CPUs. According to industry sources cited by foreign media, this price hike will affect Intel's Core Ultra family of processors, which power hundreds of millions of PCs worldwide. 

Memory giant Kioxia recently notified customers of the discontinuation of its TSOP-packaged products, affecting SLC and MLC memory chips with capacities ranging from 1Gb to 64Gb. The discontinuation is primarily due to the end of the substrate's lifecycle, production constraints, and changes in market demand. With the explosive growth in demand from AI data centers, memory manufacturers are shifting their production capacity towards high-performance QLC technology and enterprise-grade SSDs, gradually marginalizing SLC and MLC due to their lower storage density. Industry analysts believe this move will further exacerbate the supply-demand imbalance for low-capacity MLC (global capacity is projected to shrink by 41.7% by 2026), accelerating the transition to enhanced TLC solutions in industrial control, automotive, and other fields.

The Shanghai Municipal Communications Administration recently issued a notice on organizing the construction of industry nodes for the National Computing Power Interconnection System. These industry nodes will establish a computing power supply and demand matching system and mechanism for key industries in Shanghai, promoting standardized interconnection and efficient flow of computing power resources across different regions, entities, and architectures, thereby improving the overall computing power level of the city. Each industry node is required to build its own service platform, providing market-oriented services such as computing power resource aggregation, computing power identification, and computing power selection for industry-wide computing power interconnection, and will be uniformly connected to regional nodes. The platform construction mainly includes a computing power internet service center, computing power resource aggregation, computing power selection, security assurance, and other business and security management systems.

Tesla CEO Elon Musk posted that, with some luck and acceleration using AI, Tesla might be able to tape out AI6 in December. Elon Musk stated that AI5 is primarily optimized for AI edge compute in Optimus and Robotaxi and its performance will far exceed its specifications. However, there is still significant room for improvement. In the same half reticle and process node, a single AI6 chip has the potential to match a dual SoC AI5.

Samsung Electronics announced it has signed a Memorandum of Understanding (MOU) with AMD to expand their strategic collaboration on next-generation AI memory and computing technologies.Under the MOU, Samsung and AMD will align on primary HBM4 supply for the next-generation AMD AI accelerator, the AMD Instinct MI455X GPU, as well as advanced DRAM solutions for 6th Gen AMD EPYC CPUs, codenamed "Venice". These technologies will support next-generation AI systems combining AMD Instinct GPUs, AMD EPYC CPUs and rack-scale architectures such as the AMD Helios platform. Samsung and AMD will also work together on high-performance DDR5 memory optimized for the 6th Gen AMD EPYC CPUs.

According to South Korean media reports, Samsung Electronics union announced that its collective action resolution was passed with a 93.1% approval rate, and a general strike will be held in May. Analysts point out that if the strike takes place, approximately half of the production capacity at the Pyeongtaek campus will be impacted, directly affecting the output of DRAM and NAND flash memory chips.

On March 18, Baidu AI Cloud's official website released a price adjustment notice for AI computing and memory products. To ensure the long-term stable operation and service quality of the platform, structural optimizations will be made to the prices of certain products. Starting from April 18, 2026, services related to AI computing products will increase by approximately 5% to 30% while parallel file storage and others will increase by about 30%.

According to the Director-General of the Department of Consumption Promotion of the Ministry of Commerce, demand for smart and green products in China was robust in January and February 2026. Driven by policies such as the trade-in program for consumer goods, sales of related smart products achieved rapid growth. Data from the Ministry of Commerce's big data platform shows that on key platforms, retail sales of smart glasses increased 1.8 times, and sales of smart robots increased by 13%, fully demonstrating the enormous potential of the smart consumption sector.

Xiaomi founder, chairman, and CEO Lei Jun announced on social media today that Xiaomi's self-developed trillion-parameter large-scale model, Mimo-V2-Pro, ranked eighth on the global Artificial Analysis large-scale model comprehensive intelligence ranking list, and will continue to iterate and upgrade in the future. He also revealed that Xiaomi's R&D and capital investment in the field of AI this year will exceed 16 billion yuan.