AGP Executive Report
Last update: 7 hours agoSemiconductor Push: Renesas opened a Physical AI and Robotics Lab in Beijing to help customers validate and co-develop next-gen robotics, with its tech spanning hardware, AI modeling, control, sensing, and power. Chip Earnings Watch: SENASIC reported H1 2026 revenue up 36.5% to ~214M yuan, led by smart tire chips, while losses widened on pre-IPO liability accounting. Battery & Power Scaling: Sunwoda’s H1 2026 revenue jumped 41.48% to 38.18B yuan, driven by power and storage growth and rising EV battery shipments. Smart Surveillance Hardware: Vadzo Imaging positioned its Merlin-290CRS USB camera around Sony’s IMX290 with genuine NIR sensitivity for AI video analytics and access control. Security & Privacy: Researchers found additional backdoors in some Zbtlink Wi‑Fi routers, raising concerns about remote command access. AI Hardware Policy: The US is weighing a second wave of semiconductor tariffs that could limit duty-free imports for laptops, consoles, and data center servers. Windows Update: Microsoft moved Windows 11 26H2 into Release Preview, refreshing support cycles ahead of a public rollout.
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