Tech Express | Sep 1, 2026 CXMT First to Mass-Produce LPDDR6, Starts HBM3E Trial Production

1. CXMT Becomes First to Mass-Produce LPDDR6, Starts HBM3E Trial Production

Source: MyDrivers

On September 1, Chinese memory chip maker ChangXin Memory Technologies (CXMT) landed two major breakthroughs within a single week: LPDDR6 and HBM3E. Just days earlier, CXMT announced mass production of LPDDR6, becoming the world's first vendor to do so ahead of Samsung and SK Hynix, with first adoption on the Xiaomi 18 Fold.

In the AI field, the latest reports say CXMT has started risk production of HBM3E memory. HBM3E is the core memory for AI accelerators, relied upon by NVIDIA's H200 and B300 series. Under the JEDEC standard, HBM3E uses a 1024-bit interface with mainstream speeds targeting 9.6Gbps and total bandwidth up to 1.2TB/s.

Only SK Hynix, Samsung and Micron currently ship HBM at scale; if CXMT transitions quickly to volume manufacturing, it would become the fourth vendor with HBM production capability. Its HBM3E still lags Korean rivals by about two generations, but amid export controls on AI chips, the breakthrough gives Chinese AI accelerators a matching memory solution.

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2. OpenAI's ChatGPT Work and Microsoft Outlook Suffer Simultaneous Outages

Source: CNBC

Longtime partners OpenAI and Microsoft both reported outages for key products on Monday (August 31). OpenAI said ChatGPT Work, its enterprise AI agent, had been experiencing elevated errors and latency for roughly three hours, while Microsoft reported issues with Exchange Online.

On its status page, OpenAI wrote that users across multiple subscription plans may be unable to start or continue tasks in ChatGPT Work and that work on a mitigation was continuing. As of 2:24 p.m. ET Monday, more than 1,100 users had reported issues with OpenAI's products on Downdetector, with the figure for Microsoft Outlook approaching 4,600 shortly after.

"ChatGPT Work isn't working right now... working on a fix!" OpenAI's ChatGPT account wrote on X. ChatGPT Work, introduced in July, competes directly with Anthropic's Claude Cowork. Microsoft first invested $1 billion in OpenAI in 2019, later swelling to $13 billion.

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3. Manus Resumes Independent Operations After Meta Deal Unwinds

Source: MyDrivers

On September 1, general AI agent company Manus announced it has formally resumed independent operations, with the founding team of Xiao Hong, Zhang Tao and Ji Yichao continuing to lead the company. Manus said it will operate as an independent AI agent lab serving users worldwide.

Going forward, Manus will focus on embedding agents more deeply into users' daily workflows, interacting more directly with the external environment, and taking action on users' behalf once authorized, with more new products and features on the way.

Manus is an agent product from startup Butterfly Effect that went viral in China in March 2025 via a demo video. On December 30 last year, Manus announced it would join Meta, but the acquisition hit a snag on January 8 when China's Ministry of Commerce launched a review; on April 27, the foreign investment security review office issued a prohibition decision requiring the deal to be unwound.

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4. Anthropic Responds After Claude Code's AGENTS.md Rejection Draws a "Ban"

Source: InfoQ-CN

Anthropic's Claude Code has drawn public pressure from Shopify CEO Tobi Lütke for refusing to support the AGENTS.md format, adopted by over 60,000 open-source projects, and insisting on its own CLAUDE.md. Lütke threatened on X to disable Claude Code across Shopify unless it reads AGENTS.md.

Lütke argues the refusal forces large teams to pay an avoidable "complexity tax." In Shopify's monorepo maintained by thousands of developers, if different AI coding tools read different instructions, some developers end up with agents that are "missing a piece of their brain."

Only after Lütke went public did Anthropic, silent for nearly a year, respond. Claude Code team member Thariq said the company is improving customizability and will make it easier to use AGENTS.md; for now users must still write @AGENTS.md inside CLAUDE.md. Anthropic explained it believes different models need different context and instructions.

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5. NVIDIA Makes Its Largest Overseas Investment With $3.5 Billion in MediaTek

Source: Guancha

On August 31 local time, NVIDIA announced it would deepen its long-term partnership with Taiwan-based chipmaker MediaTek to co-develop next-generation AI computing platforms, and invest $3.5 billion in MediaTek via convertible bonds — NVIDIA's largest direct investment outside the U.S. to date.

The collaboration expands into AI infrastructure, local AI computing and automotive. MediaTek will adopt NVIDIA's NVLink Fusion platform to design custom AI chips for cloud providers, hyperscalers and frontier model developers, letting custom XPUs plug directly into NVIDIA's rack-scale AI infrastructure.

NVIDIA senior director Dion Harris said NVIDIA is no longer just a computing chip company but an "AI infrastructure company." Management denied accusations of "circular investment" and fake demand, with Jensen Huang responding that MediaTek is "very profitable, very successful" and each runs its own business.

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6. iPhone 18 Pro Enters Mass Production in Three Colors, Silver Dropped

Source: MyDrivers

On September 1, leaker Dingjiao Digital revealed that the iPhone 18 Pro lineup has fully entered mass production. This year's colors include sky blue, pure black and cherry red, with the long-running silver absent — by contrast, the iPhone 17 Pro offered nebula orange, silver and deep blue.

Cherry red is the hero color, using a low-saturation matte finish with a deep tone close to burgundy. On core specs, the device has a 6.3-inch display (6.9-inch for Pro Max) and debuts the A20 Pro chip built on TSMC's 2nm process.

Affected by rising memory chip prices, the iPhone 18 Pro's starting price is expected to rise to $1,299 (around RMB 9,999 in China). It will be unveiled on September 10, alongside Apple's first foldable iPhone Ultra.

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7. The Google TV Streamer Now Costs $50 More

Source: The Verge

Google raised the price of its 4K streaming box to $149, up $50 from the original $99. The new price is live at the Google Store and Best Buy, though Amazon still appears to offer the original price.

The hike comes just a couple of weeks after Google launched the Pixel 11 phones with a $100 increase over the Pixel 10. The Google TV Streamer, launched in 2024, doubles as a smart home hub. It isn't the only streaming device getting pricier — component shortages are driving up prices on everything from laptops to game consoles.

Earlier this month, Amazon raised the Fire TV Stick 4K Max by over 40 percent to $84.99; the Apple TV 4K likewise now costs $199 for 64GB and $249 for 128GB.

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8. SpaceX, NASA Delay Crew-13 Launch Over Dragon Leak

Source: Space

SpaceX's next astronaut mission to the International Space Station won't launch on September 12 after all. NASA announced Saturday (August 29) that Crew-13 was delayed due to an oxidizer leak in the propulsion system of the Dragon spacecraft.

NASA said joint teams are performing additional tests and data review and will complete any necessary rework before launch, with a new target date to be announced once available. Crew-13 will launch atop a Falcon 9 rocket from Cape Canaveral Space Force Station.

This will be SpaceX's 13th operational astronaut mission to the ISS for NASA, carrying NASA astronauts Jessica Watkins and Luke Delaney, Canadian Space Agency's Josh Kutryk, and Roscosmos's Sergey Teteryatnikov for a roughly seven-month stay.

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9. China Releases Mandatory L3/L4 Autonomous-Driving Standard

Source: MyDrivers

The national standard "Intelligent Connected Vehicles — Automated Driving System Safety Requirements" (GB 44721-2026) has been publicly released, according to the national standards platform. It is China's first mandatory national standard for L3/L4 automated driving safety requirements and will take effect on July 1, 2027.

For L3 features, the standard specifies seatbelt status monitoring, driver presence monitoring, and pre-takeover dynamic driving task capability monitoring. For L4, it sets separate clauses covering dynamic driving task execution logic and remote assistance rules.

The standard also requires the deployed automated driving system to be at least as safe as a qualified, fully attentive human driver, and obliges automakers to clearly inform users of the automation level, covered scenarios and known limitations.

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10. Galactic Energy's Pallas-1 Launches, Becoming Third Chinese Reusable Rocket Firm

Source: Zaobao

At 10:00 a.m. on September 1, Chinese private aerospace company Galactic Energy successfully launched its self-developed Pallas-1 (Y1) rocket from the Dongfeng Commercial Aerospace Innovation Test Zone. The flight proceeded normally and achieved its test objectives, marking a complete success.

The Pallas-1 is a two-stage rocket measuring 52 meters long with a core-stage diameter of 3.35 meters and a liftoff mass of about 283 tonnes. Its low-Earth orbit payload capacity reaches 7 tonnes, filling a gap for Chinese private rockets in the 5–15 tonne class and targeting large low-orbit satellite internet constellations and remote-sensing satellite batch deployment.

Galactic Energy becomes the third Chinese private firm to orbit a medium-to-large reusable launch vehicle, after LandSpace and CAS Space. The successful launch also strengthens its IPO prospects — the Shanghai Stock Exchange lists "first successful orbital launch of a payload using reusable medium-to-large rocket technology" as a key criterion for STAR Market listings.

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