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Thursday 26 February 2026
The 'AI general' emerges: OpenAI report details China's automated operations in Japan-Taiwan corridor
A new era of automated geopolitical warfare has arrived in East Asia. In its recently published "Disrupting Malicious Uses of AI" report, OpenAI reveals that Chinese state-sponsored actors have moved well beyond simple bot networks. They are now deploying artificial intelligence as a strategic "operational manager" — coordinating complex "cyber special operations" (wǎngluò tèzhàn) against Japan's leadership and Taiwan's digital sovereignty
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Monday 2 March 2026
Commentary: German automotive price war in China threatens used car residual value system
Germany's automotive giants—Mercedes-Benz, BMW, and Audi (collectively known as BBA)—have engaged in aggressive price cuts in China's auto market, sparking fierce competition that has extended from electric vehicles (EVs) to internal combustion engine (ICE) cars. This price war threatens the long-standing asset value preservation moat these German luxury brands have built over 30 years
Monday 2 March 2026
Rare Huawei-ByteDance alliance unveils RRAM AI chip delivering 66x CPU speed at ISSCC 2026
Huawei and ByteDance have jointly unveiled a next-generation AI acceleration chip based on resistive random-access memory (RRAM), developed with Tsinghua University and other Beijing research institutions
Monday 2 March 2026
Samsung Electronics and SK Hynix reportedly plan large DRAM price increases, deepening supplier advantage for big buyers
Samsung Electronics and SK Hynix have notified customers of plans to raise DRAM prices in the second quarter of 2026 and have begun price negotiations, South Korean outlet SEDaily reports. Industry sources say the move reflects surging AI-driven demand and changing trading practices that favor large purchasers
Monday 2 March 2026
Apple Pay eyes India launch, in talks with major local lenders
Recent media reports suggest that Apple may finally be preparing to bring its Apple Pay service to India, marking a potentially significant shift in one of the world's largest digital payments markets
Monday 2 March 2026
Analysis: Europe's stalled gigafactory push threatens battery autonomy
With Northvolt, Cellforce, and ACC all defunct, Europe's battery ambitions have collided with a brutal market reality: Chinese manufacturers now own nearly 70% of global lithium battery installations, led by CATL's commanding 39.2% share. The numbers make clear this isn't a run of bad luck; it's a structural problem
Monday 2 March 2026
India roundup: An emerging chip trio in Asia

A trilateral semiconductor model is emerging, combining Japan's capital, Taiwan's ecosystem expertise, and India's talent. Alongside this, companies including Foxconn, Polymatech Electronics, Nvidia, AMD, Kaynes Semicon, and IBM are deepening India investments, reflecting rising localization, supply-chain ambitions, and expanding AI, packaging, and materials ecosystems despite policy and trade uncertainties

Sunday 1 March 2026
Micron opens semiconductor assembly and test facility in India
Micron Technology has inaugurated its first semiconductor assembly and test facility in Sanand, expanding its global manufacturing footprint while supporting India's efforts to strengthen its role in the semiconductor value chain
Friday 27 February 2026
TSMC pushes Japanese suppliers to localize electroplating additives in Taiwan
As AI-driven demand continues to lift global semiconductor output, TSMC is accelerating the localization of electroplating additives used in advanced packaging to secure a stable supply. Through four measures — production line guidance, equipment optimization, quality inspection, and sample validation — the company has supported Japanese suppliers in establishing production in Taiwan, cutting production cycles from 60 days to 20 days and improving logistics efficiency by 90%
Friday 27 February 2026
Galaxy S26 splits DRAM 50-50 with Micron as Apple locks in Samsung supply at double price
Samsung Electronics on February 26 unveiled its flagship Galaxy S26 series, but industry attention has quickly shifted to what sits inside: mobile DRAM. According to market sources, roughly 50% of the initial shipments will use memory supplied by Micron, with the remainder provided by Samsung's Device Solutions (DS) division
Friday 27 February 2026
From equipment to talent, Japan moves to anchor India's chip expansion
Japan is planting its flag in India's semiconductor sector — and doing so fast. The market is projected to reach US$110 billion by 2030, and Japanese firms are racing to claim a piece of it
Thursday 26 February 2026
YMTC's ZhiTai brand rolls out SSD lineup in Taiwan amid tight memory supply

At a time when the global memory market is marked by tight supply and surging prices, ZhiTai, the consumer brand under China's YMTC, has recently begun selling multiple SSD and storage products in Taiwan through distributors, targeting gamers, content creators, and high-performance PC builders

Thursday 26 February 2026
Malaysia probes Arm deal amid seizures, arrests and political fallout
The Malaysian Anti-Corruption Commission is probing the MYR1.11 billion (US$250 million) agreement with UK-based Arm Holdings amid seizures, arrests, and political fallout. The government maintains the Cabinet-approved deal is still in force, and ministers have pledged cooperation with investigators
Thursday 26 February 2026
Gogoro's Vietnam push could reshape regional electric scooter market and supply chains
Scooters remain a vital mode of daily transport in Vietnam, and buoyed by policy support and demographic trends, the country is becoming a central battleground for the global electric scooter industry. Gogoro has intensified its expansion there, forming a joint venture with Castrol and planning pilots and product launches in 2026
Thursday 26 February 2026
Nvidia says no revenue yet from approved China H200 shipments, expects gaming supply for quarters
Nvidia said uncertainty over China shipments and tight product supply remain key constraints, even as generative AI drives record capital spending by hyperscalers and sovereign customers accelerate national AI infrastructure investments
Wednesday 25 February 2026
Without memory chips, Korea's semiconductor edge over China erodes, KIET warns
As the AI era accelerates, South Korea's competitive position is weakening relative to China. Even semiconductors, long a pillar of the Korean economy, are now assessed as being in a state of co-opetition rather than clear leadership