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Monday 8 June 2026
Nvidia-Microsoft AI PC alliance raises fears of South Korea being sidelined in next AI era
Nvidia and Microsoft have teamed up to launch RTX Spark, an AI PC superchip that could reshape personal computer architecture and intensify competition for AI leadership, according to South Korean media, including Edaily. The partnership is also raising concerns in South Korea about its role in the next phase of the global semiconductor and AI market
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Tuesday 9 June 2026
PCL Technologies targets CPO as Penang plant nears completion
Optical communications maker PCL Technologies is expanding into high-power laser packaging, with its new Malaysia plant on track to pass customer certification by the end of 2026. Its earlier investment in US silicon photonics firm Skorpios and the acquisition of Pingood Enterprise also form part of the group's co-packaged optics (CPO) strategy
Tuesday 9 June 2026
India's NoPo targets advanced materials gap in chip supply chain
India's semiconductor push is creating an opening for companies outside the traditional chipmaking chain, including advanced materials suppliers that could serve electronics, sensor, battery, and semiconductor-related applications before the country's own wafer fabrication ecosystem matures
Tuesday 9 June 2026
Expansion beyond SEA: VinFast-backed Green SM targets India's ride-hailing market
Vietnamese electric taxi operator Green SM has launched operations in India, marking its first expansion beyond Southeast Asia and opening a new front in one of the world's fastest-growing mobility markets
Tuesday 9 June 2026
VinFast spins off manufacturing arm, deepens Nvidia tie-up in autonomy push
During its first quarter 2026 earnings call, VinFast Auto Ltd. unveiled a series of significant corporate moves, including a transition in board leadership, a major restructuring of its manufacturing assets, and the expansion of high-tech partnerships focused on autonomous mobility. These developments signal the company's shift toward a "capital-light" business model that prioritizes research and development (R&D) and brand growth over capital-intensive manufacturing
Tuesday 9 June 2026
VinFast revenue rises 42%, but losses widen sharply in 1Q26
Vietnam-based electric vehicle maker VinFast reported strong revenue and delivery growth in the first quarter of 2026, but its financial results showed that losses continued to widen significantly as the company pursues aggressive global expansion
Tuesday 9 June 2026
Huawei tests AI agents at HDC 2026 after OpenClaw hype loses steam
Huawei Developer Conference (HDC) 2026 is set to open on June 12 at Songshan Lake in Dongguan, with HarmonyOS and frontier AI technologies taking center stage. Beyond updates to the HarmonyOS ecosystem, the market is also watching AI agents as a key test of Huawei's broader AI roadmap
Tuesday 9 June 2026
US Pentagon adds BYD, Alibaba to China military company list
The US Department of Defense has updated its list of companies identified as Chinese military companies operating in the US, adding a wide range of technology, telecom, semiconductor, drone, and artificial intelligence firms
Tuesday 9 June 2026
Tencent takes dual-track AI chip route with Canghai V2 and domestic partnerships
Tencent is sharpening a dual-track AI chip strategy, combining self-developed semiconductors for its own business workloads with deeper partnerships across China's domestic AI computing supply chain
Tuesday 9 June 2026
Nvidia-SK Hynix pact sharpens memory race with Samsung, Micron
Nvidia's multiyear technology partnership with SK Hynix could reinforce the South Korean chipmaker's role in the AI memory supply chain, raising pressure on Samsung Electronics and Micron Technology as the memory market enters one of its strongest upcycles in years
Tuesday 9 June 2026
Apple Intelligence expansion hits roadblocks in China and EU, raising fragmentation concerns
Apple unveiled a sweeping overhaul of its artificial intelligence offering at WWDC 2026 on June 8, but two of its most important markets — China and the EU — will not receive the full suite of new features at launch. The reasons differ significantly between the two regions, and industry watchers say the gap poses a strategic risk for a company whose AI pitch depends on delivering a consistent, platform-wide experience
Tuesday 9 June 2026
VinFast targets top-tier status in India as electric two-wheelers near launch
During its first-quarter 2026 earnings call, VinFast Auto highlighted India as a pivotal "core growth engine" for the company's international expansion. Management reported that business performance in the region has been "very positive," with VinFast ranking fourth among Battery Electric Vehicle (BEV) brands in India based on quarterly sales figures
Tuesday 9 June 2026
YMTC returns to South Korea's consumer SSD market after four-year absence
Yangtze Memory Technologies Co. (YMTC) is bringing its consumer SSD brand ZHITAI back to South Korea after a four-year absence, as major memory makers devote more resources to high-bandwidth memory and enterprise storage
Tuesday 9 June 2026
HiSilicon chip price hikes put China's AI compute supply chain back in focus
Huawei's chip design arm HiSilicon Technologies has reportedly raised prices for some products, drawing market attention as China's semiconductor sector shows signs of recovery after a prolonged downturn
Tuesday 9 June 2026
LG Innotek expands Vietnam substrate plant as AI servers strain RF-SiP supply
LG Innotek is expanding semiconductor substrate production in Vietnam as rising demand for server components reshapes capacity across the substrate industry, fueling expectations that supply of RF-SiP substrates used in premium smartphones could tighten
Monday 8 June 2026
China introduces energy standards to curb growing EV size and weight
China's electric vehicles have become larger, heavier, and increasingly luxurious over the past decade. Now, regulators are signaling that the industry's era of unchecked expansion may be coming to an end