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Tuesday 28 July 2026
China reportedly starts making homegrown DUV chipmaking tools; threatens ASML's stranglehold on semiconductor equipment
China has begun manufacturing domestically developed immersion deep ultraviolet lithography machines, a potential turning point in its effort to build a self-sufficient semiconductor industry free from Western equipment controls.
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Wednesday 29 July 2026
In-depth: why China's 2026 tech breakthroughs look like a generational harvest

Judging only by the news of summer 2026, China's technology sector appears to have entered an unusually concentrated period of breakthroughs.

Wednesday 29 July 2026
OpenAI plans to test first hardware device in South Korea
OpenAI's CEO Sam Altman has said that the company may use South Korea as a testbed for its first hardware device, widely believed to be a screenless speaker. However, it remains to be seen whether an ongoing court case brought on by Apple could influence the product's timeline.
Wednesday 29 July 2026
From Silicon Valley to Sicily: Samsung, SK chiefs take Korea's AI supply-chain pitch to Google Camp

A high-level technology gathering in Sicily, reportedly to be attended by the leaders of two of South Korea's largest semiconductor groups, Samsung Electronics and SK Group, is drawing attention to their expanding roles across the AI infrastructure stack.

Wednesday 29 July 2026
China rejects US AI model theft claims, says American firms distill Chinese models too
China's Ministry of Commerce has rejected US allegations that Chinese artificial intelligence companies used model distillation to acquire capabilities from advanced US AI models, after American officials said they were considering investigations and possible sanctions over the alleged theft of US intellectual property.
Wednesday 29 July 2026
SK Telecom bets on AI infrastructure to regain core status in SK Group
SK Telecom is moving to reposition itself as an AI infrastructure platform as it tries to recover its standing inside SK Group. The South Korean carrier's shift comes as domestic telecom growth slows, new ventures have underperformed, and security incidents have weakened its momentum.
Wednesday 29 July 2026
South Korea and AMD sign AI semiconductor pacts to build heterogeneous computing base
South Korea has signed two memorandums of understanding with Advanced Micro Devices (AMD) to strengthen its AI semiconductor ecosystem and accelerate heterogeneous computing infrastructure. The agreements, announced after meetings between South Korean science and ICT officials and AMD leadership, are aimed at supporting the country’s push to build a national AI power base.
Wednesday 29 July 2026
South Korea unveils US$950 billion AI partnerships with Nvidia, Samsung, SK Group
South Korea announced a US$950 billion package of AI cooperation initiatives in Silicon Valley on July 24, 2026, as President Lee Jae Myung led a delegation of government and business leaders to meet US tech executives. The agreements covered semiconductors, AI data centers, AI factories, robotics, and autonomous driving, according to Yonhap and Dealsite.
Wednesday 29 July 2026
Thailand drops land bridge plan after review flags weak returns and environmental risks

Thailand has canceled its proposed Land Bridge Project after a government review concluded that the cross-country route would generate lower-than-expected returns and could harm the environment. Finance Minister Ekniti Nitithanprapas announced the decision on July 24, according to Bloomberg and The Nation.

Tuesday 28 July 2026
Taiwan accelerates winter energy preparations as Middle East conflict raises supply risk
Taiwan moved up winter oil and gas planning on July 27 after the Middle East conflict expanded into the Red Sea, while domestic supply remained stable and consumer impact stayed limited. The Ministry of Economic Affairs said it had already begun advance preparations for seasonal energy demand and is watching global developments closely.
Tuesday 28 July 2026
Panel makers reject 10% polarizer price increase as China suppliers retreat
Rising upstream material prices are continuing to pressure the polarizer industry. During the second quarter, polarizer suppliers in China and Taiwan sought price increases of about 10% from panel makers for the third quarter to offset higher costs.
Tuesday 28 July 2026
AI memory demand lifts WF6 prices as PERIC Special Gases adopts market-based pricing
Surging demand for AI servers and advanced memory devices is tightening the global supply of tungsten hexafluoride (WF6), drawing increased attention to one of the semiconductor industry's most important specialty gases.
Tuesday 28 July 2026
China speeds up 4 new cars a day, intensifying shakeout

China's blistering pace of new-car launches — expected to average four new vehicles a day in the first half of 2026 — is shifting from a market-winning tactic to a key driver of industry reshuffling and shakeouts, intensifying cutthroat competition in the auto market.

Tuesday 28 July 2026
SK Hynix's HBM paradox: DDR5 surge builds leverage for HBM4 price hikes

AI spending is broadening the memory upcycle beyond high-bandwidth memory, lifting prices for conventional DRAM, NAND flash and enterprise SSDs while reshaping earnings at SK Hynix and Samsung Electronics.

Tuesday 28 July 2026
LG wins Nvidia certification for 600kW CDU and lands North America data center project
LG Electronics said on July 27 that its 600kW coolant distribution unit has received Nvidia certification after passing more than 100 standardized AI factory technology validations. The company also said it recently secured cooling projects for a North America hyperscale cloud service provider and the Sinar Mas data center in Jakarta, Indonesia.
Tuesday 28 July 2026
Anthropic seeks SK Hynix supply for AI chips, SK chair says

Anthropic has asked SK Hynix to help supply chips for its own in-house AI chip production, SK Group chairman Chey Tae-won said. He made the remarks at a recent AI summit in San Francisco, where he also disclosed that South Korea's three new investment plans in semiconductor expansion, AI data centers and physical AI would total more than US$3 trillion.