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    Commentary: Taiwan's tech giants stuck between Beijing and Taipei's defense push
    Jul 27, 20:12
    Could Nvidia reshuffling of Asia’s AI map weaken Taiwan supply chain's dominance?
    Jul 27, 20:12
    Panel supply chain earnings calls spotlight transformation and new businesses
    Jul 27, 20:11
    LG's 600kW CDU wins Nvidia validation and North American CSP project
    Jul 27, 20:11
    BOE shifting away from low-price competition
    Jul 27, 20:11
    Samsung and SK Hynix seek workarounds as semiconductor equipment lead times double
    Jul 27, 20:11
    HomeRegionsEast Asia
    Monday 29 June 2026
    Samsung, SK Hynix to build KRW800 trillion chip hub in South Korea’s southwest
    CATL profit climbs 42%, but storage price pressure tests its global lead
    Monday 27 July 2026
    Samsung’s Broadcom AI chip pact expected to top US$200 billion as Hyundai expands robotics push
    Monday 27 July 2026
    Weekly news roundup: Samsung and SK Hynix favor DDR5, Intel accelerates 18A, Alibaba deepens CXMT ties
    Monday 27 July 2026
    CXMT's US$8.6 billion IPO sets off new spending cycle across China's DRAM supply chain
    Monday 27 July 2026
    LATEST STORIES
    Tuesday 28 July 2026
    Moonshot AI opens Kimi K3 weights, challenging US closed-model economics

    Moonshot AI officially released the model weights for its Kimi K3 large language model on July 27, allowing developers to download, fine-tune, and deploy it.

    Tuesday 28 July 2026
    From models to chips: Anthropic chip ambitions pull Korea deeper into the AI silicon race
    The push toward deeper sovereign control over the critical hardware stack underpinning AI models is gaining traction following news of Anthropic's outreach to SK hynix for supplies related to producing its own chips, spanning early design planning and key component procurement.
    Tuesday 28 July 2026
    EYEQ Lab completes 200mm SiC line validation with yield above 90%

    South Korean power semiconductor maker EYEQ Lab has completed mass-production validation of its dedicated 8-inch, or 200mm, silicon carbide (SiC) line in Busan, achieving an average yield above 90%, ET News reported, citing industry sources.

    Tuesday 28 July 2026
    Energy storage unicorn expands in Baotou as China's industry chain accelerates integration
    Inner Mongolia HyperStrong Technology is a major production subsidiary established by Beijing HyperStrong Technology in Baotou, Inner Mongolia. Its development offers a useful case study as competition intensifies among China's battery energy storage system integrators.
    Tuesday 28 July 2026
    China's Yunnan Germanium wins long-term InP wafer order as AI optical demand rises
    Yunnan Germanium has secured a major supply deal for indium phosphide (InP) wafers, underscoring how AI data center buildouts are reshaping global demand for high-speed optical parts. The contract could bolster the company's revenue base, but execution risks, capacity expansion, and market swings will determine how much benefit reaches investors and customers worldwide.
    Tuesday 28 July 2026
    China faces AI compute divide as advanced capacity falls short and lower-tier resources sit underused
    China's AI computing infrastructure is developing along two sharply divergent paths. As large language models and AI agents gain traction across industries, rapidly rising token consumption is driving shortages of advanced computing capacity. At the same time, portions of the country's installed lower- and mid-tier capacity remain underutilized because of software compatibility issues, weak coordination between supply and demand, and inadequate resource scheduling.
    Monday 27 July 2026
    South Korea, AMD team up to integrate homegrown NPUs with CPUs and GPUs
    South Korea and AMD have agreed to build and demonstrate heterogeneous AI computing infrastructure integrating AMD CPUs and GPUs with homegrown neural processing units, as Seoul seeks to give its AI chip industry practical reference models and a path into the global AI computing supply chain.
    Monday 27 July 2026
    Chinese AI startup Moonshot dispute puts US-China AI cooperation at risk
    Tensions between the US and China are escalating following allegations that Moonshot AI improperly extracted capabilities from advanced US-developed AI models and accessed export-controlled Nvidia hardware while developing Kimi K3. The model has drawn industry attention for approaching the performance of leading US systems despite Moonshot's comparatively limited computing resources.
    Monday 27 July 2026
    Apple reportedly seeks 20% iPhone 18 OLED price cut despite costlier M16 panels

    Apple is pressing Samsung Display (SDC) and LG Display (LGD) for steep price reductions on OLED panels for the iPhone 18 series as rising memory and storage costs increase handset production expenses.

    Monday 27 July 2026
    DeepSeek reportedly pauses second funding round amid market and geopolitical scrutiny
    Chinese artificial intelligence pioneer DeepSeek has verbally informed prospective investors that it is suspending its second fundraising round, according to people familiar with the matter cited by Bloomberg. The unexpected halt comes just days after leaked transcripts attributed to founder Liang Wenfeng sparked widespread online discussion about China's reliance on US hardware and its technological lag relative to American rivals.
    Monday 27 July 2026
    Samsung bolsters energy team as chip projects test power supply
    Samsung Group is recruiting current and former government energy officials for its in-house think tank as electricity infrastructure emerges as a key issue for its semiconductor expansion in Yongin and the proposed Honam chip cluster.
    Monday 27 July 2026
    SDC and LGD showcase shift to IT OLED at K-Display 2026
    South Korea's display giants, Samsung Display (SDC) and LG Display (LGD), are showcasing a shift in their product focus at the K-Display 2026 exhibition from traditional TVs to IT and gaming applications, underscoring weak TV demand and the rising importance of OLED for monitors and notebooks. The trend has turned IT OLED applications into a key growth engine.
    Monday 27 July 2026
    Commentary: Why are Chinese automakers finding it so hard to cut dependence on CATL?
    China's new energy vehicle (NEV) supply chain has risen rapidly, with an operating model that differs sharply from the century-old mainstream automakers in Europe, the US, Japan, and South Korea. A quality issue triggered by GAC Aion's use of CALB's LFP batteries has revived discussions of its past disputes with CATL. Across the industry, the long-running tug of war between Chinese automakers and dominant battery suppliers has continued to deepen the low-margin, even loss-making, dilemma facing carmakers.
    Monday 27 July 2026
    Samsung Electro-Mechanics starts pilot production of camera modules for humanoid robots in Vietnam, report says
    Samsung Electro-Mechanics (Semco) has begun pilot production of camera modules for humanoid robots at its manufacturing base in Vietnam, Maeil Business Newspaper reported, citing industry sources.
    Monday 27 July 2026
    ZDT-led China PCB expansion tops US$10 billion on AI server and edge AI demand

    China's printed circuit board (PCB) industry is entering a new investment cycle, with more than CNY70 billion (approx. US$10.3 billion) committed in 2026 as AI servers, high-speed optical modules and edge devices lift demand for advanced boards.

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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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