OpenClaw's rapid rise has pushed "lobster-raising" from a niche developer trend into a cross-industry race spanning chips, hardware, and end devices

OpenClaw's "lobster-raising" wave is moving from developers into China's internet and software sectors at speed in early 2026. Unlike earlier large-model races centred on parameters and compute, this AI agent cycle is defined by a single question: who controls the user entry point

OpenClaw is forcing a rethink of the AI hardware stack, shifting the locus of deployment from cloud-based interaction to autonomous, always-on agents running locally on devices

China's auto market is undergoing a sharp realignment in early 2026, as the phaseout of government subsidies exposes deeper competitive strengths — and weaknesses — among the industry's leading players

As Samsung Electronics' union members vote on whether to strike, market attention is shifting from the labor negotiations themselves to the disparities in benefits and potential conflicts of interest between the company's two core business groups: Device Solutions (DS) and Device Experience (DX)

Samsung Electronics has reportedly expanded emergency management measures across several key business units as rising semiconductor prices and component costs pressure profitability, according to South Korean media reports

The global race to onshore semiconductor production has a new focal point: Hwaseong. Nestled in South Korea's Gyeonggi-do province, the city is quietly emerging as the spine of the country's domestic chip supply chain — and a testbed for AI-driven manufacturing

AMD CEO Lisa Su broadened the company's collaboration with Samsung Electronics on next-generation artificial intelligence (AI) memory and met with regional partners, including Naver, during a visit to South Korea

Japanese semiconductor maker Rohm is expanding its engagement with India's nascent semiconductor manufacturing ecosystem, positioning the country as a potential future export base while initially targeting domestic automotive and industrial demand

When Meta announced its US$2 billion acquisition of AI startup Manus, it was meant to be a victory lap for CEO Mark Zuckerberg. By bringing what it billed as the world's most advanced agentic AI under the Meta umbrella, the social media giant was expected to leapfrog OpenAI and Google. Instead, the deal has become a flashpoint for geopolitical tension. According to The New York Times and Alpha Spread, the acquisition is now entangled in investigations over "Singapore washing" and questions about the origins of its digital infrastructure

LG Display (LGD) is reportedly supplying panels for TCL's first OLED monitor, marking a notable instance of South Korean OLED technology entering the Chinese market

Amid sustained Western sanctions, Russia is reportedly advancing an alternative CPU pathway through cooperation between local IC firm Tramplin Electronics and China's Loongson. The company is said to be developing its Irtysh processor series based on the LoongArch instruction set, with initial engineering samples released and a production target of 30,000 units

Jensen Huang's "five-layer cake" model for AI is a tidy recipe: energy, chips, infrastructure, models, applications — stacked in order. Applied to China, the cake looks polished on top. Pull it apart, though, and the middle layers are still underbaked