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Thursday 7 May 2026
Gen5 SSD race shifts to power and AI: Micron, YMTC diverges
As demand for PCs and edge AI accelerates, the consumer SSD market is entering a transition to the PCIe 5.0 (Gen5) era. For notebooks — long a core OEM segment — power consumption and thermal limits have become the decisive barriers to large-scale adoption of next-generation SSDs
Wednesday 6 May 2026
China's cloud providers raise AI prices as model usage surges
Rising demand for generative AI is prompting major Chinese cloud providers to raise prices for large-scale services and data products, with implications for global AI users and developers, as usage-based billing and efficiency become central to costs and deployment decisions across international markets and could soon influence provider strategies worldwide
Wednesday 6 May 2026
China EV exports hit 22% in 1Q26, April surge highlights overseas growth shift
As the global electric vehicle market enters a phase of structural adjustment, China's new energy vehicle makers are increasingly relying on exports to sustain growth and expand their overseas footprint
Wednesday 6 May 2026
DeepSeek pulls multimodal paper after brief release, reveals new visual reasoning approach
DeepSeek briefly released, then removed, a multimodal research paper that offers rare insight into its evolving AI strategy, drawing attention across the developer community
Wednesday 6 May 2026
SoftBank, Intel target HBM limits with 9-layer memory
SoftBank's memory unit SAIMEMORY is preparing to present a new 3D DRAM technology developed with Intel, as the AI hardware industry seeks ways to ease the power and heat constraints of high-bandwidth memory
Wednesday 6 May 2026
Samsung board chairman warns strike could disrupt chip output

Samsung Electronics' labor dispute is widening beyond a fight over bonuses, after board chairman Shin Je-yoon made a rare appeal for management and unionized workers to resolve the standoff through dialogue as a planned strike threatens to disrupt chip production, customer trust, and South Korea's broader economy

Tuesday 5 May 2026
South Korea eyes memory-led AI order against Nvidia
As AI shifts from training to inference and from single-task use to multi-agent collaboration, South Korea's semiconductor industry is seeking to recast the market around memory rather than GPUs. South Korean academia and industry figures say the AI era will be defined by memory architectures, with the country aiming to build its own framework and challenge an order long dominated by Nvidia
Tuesday 5 May 2026
AMI capacity sold out through 2028 as CCL makers race for high-end tools

The PCB industry is entering a new phase of transformation in the AI era, as rising demand for high-frequency and high-speed applications accelerates upgrades in upstream copper-clad laminate (CCL) materials. Among the beneficiaries is impregnation equipment maker Asia Metal Industries (AMI)

Tuesday 5 May 2026
As Nvidia goes to zero in China, Beijing races to fill the void
Nvidia CEO Jensen Huang said the company's share of China's data-center computing market has dropped to zero. The admission underscores how US export controls are reshaping the country's AI chip sector — and how urgently Beijing is moving to localize its semiconductor supply chain, from processors to silicon wafers
Tuesday 5 May 2026
Onsemi says China remains a strong market despite softer passenger vehicle volumes
Onsemi told investors during its first-quarter 2026 earnings call, held on May 4, that China remains a key growth market for its automotive power products, even as China's passenger vehicle market softened. The company reported that "Our China automotive revenue grew year-over-year in the first quarter, despite a decline in the China passenger vehicle market of 6% for the same period," framing the performance as evidence of rising semiconductor content and share gains within Chinese electric vehicle programs
Tuesday 5 May 2026
Analysis: How China’s HJT curb accelerates domestic consolidation and redefines solar competition
China is reportedly planning targeted export rules for heterojunction (HJT) solar equipment. The move has sparked broad industry debate in 2026, as energy transition and aerospace development grow increasingly intertwined. More than a trade measure, it reflects a cross-domain effort to protect technological sovereignty and keep core R&D value within China
Tuesday 5 May 2026
Samsung reportedly eyes SiC foundry reboot, targets 2028 mass production
Samsung Electronics is reportedly restarting its silicon carbide (SiC) wafer foundry business, aiming to tap into the fast-growing next-generation power semiconductor market, reinforce its market position, and improve utilization rates at its existing 8-inch foundry lines. Industry estimates suggest Samsung could enter mass production of SiC chips by 2028
Tuesday 5 May 2026
SK Hynix disputes report on M15X memory investment shift

SK Hynix disputed reports that it is considering shifting DRAM investment at its new M15X memory production base in Cheongju, South Korea, from fifth-generation 10nm-class, or 1b, DRAM toward sixth-generation 10nm-class, or 1c, DRAM

Tuesday 5 May 2026
Kioxia, SanDisk to unveil 3D flash architecture targeting 1,000-layer milestone
Kioxia and SanDisk are set to present a new 3D flash memory architecture aimed at extending NAND scaling beyond 1,000 stacked layers, as memory makers seek ways to overcome the physical and electrical limits of conventional layer increases
Monday 4 May 2026
ADT lands US AI chip deal using Samsung 4nm
ADTechnology said it has signed a KRW40 billion (US$27.1 million) turnkey contract with a US-based AI fabless company to develop and supply HPC SoC chiplets for AI data-center applications using Samsung Foundry's 4nm process