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    Wednesday 20 May 2026
    Taipei fires back as Trump repeats chip theft claim
    Trump has once again accused Taiwan of "stealing" the US semiconductor industry — his second such broadside in as many months
    Wednesday 20 May 2026
    Commentary: China hardens AI self-reliance push after Trump-Xi talks
    After the Trump-Xi meeting in Beijing, China's senior leadership has stepped up inspections of artificial intelligence, smart manufacturing and computing infrastructure, offering a clear signal of where Beijing wants its technology policy to move over the next three years
    Wednesday 20 May 2026
    South Korea sounds alarm on manufacturing hollow-out as AI server boom lifts Taiwan
    As artificial intelligence reshapes the global economy, demand for data centers is rapidly redrawing the export map of nations
    Wednesday 20 May 2026
    Analysis: Japan's auto giants diverge—who's navigating the storm, and who's still in it
    Japan's three largest automakers reported fiscal 2025 results that signal shifting production strategies and significant implications for suppliers across North America and beyond. The outcomes have varied: Toyota and Honda steadied operations amid different pressures, while Nissan moved into deep restructuring after heavy losses
    Wednesday 20 May 2026
    AMD makes history with first overseas AI DevDay in Shanghai, targeting deeper China partnerships
    Advanced Micro Devices (AMD) chair and CEO Lisa Su led the company's China team in Shanghai for AMD AI DevDay 2026 on May 19. The event marks the first time it has been held outside the US, drawing large crowds of Chinese artificial intelligence (AI) developers, supply chain partners, and corporate customers
    Wednesday 20 May 2026
    Rare-earth shadows Boston Dynamics' Atlas ambitions ahead of IPO
    Hyundai Motor Group's humanoid robot ambitions are moving closer to commercialization, with Boston Dynamics preparing for a broader capital-market push and factory deployment of its Atlas robot. But analysts warn that China's control over rare-earth supply chains could become a key risk as the company looks to scale production
    Wednesday 20 May 2026
    China's OSATs chase bigger role as AI chips strain packaging supply

    China's OSAT providers are trying to move deeper into advanced packaging as artificial intelligence (AI) demand strains global chip packaging supply, creating an opening for companies that have long played a lower-profile role in the semiconductor value chain

    Wednesday 20 May 2026
    As Hormuz crisis hits South Korea, Arctic route gains strategic weight
    South Korea depends on the Middle East for 70% of its crude oil, and relies heavily on oil refining, petrochemicals, and power generation in its industrial sector. As a result, Iran's blockade of the Strait of Hormuz has led to wide-ranging pressures on South Korea's economic security
    Wednesday 20 May 2026
    CXMT profit surge shows limits of China's DRAM push
    ChangXin Memory Technologies (CXMT) is approaching its planned STAR Market IPO with sharply stronger earnings, as a global memory upcycle helps China's leading DRAM maker move closer to offsetting years of accumulated losses
    Wednesday 20 May 2026
    Japan's startup boom draws global capital as top US tech firms accelerate Asia pivot
    Plug and Play has closed a 6 billion Japanese yen fund — approximately US$40 million — making it one of the largest first-time seed funds ever raised in Japan, the firm announced on the first day of the Plug and Play May Summit in Sunnyvale
    Tuesday 19 May 2026
    XPeng introduces mass-produced Robotaxi built on in-house AI chips
    XPeng unveiled its first mass-produced robotaxi on Tuesday, marking a major milestone in China's rapidly accelerating race to commercialize Level 4 autonomous driving
    Tuesday 19 May 2026
    TDK expands bonding equipment investment, launches first mass production of nanocomposite materials
    Japanese electronic components manufacturer TDK will make its largest-ever capital investment in fiscal 2026, running from April 2026 to March 2027, to address surging demand related to artificial intelligence (AI), focusing on batteries, hard disk drive (HDD) components, and multilayer ceramic capacitors (MLCC)
    Tuesday 19 May 2026
    Lens Technology's Ju Teng bid puts China's notebook supply chain in focus

    Lens Technology is seeking control of Ju Teng International Holdings in a deal that could cost as much as US$337 million, expanding the Chinese precision manufacturing supplier's reach in notebook casings and hardware components as electronics suppliers position for a new wave of AI-enabled devices

    Tuesday 19 May 2026
    Samsung narrows bonus gap as payout split threatens strike deal
    Samsung Electronics and its South Korean labor union resumed talks on May 19 in a last-ditch effort to avert an 18-day strike set to begin May 21, with the two sides reportedly closing in on some differences
    Tuesday 19 May 2026
    AMD gains Beijing spotlight: China courts Lisa Su for AI chip ties
    Shortly after Nvidia CEO Jensen Huang left China following a delegation led by US President Donald Trump, Beijing officials swiftly announced a meeting with Advanced Micro Devices (AMD) CEO Lisa Su, drawing market attention to a possible shift in the atmosphere surrounding US-China AI chip cooperation
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    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook