Huawei Technologies is becoming an increasingly important supplier to the global energy transition, expanding beyond telecommunications into solar inverters, battery storage, and electric vehicle charging.
South Korea is accelerating plans to supply electricity to a new semiconductor cluster in the country's southwest by 2030, potentially expanding the domestic energy-storage market as chip fabs and AI data centers add to power demand.
CXMT is preparing China's largest chip-sector IPO of 2026, seeking up to US$4.3 billion to expand DRAM and HBM capacity, deepen vertical integration, and challenge Samsung Electronics, SK Hynix, and Micron Technology under rising AI demand and tighter US export controls.
The Japan Aerospace Exploration Agency (JAXA) has completed the first flight test of its reusable small experimental rocket RV-X, marking an early step in Japan's effort to develop lower-cost launch technology for future satellite missions.
Apple supplier Lingyi iTech is seeking to expand further into AI infrastructure, announcing plans to invest up to CNY4 billion (US$589.9 million) to acquire control of the assets and operations of bankrupt optical fiber manufacturer Futong Group Communication Technology (Futong Jiashan) through a restructuring process.
AI computing demand continues to fuel growth in the global memory market, but the industry's attention is shifting beyond short-term price movements. Increasingly, the focus is on longer-term variables, including the pace of capacity expansion, the sustainability of AI-driven demand, and whether emerging AI applications can achieve commercial scale.
The US can no longer close its artificial-intelligence talent gap with China through visa curbs or export controls alone, a new Hoover Institution and Stanford study argues, because China is now producing frontier-model researchers who never trained, worked, or published abroad, even as it also reclaims talent that spent years in American institutions.
The US National Science Foundation will prohibit the researchers it funds from collaborating with organizations on Washington's restricted-party lists, a roster heavily populated by Chinese firms and institutions, under a Dear Colleague Letter dated July 8, 2026. The agency said it intends to implement the prohibition in fiscal 2027.
Shanghai AtomIC Technology has launched what it describes as the world's first 8-inch pilot line for two-dimensional semiconductors, marking a shift from laboratory research to engineering validation, small-batch tape-outs and early industrialisation.
