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Thursday 7 May 2026
China token prices rise while US hyperscalers flood AI infrastructure
Generative AI demand is intensifying the global race for computing power, widening the gap between China and the US in AI infrastructure investment. Yet while US hyperscalers continue to expand capex aggressively, China's AI market is seeing token prices rise rather than fall, signalling that pricing is increasingly shaped by supply constraints and evolving AI business models rather than investment scale alone
Thursday 7 May 2026
Snapdragon tops India's chipset trust rankings: Counterpoint Research
A Counterpoint Research survey finds Snapdragon is India's most trusted chipset brand across smartphones, audio, XR devices, and passenger vehicles, signaling that chipset performance now shapes purchase decisions—a finding relevant to global readers tracking device performance trends, platform ecosystems, and the expanding role of chipsets in connected-device experiences
Thursday 7 May 2026
EU joins telecom coalition as 6G rivalry with China intensifies

The European Union has become the first strategic partner of the Global Coalition on Telecommunications, or GCOT, expanding a Western-led telecom policy framework as governments seek to shape next-generation network infrastructure and the race toward 6G

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
VIS joins CoWoS chain with TSMC-backed Singapore interposer foundry
Vanguard International Semiconductor (VIS) said on May 5 that it has secured support from TSMC for a new interposer foundry line at its 12-inch Singapore fab, alongside a broader push into the CoWoS supply chain. The company said the move will accelerate capacity expansion and lower capital expenditure requirements as demand stabilizes after year-endinventory corrections
Wednesday 6 May 2026
AEM CEO says AI upends semiconductor testing
Singapore semiconductor equipment and testing company AEM is facing a dual challenge of "physics and cost" as the AI era rewrites the limits and supply-chain logic of chip testing, CEO Samer Kabbani said. AI is also driving up to US$7 trillion in global infrastructure investment, he said, while forcing the industry to adapt to faster product cycles and far larger, more power-hungry packages
Wednesday 6 May 2026
SEMI president says SEA must build ecosystems, not just fabs, to capture trillion-dollar opportunity
At SEMICON Southeast Asia 2026, SEMI President and CEO Ajit Manocha delivered a clear message: the semiconductor industry is entering a "multi-trillion-dollar journey," but capturing that growth will depend less on ambition and more on coordination, ecosystems, and long-term strategy
Wednesday 6 May 2026
India approves new semiconductor and Mini/Micro LED projects
India's latest approvals could expand global display and chip sourcing as the country adds Mini/Micro LED GaN fabrication and large-scale packaging capacity. Global manufacturers and buyers may see new sourcing options as India deepens its production capabilities for displays, power devices, and automotive components
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
Tata Electronics targets US$30B semiconductor buildout to anchor India’s manufacturing push
Tata Electronics is rapidly emerging as one of India's most ambitious bets in the global semiconductor and electronics industry, with a long-term goal of building a US$30 billion business anchored in chip manufacturing, advanced packaging, and electronics services
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
Southeast Asia faces fab gap as chipmaking remains concentrated in China and Taiwan
Global semiconductor sales are projected to reach US$1 trillion this year and could double to US$2 trillion by 2035, driven by rapid growth in AI data centers. But the boom is also shining new light on Southeast Asia's limited front-end manufacturing base, as SEMI urges the region to add more fabs to reduce chip supply-chain concentration in China and Taiwan
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