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Tuesday 21 July 2026
Befar begins production of 6N hydrogen fluoride gas for chipmaking

Befar Group has begun producing semiconductor-grade hydrogen fluoride gas with a claimed purity of 6N, or 99.9999%, expanding the Chinese chemical supplier's presence in materials used for chip etching and chamber cleaning.

Tuesday 21 July 2026
From Beijing to Singapore—how Beyondsoft is betting on agentic and physical AI in Southeast Asia

Agentic AI is likely to reach commercial use sooner than physical AI, according to Beyondsoft, as the IT services provider deepens its push into robotics and enterprise automation. The Singapore-based company sees the region, especially Singapore, as a key proving ground where cloud partners, governments, and enterprises are shaping the next phase of AI adoption.

Tuesday 21 July 2026
Samsung could overtake SK Hynix in the HBM market by 2027
Samsung Electronics could overtake SK Hynix to lead the global high-bandwidth memory market in 2027 as shipments of HBM4 expand, according to forecasts from UBS cited by Money Today and Financial News.
Tuesday 21 July 2026
Alibaba and Huawei muscle into Singapore's AI market: SEA-LION swaps Llama for Qwen

Singapore is Southeast Asia's AI frontrunner. It has also become a proving ground for competing Eastern and Western AI business models. As a global technology and financial hub, the city-state is one of the first battlegrounds where leading US and Chinese AI companies are building their regional presence.

Tuesday 21 July 2026
AI boom may reshape SK Siltron sale as chairman reportedly rethinks
SK Group chairman Chey Tae-Won is reportedly making a final decision on the sale of semiconductor silicon wafer subsidiary SK Siltron, as surging AI chip demand raises doubts about whether the asset should be sold at all. While SK originally pushed the sale to improve rebalancing and its financial structure, many inside and outside the group now see securing a stable wafer supply chain as the higher strategic priority.
Tuesday 21 July 2026
VSMC warns AI-ready MES is becoming essential for wafer fabs, with China accelerating adoption

TSMC's sustained capital spending highlights the two foundations of its competitive strength: technology leadership and manufacturing excellence. The latter remains a core advantage not only for TSMC but also for the broader semiconductor ecosystem built around its production model.

Monday 20 July 2026
China's AI smartphone race pits ZTE, StepFun, and Honor against limits of agentic computing

China's smartphone industry is turning agentic AI into its next growth narrative, with ZTE's Nubia, StepFun and Honor presenting sharply different visions of how phones should plan tasks, coordinate apps and process personal data.

Monday 20 July 2026
Alibaba open-sources AI chip software, launches Zhenwu cloud supernode service
Alibaba Group's chip design unit, T-Head, has open-sourced the software stack behind its Zhenwu AI processors while extending the platform from individual accelerators into rack-scale supernodes and public-cloud computing services.
Monday 20 July 2026
Commentary: China's DRAM comes of age with CXMT's IPO — but a trio of hurdles remains

CXMT's STAR Market IPO marks a coming-of-age moment for China's DRAM industry, but the listing is only the beginning. Having proved China can manufacture DRAM, the memory chip maker must now compete directly with Samsung Electronics, SK Hynix, and Micron in the global memory market.

Monday 20 July 2026
Rapidus taps Cadence AI agents to speed 2nm chip design
Japanese foundry Rapidus is integrating Cadence's AI-agent technology into its chip design platform as it seeks to shorten development cycles and attract customers for its planned 2nm manufacturing service.
Monday 20 July 2026
US and Chinese AI labs are quietly building on each other's models, even as distillation fight rages
The distillation dispute between US and Chinese AI labs has been framed as a one-way street: American firms accuse Chinese rivals of copying their models. However, a run of recent launches shows the borrowing goes both ways, with prominent US developers now building products on top of Chinese open models.
Monday 20 July 2026
Samsung preps multi-billion-dollar P5 orders as AI boom speeds up memory demand

Samsung Electronics' latest multi-billion-dollar equipment procurement reflects the company's accelerating investment in AI memory capacity while raising a broader question about what is driving one of the industry's most aggressive fab expansion strategies.

Monday 20 July 2026
Edge AI becomes China's next battleground as ModelBest tops US$2.8 billion valuation
China's latest wave of investment in edge AI signals a shift toward large-scale commercialization as the country accelerates the deployment of on-device AI across consumer and industrial hardware.
Monday 20 July 2026
South Korea links physical AI, AI-RAN and data centers in export strategy

South Korea is combining physical AI, domestic semiconductors, AI-RAN networks, and gigawatt-scale data centers to turn intelligent industrial systems into a new export category.

Monday 20 July 2026
Exclusive Interview: Inside VSMC's Singapore fab, where silicon interposers and power chips underpin AI growth

TSMC raised its 2026 capital expenditure forecast to US$60–64 billion during its second-quarter earnings conference, with a substantial share earmarked for the US. Although Singapore tried to attract a TSMC fab, the chipmaker ultimately chose not to commit. Vanguard International Semiconductor Corporation (VIS), however, has received strong backing from TSMC for VisionPower Semiconductor Manufacturing Company (VSMC), its joint venture with NXP Semiconductors. VSMC's new 12-inch foundry in Singapore is scheduled to formally open in late September. DIGITIMES was granted an exclusive early look inside the facility.