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Sunday 26 July 2026
Samsung and Hyundai target Silicon Valley AI roundtable
Samsung Electronics chairman Lee Jae-Yong and Hyundai Motor chairman Chung Eui-Sun are reportedly moving to join the advisory network of the global AI leaders' gathering "Silicon Valley & The World." The two are expected to meet AI industry leaders, including Nvidia CEO Jensen Huang, in San Francisco this week, before possibly meeting again in Silicon Valley in November 2026.
Sunday 26 July 2026
Lynas says Malaysia heavy rare earth project has gone over budget
Lynas Rare Earths said its heavy rare earth expansion in Malaysia has gone over budget as the Australia-based miner works to build out a non-China supply chain. The disclosure came alongside the latest quarterly results for the period ended June 30, 2026, in which revenue reached AU$289 million (US$202 million), up 70% year on year and the strongest level in four years.
Saturday 25 July 2026
PlayNitride bets on Tantium architecture, chip scaling to cut MicroLED costs 75% by 2030
Taiwan-based PlayNitride aims to reduce MicroLED production costs by 75% by 2030 through smaller chip designs and its proprietary high-efficiency Tantium chip architecture, positioning the technology for broader adoption across consumer electronics, automotive displays, AR devices, and optical interconnects, founder and chairman Charles Li said at South Korea's Display Business Forum 2026.
Saturday 25 July 2026
US connected-car crackdown widens from Chinese tech to ownership ties

US efforts to restrict Chinese technology from connected vehicles are expanding beyond hardware and software sourcing, as proposed legislation introduces ownership thresholds that could affect even automakers headquartered outside China.

Saturday 25 July 2026
China folds data centers into 15th Five-Year renewable energy plan
China's National Development and Reform Commission (NDRC) and the National Energy Administration (NEA) on the 23rd released the 15th Five-Year Plan for Renewable Energy Development, setting out renewable energy targets for 2030 and, for the first time, requiring new data centers to be planned together with renewable power projects to raise the share of green electricity use.
Saturday 25 July 2026
South Korea unveils AI cooperation agenda as Nvidia partnerships expand
South Korean President Lee Jae Myung launched an AI-focused visit to Silicon Valley by announcing a "San Francisco AI Declaration" aimed at promoting international cooperation in artificial intelligence, while a series of technology partnerships involving Nvidia, South Korean companies and US firms were announced alongside the visit, according to The Chosun Daily, Reuters, and Bloomberg.
Friday 24 July 2026
SK Hynix seeks US engineers for 3D stacked DRAM push

SK Hynix is recruiting engineers in San Jose to co-design 3D stacked DRAM-on-logic with US customers, extending its custom memory strategy beyond high-bandwidth memory and toward on-device AI applications.

Friday 24 July 2026
Jensen Huang, Silicon Valley pushback against ban on Chinese open source AI models

Nvidia CEO Jensen Huang has taken an increasingly forceful position against possible sanctions from the Trump administration, arguing that US companies should remain free to use Chinese open-source AI models.

Friday 24 July 2026
German chip suppliers deepen ties with Samsung, SK Hynix

Germany's Merck KGaA, TRUMPF and ZEISS are deepening their ties with South Korea's semiconductor industry amid large-scale investment in advanced chip production.

Friday 24 July 2026
Samsung, LG showcase AI-era displays for humanoid robots
Samsung Display (SDC) and LG Display (LGD) have unveiled a range of display concepts for next-generation AI applications at the 2026 Korea Display Exhibition (K-Display) in Seoul, ranging from face displays for humanoid robots and AI smart glasses to hidden or retractable in-car screens, building upon the companies' focus on OLED panels for IT applications to sketch out future use cases.
Friday 24 July 2026
Samsung Electro-Mechanics wins US$200 million AI server capacitor order

Samsung Electro-Mechanics disclosed on July 23 that it signed a KRW295.12 billion (US$200 million) supply contract with a major global company for multilayer ceramic capacitors used in artificial intelligence servers and data center systems.

Friday 24 July 2026
India's chip plants face harder test: finding repeat customers
India's first major semiconductor customers are likely to come through existing global supply chains rather than domestic electronics brands immediately replacing imported components, according to analysts.
Friday 24 July 2026
US moves to curb Chinese humanoid robots, opening a new front in the AI rivalry

Washington is opening a new front in its technology contest with China, moving beyond chips and artificial intelligence models to target humanoid robots and other autonomous systems over national security and data privacy concerns.

Friday 24 July 2026
Rapidus expands Hokkaido chip hub with packaging and analysis

Rapidus is expanding the semiconductor development and production network around its Chitose, Hokkaido foundry, adding chip analysis and advanced packaging capabilities alongside a front-end pilot line for 2nm logic chips.

Friday 24 July 2026
AI-driven DRAM surge hits EV costs, forcing Chinese automakers to rethink pricing

Surging AI server demand is reshaping supply and demand across the global memory market. With DRAM prices rising sharply over the past year, the resulting cost pressure is beginning to spill into the automotive industry.