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Monday 11 May 2026
Samsung strike threat puts memory output at risk as 18-day walkout looms
A planned 18-day strike at Samsung Electronics is shifting investor attention from labor negotiations to the risk of memory-output disruption, as estimates from Korean media point to significant potential losses across the company's semiconductor operations
Monday 11 May 2026
For India's chip dream, Lam Research points beyond fabs
As India's semiconductor ambitions move from policy announcements to execution, Lam Research sees the country's opportunity extending beyond fabs to the less visible ecosystem that will determine whether it can become a meaningful part of the global chip manufacturing supply chain
Monday 11 May 2026
China's cybersecurity AI charges ahead despite US model lockout
AI is upending the world of cybersecurity, as more capable models and agentic capabilities bring about new ways to exploit vulnerabilities, along with new ways to discover and patch them. While major US AI companies have so far led the race, Chinese firms are also using AI to stay competitive and create similarly powerful tools, even as they are officially shut out of the most advanced American models
Monday 11 May 2026
DeepSeek's US$7bn funding bid puts China's AI race on notice
Chinese AI startup DeepSeek is seeking to raise as much as CNY50 billion (US$7.35 billion) in its first external funding round. The deal could value the company at more than CNY350 billion (US$51.5 billion), potentially the largest funding round in Chinese AI history
Monday 11 May 2026
Samsung strike talks resumed with US$29 billion on the line
Samsung Electronics' labor and management have returned to the negotiating table under South Korean government mediation, as the company faces a planned general strike and a widening dispute over how profits from its semiconductor rebound should be shared
Monday 11 May 2026
Analysis: Forget the hardware race — Unitree wants to own the robot platform
When Unitree Robotics added "Mantis Boxing", Bruce Lee's Jeet Kune Do and even "Kamehameha" moves to its humanoid robot application store, the immediate reaction from many observers was amusement
Monday 11 May 2026
Tesla AI5 ignites Samsung-LG race for ABF substrates, robot parts

LG Innotek is seeking to enter Tesla's AI semiconductor supply chain by targeting ABF-based FC-BGA substrate orders for the automaker's AI4 chips, intensifying its competition with Samsung Electro-Mechanics (Semco) across both autonomous driving and humanoid robotics hardware

Monday 11 May 2026
Samsung reportedly offers above-law severance in China while monitor sales linger
Samsung Electronics is offering severance packages above China's statutory requirements while restructuring parts of its consumer electronics business in the country, signalling a calibrated retreat rather than a broader China exit
Monday 11 May 2026
Alibaba's Qwen could push AI agents into the heart of e-commerce
Alibaba Group is preparing to more deeply integrate its artificial intelligence platform, Qwen, into its vast online shopping ecosystem, a move that could fundamentally reshape how consumers browse and purchase goods in China
Monday 11 May 2026
Chinese semiconductor suppliers expand SEA presence at SEMICON SEA 2026
At SEMICON Southeast Asia 2026 in Kuala Lumpur, China's semiconductor equipment makers are steadily "infiltrating" the Southeast Asian market, extending from back-end packaging and testing into front-end processes while setting up subsidiaries in Singapore and Malaysia and using localized branding to break through. The shift is reshaping the competitive landscape at the region's annual semiconductor showcase
Monday 11 May 2026
Unitree brings App Store ecosystem to humanoid robots

Unitree Robotics has launched what it calls the world's first humanoid robot motion App Store, allowing users to download and install robot skills in a manner similar to smartphone apps

Monday 11 May 2026
Gigabyte's Giga Computing bets on South Korea's sovereign AI boom

Gigabyte Technology subsidiary Giga Computing is expanding aggressively in South Korea, positioning itself to benefit from a surge in demand for AI servers driven by the country's sovereign AI ambitions and accelerating enterprise adoption of artificial intelligence (AI)

Monday 11 May 2026
India roundup: India accelerates semiconductor and display ambitions with new approvals, AI infrastructure expansion

India is advancing its electronics and semiconductor manufacturing strategy through new approvals for semiconductor and Mini/Micro LED projects, while companies including Tata Electronics and Yotta Data Services expand investments tied to chips, AI infrastructure, and data centers. The developments reflect India's broader push to become a larger global sourcing base for semiconductors, displays, automotive electronics, and AI-related manufacturing amid ongoing supply chain diversification

Saturday 9 May 2026
Samsung accelerates Pyeongtaek fab expansion as memory supercycle builds
Samsung Electronics is reportedly moving up construction of the final production line at its Pyeongtaek semiconductor campus, accelerating one of its largest capacity-expansion projects as demand for memory chips tied to artificial intelligence continues to exceed expectations
Saturday 9 May 2026
Power chip shortages deepen as AI server demand and GaN battles escalate

Global power semiconductor suppliers are entering a new upcycle marked by tightening supply, rising prices, and intensifying technology competition, fueled by accelerating investment in AI infrastructure and electric vehicles