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Friday 5 June 2026
FADU wins new contracts as AI workloads reshape data storage
As artificial intelligence (AI) workloads place unprecedented demands on data storage systems, South Korean SSD controller designer FADU is betting that next-generation storage architecture will become a critical battleground in the AI infrastructure race
Friday 5 June 2026
Huawei's Tau Law stirs debate over China's post-Moore's Law chip path

Huawei has formally introduced its "Tau Law," proposing a shift from traditional process-node scaling to "time scaling," a model aimed at improving chip performance through optimisation across components, circuits, chips, and systems, even under mature process technologies

Friday 5 June 2026
Alibaba opens Qwen to KFC, Luckin Coffee, and airlines in AI agent battle
Alibaba is opening its Qwen AI assistant to external brands and third-party agents, turning the consumer app from a chatbot into a transactional platform for food orders, travel planning, and other everyday services
Friday 5 June 2026
Infineon India moves up the value chain as AI data centers boost power-chip demand
Infineon Technologies' India operations are moving beyond traditional engineering support into global ownership roles, as rising demand from AI data centers reshapes the power semiconductor market, according to Vinay Shenoy, managing director of Infineon Technologies India
Friday 5 June 2026
Nexchip carves out BGBM assets to back Wuhu wafer project, refocuses on 12-inch foundry business
Nexchip Semiconductor plans to carve out its BGBM business by contributing specialised equipment assets to Anhui Ruijing Semiconductor, a newly established power device wafer-processing venture in Wuhu, Anhui Province, as the Chinese foundry seeks to focus capital and management resources on its core 12-inch wafer foundry platforms
Friday 5 June 2026
US targets China's PCB grip as AI and defense supply risks mount
As demand for artificial intelligence (AI) computing expands rapidly, market attention has long centered on GPUs, high-bandwidth memory (HBM), and advanced packaging. However, printed circuit boards (PCBs), which sit beneath chips and connect critical electronics, are increasingly being viewed by the US government and defense sector as a supply chain risk
Friday 5 June 2026
Nvidia's Jensen Huang to meet South Korean business leaders beyond HBM sector

Nvidia CEO Jensen Huang is visiting South Korea on June 5 for meetings with major Korean business leaders, as the company's cooperation with local companies broadens beyond high-bandwidth memory into robotics, automobiles, gaming, and cloud infrastructure

Friday 5 June 2026
Nvidia deepens humanoid robotics role with Unitree and Cosmos 3, secures AI chips
Nvidia is moving deeper into humanoid robotics, combining robot hardware, secure computing, world models and developer platforms as AI shifts from digital workloads to physical AI
Friday 5 June 2026
China's EV makers are learning that growth comes at a cost
After briefly flirting with profitability late last year, China's leading electric-vehicle (EV) startups have once again slipped into the red, highlighting the mounting challenges facing a sector that is rapidly maturing but remains fiercely competitive
Friday 5 June 2026
Jiin Ming debuts Raven remote controller at Japan Drone 2026
Taiwanese firm Jiin Ming Industry unveiled its self-developed JMG flight remote controller — Raven — at the Japan Drone 2026 exhibition, marking the first time the company has showcased an in-house flight remote controller at an international trade show. The debut highlights its technological progress in drone control systems
Friday 5 June 2026
India faces PCB supply squeeze as raw material shocks, AI demand, and import dependence drive costs higher
India's PCB industry is facing mounting supply constraints and cost pressures, driven by a combination of raw material inflation, logistics disruptions, and a structural reliance on imports, according to industry associations cited by The Economic Times, as well as additional media and policy reporting
Friday 5 June 2026
South Korea finalizes US$520 million on-device AI chip budget amid industry doubts
South Korea has finalized the budget for a state-backed on-device AI chip development project at KRW800.23 billion (US$520 million), about KRW200 billion below an earlier proposal, as industry concerns persist over whether the chips developed under the program will reach commercial products, according to The Elec
Friday 5 June 2026
CXMT's South Korean hiring spree puts Samsung, SK Hynix memory lead on alert
More than 200 South Korean engineers are conservatively estimated to be working at CXMT, China's leading DRAM maker, according to industry sources. Chinese semiconductor companies are stepping up talent acquisition, moving from broad outreach to targeted recruitment of core semiconductor R&D personnel in South Korea and the US. Observers say the shift could accelerate the narrowing of the semiconductor technology gap between China and South Korea
Friday 5 June 2026
Commentary: EU tariff barrier may weaken as Japanese automakers lean on China's EV tech
Japanese automakers' growing reliance on Chinese EV technology could weaken the EU's tariff strategy and reshape global car trade. As Mazda, Nissan, Honda, and Toyota adjust their electric plans, Europe may face more China-linked vehicles entering through third-country partners, altering competition, costs, and the pace of EV adoption worldwide
Friday 5 June 2026
Local Chinese brands challenge dominant brands in AI glasses innovation; limitations hinder mass adoption
This year's Global Connect Show (GCS) in Shenzhen, China, has become a medium for local tech brands to showcase AI wearable innovation. Two leading brands at GCS, Rokid and INMO, demoed their feature-packed AI glasses. Many companies featured AI translation as their flagship capability, paired with lightweight hardware, hands-free controls, customizable designs, and flexible model support. While on-site demos proved these up-and-coming brands' AI glasses may outperform dominant players such as Meta and Apple, there are still lingering flaws, such as battery life and privacy ethics, that stand in the way of mainstream mass adoption