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Wednesday 27 May 2026
Qualcomm and ByteDance's rumored AI ASIC deal signals potential shift in China's data center chip supply
The agreement between Qualcomm and ByteDance positions the former for large-scale AI ASIC demand from the latter, as reported by Bloomberg, but market viability remains uncertain amid intense AI chip competition, evolving China procurement preferences, and regulatory pressures affecting cross-border semiconductor adoption
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Thursday 28 May 2026
Commentary: China's AI chip certification becomes new market gatekeeper
China has brought AI chips into its national security and reliability evaluation framework for the first time, turning what looks like a product certification process into something more consequential: an emerging gatekeeping system for AI computing infrastructure
Thursday 28 May 2026
Huawei Tau Law series 3: Global chip experts split over China's post-Moore push
Huawei's "Tau (τ) Scaling Law," unveiled at ISCAS 2026 on May 25, has become a global semiconductor flashpoint, drawing scrutiny from financial institutions, media outlets, chip analysts, and research firms
Thursday 28 May 2026
Luxshare strengthens antitrust compliance after China imposes fine over Wingtech deal
Chinese electronics manufacturer Luxshare said it is strengthening its antitrust compliance system after China's market regulator imposed a fine related to its acquisition of part of Wingtech's business operations
Thursday 28 May 2026
Wonik IPS secures Visionox XR display etcher order for Kunshan OLED line
Chinese display maker Visionox is moving ahead with a major extended reality display production project in Kunshan, strengthening China's push into high-pixel-density OLED panels for AR and VR devices
Thursday 28 May 2026
China's LLM price war puts DeepSeek, Xiaomi on a collision course with OpenAI
China's large language model (LLM) market is coming under mounting pricing pressure, as domestic AI model developers cut fees closer to cost, while the gap with international model pricing widens to dozens of times
Thursday 28 May 2026
China smartphone shipments rebound in April 2026 as Apple and foreign brands gain ground
China's smartphone market showed signs of stabilization in April 2026, with both overall handset shipments and smartphone shipments returning to year-over-year growth, according to new figures released by the China Academy of Information and Communications Technology (CAICT)
Thursday 28 May 2026
ByteDance's chip ambition grows with US$70 billion capex plan
ByteDance is considering a sharp increase in capital spending this year as the TikTok owner pushes deeper into artificial intelligence infrastructure — a move that could make it one of China's most aggressive investors in data centers, servers, and custom chips
Thursday 28 May 2026
China tightens travel bans on private-sector AI to stem tech leaks
China has expanded its state travel controls into the private technology sector, deliberately blocking top AI talent from leaving the country without explicit government authorization
Thursday 28 May 2026
Samsung foundry targets robotics, auto AI chips with Cadence platform
Samsung Electronics is preparing to expand its foundry push into physical AI semiconductors through a chiplet platform developed with Cadence, targeting chips for robotics, automotive systems, drones, and industrial automation, ETNews reported, citing industry sources
Thursday 28 May 2026
QRT eyes aerospace, defense growth with portable chip radiation tester

South Korean semiconductor testing company QRT is expanding its equipment business with a portable chip radiation reliability testing system, aiming to build a larger presence in aerospace and defense markets

Wednesday 27 May 2026
Samsung reportedly to expand Vietnam footprint with new memory chip testing plant

Samsung Electronics plans to invest VND39 trillion (approx. US$1.5 billion) in a new semiconductor testing facility in northern Vietnam, according to documents reviewed by Reuters, marking the company's first chip testing plant in the country as global memory demand surges amid the AI boom

Wednesday 27 May 2026
VinFast names new chair to tackle global expansion
Vietnamese electric-vehicle maker VinFast has appointed a new chairman amid mounting challenges in its overseas expansion across Asia and the US, including delays to its planned US factory, rising losses, and intensifying competition in global EV markets
Wednesday 27 May 2026
Luxshare projects multi-year AI infrastructure surge while flagging energy and standards challenges
Luxshare Precision Industry said at its annual shareholders meeting on May 22 that it expects AI infrastructure to expand strongly over the next three to five years. Still, it warned that energy constraints and immature industry standards will pose significant hurdles. The Chinese electronics manufacturer compared the AI opportunity to the 2017 consumer electronics market and said it is accelerating AI infrastructure efforts through its communications business
Wednesday 27 May 2026
Former Tencent AI lead says Chinese firms are trailing US on core LLM innovation
A former Tencent large-model technical chief warned that Chinese artificial intelligence companies lack independent paradigm-level breakthroughs and are trailing US rivals, according to an interview with the South China Morning Post. He said the gap in large language model technology was about three months and could widen to six months by year-end as OpenAI prepares to launch GPT 5.6, and that US chip export controls had reduced China's available computing power for training advanced models
Wednesday 27 May 2026
China tightens drone, flying-car rules as low-altitude market takes off

China is building a more formal safety and regulatory framework for its low-altitude economy, as drones, electric vertical takeoff and landing aircraft, and other aerial services move closer to commercial use