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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
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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
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

Saturday 9 May 2026
China's robots move from half-marathon to triathlon
Chinese robots, which recently demonstrated their ability to complete a half-marathon, are now entering a new stage of competition. The focus is shifting from flat-ground endurance and speed to sustained, high-difficulty operation in heat, heavy rain, shallow water, and complex terrain — signaling a transition from "long-distance runners" to "triathlon athletes" with greater endurance, payload capacity, and environmental adaptability
Friday 8 May 2026
US president considers inviting Nvidia and other CEOs to China trade talks
CEOs from Nvidia and other American tech companies are among those that the US government plans to invite to join President Donald Trump's visit to China next week. Along with the trade negotiations, the US leader has also sought to frame the summit as a type of high-level trade delegation, although the White House is reportedly considering inviting only a small number of executives
Friday 8 May 2026
TSMC reportedly pushes CoPoS exclusivity to lock in next-gen packaging lead
TSMC is accelerating the expansion of its CoWoS advanced packaging capacity while pushing ahead with the more technically demanding panel-level packaging technology CoPoS, aiming to widen its lead over rivals in the AI semiconductor race. Industry sources said TSMC has imposed strict confidentiality controls across the CoPoS supply chain, requiring Taiwan-based equipment and materials partners to sign agreements that prevent technology leakage and limit supply to TSMC for several years after mass production begins
Friday 8 May 2026
LCD monitor panel prices climb again: BOE, TCL CSOT tighten supply amid Taiwan, South Korea cuts

The LCD TV panel inventory replenishment cycle is nearing its end, but LCD monitor panel prices are expected to extend gains in May as production cuts and line closures in Taiwan and South Korea continue to tighten industry supply

Friday 8 May 2026
Sony, TSMC form Japanese joint venture to push image sensors into automotive and robotics
TSMC and Sony Semiconductor Solutions have signed a non-binding memorandum of understanding to establish a joint venture (JV) for next-generation image sensor development and manufacturing, with Sony holding the majority and controlling interest