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Wednesday 22 July 2026
Samsung's next Galaxy phones may deepen Qualcomm reliance, underscoring the limits of Exynos revival
Samsung Electronics is expected to rely heavily on Qualcomm chips in its next Galaxy phones, according to market reports, a sign that the company is still prioritizing flagship performance and AI features over wider use of its in-house Exynos processors. The expected shift comes as memory prices rise and pressure builds on smartphone costs.
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Thursday 23 July 2026
Samsung creates CEO-led robotics unit to speed commercialization

Samsung Electronics has created a robotics business unit reporting directly to its chief executive, bringing strategy, technology development, data collection and factory deployment into a more integrated structure as the company moves humanoid robots closer to commercialization.

Thursday 23 July 2026
South Korean president to meet Nvidia and OpenAI CEOs on US trip

South Korean president Jae-Myung Lee will launch an economic diplomacy tour centered on AI, advanced industries, and supply chain cooperation, including planned meetings with Nvidia CEO Jensen Huang and other global tech leaders to discuss AI partnerships. Samsung Electronics, SK Group, Hyundai Motor Group, and Naver executives will also join the trip in force.

Thursday 23 July 2026
Japan loosens fiscal reins for JPY370 trillion AI, semiconductor strategy

Japanese Prime Minister Sanae Takaichi's government has approved a sweeping economic strategy that relaxes long-standing fiscal constraints to fund JPY370 trillion (approx. US$2.3 trillion) in public and private investments across artificial intelligence, semiconductors, and other strategic industries through fiscal 2040.

Thursday 23 July 2026
Transsion raises phone prices to offset memory-chip inflation and weaker shipments

Transsion Holdings, Africa's largest smartphone vendor, expects revenue and profit to rise sharply in the first half of 2026 after higher handset prices offset weaker unit sales and rising memory-chip costs.

Thursday 23 July 2026
Samsung weighs Besi's Korean rivals for 50-bonder hybrid bonding line as pricing talks drag on

Samsung Electronics is preparing a die-to-wafer hybrid bonding production line with about 50 bonders at its Pyeongtaek campus for next-generation high-bandwidth memory and logic chips, according to The Elec.

Thursday 23 July 2026
Mitsubishi Electric and Sony Semiconductor Solutions form AI factory automation venture
Mitsubishi Electric and Sony Group subsidiary Sony Semiconductor Solutions announced on July 22, 2026, that they have signed a partnership agreement to launch a joint venture focused on using image sensors to automate manufacturing sites and develop physical AI technology. The new company will be 60% funded by Mitsubishi Electric and 40% by Sony.
Thursday 23 July 2026
Server CPUs are AI boom's next scarce commodity: Intel, AMD reportedly lock in Chinese buyers
The AI build-out has found its next pinch point. After spreading from Nvidia's accelerators to memory and networking gear, the scramble for capacity has now reached the once-plentiful server processor, and Chinese cloud and internet firms are being pushed into the kind of long-term supply commitments once reserved for the tightest parts of the market.
Thursday 23 July 2026
Kimi K3 under fire, part 2: Why Beijing sees a US containment campaign
China is framing Washington's allegations against Moonshot AI as more than an intellectual property dispute. Chinese officials, state-backed media and policy commentators see the scrutiny surrounding Kimi K3 as part of a broader US effort to contain China's rise in open-weight artificial intelligence (AI).
Thursday 23 July 2026
Foxconn's Vietnam arm moves into EV charging equipment
Fulian Precision Technology Component, a Vietnamese subsidiary of Taiwan's Foxconn Industrial Internet (FII), has added electric-vehicle charging equipment to its registered business lines, marking the contract manufacturer's first formal step into EV infrastructure in the country, according to The Investor. The change, recorded in a business registration update on July 16, follows a recent increase in the unit's charter capital.
Thursday 23 July 2026
Kimi K3 under fire, part 1: Inside Washington's case against Moonshot AI

The US government is investigating Chinese artificial intelligence developer Moonshot AI over allegations that its Kimi K3 model improperly used outputs from Anthropic's Fable model and was trained with restricted Nvidia GB300 chips accessed outside China.

Thursday 23 July 2026
LFP battery failures in 210,000 Chinese EVs throw wrench into automakers' plans to reduce reliance on CATL

A quality scandal is spreading around lithium iron phosphate (LFP) batteries made by China Aviation Lithium Battery (CALB). Ride-hailing and taxi versions of GAC Aion's Aion S have suffered cell swelling, electrolyte leakage and insulation failures, an issue estimated to affect more than 210,000 vehicles. CALB was adopted by automakers such as GAC as an alternative to Contemporary Amperex Technology Ltd. (CATL), the world's largest battery maker, as part of a broader industry effort to reduce reliance on a single dominant vendor. The current crisis is now sparking backlash against that diversification strategy.

Thursday 23 July 2026
Kyushu chip output jumps 60% amid TSMC expansion, but local suppliers see limited gains

Kyushu's semiconductor production, investment and hiring have risen sharply since TSMC announced its Kumamoto expansion, but local companies have captured only a limited share of the region's growing chip-related spending.

Thursday 23 July 2026
WAIC 2026: Lightelligence maps AI's optical future with CPO, NPO, photonic computing

Lightelligence is positioning optical interconnects, optical switching, and optical computing as the next foundation of AI infrastructure, arguing that the industry's biggest challenge has shifted from faster chips to moving data efficiently across increasingly larger GPU clusters.

Thursday 23 July 2026
Samsung reportedly in talks to invest about EUR1 billion in Mistral AI

Samsung is in talks to invest about EUR1 billion (approx. US$1.14 billion) in French AI startup Mistral as part of a wider fundraising round, the Financial Times reported, citing people familiar with the matter.

Thursday 23 July 2026
SK Hynix speeds P&T7 cleanroom rollout, keeps overall budget at KRW19 trillion
SK Hynix's board approved approximately KRW 7.09 trillion (approx. US$4.83 billion) in facility investment on July 22 to accelerate construction of its P&T7 advanced packaging plant in Cheongju, South Korea.