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Wednesday 5 August 2026
Huawei's 18-tier pagoda challenges Nvidia's chip-scaling playbook
Huawei is arguing that the next phase of semiconductor performance will depend less on transistor shrinkage and more on system architecture, faster data movement and tighter coordination between chips, software and AI models.
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Wednesday 5 August 2026
Mitsubishi Electric, Daikin expand US production to meet data center cooling demand

Mitsubishi Electric is establishing a cooling-equipment production company in Ohio, joining Daikin Industries in bringing manufacturing closer to US data center customers as delivery times, tariffs and local service become more important competitive factors.

Wednesday 5 August 2026
China launches 15th Five-Year 'leader' awards on low-carbon credentials

China's State Council has launched a new recommendation program for "leader" companies in energy efficiency and carbon efficiency, with the Ministry of Industry and Information Technology (MIIT), the National Development and Reform Commission (NDRC), and the State Administration for Market Regulation jointly issuing the notice on August 4, 2026. The program is designed to push heavy industry to cut energy use and emissions, as low-carbon certification increasingly becomes a key credential for future market competition.

Wednesday 5 August 2026
LG Electronics posts strong second quarter as new businesses drive growth
LG Electronics reported consolidated revenue of KRW23.83 trillion (US$16.7 billion) and operating profit of KRW1.58 trillion (US$1.1 billion) in the second quarter of 2026 as AI cooling, automotive, and subscription businesses expanded. The South Korean company said the results reflected efforts to move beyond its traditional appliance base and into broader smart life solutions.
Wednesday 5 August 2026
Fanuc raises fiscal 2026 outlook as costs and supply bottlenecks weigh on profits
Fanuc said first-quarter orders for fiscal 2026 surged 37% year-on-year to a record JPY281.9 billion, even as the industrial robot maker drew market concern for raising its full-year operating profit forecast by only about 3%. The update came after its July 31 earnings briefing and highlighted strong demand alongside persistent cost pressure.
Wednesday 5 August 2026
Naver taps Brookfield for up to US$9 billion in data center financing

Naver is considering an asset-light structure for a US$10 billion data center expansion under which a Brookfield-led investment vehicle would own GPUs and other infrastructure. At the same time, a Naver subsidiary would sell computing capacity and related services to customers.

Wednesday 5 August 2026
Samsung, SK Hynix expansion puts Korea's chip supply chain to the test

Daeduck Electronics plans to invest KRW497 billion(US$349.50 million) in semiconductor production facilities through 2027, its second major expansion announcement this year, Seoul Economic Daily reported, citing a regulatory filing with South Korea's Financial Supervisory Service.

Wednesday 5 August 2026
Samsung, SK Hynix reportedly test AMEC tools to guard against tighter US curbs
Samsung Electronics and SK Hynix reportedly began testing etching equipment from China's Advanced Micro-Fabrication Equipment (AMEC) about two years ago for possible use at their Chinese factories, Reuters reported on August 5, citing three people familiar with the matter.
Wednesday 5 August 2026
CXMT-SK Hynix LPDDR6 race shifts to yields, customers and capacity

China's CXMT is preparing limited production of LPDDR6 smartphone memory around the end of 2026, narrowing a technology gap with Samsung Electronics, SK Hynix and Micron that once spanned years.

Wednesday 5 August 2026
Apple's India breakthrough highlights a market betting on premium over volume
Apple's India business crossing US$10 billion in annual sales for the first time is less a story about smartphone growth than about where growth is still possible in a market that, by unit count, is shrinking.
Wednesday 5 August 2026
China steps up challenge to Starlink: targets annual satellite output of 7,360 in major ramp-up of commercial space industry

China's commercial space ambitions are entering a new phase as Beijing accelerates efforts to build an integrated space industry capable of supporting everything from satellite manufacturing and launch services to low Earth orbit (LEO) communications, according to a recent report by the Center for Strategic and International Studies (CSIS).

Wednesday 5 August 2026
US dominates world's largest AI data centers as China places three in global top 60
The global race to build AI data centers is accelerating. According to Epoch AI's latest AI Data Centers report, more than 60 hyperscale AI data centers have either entered operation or are under construction worldwide as of July 2026. Collectively, they represent computing capacity equivalent to approximately 12 million Nvidia H100 GPUs, accounting for roughly 27% of the world's deployed AI compute.
Wednesday 5 August 2026
China robot capital surges past US in global VC boom

Global venture capital has rebounded on the AI boom after the pandemic freeze, with total investment in the first half of 2026 already topping full-year 2025. But the recovery is coming with a warning sign: capital is becoming highly concentrated in AI, while China is pouring money into robotics and drawing scrutiny from the US.

Wednesday 5 August 2026
From factories to consumers: Samsung's long retreat from China enters its final chapters

Samsung Electronics' latest move to scale back its smartphone retail network in China marks another milestone in a years-long restructuring. The shift has steadily reduced the company's footprint across manufacturing and consumer businesses, highlighting how changing market dynamics have reshaped the Korean technology giant's China strategy.

Wednesday 5 August 2026
South Korea's KRW500B SiC push stalls as low returns deter major companies

South Korea's planned KRW500 billion(US$349,398) research and development initiative for silicon carbide (SiC) power semiconductors is struggling to move beyond the planning stage because the government has not secured a major anchor company to drive demand and support commercialization, according to ETNews.

Tuesday 4 August 2026
SK Hynix, Sandisk release first HBF specs with up to 512GB and 3TB/s bandwidth
SK Hynix and Sandisk released the first standard specifications for High Bandwidth Flash (HBF) on August 4, defining a NAND-based memory technology with a capacity of up to 512GB and bandwidth of up to 3TB/s.