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Tuesday 16 June 2026
China mass produces silicon-28 amid quantum computing race with US
China has achieved mass production of ultra-pure silicon, according to the state-owned China National Nuclear Corporation (CNNC) — an essential material for building silicon-based quantum computers. The breakthrough builds on a government push to sharpen its quantum research edge and reduce its reliance on foreign technology supply chains more broadly.
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Wednesday 17 June 2026
Xiaomi Auto veteran says Tesla's EV edge starts on factory floor
Xiaomi Auto is putting manufacturing and supply chain control at the centre of its electric vehicle strategy, with former Tesla Shanghai Gigafactory head Song Gang saying Tesla's real competitive moat lies not in branding alone, but in manufacturing execution.
Wednesday 17 June 2026
Tata Electronics pollution probe closure highlights lingering risks for Apple's India supply chain
Reuters reported on June 16 that Tamil Nadu's pollution control board closed its probe into Tata Electronics' Hosur iPhone component plant after the company addressed violations of water contamination regulations. The decision removes the threat of a shutdown, but it also underscores the operational and regulatory risks still facing Apple's suppliers in India.
Wednesday 17 June 2026
Exclusive: Galatek eyes up to 200% chip growth with Malaysia packaging push

Singapore-based Galatek Technologies is expanding into scarce advanced packaging equipment as it builds localized manufacturing capacity in Malaysia, aiming to capture demand from a shifting global semiconductor supply chain.

Wednesday 17 June 2026
China cuts AI compute prices, revealing pressure to fill supercomputing capacity
China's state-backed National Supercomputing Internet has launched a 618 computing-power promotion, offering low-priced token packages, free tokens, and discounts on optical character recognition (OCR) services in an effort to draw more enterprises and developers to its AI services.
Wednesday 17 June 2026
China's six-network plan signals a long-term infrastructure and technology self-reliance push

China's elevation of six infrastructure categories to national strategic priority status could reshape its industrial base, reduce its reliance on foreign suppliers, and strengthen its position in artificial intelligence, telecommunications, and advanced manufacturing. The framework bundles water, power, compute, communications, urban pipelines, and logistics into a single planning system.

Tuesday 16 June 2026
China AI chip hopeful Enflame nears IPO with fast revenue growth, heavy losses, and Tencent risk

Shanghai Enflame Technology is nearing a STAR Market listing, bringing another Chinese AI chipmaker closer to public markets while losses, Tencent concentration, and a small share in Nvidia-led accelerators remain unresolved.

Tuesday 16 June 2026
Huawei's PanguLM comeback hinges on Richard Yu after credibility hit
Huawei is trying to restore the profile of PanguLM at a time when China's large AI model race is entering a tougher phase.
Tuesday 16 June 2026
Kioxia surpasses Toyota, eyes M&A push in face of AI boom
NAND flash memory supplier Kioxia Holdings has surpassed Toyota Motor in market capitalisation, becoming Japan's most valuable company. The development highlights how the global artificial intelligence (AI) boom is reshaping Japan's corporate landscape.
Tuesday 16 June 2026
Samsung reportedly deepens foundry ties with Elon Musk's companies as turnaround timeline pushes toward 2028
Samsung Electronics' foundry business is reportedly expanding its strategic relationship with companies led by Elon Musk, with cooperation now spanning electric vehicles and emerging neurotechnology, according to Hankyung reporting.
Tuesday 16 June 2026
South Korea launches ultra-innovation economy push with major investment in next-generation power semiconductors
South Korea has begun planning a large-scale research and development program for next-generation power semiconductors as part of its broader "Ultra-Innovation Economy Project," according to a report by the Seoul Economic Daily.
Tuesday 16 June 2026
Supply security over cost: Google leads CSP charge to diversify InP substrate sourcing

China has recently eased controls on some indium phosphide (InP) substrates, relieving a bottleneck in optical communications capacity for the second half of the year. But supply chain players say the long-term priority is still to expand substrate capacity from non-China sources, with supply security for the AI industry outweighing price.

Tuesday 16 June 2026
TSMC PLP timeline faces skepticism from Taiwan industry sources

A South Korean media report claiming TSMC is preparing to launch panel-level packaging at mass-production scale as early as 2027 has drawn skepticism from Taiwan industry sources, who say the timeline is likely premature and that the company remains focused on evaluating multiple advanced-packaging options.

Tuesday 16 June 2026
Commentary: AI memory boom turns WF6 squeeze into an opening for CXMT

The semiconductor supply chain is facing another raw material shock — this time from tungsten hexafluoride, or WF6, a specialty gas used in chip manufacturing. Planned production adjustments or exits by some Japanese suppliers in the second half of 2026 have intensified concerns over tighter global supply, sending prices sharply higher and raising the risk of disruption into 2027.

Tuesday 16 June 2026
AT&S to invest up to EUR2 billion in Malaysia to expand AI substrate capacity
Austria's AT&S plans to invest up to EUR2 billion (approx. US$2.32 billion) to expand its Kulim plant and a previously unused building at the second site in Kulim, Malaysia, as part of a broader push to capitalize on AI demand. The company said the investments will be fully supported and financed by long-term customer commitments, and it expects to represent at least five leading US tech partners.
Tuesday 16 June 2026
AI chip race sends WF6 prices soaring after Japan supply shock
Global expansion in AI chips, advanced logic processes, and multilayer 3D NAND flash memory is driving demand for tungsten hexafluoride (WF6), a critical electronic specialty gas used in semiconductor manufacturing. Limited short-term supply additions and low industry inventories are widening the supply-demand gap, triggering a rapid price increase.