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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
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
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
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
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
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.
Thursday 23 July 2026
In-depth: Alibaba builds three-layer AI empire across chips, memory and models
Competition in China's AI industry is moving beyond large language models into chips, memory and computing infrastructure. CXMT's planned IPO on Shanghai's STAR Market has put renewed attention on Alibaba, the Chinese DRAM maker's largest industry investor.
Thursday 23 July 2026
OpenAI faces backlash over Kimi K3 open source criticism
OpenAI's new strategy chief Dean Ball has drawn sharp criticism from Trump administration officials and advisers after posting a lengthy commentary on Moonshot AI's Kimi K3 model. The dispute has intensified debate over open source versus closed AI models and deepened concerns about how the US should respond to China's rapid AI progress.
Wednesday 22 July 2026
Sumitomo Chemical eyes 2028 production of lower-cost solid-state battery electrolyte

Sumitomo Chemical plans to begin mass production of a halide-based solid electrolyte in Japan as early as fiscal 2028, positioning the material as a potentially lower-cost option for all-solid-state batteries while seeking performance comparable with leading sulfide-based electrolytes, Nikkei reported.

Wednesday 22 July 2026
Samsung sounds out suppliers on four new fabs by 2030, report says
Samsung Electronics is sounding out major suppliers about whether they can support four proposed new semiconductor fabrication plants through 2030, as South Korea's chipmakers prepare for a concentrated cycle of factory construction.
Wednesday 22 July 2026
China ends decade-old battery tax break, signaling a coordinated squeeze on clean-energy overcapacity

China is dismantling the tax shelter that helped build the world's largest battery industry, and the move looks less like a one-off revenue measure than the opening of a broad campaign to force consolidation across its clean-energy supply chains — with consequences that reach from Chinese carmakers to global energy-storage buyers.

Wednesday 22 July 2026
LG Display eyes tandem OLED for smartphones as AI drives demand for power-efficient screens
LG Display plans to expand tandem OLED technology beyond TVs, monitors and automotive displays into smartphones and wearables as on-device artificial intelligence (AI) raises power-efficiency requirements for mobile devices.