China's push to build a domestic semiconductor equipment industry is beginning to cut into revenue at major Japanese toolmakers, with five major Japanese suppliers posting a combined 12% drop in China sales for the fiscal year ended March 2026, Nikkei reported.
Samsung Electronics is putting long-term memory supply agreements higher on its second-half agenda as demand from data centers broadens beyond high-bandwidth memory, or HBM, into server DRAM and storage products.
SoftBank Group said it will prioritize building large-scale terrestrial AI data-center capacity rather than pursuing space-based data centers, with founder Masayoshi Son arguing that the decisive advantage in artificial intelligence will come from compute infrastructure deployed on Earth.
Shanghai Spacecom Satellite Technology (SSST, also known as Ambandha), operator of China's Qianfan low Earth orbit (LEO) satellite internet constellation, has launched a new funding round as the country's commercial space sector transitions from proof-of-concept to scaled deployment.
Samsung Electro-Mechanics has begun mass production of advanced package substrates for Qualcomm's first data center AI accelerator, extending the companies' supply relationship from mobile and PC chips into server-class semiconductors, ZDNet Korea reported.
SK Hynix's semiconductor production base in Cheongju, South Korea, has seen a string of accidents since 2026, prompting questions over whether its safety management system has gaps. The incidents have drawn scrutiny because many occurred after the M15X fab began operation, as the company ramped up production to meet surging high-bandwidth memory (HBM) demand.
LG Group dispatched senior executives to Nvidia's headquarters in Santa Clara, California, on June 22, 2026, to negotiate expanded cooperation in physical AI and robotics, following a leadership meeting between the two companies in Seoul on June 8, 2026. The delegation comprised more than 30 people from LG affiliates to explore commercialization opportunities, priority projects, and a partnership model that integrates the group's core capabilities.
Japan is preparing a sweeping public-private investment strategy totaling more than JPY370 trillion (US$2.3 trillion) by fiscal 2040, spanning 17 strategic sectors including AI, semiconductors, aerospace, and energy-related industries.
