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Wednesday 8 July 2026
Samsung widens Nvidia Vera Rubin memory play with PCIe 6.0 eSSD

Samsung Electronics has started mass production of its PM1763 enterprise SSD, a PCIe 6.0-based drive built for AI infrastructure and slated for Nvidia's next-generation Vera Rubin platform, expanding the company's AI memory strategy beyond HBM into high-performance server storage.

Wednesday 8 July 2026
Samsung's HBM4 comeback hinges on one chip-level advantage

Samsung Electronics is using HBM4 to test whether its memory, logic, foundry, and advanced packaging businesses can finally work as one AI semiconductor platform, turning a broad portfolio into a clearer competitive weapon.

Wednesday 8 July 2026
Apple tests CXMT DRAM, thrusting China's memory champion into AI spotlight

China's CXMT has moved from a little-known state-backed DRAM maker to one of the most closely watched companies in the global memory chip race, with Apple testing its chips for China-market devices and Beijing counting on the company to anchor a domestic AI supply chain.

Wednesday 8 July 2026
Volkswagen faces defining test as board weighs sweeping restructuring in face of Chinese competition in its biggest market
Volkswagen is entering one of the most critical periods in its recent history, as its supervisory board prepares to meet on July 9 to discuss a restructuring plan that could include up to 100,000 job cuts, factory closures, and a broader overhaul of the German automaker's operations.
Wednesday 8 July 2026
Inspur forecasts sharp first-half profit growth
Inspur Industry said its first-half profit is likely to rise sharply in 2026, reflecting stronger demand and improved execution as investors monitor developments across China's technology supply chain and global enterprise hardware markets.
Wednesday 8 July 2026
Dongfeng Nissan seeks turnaround amid weak Chinese auto market
China's car market is increasingly divided between weak domestic demand and strong overseas growth, with electric vehicles (EVs) pushing further into the Middle East, Europe, and Africa. For global readers, the shift signals a more competitive export-driven auto industry, even as makers at home face intense pricing pressure and faster model turnover.
Wednesday 8 July 2026
China cost cuts put US$1T robotaxi market within reach by 2040

China's falling robotaxi supply chain costs could help push the global autonomous taxi market to US$1 trillion by 2040, with Waymo and Tesla leading worldwide as Baidu, Xpeng and WeRide scale rapidly in China, according to Morgan Stanley.

Wednesday 8 July 2026
Beijing's rumored AI model debate signals new era of technology controls
Beijing appears to be edging toward restricting overseas access to its most advanced artificial-intelligence (AI) models, a shift that would mirror recent moves in Washington and signal that the world's two AI leaders increasingly regard cutting-edge models as strategic assets to be controlled rather than freely exported.
Wednesday 8 July 2026
China unveils memristor chip for real-time neural dynamics, pushes computing into millisecond range

A Chinese research team has developed a phase-change memristor-based neural dynamical system chip, offering a potential hardware path for real-time brain modeling, brain-computer interfaces, and brain disease diagnosis.

Wednesday 8 July 2026
ASE expands globally as Hanmi Semiconductor targets CoWoS packaging demand
South Korean equipment maker Hanmi Semiconductor is moving beyond high-bandwidth memory (HBM) tools into advanced chip packaging, a shift that could affect the global semiconductor supply chain. As ASE boosts capacity to meet TSMC-linked demand, Hanmi is positioning for broader sales growth in the second half of 2026 and beyond.
Wednesday 8 July 2026
Chinese equipment maker wins first large-format PLP lithography order for AI packaging equipment
Circuit Fabology Microelectronics Equipment (CFMEE) has secured China's first commercial order for a large-format panel-level packaging lithography tool, marking the company's entry into the AI advanced packaging equipment market.
Wednesday 8 July 2026
China eyes AI model curbs as tech rivalry moves beyond chips

For years, Washington and Beijing focused much of their tech rivalry on silicon. Now the front line may be moving to the AI models themselves.

Wednesday 8 July 2026
China's AI labs race to build custom AI chips while ASICs threaten Nvidia's dominance
China's leading AI model developers are moving deeper into custom chip design, a shift that could reshape the country's AI hardware market as inference demand rises, US export controls tighten access to Nvidia GPUs, and Huawei's domestic alternatives face capacity and software constraints.
Wednesday 8 July 2026
Meituan open-sources LongCat-2.0 as China's domestic AI stack gains momentum

Meituan has open-sourced LongCat-2.0, a trillion-parameter AI model trained and deployed entirely on Chinese computing infrastructure, turning the once-anonymous Owl Alpha into a key test of China's domestic AI model and chip ecosystem.

Tuesday 7 July 2026
LGES posts higher second-quarter sales, supported by US production credits
LG Energy Solution (LGES) reported stronger second-quarter sales and a swing back to operating profit, a result that could matter for global investors tracking how policy incentives are shaping vehicle manufacturing profits. The company said US production credits boosted its results, while underlying operating performance would have been weaker without those subsidies.