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Tuesday 9 June 2026
Huawei tests AI agents at HDC 2026 after OpenClaw hype loses steam
Huawei Developer Conference (HDC) 2026 is set to open on June 12 at Songshan Lake in Dongguan, with HarmonyOS and frontier AI technologies taking center stage. Beyond updates to the HarmonyOS ecosystem, the market is also watching AI agents as a key test of Huawei's broader AI roadmap
LATEST STORIES
Wednesday 10 June 2026
Commentary: Nvidia CEO visit spotlights Samsung in HBM supply race
Nvidia CEO Jensen Huang's multi-day trip to South Korea put the "triangle relationship" among Samsung Electronics, SK Hynix, and Nvidia over high-bandwidth memory (HBM) in the spotlight, even as he toured AI factories and sealed partnerships in robotics and physical AI. The visit underscored how HBM has become a strategic supply asset for Nvidia's expanding AI platform
Wednesday 10 June 2026
China's CNY2tn data center plan puts domestic AI chips at the core
Beijing is preparing a plan to spend CNY2 trillion (US$295 billion) over the next five years to build data centers across China, a move aimed at strengthening the country's domestic AI computing infrastructure and reducing reliance on US chip suppliers, according to Bloomberg
Wednesday 10 June 2026
Microsoft Azure's China retreat shows data sovereignty is squeezing global cloud providers
Microsoft is reportedly scaling back parts of its China operations again, with the latest adjustment focused on its Azure cloud business, as both the US and China tighten scrutiny over data security and cross-border data flows
Wednesday 10 June 2026
Samsung weighs Gwangju packaging plant as power strains Seoul-area chip expansion

Samsung Electronics is considering building an advanced semiconductor packaging facility in the southwestern city of Gwangju, a move that would expand its backend chipmaking footprint as demand for high-bandwidth memory and AI-related chips grows

Wednesday 10 June 2026
Apple's Siri AI finally arrives, but China blockage threatens iPhone's next upgrade cycle
Apple's new Siri AI has finally arrived, but its absence from China threatens to weaken the company's artificial intelligence (AI) strategy in one of the world's most important smartphone markets
Wednesday 10 June 2026
Interview: Taiwan's INFINITIX expands in South Korea to tap sovereign AI demand

As AI adoption accelerates globally, computing infrastructure is becoming a key competitive battleground. Taiwan-based AI software company INFINITIX is expanding in South Korea with GPU optimization software, aiming to meet demand for localized infrastructure and sovereign AI development

Wednesday 10 June 2026
Microsoft cuts hundreds of Azure jobs in China as another step in its global restructuring

Microsoft is laying off hundreds of employees in its Azure cloud division in China, marking the latest step in the company's ongoing restructuring efforts as it navigates increasingly complex regulatory environments in both the US and China

Wednesday 10 June 2026
Commentary: YMTC, CXMT relisting shows US-China tech controls are moving beyond chips
YMTC and CXMT have returned to Washington's Chinese Military Companies list, placing China's two leading memory chipmakers back at the center of US scrutiny over semiconductors, military-civil fusion, and China's technology supply chain
Wednesday 10 June 2026
Chinese AI startup StepFun seeks US$12 billion valuation in Hong Kong IPO
Chinese artificial-intelligence (AI) startup StepFun is preparing to file for a Hong Kong initial public offering as early as Monday, according to people familiar with the matter, in what could become one of the city's largest technology listings in recent years
Tuesday 9 June 2026
Alibaba puts CEO directly in charge of new unit as AI model race turns commercial

Alibaba Group Holding has created a new artificial intelligence unit called Token Foundry, putting it directly under CEO Eddie Wu as the Chinese technology giant further consolidates its model-development teams and pushes AI applications toward commercialization

Tuesday 9 June 2026
Tencent takes dual-track AI chip route with Canghai V2 and domestic partnerships
Tencent is sharpening a dual-track AI chip strategy, combining self-developed semiconductors for its own business workloads with deeper partnerships across China's domestic AI computing supply chain
Tuesday 9 June 2026
YMTC returns to South Korea's consumer SSD market after four-year absence
Yangtze Memory Technologies Co. (YMTC) is bringing its consumer SSD brand ZHITAI back to South Korea after a four-year absence, as major memory makers devote more resources to high-bandwidth memory and enterprise storage
Tuesday 9 June 2026
HiSilicon chip price hikes put China's AI compute supply chain back in focus
Huawei's chip design arm HiSilicon Technologies has reportedly raised prices for some products, drawing market attention as China's semiconductor sector shows signs of recovery after a prolonged downturn
Tuesday 9 June 2026
LG Innotek expands Vietnam substrate plant as AI servers strain RF-SiP supply
LG Innotek is expanding semiconductor substrate production in Vietnam as rising demand for server components reshapes capacity across the substrate industry, fueling expectations that supply of RF-SiP substrates used in premium smartphones could tighten
Monday 8 June 2026
Beijing backs orbital computing in bid for AI leadership
China is accelerating its push into space-based computing, betting that the next frontier of artificial intelligence infrastructure may lie beyond Earth