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Friday 24 July 2026
Kimi K3 under fire, part 3: China's AI industry questions success story
Chinese officials have embraced Kimi K3 as evidence of indigenous innovation and a maturing open-model ecosystem. Some Chinese developers and technology commentators are far less convinced.
Friday 24 July 2026
Realme exits China smartphone market, Oppo hands domestic focus to OnePlus

Realme has stopped producing smartphones for China and will launch no new models there, ending its domestic expansion as parent company Oppo consolidates overlapping brands and redirects resources overseas.

Friday 24 July 2026
China's AI chip share tops 50%, but Nvidia still rules frontier training

China's AI infrastructure build-out is rapidly lifting demand for domestic accelerators, giving Huawei, Alibaba's T-Head Semiconductor, Cambricon and Hygon a larger role in a market once dominated by Nvidia.

Friday 24 July 2026
DeepSeek's Liang Wenfeng says China trails US AI by up to 18 months, with compute the decisive gap
DeepSeek founder Liang Wenfeng says China's AI industry trails the US by six to 18 months mainly because of limited computing power, not talent.
Friday 24 July 2026
South Korea's mandatory ESG disclosures loom: How Samsung Display and LG Display are preparing
South Korea has finalized plans to bring climate-related information under statutory disclosure requirements beginning in 2028, advancing the timetable and widening the scope compared with a draft released in February 2026.
Friday 24 July 2026
Analysis: Why Nvidia is betting Japan's manufacturing data will power physical AI

Nvidia CEO Jensen Huang's whirlwind visit to Japan in mid-July extended well beyond product announcements and public appearances. Alongside a joint event with gaming giant Sega Corporation, Huang used the trip to promote what he has repeatedly described as Nvidia's next major AI frontier—physical AI—sparking renewed discussion across Japan's industrial sector about the country's role in the emerging technology.

Friday 24 July 2026
AI memory crunch hits smartphones and PCs, splitting winners from losers

AI-driven memory demand is raising smartphone and PC costs, weakening mass-market sales and widening the gap between premium brands and manufacturers reliant on lower-priced devices.

Friday 24 July 2026
Mitsubishi Electric seeks September deal on power-chip merger with Toshiba, ROHM

Mitsubishi Electric is seeking an agreement with Toshiba and ROHM by September on combining semiconductor operations centered on power devices, as the three Japanese suppliers negotiate product scope and corporate control while seeking government support.

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.