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Tuesday 23 June 2026
Chinese Premier Li Qiang puts China's advanced manufacturing agenda on display before Summer Davos
Chinese Premier Li Qiang will attend Summer Davos 2026, to be held from June 23 to 25 in Dalian, Liaoning province. The forum, formally the Annual Meeting of the New Champions, will feature a speech by Li. Ahead of the event, Li visited Dalian on June 22 to inspect local heavy industry and advanced equipment manufacturers, signaling China's continued policy support for advanced manufacturing.
Tuesday 23 June 2026
Infineon and InnoScience's GaN patent fight hardens market split

Infineon and InnoScience are escalating their global GaN patent dispute across the US, Germany, and China, with each side scoring wins in infringement suits that are already affecting real-world sales. Sources familiar with the matter say the latest rulings are effectively pushing the two companies into separate market territories.

Tuesday 23 June 2026
Samsung Electro-Mechanics rides Qualcomm's data center push into servers

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.

Tuesday 23 June 2026
YMTC Holdings exits XMC as state-backed Optics Valley investor takes control
China's memory industry is undergoing another round of ownership restructuring. According to a recent merger review case disclosed by China's State Administration for Market Regulation (SAMR), YMTC Holdings, the parent company of Yangtze Memory Technologies (YMTC), will sell its 39% stake in Wuhan Xinxin Semiconductor Manufacturing (XMC) to Wuhan Optics Valley Semiconductor Industry Investment.
Tuesday 23 June 2026
SK Hynix Cheongju plant accidents raise HBM expansion safety concerns

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.

Tuesday 23 June 2026
Corsair's reported CXMT DDR5 move puts China DRAM on the global supply-chain map
China's DRAM supply chain is becoming a new variable in the global memory market. CXMT, China's largest DRAM manufacturer, is accelerating its DDR5 expansion. Recent reports stated that US memory brand Corsair Gaming has adopted CXMT-made chips in some of its DDR5 products, a development that has drawn industry attention.
Tuesday 23 June 2026
LTO Batteries power up industrial electrification: Taiwan and South Korea players widen global deployments
Lithium titanate oxide (LTO) batteries are emerging as a promising solution for industrial electrification and critical energy infrastructure, where safety, rapid charging and long service life outweigh the priorities of cost and driving range. As demand grows for high-reliability power systems, companies in Taiwan and South Korea are accelerating overseas expansion, positioning LTO technology for broader adoption in sectors ranging from robotics and mining to AI data centers and defense applications.
Tuesday 23 June 2026
LG Magna turns profitable in 1Q26 on EV motor push
LG Magna e-Powertrain returned to profit in the first quarter of 2026 as higher utilization at its Mexico plant lifted performance. Facing the rapid rise of China's electric vehicle (EV) supply chain and intensifying global competition, the company plans to keep increasing R&D spending, especially in high-speed motors, to build a differentiated base for medium- to long-term profitability.
Tuesday 23 June 2026
Taipei startups showcase AI martech and fintech tools at NextRise 2026 to court South Korea partners
Taipei-backed startups showcased AI martech, fintech, and digital-transformation tools at NextRise 2026 in South Korea, seeking investors, partners, and accelerators across Asia. The pavilion signaled how Taiwan's startups are positioning for cross-border growth, while also reflecting broader regional competition in AI, enterprise software, and digital commerce.
Tuesday 23 June 2026
LG Group execs visit Nvidia to expand physical AI and robotics ties

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.

Tuesday 23 June 2026
Japan puts robotics at heart of US$2.3 trillion chip revival

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.

Monday 22 June 2026
SK Hynix overtakes Samsung as HBM boom reshapes Korea's chip industry

SK Hynix briefly overtook Samsung Electronics on June 22 to claim the top spot by common-share market capitalization on South Korea's KOSPI exchange, a milestone that reflects how high-bandwidth memory (HBM) has redefined the value of Korea's semiconductor industry.

Monday 22 June 2026
China launches 2026 NEV rural promotion campaign to accelerate EV expansion into county-level markets
China's Ministry of Industry and Information Technology (MIIT), Ministry of Commerce, and three other government departments announced on June 18 the launch of a new round of the 2026 New Energy Vehicle (NEV) rural promotion campaign. Through measures including vehicle trade-in programs, charging and battery-swapping infrastructure development, and tax incentives, the initiative aims to further stimulate the replacement of gasoline vehicles and EV consumption in county-level administrative regions and rural towns.
Monday 22 June 2026
MW-level flash charging competition escalates as BYD, Geely, CATL compete for industry influence
In China's new energy vehicle (NEV) market, industry leader BYD introduced megawatt-level (MW) flash charging technology more than a year ago and further enhanced its fast-charging capabilities with the launch of its second-generation Blade Battery in March 2026. Now, major competitors, including Geely and CATL, have also entered the space. Flash-charging technology remains in a stage of extensive validation and limited pilot deployment, but Chinese automakers and battery manufacturers are already engaged in an intense marketing battle, reflecting the intensifying competition in the NEV market.
Monday 22 June 2026
How physical AI and ADAS-cockpit fusion are rewiring China's smart driving supply chain

Physical AI and ADAS-cockpit integration have become the two main forces driving upgrades in China's autonomous driving and smart cockpit supply chains, according to the latest report from DIGITIMES Research. Under this trend, automakers and tech companies are accelerating the deployment of world models and LLMs, with a new wave of mass production and commercial pilot runs expected in the second half of 2026.