After sharp swings in the memory spot market in April and May 2026, the industry's tight supply-demand balance has not changed. Spot prices through the end of May have recovered modestly from April, while the third-quarter memory contract price increase is expected to slow from a high base but remain firmly on an upward trend, with quarterly gains likely to stay in the double-digit 10-20% range

China moved in late 2025 to prohibit companies from citing AI adoption as a reason for layoffs, directing employers to justify any workforce reductions as unrelated to AI, executives said. The policy followed meetings between senior officials and major employers to assess AI's impact on jobs and aimed to avoid social instability as firms accelerate AI deployment

South Korean internet giant Naver said it has formed a dedicated defense AI organization to pursue military AI transformation, deploy field engineers to client sites, and develop defense-specific AI capabilities. The move was disclosed by South Korean media outlets Seoul Economic Daily and Maeil Business Newspaper, which reported that Naver Cloud has established a "Defense AX Special Task Force" to commercialize AI services for defense customers

China's economy remained under pressure in 2026 as a weak property sector, sluggish domestic demand, and slow manufacturing investment outweighed resilient trade, according to research institutes and market forecasters. Taiwan's Directorate-General of Budget, Accounting and Statistics sharply raised its 2026 growth forecast for Taiwan on May 29, projecting expansion of 9.64% after revising 2025 growth to 8.76%, while S&P Global forecasted China's 2026 GDP at 4.4%, down 0.1 percentage point from its prior outlook

During Global Connect Show (GCS) 2026 in Shenzhen, China, Pixverse AI presented and demoed its AI video platform, reflecting the exceptional rate at which AI video is transforming. According to the Chief Representative of Singapore and Global PR Head at Pixverse AI, Robyn Tan, the platform supports three creation paths: text-to-video, image-to-video, and multi-image cinematic production

Huawei has introduced Tau Law, a semiconductor design framework built around LogicFolding, as a potential route for China to improve chip performance under US technology restrictions. The idea is to shorten critical signal paths and extend gains as Moore's Law slows, but its commercial value will hinge on yield, cost, and heat dissipation — not theory

Chinese consumer electronics and tech brands have made significant strides in quality and innovation over the past few years, yet trust remains a persistent challenge in Western markets. Ongoing geopolitical tensions and media framing have added further complexity to that dynamic

Lenovo Group is stepping up its AI infrastructure push. Lenovo chairman and CEO Yuanqing Yang said on May 28 at the 2026 World Intelligence Expo that the company will invest in Tianjin to build a next-generation AI computing product R&D and manufacturing center, with mass production planned for 2027, as Lenovo seeks a larger share of the AI infrastructure market

SK Hynix's Cheongju campus was hit by a fire on June 1, 2026, prompting the emergency evacuation of all 3,600 workers from the M15 and M15X plants. Seven people were taken to the hospital after hydrogen fluoride (HF) leaked in the incident, which came less than a week after a separate fire-related event at the site

After Nvidia CEO Jensen Huang wrapped up his "trillion-dollar banquet" for Taiwan AI supply-chain giants, GTC Taipei is set to become a highlight of Computex 2026. Nvidia will also host its first "South Korean partners night" in Taiwan

Nvidia chief executive Jensen Huang's pre-Computex meetings in Taipei are drawing close attention from South Korean companies seeking a bigger role in the global AI supply chain. With demand for AI infrastructure rising, their interest reflects how the next phase of AI development could shape worldwide competition, partnerships, and technology access

China's State Council announced new regulations on June 1 that will tighten controls on overseas investment, restricting the export and transfer of prohibited goods, technologies, services and related data. The regulations were approved at the State Council's 83rd executive meeting on April 17 and will take effect on July 1, 2026, the announcement said, requiring firms and investors to comply with approval, filing, information reporting and cross-border capital registration procedures when investing abroad

Huawei's Tau Law is being framed in China as a new semiconductor principle, but its strategic value may lie beyond catching TSMC in process nodes. The real question is whether Huawei can combine LogicFolding, optical interconnects, and system-level scaling to reduce China's reliance on Nvidia

MiniMax has started preparations to sell yuan-denominated shares on China's stock market, a step that could give onshore investors exposure to AI model companies beyond chipmakers and extend the company's listing presence beyond Hong Kong