The recent craze for OpenClaw "lobster raising" in China has sparked massive token consumption, with Yangtze Memory Technologies (YMTC) calling it the first killer app of AI agents. In response, Phison teamed up with Intel to introduce a "hybrid lobster solution" that addresses soaring cloud costs and security risks, selling out its initial batch on Chinese e-commerce platforms
The global semiconductor industry is undergoing a structural transformation. SEMI estimates that in 2025, capital expenditures (CapEx) by the four largest US cloud service providers (CSPs) will reach US$400 billion, more than twice the total semiconductor industry CapEx. When including Chinese cloud providers and sovereign AI investments, global AI infrastructure spending could surpass US$1 trillion by 2027
Sony Group's gaming subsidiary, Sony Interactive Entertainment, announced on March 27 that it would raise the global retail price of its flagship home console, the PlayStation 5, effective April 2. In Japan, the suggested retail price of the standard model will climb to JPY97,980 (approx. US$613), a steep increase of roughly 23%. A Japan-only version, introduced in 2025 without a disc drive and limited to the Japanese language, will remain unchanged at JPY55,000
The global semiconductor memory market is expected to surpass US$600 billion by 2026, as artificial intelligence accelerates a shift toward high-performance storage, according to industry executives
China's Ministry of Commerce has launched an investigation into what it describes as US trade barriers affecting green products, citing domestic trade law provisions that allow authorities to examine restrictive measures imposed by other countries
Samsung Electronics has backed AI chip design startup Normal Computing in a US$50 million funding round, expanding its push into AI-driven electronic design automation and next-generation semiconductor architectures. The move targets faster chip development cycles and rising energy constraints in AI infrastructure
NeurIPS' new rule barring institutions on the US Treasury Department's OFAC entity list from submitting papers, reviewing, or editing risks fracturing global AI collaboration, excluding major Chinese companies, and prompting academic backlash that could reshape cross-border research ties, the composition of leading AI conferences, and the governance of global science
AI-driven demand is tightening global memory supply, pushing NAND flash and server DRAM into shortages, price hikes, and capacity constraints. Server memory demand is expected to grow more than 40% in 2026, accounting for over half of total storage usage
SMIC on March 26 outlined an action plan to strengthen core operations and identify new growth drivers in 2026, targeting revenue growth above the industry average as it reinforces its role in China's semiconductor self-sufficiency strategy
SMIC, China's largest chipmaker, is accused by senior Trump administration officials of supplying chipmaking equipment to Iran's military, escalating tensions linked to the ongoing US-Israel conflict with Tehran
Samsung Electronics is facing a looming labor strike in May as its memory and foundry businesses take off, marking a more complex challenge than the initial 2024 walkout. The upcoming strike reflects significant changes in industry conditions and union size, highlighting Samsung's structural difficulties with labor issues amid evolving laws and its broad business portfolio
The global auto industry is entering a turning phase of structural transformation, and nowhere is the upheaval more intense than in China, where a fierce competitive shakeout is underway
