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Friday 8 May 2026
Sony, TSMC form Japanese joint venture to push image sensors into automotive and robotics
TSMC and Sony Semiconductor Solutions have signed a non-binding memorandum of understanding to establish a joint venture (JV) for next-generation image sensor development and manufacturing, with Sony holding the majority and controlling interest
Friday 8 May 2026
Big Tech reportedly offers to fund SK Hynix fabs and EUV tools in escalating AI memory race
Global technology firms are reportedly offering unprecedented investment proposals to secure memory supply from SK Hynix, including funding new production lines and helping pay for expensive semiconductor equipment — underscoring the growing intensity of the AI-driven memory crunch
Friday 8 May 2026
Samsung chiefs address pay talks as strike deadline nears
Samsung Electronics Vice Chairman and Device Solutions (DS) head Jun Young-Hyun, along with Device eXperience (DX) head Roh Tae-moon, issued a joint statement to all employees on the progress of wage negotiations on May 7, marking their first public remarks on the talks. The move comes as Samsung tries to defuse labor tensions ahead of a union strike deadline
Friday 8 May 2026
Samsung workers seek bigger share of AI profits as strike looms

Samsung Electronics is facing mounting pressure from workers seeking a larger share of the AI-driven semiconductor boom, as unions threaten an 18-day walkout and the dispute puts renewed scrutiny on the company's decades-old performance-pay system

Friday 8 May 2026
Commentary: Trump-Xi Summit puts Taiwan's chip industry at center of global politics

US President Donald Trump is expected to visit Beijing on May 14-15 for a summit with Chinese President Xi Jinping. If the trip proceeds as planned, it would mark Trump's first visit to Beijing since returning to the White House and the most consequential meeting between the two leaders since the escalation of the US-China technology war reshaped the global economy

Friday 8 May 2026
Samsung reportedly scales back Micro LED TV push as new TV chief takes over
Samsung Electronics is reportedly scaling back its Micro LED TV business, as high production costs and limited demand weigh on the commercial prospects of the premium display technology, according to ETNews
Friday 8 May 2026
Analysis: Samsung's China appliance exit signals Chinese brands' upmarket march
Samsung Electronics remains one of the global capital market's major beneficiaries of the AI memory boom, with its market value briefly surpassing US$1 trillion in May. Yet another part of the company's business is rapidly shrinking in China
Friday 8 May 2026
Samsung reportedly testing 1.4nm Exynos 2800 with 96MB cache

Samsung is reportedly testing a next-generation Exynos processor that could push the company's chip ambitions beyond smartphones, with early specifications pointing to a 1.4nm-class design, a 10-core CPU, a large 96MB system-level cache, and a possible PC variant aimed at Google's Chromebook ecosystem

Friday 8 May 2026
PlayNitride pivots to MicroLED optical interconnects as Samsung TV strategy shifts

MicroLED applications are expanding across automotive, wearable, and display markets, but the sector is facing mounting pressure. Following Sony Honda Mobility's cancellation of the Afeela 1 electric vehicle (EV) project, MicroLED adoption in automotive displays has suffered a setback. At the same time, reports that Samsung may scale back its MicroLED TV business are raising fresh concerns over PlayNitride's 2026 growth outlook

Thursday 7 May 2026
Chinese semiconductor equipment makers deepen SEA OSAT presence
Chinese semiconductor equipment makers CCtech and Nextool Technology are expanding into Southeast Asia's OSAT hubs as Malaysia and Singapore emerge as key packaging and testing centers amid global supply chain restructuring and southbound shifts. Both companies said surging AI demand and fast growth in power electronics are setting up a new upcycle for test and packaging equipment
Thursday 7 May 2026
South Korea's US$344.3 million push to localize power chips
South Korea plans to provide KRW500 billion (US$344.3 million) in state funding for a large-scale research and development project aimed at localizing next-generation power semiconductors, ETNews reported
Thursday 7 May 2026
Pentagon deploys 100,000 AI agents, escalating algorithm warfare with China
The Pentagon has deployed more than 100,000 AI agents through its GenAI.mil platform, marking a broader shift toward algorithm-driven warfare and expanding the US military's push into AI-powered combat operations
Thursday 7 May 2026
From market leader to exit: Samsung pulls out of China's home appliances market

Samsung Electronics' decision to withdraw from China's home appliance market marks the end of a long and gradual erosion of its once-dominant position, one that has unfolded even as the company posts record profits globally

Thursday 7 May 2026
From chips to telecoms, South Korea faces an AI-era labor reckoning
Labor tensions across South Korea's technology sector are intensifying, and the conflict is no longer confined to traditional disputes between workers and management. Increasingly, the country's AI-driven economic transformation is exposing fractures within workforces themselves, as employees in faster-growing business divisions demand a larger share of corporate profits. In contrast, weaker divisions struggle to keep pace
Thursday 7 May 2026
ByteDance's Doubao tests paid AI tiers to challenge ChatGPT subscriptions
China's AI market has expanded rapidly through free and low-cost offerings, but rising computing costs and deeper enterprise adoption are beginning to reshape the sector's business models. ByteDance-backed Doubao is now testing paid subscription plans priced between CNY68–500 (US$9–69) per month, signaling a formal shift toward tiered monetization