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Wednesday 7 January 2026
H200 shipments to China set to start with low-profile approach, says CEO Jensen Huang
Nvidia has expressed optimism about resuming sales of its H200 AI chips to China, while stressing that any return to the market will proceed quietly, without public announcements or regulatory fanfare
Wednesday 7 January 2026
Tesla rolls out five-year zero-interest push in China as BYD widens EV lead
As 2026 opens, the global electric vehicle (EV) market is entering a pivotal phase. Tesla China has rolled out a five-year, zero-interest financing program covering its core models — Model 3, Model Y, and the six-seat Model Y L — paired with a CNY8,000 (approx. US$1145.52) paint-option incentive
Wednesday 7 January 2026
Samsung speeds Pyeongtaek P5 fab toward 2028 output

Samsung Electronics is accelerating construction of its P5 semiconductor line in Pyeongtaek, South Korea, as it moves toward a 2028 production target. The project is a central component of the company's plan to expand memory production amid rising AI-driven demand. Samsung is currently mobilizing thousands of workers daily and has launched simultaneous bidding for utility infrastructure to compress the traditional build timeline

Wednesday 7 January 2026
Column: US political economy enters new era of industrial revival and strategic decoupling
The global economic landscape underwent three major transformations in 2025: the Great Rebalancing, the evolution of the AI supercycle, and a US industrial revival driven by national security considerations
Tuesday 6 January 2026
CES 2026: AI glasses and automotive electronics lead the way as Chinese startups seek new growth
At CES 2026, AI glasses and automotive electronics emerge as the two most promising growth sectors, with Chinese companies positioned at the intersection of these technology trends. Advances in AI model computing efficiency, hardware miniaturization, and favorable policies are accelerating the mass-market adoption of related products
Tuesday 6 January 2026
Samsung, SK Hynix reportedly reject long-term DRAM contracts and raise prices by up to 70%

Reports in Korean business media say Samsung Electronics and SK Hynix are raising quoted prices for server DRAM by 60% to 70% for the first quarter of 2026 compared with the fourth quarter of 2025, as demand continues to outstrip supply

Tuesday 6 January 2026
CES 2026: China's tech heavyweights to showcase humanoid robots and next-gen displays
Each January, the Consumer Electronics Show (CES) acts as a bellwether for global technology trends. CES 2026, scheduled for January 6 to 9, 2025, will again place AI at the center, with Chinese technology companies appearing in force across robotics, smart cleaning, display technologies, automotive electronics, and AI end devices, signaling a clear push deeper into the global technology supply chain
Tuesday 6 January 2026
Why China smartphone brands are turning to ByteDance's Doubao to break Apple-Huawei's hold on premium phones
Several Chinese smartphone brands are moving closer to Doubao, ByteDance's LLM platform, accelerating partnerships tied to AI smartphones. The shift reflects mounting pressure from falling mobile phone shipments and a premium market long locked up by Apple and Huawei, where smaller brands struggle to gain traction. AI applications and services have thus emerged as one of the few remaining levers for differentiation
Tuesday 6 January 2026
Honda delays China factory restart as Nexperia dispute continues to disrupt supply

Honda Motor said on January 5 that it would delay the reopening of three factories operated by its Chinese joint venture, GAC Honda, after a key automotive chip supplier, Nexperia, halted shipments. The restart, originally scheduled for January 5, has been pushed back two weeks to January 19

Tuesday 6 January 2026
Samsung to restart construction of Pyeongtaek P5 chip plant

Samsung Electronics will resume structural construction at its Pyeongtaek P5 semiconductor plant next month. The company halted the project last year during a downturn in the memory market, but is now expanding capacity as demand for high-bandwidth memory (HBM) used in AI recovers

Tuesday 6 January 2026
CES 2026: Samsung showcases 130-inch Micro RGB TV, Ballie robot nowhere to be seen
Samsung hosted The First Look ahead of the opening of CES 2026, led by head of the Device eXperience (DX) division Han Jong-hee, together with SW Yong, head of the Visual Display (VD) Business, and CK Kim, head of the Digital Appliances (DA) Business. The theme of this year's event was to promote Samsung's "Companion to AI Living" vision for 2026
Tuesday 6 January 2026
TCL's RGB mini LED claims on Q9M TV draw industry scrutiny
TCL's marketing of its entry-level RGB Mini LED television has come under closer industry scrutiny after market research firm Omdia said the product does not fully adopt the RGB backlight architecture implied by its branding. The findings have prompted discussion among analysts and regional media about how emerging display technologies are defined and communicated to consumers, particularly as competition intensifies in the premium TV segment
Tuesday 6 January 2026
China accelerates semiconductor self-sufficiency through foundry M&A: updates on Hua Hong, SMIC
China's semiconductor sector is entering a new phase of domestic consolidation, as leading foundries Hua Hong Semiconductor and SMIC move to tighten control over key manufacturing assets. The deals reflect Beijing's drive to localise chip production, strengthen mature-node capacity, and curb reliance on external supply chains amid sustained US-China technology tensions
Tuesday 6 January 2026
China Mobile, CNBM anchor Huaxin Micro-Nano's 8-inch MEMS expansion
China's drive to localize high-value sensor manufacturing gained momentum this week, as China Mobile and China National Building Material (CNBM) Group became core shareholders of Anhui Huaxin Micro-Nano Integrated Circuit Co., an emerging domestic MEMS foundry specializing in 8-inch wafers
Tuesday 6 January 2026
SK Hynix says HBM3E to dominate memory in 2026 as HBM4 ramps up

SK hynix announced on Jan. 5 that it expects its fifth-generation high-bandwidth memory, HBM3E, to remain the dominant product in the AI-driven memory market through 2026, even as preparations accelerate for a transition to HBM4