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Thursday 30 July 2026
China rejects 'overcapacity' claims in new policy paper, defends industrial strategy
China's Ministry of Commerce (MOFCOM) has released a policy paper rejecting allegations that the country's manufacturing sector suffers from "overcapacity," arguing that the concept has been misused to justify protectionist trade measures against Chinese exports. The document, published on July 28, 2026, outlines Beijing's position on industrial policy, trade balances and global supply chains.
Thursday 30 July 2026
Samsung memory sales up 471% in 2Q26; foundry targets double-digit second-half growth

Samsung Electronics' Device Solutions (DS) division posted the most profitable quarter in its history in 2Q26, generating operating profit of KRW89.2 trillion (approx. US$61.6 billion) on sales of KRW127.5 trillion (approx. US$88.1 billion) — a 70% operating margin — as the AI-driven memory supercycle intensified.

Thursday 30 July 2026
Nvidia invests US$1B in Naver's sovereign AI push
Nvidia plans to invest in South Korean internet and cloud giant Naver through a US$1 billion third-party share issue for about a 4.5% stake, a move that could make it Naver's third-largest shareholder if the deal closes and treasury shares are canceled. The two companies are also teaming up with global investment firm Brookfield on an AI infrastructure plan worth as much as US$10 billion to turn Naver's GAK Sejong data center into the core of South Korea's sovereign AI factory initiative.
Thursday 30 July 2026
China's robot vacuum makers race ahead as innovation cycle outpaces smartphones

While humanoid robots have yet to achieve meaningful economies of scale, service robots have already entered an intensely competitive phase.

Wednesday 29 July 2026
China's glass substrate supply chain takes shape for AI chip packaging
Intel's recent memorandum of understanding with Lens Technology to collaborate on through-glass via (TGV) advanced packaging has been widely viewed as an important step towards the industrialisation of glass core substrates.
Wednesday 29 July 2026
Analysis: How Xiaomi's range-extended EV push could redraw China's supplier map

Xiaomi is preparing to unveil a new car technology platform on July 30, signaling a deeper move into the range-extended electric vehicle market. The launch is expected to spotlight not only two flagship SUVs, but also the company's supplier strategy, which could influence competition across China's fast-moving new-energy vehicle sector.

Wednesday 29 July 2026
Moonshot AI's Kimi K3 secures Day 0 support from Alibaba Cloud, Huawei Ascend

China's two major AI computing ecosystems moved quickly to support Kimi K3 after Moonshot AI released the large language model as open source.

Wednesday 29 July 2026
TDK and LG Innotek form partnership on physical AI sensors
TDK and LG Innotek are joining forces to develop sensors for Physical AI, a move that could shape future robotics and automation products used worldwide. The collaboration combines optical, tactile, and motion technologies, with an early focus on humanoid robots and advanced sensing modules for broader global deployment.
Wednesday 29 July 2026
Huawei targets 2027 glass substrate production to gain an edge in AI chips

Huawei is reportedly working through its domestic supply chain to begin mass production of semiconductor glass substrates in 2027, with plans to adopt the technology in its own AI chips. Industry sources said that if the strategy proceeds successfully, leadership in global semiconductor glass-substrate technology could gradually shift towards China.

Wednesday 29 July 2026
Commentary: Why China's 2026 tech breakthroughs are a generational harvest

Judging only by the news of summer 2026, China's technology sector appears to have entered an unusually concentrated period of breakthroughs.

Wednesday 29 July 2026
OpenAI plans to test first hardware device in South Korea
OpenAI's CEO Sam Altman has said that the company may use South Korea as a testbed for its first hardware device, widely believed to be a screenless speaker. However, it remains to be seen whether an ongoing court case brought on by Apple could influence the product's timeline.
Wednesday 29 July 2026
From Silicon Valley to Sicily: Samsung, SK chiefs take Korea's AI supply-chain pitch to Google Camp

A high-level technology gathering in Sicily, reportedly to be attended by the leaders of two of South Korea's largest semiconductor groups, Samsung Electronics and SK Group, is drawing attention to their expanding roles across the AI infrastructure stack.

Wednesday 29 July 2026
China rejects US AI model theft claims, says American firms distill Chinese models too
China's Ministry of Commerce has rejected US allegations that Chinese artificial intelligence companies used model distillation to acquire capabilities from advanced US AI models, after American officials said they were considering investigations and possible sanctions over the alleged theft of US intellectual property.
Tuesday 28 July 2026
Magnitude 7.1 quake strikes Japan's Kumamoto; TSMC says JASM staff safe, recovery underway
A powerful earthquake struck Japan's Kyushu region at 4:27 p.m. on July 28. The Japan Meteorological Agency initially estimated the quake at magnitude 7.1 with a depth of 6.2 miles (10 kilometers). The strongest shaking was recorded in Uki City and Hikawa Town in Kumamoto Prefecture, reaching seismic intensity 7 on Japan's scale. TSMC's Japan fab in Kikuyo Town experienced an intensity of 5+, and a tsunami warning was issued.
Tuesday 28 July 2026
Panel makers reject 10% polarizer price increase as China suppliers retreat
Rising upstream material prices are continuing to pressure the polarizer industry. During the second quarter, polarizer suppliers in China and Taiwan sought price increases of about 10% from panel makers for the third quarter to offset higher costs.