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Wednesday 22 July 2026
US-China AI rivalry, part 1: September talks to confront frontier models, IP theft, open-source risks

The US and China are preparing to hold their first official artificial intelligence (AI) dialogue under President Donald Trump, a notable diplomatic milestone after years of escalating technology tensions. Yet the significance of the meeting lies less in whether it produces tangible agreements than in what it reveals about how both countries increasingly view AI: not as another fast-growing industry, but as strategic infrastructure requiring tighter state oversight and national control, according to Reuters.

Wednesday 22 July 2026
Nvidia's Huang to meet Samsung, SK and Naver chiefs in Silicon Valley, reports say
Samsung Electronics executive chairman Lee Jae-yong, SK Group chairman Chey Tae-won and Naver founder and board chairman Lee Hae-jin are reportedly preparing to meet Nvidia CEO Jensen Huang near Silicon Valley, with a roundtable tentatively planned for July 24.
Wednesday 22 July 2026
LG Electronics to halt production at Huizhou plant in China after three decades

LG Electronics plans to stop production at its Huizhou plant in China after October, ending manufacturing at the group's first production subsidiary in the country after more than three decades.

Wednesday 22 July 2026
Samsung's next Galaxy phones may deepen Qualcomm reliance, underscoring the limits of Exynos revival
Samsung Electronics is expected to rely heavily on Qualcomm chips in its next Galaxy phones, according to market reports, a sign that the company is still prioritizing flagship performance and AI features over wider use of its in-house Exynos processors. The expected shift comes as memory prices rise and pressure builds on smartphone costs.
Wednesday 22 July 2026
GigaDevice injects another CNY500M into DRAM subsidiary as memory market boom lifts performance

Chinese chip designer GigaDevice is investing another CNY500 million (approx. US$73.9 million) into its wholly owned subsidiary to support its DRAM research and industrialization project, continuing a series of capital injections aimed at expanding its memory business.

Wednesday 22 July 2026
LG Display posts narrower second quarter operating loss, swings to first-half operating profit
LG Display reported a second-quarter operating loss of KRW107.7 billion (approx. US$72.77 million) on revenue of KRW5.61 trillion, according to an interim, unaudited disclosure the panel maker filed with South Korea's Financial Supervisory Service on July 22. Revenue was essentially flat against the same quarter a year earlier and up 1% from the first quarter, while the operating loss narrowed 7% from the KRW116.0 billion deficit of the second quarter of 2025.
Wednesday 22 July 2026
SK Hynix denies report it is pursuing deal for Intel's Ohio fab

SK Hynix said in a July 22 disclosure that it had neither pursued nor decided on an acquisition of Intel's under-construction semiconductor site in New Albany, Ohio, denying a JoongAng Ilbo report that the companies were negotiating over the campus.

Wednesday 22 July 2026
Chinese equipment makers win early production orders as TGV packaging moves beyond the lab

Chinese semiconductor equipment suppliers are beginning to secure production orders for through-glass via (TGV) manufacturing tools, marking a shift from prototype validation toward commercial deployment as the industry moves to develop glass substrates for next-generation AI chip packaging.

Wednesday 22 July 2026
WAIC 2026: Enflame debuts China's first glass-based CoPoS AI chip sample

Chinese AI chip developer Enflame said at the World Artificial Intelligence Conference (WAIC) 2026 that it had jointly showcased an AI chip sample with Shanghai Xianfeng Technology using glass-based Chip-on-Panel-on-Substrate (CoPoS) panel-level advanced packaging.

Wednesday 22 July 2026
WAIC 2026: Biren's 1,024-GPU NPO super node sharpens China's AI infrastructure race

Chinese GPU developer Biren Technology unveiled a next-generation near-packaged optics (NPO) super node at the World Artificial Intelligence Conference (WAIC) 2026, targeting the growing computing demands of large language models and AI agents.

Wednesday 22 July 2026
Kimi K3 sparks new 'DeepSeek moment,' reshaping AI's winners and losers
Chinese artificial intelligence (AI) startup Moonshot AI launched its next-generation Kimi K3 model on July 17, delivering performance comparable with leading models from OpenAI and Anthropic on several critical tasks at only a fraction of the cost.
Wednesday 22 July 2026
China smartphone shipments fall 3% in first half as Huawei regains No. 1
China smartphone shipments fell about 3% in the first half of 2026, even as major vendors accelerated new product launches and pushed harder into mid- to high-end models to protect margins. Huawei reclaimed the No. 1 market share position in China, while Apple and other rivals prepared new devices for the second half, according to the source material.
Wednesday 22 July 2026
China weighs stricter AI and chip export curbs after Kimi K3 benchmark win

China is considering tighter export controls on artificial intelligence and semiconductor technologies amid intensifying competition with the US in frontier AI. The proposed measures, reported by Financial Times, would also target overseas acquisitions of advanced technology startups and could appear in the next revision of Beijing's export control catalogue.

Wednesday 22 July 2026
Japan weighs new standards post to gain an edge in AI and chips
Japan is considering creating a senior government position to coordinate international standardization across ministries and industry, as Tokyo seeks to convert a sweeping investment drive into a stronger global position for Japanese companies in artificial intelligence (AI), semiconductors and other strategic technologies.
Tuesday 21 July 2026
Ishihara Sangyo doubles high-purity titanium dioxide capacity on AI server demand

Ishihara Sangyo Kaisha plans to double production capacity for high-purity titanium dioxide used to make dielectric materials for multilayer ceramic capacitors, as rising AI server power requirements increase demand for the components.