Polestar, the Swedish electric vehicle (EV) brand backed by Geely Holding, is facing a major restructuring of its US operations. In its first-half 2026 financial report filed with the US Securities and Exchange Commission (SEC) on September 3, Polestar said the US Department of Commerce's Bureau of Industry and Security (BIS) had denied its application for specific authorization under US connected vehicle regulations.

Samsung Electronics and SK Hynix are preparing to move DRAM below the 10nm threshold in 2028, with the two memory makers pursuing different cell structures as conventional scaling becomes increasingly difficult.

HS Hyosung Energy Solution Korea, a joint venture formed by South Korea's HS Hyosung Group and Belgian materials leader Umicore, signed a memorandum of understanding with Ulsan Metropolitan City on September 14 to construct a major silicon anode materials manufacturing base.

Panasonic Energy, the battery unit of Panasonic Holdings, is betting big on energy storage for AI data centers as demand for backup batteries from AI data centers surges. The company said it will keep energy storage systems (ESS) as a core growth driver and flex investment plans to match market demand.

As US AI executives warn that artificial intelligence development may need to slow down, Chinese companies are pressing ahead with open source tools and large-scale deployment. The gap matters far beyond China, because the next phase of AI competition may be shaped as much by collaboration and standards as by chips and model size.

China has introduced what it says is the world's first medical-device standard for brain-computer interfaces (BCIs) that use AI to process electroencephalogram (EEG) data, marking a step toward tighter regulation and commercialization of the emerging technology.