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Monday 9 February 2026
South Korea bets on AI and electric powertrains to shape cars of future

The South Korean government announced plans to invest KRW464.5 billion (approximately US$316 million) in the automotive sector in 2026, targeting research and development as well as infrastructure upgrades to accelerate the country's transition to next-generation vehicles. Key priorities will include end-to-end artificial intelligence (E2E AI) for autonomous driving, software-defined vehicle (SDV) standard systems, and extended-range electric vehicle (EREV) powertrains

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Monday 9 February 2026
Takaichi's election victory clears path for Japan's chip sovereignty, military buildup
Japanese Prime Minister Sanae Takaichi's decisive victory in the lower house election has strengthened her government's ability to advance policies tied to economic security, bringing renewed attention to the future direction of Japan's semiconductor and defense technology agenda
Monday 9 February 2026
OpenClaw and Cowork spark desktop AI agent race in China
The AI agent sector intensified in early 2026 as the simultaneous arrival of Anthropic's Claude Cowork and Peter Steinberger's OpenClaw catalyzed significant interest across the global technology community. While both represent a shift toward independent desktop agents, they operate on different ends of the permission spectrum. OpenClaw grants deep system-level access to files, applications, and chat histories, whereas Claude Cowork functions within secure, user-authorized boundaries to manage file organization, data processing, and document generation
Monday 9 February 2026
EMS Watch: USI profit climbs 12% in 2025 as consumer electronics offset weak comms sales
Universal Scientific Industrial (Shanghai) Co. (USI) posted higher earnings in 2025 despite a decline in revenue, reflecting improving profitability amid pricing pressure and uneven demand across key business segments
Monday 9 February 2026
China pulls the plug on EV door-handle futurism

A single regulatory notice issued recently by China's Ministry of Industry and Information Technology has made the country the first in the world to formally declare the end of what might be called the automotive industry's "era of invisibility." Under the new rules, beginning Jan. 1, 2027, all new vehicles sold in China will be prohibited from using fully electric hidden door handles. The regulation effectively applies the brakes to an industry-wide push toward ever more electronic, futuristic design, forcing automakers to return to a basic principle of physical safety

Sunday 8 February 2026
Record Japan blizzard threatens AI chip supply chains
A record-breaking blizzard driven by extreme weather has battered Japan's northern Aomori Prefecture, dumping snow at more than two and a half times the historical average. The storm has claimed lives, paralyzed local commerce, and raised fresh concerns about the resilience of global technology supply chains
Sunday 8 February 2026
Next-gen Ku/Ka metasurface antenna to launch through JDI-Kymeta collab
Japan Display Inc. (JDI) has entered a strategic master supply agreement with Kymeta, a global leader in mobile satellite communications powered by metamaterials technology, to develop glass substrates for a next-generation multi-band metasurface antenna. The collaboration aims to create the industry's first metasurface terminal capable of operating concurrently across Ku and Ka-band satellite frequencies
Sunday 8 February 2026
Shanghai's AI chip boom powers China's homegrown computing future
In 2025, Shanghai's domestic AI chip sector surged alongside capital market activity. MetaX reported CNY740 million (US$106 million) in revenue in 2024, rising to CNY915 million in the first half of 2025. The company listed on the STAR Market in December, raising over CNY2 billion and reaching a CNY200 billion valuation to fund sub-7nm R&D
Saturday 7 February 2026
SK Hynix clears power hurdle in Yongin as Samsung faces site delays

South Korea is moving ahead with plans to develop what it bills as the world's largest semiconductor cluster in Yongin, Gyeonggi Province, where SK Hynix and Samsung Electronics plan to build up to 10 advanced wafer fabs. Infrastructure issues that once drew intense scrutiny, particularly power supply, have eased after authorities adopted an unconventional approach that integrates power grids into road construction

Friday 6 February 2026
South Korean president meets conglomerate chiefs as Samsung, others pledge US$186b in regional investments

South Korean President Lee Jae-myung recently convened a meeting at the Blue House titled the "Corporate Roundtable on Youth Employment and Expanded Regional Investment," bringing together leaders from the country's 10 largest conglomerates, including Samsung Electronics, Hyundai Motor and LG Group, along with representatives from the financial sector. Lee urged companies to work with the government to promote youth employment, entrepreneurship and more balanced regional development

Friday 6 February 2026
Samsung foundry said to plan 10% price hike for 4nm, 8nm nodes
Samsung Electronics' foundry business is reportedly preparing price increases for certain process technologies, including 4nm and 8nm nodes, with hikes reportedly around 10%. Despite the adjustment, Samsung is expected to maintain a pricing advantage over TSMC as TSMC continues to raise its own wafer prices
Friday 6 February 2026
TSMC’s 3nm bet in Japan signals a deeper Taiwan-Japan tech pact
To meet the surging demand driven by AI, TSMC is upgrading its second wafer fab under construction in Kumamoto, Japan, to use more advanced 3nm process technology. This development was personally conveyed by TSMC chairman C.C. Wei to Japanese Prime Minister Sanae Takaichi
Friday 6 February 2026
PC makers reportedly eye China DRAM for the first time as global memory supply tightens
Global DRAM supply remains tight, pushing major PC makers, including HP, Dell, Acer, and Asus, to consider sourcing memory chips for the first time from Chinese suppliers such as ChangXin Memory Technologies (CXMT) to offset price surges driven by booming AI demand
Friday 6 February 2026
Intel, AMD warn of extended server CPU delays in China
Intel and AMD are facing acute server CPU shortages in China, with delivery times for some Intel products stretching to as long as six months, driven by surging AI data center demand and intensifying pressure across the global chip supply chain
Friday 6 February 2026
South Korea aims to lead global quantum chip manufacturing by 2035
Global quantum technology is shifting from research to commercialization. South Korea is advancing its national strategy centered on its first quantum comprehensive plan. The government recently unveiled its first quantum cluster basic plan. The aim is to build a robust quantum ecosystem and catch up with the currently leading countries
Friday 6 February 2026
The Kumamoto master plan: behind TSMC's strategic leap to 3nm supremacy
TSMC is doubling down on Japan. By upgrading its second Kumamoto facility to 3-nanometer production, the chipmaking giant has turned what was once a secondary supply-chain hedge into a cornerstone of its global strategy to dominate advanced AI silicon