CONNECT WITH US
Thursday 18 June 2026
Unitree IPO tests China's bet on low-cost humanoid robots
Unitree Robotics is heading toward a Shanghai listing with a pitch drawing attention well beyond China: humanoid robots can be built cheaply enough, and at enough scale, to begin taking on narrow labor tasks.
LATEST STORIES
Friday 19 June 2026
China chip supply chain feels squeeze from AI server MLCCs to 8-bit MCUs
China's semiconductor supply chain is showing fresh signs of pricing strain, with microcontroller unit (MCU) makers and passive component suppliers facing rising costs, tighter capacity, and surging demand from AI servers.
Friday 19 June 2026
Samsung Foundry to make Claros power-management chips for AI data centers

Samsung Electronics' foundry business has signed a strategic manufacturing collaboration with Claros, a US power-management startup, to produce semiconductors designed to cut energy waste inside AI data centers, according to a Claros announcement and a report by ZDNet Korea.

Friday 19 June 2026
Nvidia leads China assisted-driving chip market; Horizon Robotics rises to second
China's assisted-driving chip market is becoming more concentrated, with Nvidia leading in assisted-driving domain controller chip installations and Horizon Robotics emerging as the strongest domestic supplier, according to April 2026 passenger-vehicle data.
Friday 19 June 2026
Interview: Oppstar grows ASIC design ties with Japan, South Korea clientele, plans Taiwan office

Founded in 2014, Oppstar is one of the few Malaysian companies operating at the front end of the semiconductor value chain as an IC design house. The company was established by three founders with extensive experience in the IC design industry: Meng Thai Ng, Hun Wah Cheah, and Chun Chiat Tan. Headquartered in Bayan Lepas, Penang, Oppstar opened an office in Kuala Lumpur, Malaysia, in 2022. From its inception, the company positioned itself as a one-stop IC design service provider, initially focusing on 16nm design nodes.

Thursday 18 June 2026
Japan lasers in on India's Assam state for chip and infrastructure corridor

Japanese Prime Minister Sanae Takaichi is scheduled to visit Assam in northeastern India in early July 2026. According to Nikkei, more than 50 Japanese companies and business groups, including Suzuki, Itochu and Toyota Tsusho, are expected to accompany the delegation, with market attention focused on cooperation in semiconductors and infrastructure.

Thursday 18 June 2026
BMW opens Neue Klasse reservations early; car business margin forecast unexpectedly cut in half
Although BMW's Neue Klasse BEV lineup is receiving strong market feedback and demand, it is also facing challenges due to weakness in the Chinese auto market and the conflict in the Middle East. It has lowered its financial outlook, cutting its automotive business margin forecast from the original 4-6% range to 1-3%.
Thursday 18 June 2026
Clevo PC shipments grow against trends, targeting double-digit on-year growth
PC shipments have been affected by shortages and price increases for memory and processors, and market research firms generally expect full-year 2026 shipments to decline by double digits. Clevo, which focuses on niche markets, expects its 2026 shipments to grow compared with 2025, with a possibility of achieving double-digit shipment growth.
Thursday 18 June 2026
Taiyo Yuden to boost AI server MLCC capacity, resists price hikes

Taiyo Yuden is preparing to accelerate production of multilayer ceramic capacitors, or MLCCs, as AI servers and hyperscale data centers tighten supply across the global component market. But the Japanese supplier is resisting the kind of broad price increases now spreading through parts of the industry.

Thursday 18 June 2026
Samsung said to open fab data to suppliers in AI factory push

Samsung Electronics is developing and operating a data-sharing platform with semiconductor materials, components and equipment suppliers, according to a report by South Korea's ETNews, which cited industry sources.

Thursday 18 June 2026
China launches probe into Beidou infrastructure quality scandal

China has launched a probe into a Beidou high-precision smart monitoring project in Shandong, after reports of severe construction defects at the base sparked public concern over the quality of new infrastructure projects. The project, with a total investment of nearly CNY300 million (US$44.4 million), has drawn scrutiny after its base structures were described as "easy to tear apart by hand."

Thursday 18 June 2026
SK Group tops KRW2,000 trillion as AI memory demand and Nvidia visit lift valuation

SK Group's combined market capitalization on the South Korean stock market surpassed KRW2,000 trillion (US$1.32 trillion) for the first time as of the June 16 close, driven by strength in AI memory demand and a high-profile visit by Nvidia's CEO that reinforced ties with SK Hynix and broader AI infrastructure plans. According to reports from SBS, YTN, ET News and Yonhap, the group's 19 listed subsidiaries reached a combined market value of KRW2,019.6 trillion, a 2.5% increase from the previous trading day.

Thursday 18 June 2026
WUS and its subsidiary keep complementary AI partnership
A recent open letter from the UK-based fund Palliser Capital called Taiwanese printed circuit board (PCB) maker WUS Printed Circuit one of the most undervalued AI PCB companies in the capital market. This has once drawn industry attention to the current business cooperation between WUS and its subsidiary in China, WUS Printed Circuit Kunshan.
Wednesday 17 June 2026
Commentary: US delays DeepSeek blacklist, exposing AI export-control dilemma
The US has held back from adding Chinese AI startup DeepSeek, memory chipmaker CXMT, and more than 100 other entities to a key trade blacklist, underscoring Washington's struggle to balance national security controls with a broader effort to contain tensions with Beijing.
Wednesday 17 June 2026
Nvidia Vera CPU strains LPDDR supply as AI servers tap phone memory

Nvidia is expected to surpass Apple and Samsung Electronics' mobile division to become the world's top buyer of LPDDR, as AI servers and AI PCs pull low-power memory beyond smartphones, MoneyToday reported, citing electronics industry sources.

Wednesday 17 June 2026
Samsung, SK Hynix suppliers seek war-cost payback after US-Iran shock drains chip materials inventory

Semiconductor materials suppliers are moving to rebuild depleted inventories and recover sharply higher costs from Samsung Electronics, SK Hynix and other memory chip customers after the 106-day US-Iran war strained supply chains for precursors, specialty gases and other key chipmaking inputs.