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Tuesday 9 June 2026
Huawei tests AI agents at HDC 2026 after OpenClaw hype loses steam
Huawei Developer Conference (HDC) 2026 is set to open on June 12 at Songshan Lake in Dongguan, with HarmonyOS and frontier AI technologies taking center stage. Beyond updates to the HarmonyOS ecosystem, the market is also watching AI agents as a key test of Huawei's broader AI roadmap
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Wednesday 10 June 2026
Apple's Siri AI finally arrives, but China blockage threatens iPhone's next upgrade cycle
Apple's new Siri AI has finally arrived, but its absence from China threatens to weaken the company's artificial intelligence (AI) strategy in one of the world's most important smartphone markets
Wednesday 10 June 2026
Interview: Taiwan's INFINITIX expands in South Korea to tap sovereign AI demand

As AI adoption accelerates globally, computing infrastructure is becoming a key competitive battleground. Taiwan-based AI software company INFINITIX is expanding in South Korea with GPU computing optimization solutions, aiming to tap demand for localized infrastructure and sovereign AI development

Wednesday 10 June 2026
Microsoft cuts hundreds of Azure jobs in China amid regulatory pressures and global restructuring

Microsoft is laying off hundreds of employees in its Azure cloud division in China, marking the latest step in the company's ongoing restructuring efforts as it navigates increasingly complex regulatory environments in both the US and China

Wednesday 10 June 2026
Commentary: YMTC, CXMT relisting shows US-China tech controls are moving beyond chips
YMTC and CXMT have returned to Washington's Chinese Military Companies list, placing China's two leading memory chipmakers back at the center of US scrutiny over semiconductors, military-civil fusion, and China's technology supply chain
Wednesday 10 June 2026
Chinese AI startup StepFun seeks US$12 billion valuation in Hong Kong IPO
Chinese artificial-intelligence (AI) startup StepFun is preparing to file for a Hong Kong initial public offering as early as Monday, according to people familiar with the matter, in what could become one of the city's largest technology listings in recent years
Tuesday 9 June 2026
Alibaba puts CEO directly in charge of new unit as AI model race turns commercial

Alibaba Group Holding has created a new artificial intelligence unit called Token Foundry, putting it directly under CEO Eddie Wu as the Chinese technology giant further consolidates its model-development teams and pushes AI applications toward commercialization

Tuesday 9 June 2026
Tencent takes dual-track AI chip route with Canghai V2 and domestic partnerships
Tencent is sharpening a dual-track AI chip strategy, combining self-developed semiconductors for its own business workloads with deeper partnerships across China's domestic AI computing supply chain
Tuesday 9 June 2026
YMTC returns to South Korea's consumer SSD market after four-year absence
Yangtze Memory Technologies Co. (YMTC) is bringing its consumer SSD brand ZHITAI back to South Korea after a four-year absence, as major memory makers devote more resources to high-bandwidth memory and enterprise storage
Tuesday 9 June 2026
HiSilicon chip price hikes put China's AI compute supply chain back in focus
Huawei's chip design arm HiSilicon Technologies has reportedly raised prices for some products, drawing market attention as China's semiconductor sector shows signs of recovery after a prolonged downturn
Tuesday 9 June 2026
LG Innotek expands Vietnam substrate plant as AI servers strain RF-SiP supply
LG Innotek is expanding semiconductor substrate production in Vietnam as rising demand for server components reshapes capacity across the substrate industry, fueling expectations that supply of RF-SiP substrates used in premium smartphones could tighten
Monday 8 June 2026
Beijing backs orbital computing in bid for AI leadership
China is accelerating its push into space-based computing, betting that the next frontier of artificial intelligence infrastructure may lie beyond Earth
Monday 8 June 2026
China introduces energy standards to curb growing EV size and weight
China's electric vehicles have become larger, heavier, and increasingly luxurious over the past decade. Now, regulators are signaling that the industry's era of unchecked expansion may be coming to an end
Monday 8 June 2026
Nvidia-Microsoft AI PC alliance raises fears of South Korea being sidelined in next AI era
Nvidia and Microsoft have teamed up to launch RTX Spark, an AI PC superchip that could reshape personal computer architecture and intensify competition for AI leadership, according to South Korean media, including Edaily. The partnership is also raising concerns in South Korea about its role in the next phase of the global semiconductor and AI market
Monday 8 June 2026
Dreame under scrutiny for breakneck expansion pace and state-owned funding
A city in China has begun investigating the connections between its local companies and Dreame Technology, a Chinese company known for its robot vacuum cleaners that has reportedly spun off nearly 1000 affiliated companies within 18 months. The move follows a wave of online scrutiny over Dreame's business model, particularly its reliance on local state-owned funding while it aggressively seeks to expand into an expansive range of technology sectors
Monday 8 June 2026
China analog IC maker Shanghai Belling raises prices by up to 30%, signaling chip market recovery
Shanghai Belling, a Chinese analog IC supplier, has announced price adjustments for some of its products starting June 9, 2026, with increases ranging from 10% to 30%. The move is widely seen as a notable step in a fresh round of price adjustments by one of China's most established analog chipmakers