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Wednesday 15 July 2026
JCET forecasts higher first-half profit on AI-driven chip demand
China's JCET expects stronger first-half earnings as global demand tied to artificial intelligence (AI) infrastructure lifts semiconductor activity. The outlook signals continued momentum in chip packaging and testing, a sector closely watched by investors because it reflects broader technology spending trends that affect supply chains across Asia, the US, and Europe.
Wednesday 15 July 2026
Tongfu Microelectronics forecasts sharp first-half profit rise on AI and memory demand
Tongfu Microelectronics said its first-half profit is likely to climb sharply, reflecting broader gains in semiconductor demand that could matter for global chip supply chains, AI infrastructure builders, and memory market watchers. The company pointed to stronger utilization, higher sales of mid- to high-end products, and investment returns as key drivers of the expected increase.
Wednesday 15 July 2026
China's AI labs are exporting innovation back to Silicon Valley, claims Linux Foundation CTO

After an eight-day trip through Beijing, Shanghai, and Hangzhou, Linux Foundation Global AI CTO Matt White published a detailed account of his trip titled "Eight Days in China: What I Learned from AI Labs, Robotics Startups, and Academia." He has since elaborated on those observations in subsequent interviews.

Wednesday 15 July 2026
China's EV upgrade race leaves automakers selling more, earning less

China's electric vehicle market is entering a harsher phase. Consumers are replacing cars at an unusually rapid pace, yet automakers are struggling to convert that demand into sustainable profits as vehicle prices fall and battery materials and automotive chips become more expensive.

Wednesday 15 July 2026
South Korean court bars former Samsung NAND designers from working for SK Hynix
A South Korean court has partially granted Samsung Electronics' request to prevent two former NAND flash design employees from working for rival SK Hynix or its affiliates until April 30, 2027, Yonhap News Agency reported.
Wednesday 15 July 2026
US becomes top helium source for Taiwan, South Korea and Japan as Qatari supply falters

The US has become the leading source of helium and other noble gases for Taiwan, South Korea and Japan as disruptions to Qatari production and China's temporary export ban reshape supply routes for materials used in semiconductor manufacturing, according to a Nikkei Asia analysis of customs data and related reporting.

Wednesday 15 July 2026
Taiwan and Japan expand all-photonic network ties for AI and research
Taiwan and Japan are expanding deployment of the IOWN all-photonic network to improve research connectivity and provide backup AI computing capacity. The effort comes as Taiwan promotes digital resilience and sovereign AI infrastructure, while NTT extends APN links through Kumamoto to tighten industry connections between the two markets.
Wednesday 15 July 2026
Japan ramps up AI and quantum investment to strengthen technology leadership
Japan's new growth strategy could ripple well beyond its borders as it channels public investment into AI, quantum technologies, and advanced networks that align with priorities already advancing in Taiwan and other economies. For global readers, the plan signals stronger competition for supply chains, talent, and strategic technology leadership.
Wednesday 15 July 2026
Taiwan expo in Japan spotlights AI, robotics and senior care
The 2026 Taiwan Expo Japan opened in Tokyo on July 15, giving Taiwanese companies a platform to pursue business in AI, smart technology, robotics and the silver economy. Taiwan's trade promotion delegation had arrived in Japan a day earlier for the expo and a separate Taiwan-Japan AI technology forum.
Wednesday 15 July 2026
Tower Semiconductor bets on Japan to ride the AI data center shift from copper to light
Tower Semiconductor is placing a roughly US$3 billion wager that the artificial-intelligence buildout will force data centers to move data with light rather than electricity, anchoring the bet in Japan with backing from Tokyo.
Wednesday 15 July 2026
Huawei to unveil largest Ascend SuperPoD at Xi-opened WAIC , scaling China's AI infrastructure

Huawei will publicly display its Atlas 950 SuperPoD AI computing system for the first time at the 2026 World Artificial Intelligence Conference (WAIC) in Shanghai, placing domestic computing infrastructure at the centre of China's flagship AI gathering.

Wednesday 15 July 2026
China's Orient Computing unveils 14nm AI chip designed to bypass HBM constraints

Shanghai Orient Computing Core Technology has launched the DF1000, a 14-nanometre AI accelerator that uses software-defined computing and 3D-stacked near-memory architecture to reduce reliance on advanced process nodes and high-bandwidth memory, as Sohu and ICsmart reported.

Wednesday 15 July 2026
Huawei's US$11B clean energy business turns Brazil into its next growth engine

Huawei Technologies is becoming an increasingly important supplier to the global energy transition, expanding beyond telecommunications into solar inverters, battery storage, and electric vehicle charging.

Wednesday 15 July 2026
South Korea moves to secure power for new chip cluster

South Korea is accelerating plans to supply electricity to a new semiconductor cluster in the country's southwest by 2030, potentially expanding the domestic energy-storage market as chip fabs and AI data centers add to power demand.

Wednesday 15 July 2026
CXMT's US$4.3B IPO powers China's HBM challenge to global memory giants

CXMT is preparing China's largest chip-sector IPO of 2026, seeking up to US$4.3 billion to expand DRAM and HBM capacity, deepen vertical integration, and challenge Samsung Electronics, SK Hynix, and Micron Technology under rising AI demand and tighter US export controls.