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Tuesday 17 March 2026
China exposes GEO content poisoning grey market, raising new doubts over AI model trustworthiness
Generative AI is becoming a primary search gateway, but the credibility of its underlying content sources is under increasing scrutiny. China has exposed a grey market industry chain manipulating generative AI search through "content poisoning," where generative engine optimization (GEO) is used to mass-produce low-cost content that steers AI model recommendations, including surfacing fabricated products in AI-generated answers
Tuesday 17 March 2026
SK Hynix dethrones Samsung as South Korea's most desired employer
South Korea's largest job platform Saramin has named SK Hynix the top "most desired large company" for the first time, displacing perennial leader Samsung Electronics. The shift reflects the explosive growth of the AI chip market and its growing influence on job seekers' priorities
Tuesday 17 March 2026
Inter Battery 2026: Global battery market still centered on LFP
Rapid growth in global electric vehicle (EV) and energy storage demand is accelerating shifts in the battery industry landscape. South Korea's three major battery makers, LG Energy Solution (LGES), SK On, and Samsung SDI, are facing pressure from Chinese competitors whose advantages in production capacity, cost, and market share continue to expand. At Inter Battery 2026, the Korean companies highlighted their respective technological strengths as they seek to maintain competitiveness
Tuesday 17 March 2026
China's Hua Hong reportedly develops 7nm process — breakthrough or bottleneck?
Chinese foundry Hua Hong Semiconductor is reportedly preparing a 7nm chip manufacturing process, a development that could mark a significant shift for China's second-largest contract chipmaker as Beijing accelerates efforts to strengthen domestic semiconductor capabilities and support AI chip development
Monday 16 March 2026
Sony CIS yield issue raises Apple supply risks, opens door for Samsung

Sony's core semiconductor business, CMOS image sensors (CIS), has reportedly encountered yield challenges in recent production. Industry sources say the issue could introduce uncertainty into Apple's supply chain, while potentially creating indirect opportunities for Samsung Electronics' non-memory businesses, including its System LSI and foundry divisions, as the world's second-largest CIS supplier

Monday 16 March 2026
DRAM prices surge 180% as HBM competition shifts to profitability
DRAM and NAND flash prices have soared by as much as 180% since the Lunar New Year, amid worsening memory chip supply shortages that are expected to persist at least until late 2027. Industry analysts point to a fundamental shift in high-bandwidth memory (HBM) market competition — from market share to profitability — as conditions tighten
Monday 16 March 2026
Samsung gives humanoid robots a hand with new dexterity-focused Hand Lab
Samsung Electronics is targeting one of the hardest engineering challenges in humanoid robotics: building a dexterous robotic hand. The company recently created Hand Lab, a dedicated robotics unit developing high-performance, high-degree-of-freedom robotic hands capable of delicate grasping, manipulation, and tactile sensing. Samsung believes replicating human-level dexterity will be essential to bringing humanoid robots into real commercial environments
Monday 16 March 2026
AW 2026:Sentient AI emerges as a new industrial safety layer
The automation landscape showcased at Automation World (AW) 2026 marks a profound shift: security and safety are no longer merely compliance metrics, but the foundational layer of intelligence driving the next generation of industrial and urban environments
Monday 16 March 2026
Analysis: Alibaba Qwen talent exit highlights ByteDance's push in multimodal AI
A core researcher behind Alibaba's Qwen large language model has left the company and is reportedly joining ByteDance's AI research unit Seed, Chinese media reported. The move underscores intensifying competition for AI talent as China's tech firms accelerate development of next-generation foundation models
Monday 16 March 2026
Analysis: OpenClaw sparks China's AI agent wave, economists see new compute boom
AI agent technology is gaining momentum in China's tech sector, driven by the open-source platform OpenClaw and a trend known locally as "raising lobsters". The phenomenon is drawing attention from developers, policymakers, and industry leaders
Monday 16 March 2026
Analysis: BYD eyes F1 entry as it moves from gas engines to electric muscle

As Formula One (F1) prepares to introduce new power unit regulations in 2026, the sport faces its most dramatic technical transformation in decades. Recent reports also suggest that Chinese automaker BYD is considering an entry into F1, adding fresh intrigue to the ongoing shift. If confirmed, it would mark the first time a Chinese car brand has formally challenged the "pinnacle of motorsport," and further signals the sport's changing focus, going from raw engine output to sophisticated energy management

Monday 16 March 2026
Chip inflation spreads as Samsung, Nexchip raise foundry prices and material costs surge
China-based wafer foundry Nexchip recently announced that starting June 1, 2026, it will raise foundry prices by 10% to ensure stable product supply and sustainable long-term partnerships
Monday 16 March 2026
Visionox starts 8.6-gen OLED equipment orders, intensifying China–Korea race for IT displays
Visionox has reportedly begun equipment procurement for an 8.6-generation OLED production line, a move that could challenge Samsung Display's (SDC) early lead. SDC gained an advantage by supplying OLED panels for Apple MacBook products, but South Korea's display industry is closely watching China's panel makers as BOE, TCL CSOT, and Visionox accelerate construction of 8.6-generation OLED lines, raising the prospect of a shift in competitive dynamics
Monday 16 March 2026
Interview: Taiwan's industrial spirit — the hidden geopolitical layer
As the world braces for the Trump-Xi summit scheduled for March 31 to April 2, headlines are dominated by the petrodollar, the capture of Nicolás Maduro, and the Anthropic ban. Yet beneath these shifts lies a hidden layer that determines the viability of the entire Western digital economy: Taiwan's untransferable industrial spirit
Saturday 14 March 2026
AI boom lifts global foundry revenue to record US$169.5bn, demand risks surface for 2026
Global semiconductor foundries rebounded strongly in 2025 as artificial intelligence workloads and premium smartphone chips boosted advanced-node demand, though rising memory prices and weakening consumer electronics demand could pose headwinds for the sector in 2026