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Saturday 18 July 2026
Dutch report frames Chinese interference in chips, ports and aerospace as a systemic threat
Chinese foreign interference in the Netherlands' strategic industries should be treated as a systemic, long-term threat rather than a series of isolated incidents, according to "Beyond Borders," a report published under the China Knowledge Network (CKN) and written by analysts at the Hague Centre for Strategic Studies (HCSS). The study warns that while individual acts of espionage, coercion, or influence may look manageable on their own, their aggregate effect risks eroding the Netherlands' technological edge, economic independence, and strategic autonomy.
Saturday 18 July 2026
TCL starts OLED monitor panel production ahead of Guangzhou fab opening
TCL CSOT has started producing a 27-inch inkjet-printed OLED monitor panel at its Gen 5.5 line in Wuhan, giving the Chinese display maker an early foothold in consumer OLED monitors before its larger Guangzhou factory comes online, according to ETNews.
Saturday 18 July 2026
JNTC-TOPPAN glass substrate push signals AI packaging supply-chain shift
As AI accelerators and high-bandwidth memory (HBM) packages grow larger and more complex, substrate technology is becoming a new constraint in advanced packaging. Organic substrates remain widely used, but rising demand for high-density interconnects, lower signal loss, and better dimensional stability is pushing glass substrates closer to commercial adoption.
Saturday 18 July 2026
China's AI sector pivots to system-level "super-nodes" as chip curbs bite at WAIC 2026
The largest World Artificial Intelligence Conference (WAIC) to date opened in Shanghai on July 17, and its dominant signal was strategic: China's answer to US limits on advanced chips is shifting from chasing single-chip performance toward lashing thousands of domestic processors together into system-level "super-nodes."
Friday 17 July 2026
Japan's ACSL eyes Taiwan drone supply chain expansion, commits to TADTE 2027
Japanese industrial drone maker ACSL is open to expanding procurement from Taiwan as it strengthens its international supply chain strategy, with the company accepting an invitation to participate in the 2027 Taipei Aerospace & Defense Technology Exhibition (TADTE) during a visit by Taiwan External Trade Development Council (TAITRA) Chairman James C.F. Huang to ACSL's R&D headquarters on July 15.
Friday 17 July 2026
Taiwan drone sector expands Japanese tie-ups

Taiwan's drone industry has grown rapidly in recent years, with output surging from about NT$5 billion (US$154.87 million) in 2024 to NT$12.9 billion in 2025, while export value jumped from NT$140 million to NT$2.9 billion. Still, compared with semiconductors and electronics assembly, the drone sector remains small, making it critical for the industry to expand technology cooperation and secure government subsidies.

Friday 17 July 2026
China unveils first official commercial space roster, backing established players and the NTN ecosystem

An organization under China's State Administration of Science, Technology and Industry for National Defense (SASTIND) released the membership list of the National Commercial Space Alliance's Commercial Space Entrepreneurship Consortium on July 1, offering a rare look at 271 officially recognized space-related organizations. Covering everything from launch services and satellite development to ground infrastructure and financial services, the list signals Beijing's increasingly institutionalized approach to identifying and supporting established commercial space companies.

Friday 17 July 2026
Taiwan-Japan AI tech forum seeks closer partnerships

A Taiwan-Japan AI technology forum held at Taiwan Expo Japan brought together government, industry, academia and research representatives to discuss AI applications, semiconductor supply chains, smart manufacturing and innovation. Terry Tsao, SEMI's global marketing chief and head of the organization's operations in Taiwan, told DIGITIMES before the event that IBM has already demonstrated 2nm chip manufacturing capability in the lab, but the biggest challenge for its licensed partner, Japanese chipmaker Rapidus, to achieve mass production in Hokkaido will be yield.

Friday 17 July 2026
China, Netherlands urge Nexperia talks as Wingtech warns of 1H loss

China and the Netherlands agreed that their governments should create a favorable environment for companies to resolve the Nexperia dispute through consultation, China's Ministry of Commerce said July 16.

Friday 17 July 2026
WAIC 2026 puts China's AI race on supernodes, domestic chips, and real-world deployment

China's AI industry is shifting from model scale to the infrastructure needed to train, deploy and commercialize AI, with supernodes, high-speed interconnects, and computing efficiency dominating WAIC 2026.

Friday 17 July 2026
China's DRAM milestone arrives with CXMT IPO; HBM now separates contenders from leaders

ChangXin Memory Technologies (CXMT) opened subscriptions for its STAR Market IPO on July 16, launching one of China's largest A-share listings of 2026 and marking the country's first complete DRAM journey from technology acquisition and manufacturing validation to mass production and capital market recognition.

Friday 17 July 2026
China moves to institutionalize its vision for global AI governance as Xi launches cooperation body
China used the opening of the 2026 World Artificial Intelligence Conference (WAIC) in Shanghai to institutionalize its bid to shape global governance of artificial intelligence (AI), with President Xi Jinping unveiling a package of measures aimed at the developing world and endorsing a new Shanghai-based intergovernmental body. The push positions Beijing as a self-styled champion of the "Global South" on AI at a moment of intensifying rivalry with the US over who writes the rules for the technology.
Friday 17 July 2026
Analysis: Unveiling the low-profile engineer building China's CXMT into a DRAM heavyweight

ChangXin Memory Technologies' (CXMT) STAR Market IPO is more than just one of China's biggest semiconductor listings. It also marks the culmination of Zhu Yiming's two-decade effort to build a domestic memory industry, taking the entrepreneur from founding flash memory designer GigaDevice to creating China's first globally competitive DRAM maker.

Friday 17 July 2026
SK Group chair floats 'memory as a service' model for SK Hynix

SK Group chairman Chey Tae-won has floated a "memory as a service" model for SK Hynix, saying the memory chipmaker needs to build a higher-value business beyond manufacturing and selling chips.

Friday 17 July 2026
Exclusive: PC brands reportedly rush to secure CXMT memory as orders extend to end-2027
Chinese DRAM maker ChangXin Memory Technology's (CXMT) IPO has entered its final stage, drawing close market attention. PC supply chain sources said the US had briefly planned to add CXMT to its entity list but had not announced it, and that easing US-China tensions, along with reports that Apple had tested CXMT memory and lobbied the US government, had signaled a possible green light and triggered a rush of orders from brands, with shipments reportedly booked through the end of 2027.