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    Nvidia introduces ACIE sub-segment, adds Anthropic as partner, and breaks out Physical AI
    4min ago
    Commentary: YMTC and CXMT IPOs signal China's ambition to build memory twin-engine like South Korea
    May 20, 20:14
    China tightens solar policy to cull excess TOPCon capacity
    May 20, 20:14
    Taiwan retains control of the AI server ecosystem, but for how long?
    May 20, 20:14
    Exclusve: China tightens funding on TOPCon while backing HJT and BCsolar technologies
    May 20, 20:14
    AI humanoid robot race intensifies as Taiwan suppliers target core joint supply chains
    May 20, 20:14
    SK Hynix plans to convert Cheongju mask plant for wafer testing to lift HBM yields
    May 20, 20:14
    HomeRegionsEast Asia
    Wednesday 20 May 2026
    Analysis: Japan's auto giants diverge—who's navigating the storm, and who's still in it
    Japan's three largest automakers reported fiscal 2025 results that signal shifting production strategies and significant implications for suppliers across North America and beyond. The outcomes have varied: Toyota and Honda steadied operations amid different pressures, while Nissan moved into deep restructuring after heavy losses
    Wednesday 20 May 2026
    Rare-earth shadows Boston Dynamics' Atlas ambitions ahead of IPO
    Hyundai Motor Group's humanoid robot ambitions are moving closer to commercialization, with Boston Dynamics preparing for a broader capital-market push and factory deployment of its Atlas robot. But analysts warn that China's control over rare-earth supply chains could become a key risk as the company looks to scale production
    Wednesday 20 May 2026
    As Hormuz crisis hits South Korea, Arctic route gains strategic weight
    South Korea depends on the Middle East for 70% of its crude oil, and relies heavily on oil refining, petrochemicals, and power generation in its industrial sector. As a result, Iran's blockade of the Strait of Hormuz has led to wide-ranging pressures on South Korea's economic security
    Wednesday 20 May 2026
    CXMT profit surge shows limits of China's DRAM push
    ChangXin Memory Technologies (CXMT) is approaching its planned STAR Market IPO with sharply stronger earnings, as a global memory upcycle helps China's leading DRAM maker move closer to offsetting years of accumulated losses
    Wednesday 20 May 2026
    Japan's startup boom draws global capital as top US tech firms accelerate Asia pivot
    Plug and Play has closed a 6 billion Japanese yen fund — approximately US$40 million — making it one of the largest first-time seed funds ever raised in Japan, the firm announced on the first day of the Plug and Play May Summit in Sunnyvale
    Tuesday 19 May 2026
    XPeng introduces mass-produced Robotaxi built on in-house AI chips
    XPeng unveiled its first mass-produced robotaxi on Tuesday, marking a major milestone in China's rapidly accelerating race to commercialize Level 4 autonomous driving
    Tuesday 19 May 2026
    TDK expands bonding equipment investment, launches first mass production of nanocomposite materials
    Japanese electronic components manufacturer TDK will make its largest-ever capital investment in fiscal 2026, running from April 2026 to March 2027, to address surging demand related to artificial intelligence (AI), focusing on batteries, hard disk drive (HDD) components, and multilayer ceramic capacitors (MLCC)
    Tuesday 19 May 2026
    Lens Technology's Ju Teng bid puts China's notebook supply chain in focus

    Lens Technology is seeking control of Ju Teng International Holdings in a deal that could cost as much as US$337 million, expanding the Chinese precision manufacturing supplier's reach in notebook casings and hardware components as electronics suppliers position for a new wave of AI-enabled devices

    Tuesday 19 May 2026
    Samsung narrows bonus gap as payout split threatens strike deal
    Samsung Electronics and its South Korean labor union resumed talks on May 19 in a last-ditch effort to avert an 18-day strike set to begin May 21, with the two sides reportedly closing in on some differences
    Tuesday 19 May 2026
    AMD gains Beijing spotlight: China courts Lisa Su for AI chip ties
    Shortly after Nvidia CEO Jensen Huang left China following a delegation led by US President Donald Trump, Beijing officials swiftly announced a meeting with Advanced Micro Devices (AMD) CEO Lisa Su, drawing market attention to a possible shift in the atmosphere surrounding US-China AI chip cooperation
    Tuesday 19 May 2026
    Rising memory costs hit China's OLED suppliers harder than Korean rivals
    Rising memory prices are squeezing the smartphone OLED panel market. Chinese suppliers are feeling it more than their Korean rivals, as handset makers scale back production plans
    Tuesday 19 May 2026
    Samsung turns to health features as Galaxy Watch loses ground to Chinese rivals
    Samsung Electronics is putting health care at the center of its smartwatch strategy as Chinese rivals Huawei and Xiaomi gain ground in the global wearables market
    Tuesday 19 May 2026
    China doubles down on AI-driven manufacturing upgrade
    Chinese officials have renewed calls to integrate artificial intelligence (AI) more deeply into manufacturing as Beijing seeks to modernize traditional industries, strengthen industrial competitiveness, and cultivate new growth drivers
    Tuesday 19 May 2026
    China's AI token boom fuels push for national compute network

    China is accelerating plans for a national computing power network as artificial intelligence (AI) token usage surges, casting AI compute as part of the country's next layer of public infrastructure

    Tuesday 19 May 2026
    Baidu says AI is now the majority of its business
    Baidu said its core AI businesses became the majority of the company's revenue in the first quarter of 2026, driven by rapid growth in AI cloud infrastructure, expanded foundation-model support on its model-as-a-service platform Qianfan, and stronger commercial adoption of its Kunlunxin AI chips
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    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook