Taiwan's industrial heavyweights are moving into Japan's commercial vehicle market with a level of ambition and visibility rarely seen before

The ongoing surge in memory chip prices has brought a substantial profit boom for Samsung Electronics and SK Hynix. Although prices are expected to continue trending upward, industry experts caution that this persistent supply shortage could present Chinese memory manufacturers with an opportunity to enter the market and narrow their technology gap

T-Head Semiconductor, a subsidiary of Alibaba, is reportedly preparing for an initial public offering (IPO), signaling a new growth phase for China's domestic AI chip sector. Industry sources in the semiconductor supply chain note that T-Head has already achieved stable shipments of certain edge AI chips, while its cloud AI chips are primarily used internally by Alibaba Cloud to support AI-related services, demonstrating comprehensive technical capabilities

Nvidia CEO Jensen Huang made a quiet entrance into Shanghai for his first China visit of 2026, landing at the company's new office—strategically positioned just 300 meters from AMD's Shanghai headquarters

China's computing power supply chain is starting off 2026 in the dumps. Not only is demand for computing power surging while accelerator card resources remain scarce, but even vendors holding cash and searching for spot supply are unable to secure goods. The market is currently in a state of extreme supply-demand imbalance. Furthermore, Cailian Press has cited sources from channel distributors indicating that distributors in China who originally dealt in graphics cards have now shifted into the memory business under the lure of high profits. As a result, gray industrial chains have emerged, and the problem of "fake memory" has become increasingly more common

The Trump administration is planning to acquire a 10% equity stake in US rare earth mining company US Rare Earth through a combined debt-and-equity investment valued at approximately US$1.6 billion, according to multiple media reports. The move is aimed at reducing the US's reliance on China for critical minerals while strengthening national security and high-tech supply chains

Hyundai Motor is establishing a specialized parts procurement organization to build a scalable mass production system for its robotics business, focusing on securing the global supply chain of key components such as actuators. This strategic move aims to prepare Hyundai for future market demands in humanoid robots

Cmsemicon Semiconductor has released its first low-power SPI NOR Flash chip series, marking the Shanghai-listed chip designer's initial entry into the non-volatile memory segment. The launch fills a gap in the company's Flash product lineup and aligns with its "MCU+" strategy of pairing MCUs with complementary chips

Chinese robot vacuum makers are accelerating product innovation at a pace that has forced weaker rivals out of the market, reshaping a category once dominated by US brands and raising expectations for what home robots can do

LG Display is moving from research toward execution in the emerging glass interposer market, working with domestic glass-processing partners to apply its display manufacturing experience to semiconductor materials, according to South Korean media reports

As traditional silicon-based semiconductors approach physical and manufacturing limits, flexible and non-planar chip architectures are gaining attention as a new direction in global semiconductor research

Alibaba is rumored to be evaluating a plan to spin off T-Head Semiconductor for a potential listing. T-Head may still appear to be a young company, but to the semiconductor industry, this Chinese IC design company's roots span more than twenty years of transformation and arduous progress. Its predecessor, C-Sky Microsystems, also plays an important role in China's development of the RISC-V architecture. In review of its evolution, the reason why Alibaba chose this critical moment to push this team onto center stage has become clear

The display industry, evolving from LCD to OLED, now faces cost and performance bottlenecks, driving focus on new emissive materials and novel form factors. South Korean research teams recently achieved breakthroughs in stretchable OLEDs and perovskite LEDs (PeLEDs), aiming to maintain the country's leadership in display technology