In November 2025, Nvidia CEO Jensen Huang said the company would prioritize the supply of 260,000 GPUs to South Korea, a move that quickly drew industry attention. In 2026, as South Korea accelerates the development of "data factories" and practical talent programs for physical AI, Nvidia plans to deepen partnerships to support ecosystem expansion and sustain its own growth
China's smartphone market ended 2025 on a weaker note than expected, despite Apple's strong fourth-quarter earnings and the early success of the iPhone 17. December shipments fell sharply, dragging full-year volumes down and dimming hopes of a broader market rebound
Sony has recently chosen to partner with TCL in managing its Bravia TV brand, reflecting the long-standing downturn of the Japanese vendor's television business. In Japan, once-dominant domestic TV brands have largely been replaced by rising Chinese competitors
Huawei announced on February 4 that it will hold a product launch event titled "Now is Your Run" on February 26 in Madrid, Spain. The company plans to introduce a diverse lineup, including wearables, smartphones, earphones, and tablets, showcasing its latest advancements in sports health, imaging experience, and multi-scenario smart ecosystems
As global competition in the semiconductor industry intensifies, the focus is no longer limited to technology and production capacity. Protection of data, intellectual property, and supply chains has become an equally critical battleground
Nvidia has recently signaled to Samsung Electronics that it hopes to secure early deliveries of sixth-generation high-bandwidth memory, known as HBM4. At the same time, as memory makers devote an increasing share of capacity to HBM production, shortages of conventional memory chips have begun to emerge, strengthening suppliers' bargaining power across the industry
In a moment that blurred the lines between corporate diplomacy and fan-like devotion, TSMC CEO C.C. Wei turned a high-stakes semiconductor summit into a personal tribute on February 5, 2026
CATL and Changan Automobile, on February 5, 2026, launched the world's first mass-produced sodium-ion battery EV. According to IT Home and The Beijing News, brands including Avatr, Deepal, Qiyuan, and UNI will gradually adopt CATL's sodium-ion batteries, marking the technology's commercial rollout
SiTime said it will acquire assets related to Renesas Electronics' timing business in a transaction valued at about US$3 billion, as the Japanese chipmaker narrows its focus on embedded computing while retaining an equity stake in the US precision timing company
Driven by expanding AI servers, data centers, and new energy applications, third-generation semiconductor gallium nitride (GaN) is moving from niche technology toward mainstream power device solutions
As year-end nears, several multinational technology companies with deep roots in China are reshaping their local workforce structures. Following a new round of layoffs at Amazon, Bosch China has reportedly initiated staff reductions across automotive systems and energy transition-related units
TSMC has formulated a plan to mass-produce advanced 3nm chips in Kumamoto Prefecture, marking an unprecedented move within Japan. The company has notified the Japanese government of this initiative, with estimated equipment investment reaching US$17 billion
Infineon's decision to accelerate investment to expand AI power capacity is set to lift fiscal 2026 capital spending and intensify fab loading management, even as the company maintains a cautious view of a gradual, uneven recovery in automotive and industrial demand
Elon Musk plans to localize production of Tesla's Optimus humanoid robot in the US, with final assembly set for California and Texas. However, analysts and industry sources say the project will continue to rely heavily on China's rapidly expanding robotics supply chain in the coming years
