CONNECT WITH US
Tuesday 9 June 2026
Nvidia-SK Hynix pact sharpens memory race with Samsung, Micron
Nvidia's multiyear technology partnership with SK Hynix could reinforce the South Korean chipmaker's role in the AI memory supply chain, raising pressure on Samsung Electronics and Micron Technology as the memory market enters one of its strongest upcycles in years
LATEST STORIES
Wednesday 10 June 2026
Microsoft Azure's China retreat shows data sovereignty is squeezing global cloud providers
Microsoft is reportedly scaling back parts of its China operations again, with the latest adjustment focused on its Azure cloud business, as both the US and China tighten scrutiny over data security and cross-border data flows
Wednesday 10 June 2026
Samsung weighs Gwangju packaging plant as power strains Seoul-area chip expansion

Samsung Electronics is considering building an advanced semiconductor packaging facility in the southwestern city of Gwangju, a move that would expand its backend chipmaking footprint as demand for high-bandwidth memory and AI-related chips grows

Wednesday 10 June 2026
Malaysia urges ASEAN to build regional power grid in response to geopolitical tensions, AI-driven power demand
Malaysian Prime Minister Anwar Ibrahim has once again called on the Association of Southeast Asian Nations (ASEAN) to establish a regional power grid, as geopolitical developments and growing demand for artificial intelligence (AI) infrastructure simultaneously affect energy supply and demand
Wednesday 10 June 2026
Taiwan reportedly weighs tougher AI chip export curbs as US lawmakers push for tighter China controls
Taiwan is considering significantly tougher restrictions on exports of advanced AI chips to China, a move that would bring the island's regulations closer to those of the US and strengthen efforts to combat semiconductor smuggling, according to Bloomberg.
Wednesday 10 June 2026
Apple's Siri AI finally arrives, but China blockage threatens iPhone's next upgrade cycle
Apple's new Siri AI has finally arrived, but its absence from China threatens to weaken the company's artificial intelligence (AI) strategy in one of the world's most important smartphone markets
Wednesday 10 June 2026
Interview: Taiwan's INFINITIX expands in South Korea to tap sovereign AI demand

As AI adoption accelerates globally, computing infrastructure is becoming a key competitive battleground. Taiwan-based AI software company INFINITIX is expanding in South Korea with GPU computing optimization solutions, aiming to tap demand for localized infrastructure and sovereign AI development

Wednesday 10 June 2026
Microsoft cuts hundreds of Azure jobs in China as another step in its global restructuring

Microsoft is laying off hundreds of employees in its Azure cloud division in China, marking the latest step in the company's ongoing restructuring efforts as it navigates increasingly complex regulatory environments in both the US and China

Wednesday 10 June 2026
India reportedly delays Starlink launch amid Iran war security concerns

India has effectively paused Starlink's commercial entry, underscoring how geopolitical tensions can shape global internet access and slow satellite expansion in major markets. For readers worldwide, the case shows how regulators may tighten scrutiny when foreign-controlled communications systems are seen as a security risk during conflict

Wednesday 10 June 2026
Commentary: YMTC, CXMT relisting shows US-China tech controls are moving beyond chips
YMTC and CXMT have returned to Washington's Chinese Military Companies list, placing China's two leading memory chipmakers back at the center of US scrutiny over semiconductors, military-civil fusion, and China's technology supply chain
Wednesday 10 June 2026
China rejects US military-linked listing of Alibaba, Baidu and BYD, calls move unjustified
The US Department of Defense has added major Chinese companies, including Alibaba Group, Baidu, and BYD, to its Chinese Military Companies list, drawing swift public rejection from the firms and fresh criticism from Beijing. The designations matter globally because they can shape investor sentiment, government procurement, and cross-border business expectations, even when direct operational limits remain narrow
Wednesday 10 June 2026
Malaysia electronics exports seen rising through 2026 despite trade and cost pressures
Malaysia's electronics sector is expected to keep expanding into 2026, even as tariffs, geopolitical tensions, and rising input costs weigh on manufacturers. Industry leaders say the country's neutral position in the US-China contest, along with a deepening semiconductor ecosystem, should help sustain export growth for global supply chains
Wednesday 10 June 2026
Chinese AI startup StepFun seeks US$12 billion valuation in Hong Kong IPO
Chinese artificial-intelligence (AI) startup StepFun is preparing to file for a Hong Kong initial public offering as early as Monday, according to people familiar with the matter, in what could become one of the city's largest technology listings in recent years
Tuesday 9 June 2026
Samsung foundry profit rebound may come in 3Q26 as 2nm orders rise 130%
Samsung Electronics' foundry business may return to profit as early as the third quarter of 2026, ahead of its previous target of late 2026 to 2027, as improving yields, larger orders, and stronger demand for high-bandwidth memory base dies lift utilization, according to Korean media reports
Tuesday 9 June 2026
PCL Technologies targets CPO as Penang plant nears completion
Optical communications maker PCL Technologies is expanding into high-power laser packaging, with its new Malaysia plant on track to pass customer certification by the end of 2026. Its earlier investment in US silicon photonics firm Skorpios and the acquisition of Pingood Enterprise also form part of the group's co-packaged optics (CPO) strategy
Tuesday 9 June 2026
India's NoPo targets advanced materials gap in chip supply chain
India's semiconductor push is creating an opening for companies outside the traditional chipmaking chain, including advanced materials suppliers that could serve electronics, sensor, battery, and semiconductor-related applications before the country's own wafer fabrication ecosystem matures