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Thursday 18 June 2026
NIO founder warns China's auto market could shrink by 20% this year
Nio founder and chairman William Li warned at the 2026 China Auto Chongqing Summit that China's auto industry has entered its "most brutal final stage," saying 2026 passenger-vehicle retail sales in China could fall 15% to 20% from last year. He urged the industry to prepare early as the Chinese new energy vehicle market enters a more severe phase of competition.
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Monday 22 June 2026
China places 10 US entities on export control list, restricts dual-use exports

According to an announcement published by China's Ministry of Commerce on June 22, China has added 10 US entities to its export control list, prohibiting the export of dual-use items to these companies and banning any organization or individual from transferring China-origin dual-use items to them.

Monday 22 June 2026
Analysis: BYD's robotics ambitions ignite new battleground with startups
As competition intensifies and profitability declines in China's new-energy vehicle (NEV) market, automakers are increasingly turning to humanoid robots in search of a new growth engine. Over the past two years, however, many of these companies have also been key customers of humanoid robotics startups. As automakers begin developing robots of their own, the competition that has defined the NEV market may increasingly spill over into the humanoid robotics sector.
Monday 22 June 2026
India roundup: Apple's India manufacturing bet faces reminder of operational risks after Tata probe closure

India is accelerating its electronics manufacturing ambitions through AI infrastructure, semiconductor packaging, rare earth development, and foreign investment, even as regulatory compliance, traceability, and supply chain resilience remain key challenges.

Monday 22 June 2026
Qatari LNG could reach Taiwan by September — if the Strait of Hormuz reopens in time

Taiwan's CPC Corporation said Qatari liquefied natural gas shipments could begin arriving in Taiwan from early September 2026, as the US and Iran move toward an agreement to reopen the Strait of Hormuz, though key details of the arrangement remain unclear.

Saturday 20 June 2026
Samsung weighs Boston Dynamics stake as humanoid AI race heats up

Samsung Electronics is reportedly reviewing the possibility of investing in Boston Dynamics, the US robotics company controlled by Hyundai Motor Group.

Friday 19 June 2026
EU fast-tracks US tariff deal, adds three Trump safeguards

The European Union has rushed through a US-EU tariff agreement after US President Donald Trump demanded that Brussels complete the deal by July 4, the 250th anniversary of US independence, or face higher 25% tariffs on auto and auto parts imports. According to media reports, the European Parliament recently held an emergency vote to approve the agreement, while the EU simultaneously added three safeguards to guard against the risk of renewed tariff hikes.

Friday 19 June 2026
China chip supply chain feels squeeze from AI server MLCCs to 8-bit MCUs
China's semiconductor supply chain is showing fresh signs of pricing strain, with microcontroller unit (MCU) makers and passive component suppliers facing rising costs, tighter capacity, and surging demand from AI servers.
Friday 19 June 2026
Singapore becomes a startup melting pot— who's coming, who's staying, and why

Plug and Play's Wayne Soh on the shifting flows of Chinese, Indian, and Taiwanese founders through the city-state.

Friday 19 June 2026
Commentary: G7 AI fight moves to who controls frontier model access

The G7 debate over AI has moved beyond regulation and safety pledges into a harder fight over frontier model access: who can use the most powerful systems, under what conditions, and whether governments can switch that access off.

Friday 19 June 2026
Samsung Foundry to make Claros power-management chips for AI data centers

Samsung Electronics' foundry business has signed a strategic manufacturing collaboration with Claros, a US power-management startup, to produce semiconductors designed to cut energy waste inside AI data centers, according to a Claros announcement and a report by ZDNet Korea.

Friday 19 June 2026
Nvidia leads China assisted-driving chip market; Horizon Robotics rises to second
China's assisted-driving chip market is becoming more concentrated, with Nvidia leading in assisted-driving domain controller chip installations and Horizon Robotics emerging as the strongest domestic supplier, according to April 2026 passenger-vehicle data.
Friday 19 June 2026
Interview: Oppstar grows ASIC design ties with Japan, South Korea clientele, plans Taiwan office

Founded in 2014, Oppstar is one of the few Malaysian companies operating at the front end of the semiconductor value chain as an IC design house. The company was established by three founders with extensive experience in the IC design industry: Meng Thai Ng, Hun Wah Cheah, and Chun Chiat Tan. Headquartered in Bayan Lepas, Penang, Oppstar opened an office in Kuala Lumpur, Malaysia, in 2022. From its inception, the company positioned itself as a one-stop IC design service provider, initially focusing on 16nm design nodes.

Friday 19 June 2026
Df-OS targets traceability gap in India's electronics manufacturing
India's air-conditioner supply chain may be becoming an early test case for a broader electronics manufacturing challenge: how to trace products, components, process data, and defects across high-volume production networks.
Thursday 18 June 2026
Japan lasers in on India's Assam state for chip and infrastructure corridor

Japanese Prime Minister Sanae Takaichi is scheduled to visit Assam in northeastern India in early July 2026. According to Nikkei, more than 50 Japanese companies and business groups, including Suzuki, Itochu and Toyota Tsusho, are expected to accompany the delegation, with market attention focused on cooperation in semiconductors and infrastructure.

Thursday 18 June 2026
BMW opens Neue Klasse reservations early; car business margin forecast unexpectedly cut in half
Although BMW's Neue Klasse BEV lineup is receiving strong market feedback and demand, it is also facing challenges due to weakness in the Chinese auto market and the conflict in the Middle East. It has lowered its financial outlook, cutting its automotive business margin forecast from the original 4-6% range to 1-3%.