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Thursday 5 February 2026
Infineon pivots capacity to AI power as automotive recovery drags
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...
Thursday 5 February 2026
Analysis: Tesla Optimus production strategy tied to China's robotics supply chain
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...
Thursday 5 February 2026
Musk reportedly scouts China's supply chain, zeroing in on HJT and perovskite solar tech
Supply chain sources said teams linked to Tesla and SpaceX recently made low-profile visits to multiple Chinese solar firms, reviewing equipment, silicon wafers, cells, and modules,...
Thursday 5 February 2026
Commentary: China's robot spectacles must go beyond the stage
Each year, hundreds of millions tune in to China's Spring Festival Gala, the nation's most-watched television event. In recent editions, the spectacle has become something more than...
Thursday 5 February 2026
Japan's Ibiden channels US$3.3bn into IC substrate expansion for AI servers

Ibiden plans to invest JPY500 billion (about US$3.3 billion) over three years starting in fiscal 2026 to expand production of its core IC...

Wednesday 4 February 2026
Nvidia's HBM4 tests near completion as SK Hynix ramps 1b DRAM
SK Hynix is accelerating production of 1b DRAM for high-bandwidth memory as quality testing of Nvidia's next-generation HBM4 nears its final stage, according to Korean media and industry...
Wednesday 4 February 2026
Nvidia shapes the HBM4 race as Samsung, SK Hynix jockey for position
Record demand for artificial intelligence applications propelled Samsung Electronics and SK Hynix to milestone financial results in 2025. On January 29, 2026, the two South Korean...
Wednesday 4 February 2026
Taiwan prioritizes global partnerships in trade
Officials from Taiwan's Ministry of Finance are attending the 2026 APEC Finance and Central Bank Deputies' Meeting (FCBDM) in Shanghai from February 4-5, just after opposition Kuomintang...
Wednesday 4 February 2026
Defending the crown: Samsung and LG leverage AI and Micro RGB to counter Chinese rivals in appliances and displays
As Samsung Electronics and LG Electronics prepare for 2026, both South Korean technology leaders are sharpening their competitive edge by embedding artificial intelligence (AI) across...
Wednesday 4 February 2026
China's memory makers abandon low-price strategy: DRAM, NAND near Korean levels
Recent market speculation has claimed that China's memory producer CXMT is triggering a price war by offloading DDR4 at deep discounts. Supply chain sources, however, said CXMT has...
Wednesday 4 February 2026
China's tech giants transform Lunar New Year into AI showdown
This year's Lunar New Year holiday is shaping up as an intense AI competition for China's tech industry. Unlike previous campaigns driven by payment platforms or e-commerce red envelope...
Wednesday 4 February 2026
CXMT, YMTC scale up DRAM and HBM output keenly in largest expansion push yet
Amid an acute global memory chip shortage, China's leading manufacturers ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies (YMTC) are rolling out their most aggressive...
Wednesday 4 February 2026
Alibaba's Quark glasses escalate China's push against Meta and Samsung
Alibaba Group's launch of its Quark artificial intelligence glasses has intensified competition in the global market for AI-powered wearables, as Chinese technology companies step...
Wednesday 4 February 2026
Samsung SDI posts heavy loss in 2025, pins recovery hopes on energy storage
Samsung SDI, one of South Korea's three major battery makers, posted a steep operating loss in 2025 as the global market for electric vehicle batteries slumped. The company reported...
Wednesday 4 February 2026
Samsung to tear down birthplace of its chip business at Giheung campus for new R&D center

Samsung Electronics is dismantling a key building at its Giheung campus as part of plans to construct a large-scale advanced research...