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Monday 29 June 2026
China makes AI power a national priority in new five-year energy plan

Generative AI is driving a sharp rise in electricity demand from data centers and AI computing infrastructure, prompting China to release...

Monday 29 June 2026
Goertek's 12-inch AR wafer fab could double waveguide output, cut AI glasses costs
Goertek has begun mass production at China's first 12-inch AR optical wafer fab, a milestone that could cut waveguide costs, strengthen the domestic AI smart glasses supply chain and...
Monday 29 June 2026
CATL turns sodium-ion batteries into lithium hedge for EVs and grid storage
CATL is turning sodium-ion batteries from a lithium alternative into a commercial product line, with planned deployment in 10,000 to 20,000 electric vehicles this year and a new sodium...
Monday 29 June 2026
LG expands data-center liquid cooling push, eyes Taiwan server partnerships amid AI infrastructure boom
As AI infrastructure pushes server power consumption to unprecedented levels, liquid cooling is rapidly moving from an alternative technology to a data-center necessity. Amid fragmented...
Monday 29 June 2026
Samsung slows next-gen memory push as price surge rewards existing lines

Samsung Electronics is slowing its investment schedule for 1d DRAM, the seventh-generation 10nm-class DRAM node, as a sharp surge in...

Monday 29 June 2026
Infineon counters Innoscience claim after China GaN patent setback
Infineon and Innoscience are locked in a global legal battle over alleged infringement involving gallium nitride (GaN) technology, with courts across multiple jurisdictions becoming...
Monday 29 June 2026
AI drives TV platforms as Samsung and LG chase smart-home ecosystems
South Korea's top TV brands, Samsung Electronics and LG Electronics, are stepping up their use of AI to sharpen product differentiation as they face intense competition from Chinese...
Monday 29 June 2026
Commentary: Jack Ma's rice-field message and Alibaba's new AI confidence
Jack Ma recently made a rare public appearance with senior executives from Alibaba and Ant Group at a rice-planting event outside Hangzhou. Although Alibaba chairman Joseph Tsai was...
Sunday 28 June 2026
Rakuten, AST SpaceMobile JV aims to break Starlink's grip on Japan's satellite market
Japan's Rakuten Group plans to establish a new joint venture with US-based AST SpaceMobile in 2026 to build a dedicated low Earth orbit (LEO) satellite communications network for Japan,...
Sunday 28 June 2026
LG Chem weighs CCL expansion as AI chip demand strains supply

LG Chem is discussing whether to expand production of copper-clad laminate, or CCL, a core material used in semiconductor packaging, as...

Saturday 27 June 2026
JCET's US$1.1bn expansion shows where China's AI chip crunch is moving

China's AI chip race is pushing the semiconductor bottleneck into advanced packaging and testing, where HPC, HBM, Chiplets and domestic...

Saturday 27 June 2026
Hanmi targets advanced packaging market with FC Bonder 3.5

Hanmi Semiconductor has launched FC Bonder 3.5, a new flip-chip bonding tool for AI system semiconductor packaging, as the South Korean...

Saturday 27 June 2026
SK On completes China battery joint-venture restructuring with Eve Energy
South Korean battery maker SK On has completed a share swap with China's Eve Energy, giving it full ownership of a battery manufacturing joint venture in Yancheng, Jiangsu province,...
Friday 26 June 2026
SK Hynix fluorine leaks trigger safety inspections at 25 South Korean chip plants
South Korea's Ministry of Employment and Labor has launched chemical safety inspections at 25 semiconductor manufacturers, including SK Hynix, after a series of fluorine gas leaks...
Friday 26 June 2026
Seres' US$25bn wipeout tests the price of Huawei's EV halo
Seres Group, once the clearest listed proxy for Huawei's EV ambitions, has lost more than CNY180 billion (US$25 billion) in A-share market value from its peak, despite strong sales...