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Wednesday 15 July 2026
JCET forecasts higher first-half profit on AI-driven chip demand
China's JCET expects stronger first-half earnings as global demand tied to artificial intelligence (AI) infrastructure lifts semiconductor activity. The outlook signals continued momentum...
Wednesday 15 July 2026
US licenses widen Nvidia H200 access in China, but shipments remain minimal

Nvidia H200 exports to China are expanding to a broader group of licensed buyers, though actual deliveries remain negligible under...

Wednesday 15 July 2026
Tongfu Microelectronics forecasts sharp first-half profit rise on AI and memory demand
Tongfu Microelectronics said its first-half profit is likely to climb sharply, reflecting broader gains in semiconductor demand that could matter for global chip supply chains, AI...
Wednesday 15 July 2026
Jensen Huang's Akihabara visit honors partners behind Nvidia's 33-year rise
Nvidia CEO Jensen Huang is scheduled to attend an event in Tokyo's Akihabara district on July 15, marking the 30th anniversary of the partnership between Nvidia GeForce Japan and gaming...
Wednesday 15 July 2026
SK Hynix reportedly starts ordering equipment for Yongin fab, plans 20,000 wafers a month

SK Hynix has begun placing orders with major suppliers for advanced DRAM manufacturing equipment for the first phase of its Yongin...

Wednesday 15 July 2026
China's AI labs are exporting innovation back to Silicon Valley, claims Linux Foundation CTO

After an eight-day trip through Beijing, Shanghai, and Hangzhou, Linux Foundation Global AI CTO Matt White published a detailed account...

Wednesday 15 July 2026
China's EV upgrade race leaves automakers selling more, earning less

China's electric vehicle market is entering a harsher phase. Consumers are replacing cars at an unusually rapid pace, yet automakers are...

Wednesday 15 July 2026
South Korean court bars former Samsung NAND designers from working for SK Hynix
A South Korean court has partially granted Samsung Electronics' request to prevent two former NAND flash design employees from working for rival SK Hynix or its affiliates until April...
Wednesday 15 July 2026
Memory-cost squeeze is reshaping China's smartphone market, and only Huawei and Apple are winning from it
China's smartphone market is being reordered by the cost of the parts inside the phone rather than by any loss of appetite for the devices, and the second quarter of 2026 showed that...
Wednesday 15 July 2026
US becomes top helium source for Taiwan, South Korea and Japan as Qatari supply falters

The US has become the leading source of helium and other noble gases for Taiwan, South Korea and Japan as disruptions to Qatari production...

Wednesday 15 July 2026
Taiwan and Japan expand all-photonic network ties for AI and research
Taiwan and Japan are expanding deployment of the IOWN all-photonic network to improve research connectivity and provide backup AI computing capacity. The effort comes as Taiwan promotes...
Wednesday 15 July 2026
CATL redraws AI ambitions with DeepSeek, VNET and an energy-first strategy

CATL is rapidly expanding into AI infrastructure. Through strategic investments in DeepSeek, data centres and power systems, the company...

Wednesday 15 July 2026
Japan ramps up AI and quantum investment to strengthen technology leadership
Japan's new growth strategy could ripple well beyond its borders as it channels public investment into AI, quantum technologies, and advanced networks that align with priorities already...
Wednesday 15 July 2026
Taiwan expo in Japan spotlights AI, robotics and senior care
The 2026 Taiwan Expo Japan opened in Tokyo on July 15, giving Taiwanese companies a platform to pursue business in AI, smart technology, robotics and the silver economy. Taiwan's trade...
Wednesday 15 July 2026
Tower Semiconductor bets on Japan to ride the AI data center shift from copper to light
Tower Semiconductor is placing a roughly US$3 billion wager that the artificial-intelligence buildout will force data centers to move data with light rather than electricity, anchoring...