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    Analysis: China's chip price spiral has begun; a grey rhino threatening the 2026 supply chain
    0min ago
    Musk moves Tesla past Model S and X, betting on robots and AI
    2min ago
    AI boom threatens global chip supply, automakers warned
    10min ago
    NEWS TAGGED EAST ASIA
    Thursday 29 January 2026
    Analysis: how SK Hynix is binding customers to its AI memory
    SK Hynix is moving to lock out competitors in the high-stakes battle for AI memory, deploying a "one-team" operational strategy that integrates the chipmaker directly into its customers'...
    Thursday 29 January 2026
    Earnings call summary: Samsung 4Q25 profit rides memory boom to record revenue
    Samsung Electronics posted record quarterly revenue and operating profit in the fourth quarter of 2025, underscoring how AI-driven demand for advanced memory has become the company's...
    Thursday 29 January 2026
    Sunny Optical restructures as China's lens makers face layoffs prompted by smartphone slump
    China's optical industry is confronting significant challenges as several lens module manufacturers reportedly plan layoffs early in 2026, prompted by sluggish smartphone sales and...
    Thursday 29 January 2026
    Cmsemicon triggers MCU, NOR Flash price hikes of up to 50% in widening China chip cost cycle
    Chinese microcontroller (MCU) supplier Cmsemicon has raised prices on its MCU and NOR Flash products by 15% to 50%, citing tighter chip supply and higher packaging and testing costs...
    Thursday 29 January 2026
    Semco and LG Innotek push into humanoid robot supply chain
    As artificial intelligence (AI) technology advances, the robotics market is maturing rapidly. South Korean electronic component makers are reportedly viewing robots as their next growth...
    Thursday 29 January 2026
    Japan joins US Genesis Mission, partners with Nvidia and national labs to advance AI science
    The Japanese government has agreed to become the first international partner in a US-led initiative accelerating scientific research through AI. According to media outlets including...
    Thursday 29 January 2026
    China advances system-level datacenter design through PCIe 6.x, CXL 3.x interconnect
    In recent years, data center development has focused on boosting the performance of CPUs, GPUs, and other compute processors. As computing scale continues to expand, the incremental...
    Thursday 29 January 2026
    Why can't tech giants escape China's smartphone production grip?
    Global technology companies, including Google, are increasingly shifting new product introduction (NPI) stages away from China to reduce geopolitical risks, with recent reports indicating...
    Wednesday 28 January 2026
    SK Hynix bets $10B on Silicon Valley with new U.S. AI subsidiary
    SK Hynix announced on Wednesday, January 28, 2026, it will establish a new US-based entity dedicated to artificial intelligence solutions, backed by a planned US$10 billion investm...
    Wednesday 28 January 2026
    MetaX revenue more than doubles to US$230 million as losses narrow
    China's GPU developer MetaX reported strong revenue growth for fiscal 2025, driven by rising demand for domestically produced AI chips. In a preliminary earnings release on January...
    Wednesday 28 January 2026
    Beijing greenlights Nvidia H200 shipments to ByteDance, Alibaba, Tencent

    China has approved purchases of Nvidia’s H200 artificial intelligence chips by ByteDance, Alibaba and Tencent, four people familiar...

    Wednesday 28 January 2026
    Apple's iPhone 17 powers a strong quarter as memory costs soar
    Apple is set to report fiscal first-quarter 2026 earnings on January 29, with strong sales of the iPhone 17 expected to drive record operating performance and solid smartphone shipments...
    Wednesday 28 January 2026
    Samsung reportedly channels most 1c DRAM capacity into HBM4 for early 2026 mass production
    Samsung Electronics is emerging as the leading supplier of sixth-generation High Bandwidth Memory (HBM4) to Nvidia and AMD as of February 2026, backed by growing confidence in its...
    Wednesday 28 January 2026
    Why the Nexperia crisis is still accelerating 'non-red' automotive supply chains

    By the end of 2025, a political dispute between the Netherlands and China had rippled through the global automotive industry. Nexperia,...

    Wednesday 28 January 2026
    KGD joins memory price rally with China vendor raising prices by up to 80%
    A fresh wave of memory price hikes is sweeping across the semiconductor supply chain, spreading from AI memory products into manufacturing, packaging, and testing, and upstream materials...
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    aiexpo2026
    BIZ FOCUS
    Jan 28, 08:00
    Ministry of Economic Affairs Launches 2026 Best AI Awards
    Wednesday 28 January 2026
    Lightmatter and GUC Partner to Produce CPO Solutions for AI Hyperscalers
    Wednesday 28 January 2026
    Seoul Business Agency Hosts Global Innovation Forum Showcasing Startup Ecosystem
    Thursday 22 January 2026
    MOSS Introduces an AI-Assisted DAW Built to Support Human Creativity
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook