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Thursday 9 July 2026
CXMT IPO leaves HBM off the funding list, tempering China AI memory hype

CXMT's STAR Market IPO suggests China's largest DRAM maker is prioritizing commodity memory over an aggressive near-term push into...

Thursday 9 July 2026
Rebellions' IPO plan tests market appetite for inference chips
South Korean AI chip startup Rebellions is preparing for a domestic listing in the first half of 2027, offering a test of whether investor enthusiasm for inference chips can move from...
Thursday 9 July 2026
SK Hynix targets AI infrastructure role with Nasdaq ADR listing

SK Group chairman Tae-Won Chey is reportedly set to travel to the US for SK Hynix's American depositary receipt (ADR) listing on Nasdaq,...

Thursday 9 July 2026
AI demand pushes TSMC, Samsung to raise foundry prices — Rapidus aims to undercut 2nm

Rising demand for AI chips is changing how foundries set prices, giving TSMC and Samsung Electronics more leverage while forcing new...

Thursday 9 July 2026
China escalates scrutiny of Anthropic's Claude Code over alleged 'backdoor' risk

China has intensified its scrutiny of US AI software after issuing a security alert over Anthropic's AI coding assistant, Claude Code,...

Thursday 9 July 2026
Commentary: China's AI chip race leaves 15 chipmakers chasing SMIC's 7nm capacity
China's bid to replace Nvidia in AI chips faces a constraint more immediate than design capability: SMIC's limited 7nm-class manufacturing capacity.
Thursday 9 July 2026
What China's rumored limited reopening to Nvidia's H200 implies for US-China chip contest and Beijing's drive for self-reliance
China's rumored tentative plan to allow a handful of its largest artificial intelligence (AI) companies to purchase a small number of Nvidia H200 chips has implications that extend...
Thursday 9 July 2026
China AI compute race enters supernode era with Huawei Atlas 950 WAIC debut

China's AI compute race is shifting to supernodes, as cloud providers and model developers seek domestic infrastructure capable of handling...

Thursday 9 July 2026
Taiwan says China's slow growth could become the new normal
Taiwan's Mainland Affairs Council told lawmakers on July 8 that China's 2026 15th Five-Year Plan is focused on expanding domestic demand and boosting consumption, but that deep structural...
Thursday 9 July 2026
China's AI chip buyers turn from Nvidia to local suppliers in H20 squeeze

Chinese companies are shifting more AI accelerator spending away from Nvidia and toward domestic suppliers, a sign that US-China technology...

Thursday 9 July 2026
China 618 smartphone sales fall 13% as Huawei takes lead
China's smartphone sales fell 13% year over year during the 2026 618 e-commerce shopping festival, as higher memory costs and less aggressive promotions weighed on demand, according...
Thursday 9 July 2026
SK Hynix supplier talks show AI memory boom shifting pricing power

The AI data center boom is reshaping the memory supply chain, giving Samsung Electronics, SK Hynix, and Micron greater pricing power...

Wednesday 8 July 2026
Grab's Uber-affiliated director steps down from board with foodpanda Taiwan acquisition in process
Grab Holdings Limited (NASDAQ: GRAB) announced that Uber Technologies CEO Dara Khosrowshahi has resigned from its board of directors, effective July 6, 2026, as the Singapore-based...
Wednesday 8 July 2026
Asia VC leaders call for deeper cross-border tech investment at inaugural regional summit
Heads of venture capital associations from Taiwan, Japan, and Korea gathered in Taipei today for the first Asia Venture Capital (VC) Summit, a historic trilateral meeting aimed at...
Wednesday 8 July 2026
AI memory boom turns price hikes into antitrust flashpoint across supply chain
As AI demand drives record price increases in the memory market, the aftermath of such volatility is weighing on the wider supply chain, rippling into downstream industries where manufacturers...