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Wednesday 20 May 2026
Alibaba's T-Head doubles down on AI infrastructure with Zhenwu M890
Alibaba Cloud has unveiled the Zhenwu M890, a new proprietary AI training and inference chip developed by its semiconductor subsidiary T-Head Semiconductor, as the Chinese cloud group...
Wednesday 20 May 2026
China's top NAND flash chipmaker YMTC begins IPO tutoring with Chinese banks
China's leading memory chipmakers are accelerating their push into public capital markets, with YMTC Group formally entering IPO guidance on May 19, shortly after domestic DRAM leader...
Wednesday 20 May 2026
Xiaomi halts ultra-thin smartphone production as memory costs squeeze prices
Xiaomi warns memory costs could push flagship phone prices past CNY10,000 (approx. US$1,468) in 2026, a development that would affect global consumers as higher-capacity models become...
Wednesday 20 May 2026
South Korea's defense chips 99% import-dependent as photonic supply chain crisis looms
Photonic semiconductors have become indispensable to modern defense — prized for their ultra-high-speed data processing, high capacity, low power consumption, and exceptional...
Wednesday 20 May 2026
Samsung braces for major strike after bonus talks collapse

Samsung Electronics faces a major labor disruption after its union said about 48,000 workers would walk off the job on May 21, beginning...

Wednesday 20 May 2026
Taipei fires back as Trump repeats chip theft claim
Trump has once again accused Taiwan of "stealing" the US semiconductor industry — his second such broadside in as many months.
Wednesday 20 May 2026
Commentary: China hardens AI self-reliance push after Trump-Xi talks
After the Trump-Xi meeting in Beijing, China's senior leadership has stepped up inspections of artificial intelligence, smart manufacturing and computing infrastructure, offering a...
Wednesday 20 May 2026
South Korea sounds alarm on manufacturing hollow-out as AI server boom lifts Taiwan
As artificial intelligence reshapes the global economy, demand for data centers is rapidly redrawing the export map of nations.
Wednesday 20 May 2026
Analysis: Japan's auto giants diverge—who's navigating the storm, and who's still in it
Japan's three largest automakers reported fiscal 2025 results that signal shifting production strategies and significant implications for suppliers across North America and beyond...
Wednesday 20 May 2026
AMD makes history with first overseas AI DevDay in Shanghai, targeting deeper China partnerships
Advanced Micro Devices (AMD) chair and CEO Lisa Su led the company's China team in Shanghai for AMD AI DevDay 2026 on May 19. The event marks the first time it has been held outside...
Wednesday 20 May 2026
Rare-earth shadows Boston Dynamics' Atlas ambitions ahead of IPO
Hyundai Motor Group's humanoid robot ambitions are moving closer to commercialization, with Boston Dynamics preparing for a broader capital-market push and factory deployment of its...
Wednesday 20 May 2026
China's OSATs chase bigger role as AI chips strain packaging supply

China's OSAT providers are trying to move deeper into advanced packaging as artificial intelligence (AI) demand strains global chip packaging...

Wednesday 20 May 2026
As Hormuz crisis hits South Korea, Arctic route gains strategic weight
South Korea depends on the Middle East for 70% of its crude oil, and relies heavily on oil refining, petrochemicals, and power generation in its industrial sector. As a result, Iran's...
Wednesday 20 May 2026
CXMT profit surge shows limits of China's DRAM push
ChangXin Memory Technologies (CXMT) is approaching its planned STAR Market IPO with sharply stronger earnings, as a global memory upcycle helps China's leading DRAM maker move closer...
Wednesday 20 May 2026
Japan's startup boom draws global capital as top US tech firms accelerate Asia pivot
Plug and Play has closed a 6 billion Japanese yen fund — approximately US$40 million — making it one of the largest first-time seed funds ever raised in Japan, the firm...