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Thursday 11 June 2026
AI servers squeeze high-end MLCC supply, sending Taiwan firms toward China alternatives
AI servers and high-voltage electric vehicles (EVs) are tightening the global supply of high-end multilayer ceramic capacitors (MLCCs), prompting some Taiwan supply chain players to...
Thursday 11 June 2026
CanSemi IPO exposes strains in China's mature-node chip push
CanSemi Technology's planned ChiNext listing has exposed the financial strain behind China's push to build mature-node semiconductor capacity, as the Guangzhou-based foundry seeks...
Thursday 11 June 2026
Unitree, Nvidia expose humanoid robotics' biggest question: who controls the body, brain and ecosystem?
Unitree Robotics' Nvidia-backed H2 Plus has sparked debate in China over who controls the robot body, AI brain and autonomy in a global ecosystem.
Thursday 11 June 2026
China's embodied AI boom tests whether robots can repeat the EV miracle
China's embodied AI sector is entering a financing cycle that increasingly resembles the early days of electric vehicles. Investors, local governments, and technology groups are backing...
Wednesday 10 June 2026
Unigroup Guoxin targets Beijing IPO as China's DRAM pipeline gains another contender
Unigroup Guoxin Microelectronics is moving closer to a Beijing Stock Exchange IPO, adding another DRAM-focused player to China's domestic memory chip pipeline.
Wednesday 10 June 2026
Commentary: Nvidia CEO visit spotlights Samsung in HBM supply race
Nvidia CEO Jensen Huang's multi-day trip to South Korea put the "triangle relationship" among Samsung Electronics, SK Hynix, and Nvidia over high-bandwidth memory (HBM) in the spotlight,...
Wednesday 10 June 2026
China's CNY2tn data center plan puts domestic AI chips at the core
Beijing is preparing a plan to spend CNY2 trillion (US$295 billion) over the next five years to build data centers across China, a move aimed at strengthening the country's domestic...
Wednesday 10 June 2026
Microsoft Azure's China retreat shows data sovereignty is squeezing global cloud providers
Microsoft is reportedly scaling back parts of its China operations again, with the latest adjustment focused on its Azure cloud business, as both the US and China tighten scrutiny...
Wednesday 10 June 2026
Samsung weighs Gwangju packaging plant as power strains Seoul-area chip expansion

Samsung Electronics is considering building an advanced semiconductor packaging facility in the southwestern city of Gwangju, a move that...

Wednesday 10 June 2026
Apple's Siri AI finally arrives, but China blockage threatens iPhone's next upgrade cycle
Apple's new Siri AI has finally arrived, but its absence from China threatens to weaken the company's artificial intelligence (AI) strategy in one of the world's most important smartphone...
Wednesday 10 June 2026
Interview: Taiwan's INFINITIX expands in South Korea to tap sovereign AI demand

As AI adoption accelerates globally, computing infrastructure is becoming a key competitive battleground. Taiwan-based AI software company...

Wednesday 10 June 2026
Microsoft cuts hundreds of Azure jobs in China as another step in its global restructuring

Microsoft is laying off hundreds of employees in its Azure cloud division in China, marking the latest step in the company's ongoing restructuring...

Wednesday 10 June 2026
Commentary: YMTC, CXMT relisting shows US-China tech controls are moving beyond chips
YMTC and CXMT have returned to Washington's Chinese Military Companies list, placing China's two leading memory chipmakers back at the center of US scrutiny over semiconductors, military-civil...
Wednesday 10 June 2026
China rejects US military-linked listing of Alibaba, Baidu and BYD, calls move unjustified
The US Department of Defense has added major Chinese companies, including Alibaba Group, Baidu, and BYD, to its Chinese Military Companies list, drawing swift public rejection from...
Wednesday 10 June 2026
Chinese AI startup StepFun seeks US$12 billion valuation in Hong Kong IPO
Chinese artificial-intelligence (AI) startup StepFun is preparing to file for a Hong Kong initial public offering as early as Monday, according to people familiar with the matter,...