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Tuesday 21 July 2026
Haesung DS lands CXMT as DDR5 substrate customer, weighs panel production for DDR6

Haesung DS has reportedly added China's CXMT as a customer for DDR5 package substrates as the South Korean supplier expands its DDR5...

Tuesday 21 July 2026
Ishihara Sangyo doubles high-purity titanium dioxide capacity on AI server demand

Ishihara Sangyo Kaisha plans to double production capacity for high-purity titanium dioxide used to make dielectric materials for multilayer...

Tuesday 21 July 2026
China's magnet exports hit records — but the tap stays political

China's exports of rare-earth permanent magnets reached record levels in the first half of 2026, yet the same customs data reveal a...

Tuesday 21 July 2026
Power and water constraints cast doubt on South Korea's Honam memory cluster, experts say
South Korea's plan to develop a semiconductor cluster in the Honam region (Jeolla Province) is facing mounting scrutiny over whether the area can support the enormous energy and infrastructure...
Tuesday 21 July 2026
Samsung, SK Hynix and Micron pull back on in-house CXL controller plans

Samsung Electronics, SK Hynix and Micron Technology are reportedly scaling back or shelving plans to commercialize internally developed...

Tuesday 21 July 2026
China's Z.ai reportedly powers up 1GW data center built entirely on domestic chips

Chinese AI developer Z.ai has completed a giant data center running exclusively on domestically made chips, a milestone in Beijing's...

Tuesday 21 July 2026
DDR5 module spot prices hit record highs as China-made dies narrow price gap
The pace of memory contract price increases has begun to slow in the second half of 2026, but DDR5 spot prices continue to climb as AI and server applications absorb available supply,...
Tuesday 21 July 2026
WAIC 2026 elevates the 'token factory' — why is China chasing cheap tokens over bigger models?

At the 2026 World Artificial Intelligence Conference (WAIC) in Shanghai, held July 17-20 across "three districts and four venues" with...

Tuesday 21 July 2026
CMTX develops 590mm single-crystal silicon ground ring for chip etching

South Korean semiconductor materials and parts supplier CMTX has developed a roughly 590mm single-crystal silicon ground ring for chip-etching...

Tuesday 21 July 2026
Li Auto reportedly forms new Shanghai chip company to expand in-house semiconductor ambitions
Chinese electric vehicle (EV) maker Li Auto has established a new subsidiary focused on IC chip design, underscoring its long-term strategy of developing core AI technologies in-ho...
Tuesday 21 July 2026
China's AI supernode race seeks systems edge through optics, packaging, and cloud scale

China's AI hardware race is shifting from individual accelerators to supernodes, optical interconnects, advanced packaging and cloud-scale...

Tuesday 21 July 2026
China's solar slump deepens, raising warning signs for energy storage and electric vehicles
China's solar industry is still trapped in a painful shakeout after three straight years of losses across much of the supply chain, according to first-half reports from leading companies...
Tuesday 21 July 2026
Memory shortage could turn into a glut by 2028 as chipmakers expand

A powerful rally in memory-chip stocks has stalled as investors reconsider whether record spending on AI data centers could eventually...

Tuesday 21 July 2026
LGES accelerates sodium-ion battery plans while CATL secures early ESS lead
LG Energy Solution plans to establish a sodium-ion battery mother line at its Ochang Energy Plant in South Korea in 2026, seeking to narrow CATL's early commercial lead in energy storage...
Tuesday 21 July 2026
Samsung, SK Hynix prioritize DDR5 as margins near HBM levels

Samsung Electronics and SK Hynix are reportedly allocating additional or flexible DRAM production capacity to server DDR5 and other...