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Tuesday 19 May 2026
Analysts divided on Baidu's AI monetization as cloud growth offsets ad weakness
Analysts offered mixed assessments of Baidu after the Chinese internet company posted first-quarter revenue that topped market expectations, with some pointing to stronger AI monetization...
Tuesday 19 May 2026
Samsung, SK Hynix face chipmaking chemical squeeze as China feedstock costs surge
Prices for semiconductor-grade hydrogen fluoride supplied to Samsung Electronics and SK Hynix are expected to rise sharply between late June and July, as higher costs for a key China-sourced...
Tuesday 19 May 2026
Commentary: Sanctions reshaped China's foundry sector — just not in the way markets expected
China's foundry sector is charting a different course as the global semiconductor market remains focused on AI GPUs, the 2nm process node, and advanced packaging. Led by Semiconductor...
Monday 18 May 2026
South Korea's A2Z bets on autonomous buses as Waymo, Baidu's Apollo Go dominate robotaxi race

As Waymo in the US and Baidu's Apollo Go in China expand robotaxi services on public roads, South Korea's autonomous-driving industry...

Monday 18 May 2026
SK Hynix speeds Yongin fab buildout as memory crunch fuels capacity race

SK Hynix is accelerating construction at its Yongin Semiconductor Cluster, as a tightening memory market pushes South Korea's top chipmakers...

Monday 18 May 2026
TSMC's Japan fab signals a turning point for overseas manufacturing

TSMC's semiconductor venture in Japan has posted its first quarterly profit since entering mass production, marking an important milestone...

Monday 18 May 2026
AMEC-SMIC: China's chip-equipment push moves from trials to scale
China's semiconductor equipment localization campaign is entering a more demanding phase, shifting from proving that domestic alternatives can work to showing they can meet the reliability,...
Monday 18 May 2026
China's car market enters a brutal shakeout
China's auto market is entering a far more difficult phase. Domestic demand has slowed sharply, and for many carmakers the industry increasingly resembles a road with no visible end...
Monday 18 May 2026
Samsung reportedly boosts 1b DRAM yields as Korean memory rivalry heats up
Samsung Electronics has significantly improved yields for its latest DRAM technologies used in high-bandwidth memory (HBM), according to IT Chosun, underscoring the intensifying...
Monday 18 May 2026
Asus leverages manufacturing expertise and memory supply edge to grow its South Korean server business
Asus is accelerating its push into the server market in South Korea, leveraging its manufacturing prowess, long-term ties with major memory makers, and flexible design and supply strategies...
Monday 18 May 2026
Huawei, Apple, and Xiaomi battle for market share with deep discounts
Just after midnight on May 15, Apple quietly cut prices across its iPhone 17 lineup in China, lowering official retail prices for the iPhone 17 Pro series by CNY1000 (approx. US$146),...
Monday 18 May 2026
Kioxia gets rare chance to challenge Samsung, SK Hynix in AI storage boom
Kioxia Holdings is moving to capture a larger share of AI-related storage demand, as the shift from AI training to inference raises interest in high-speed, high-capacity NAND flash...
Monday 18 May 2026
Analysis: Memory crunch opens IPO window for China’s CXMT
China's top DRAM maker ChangXin Memory Technologies is entering its Shanghai IPO push with a much stronger story for investors, as a global memory shortage turns years of losses into...
Monday 18 May 2026
China cracks down on illegal drone flight-control hacks after multiple cases uncovered
China's Ministry of Public Security announced on May 18 that authorities had uncovered nearly 10 cases nationwide involving illegal modification of drone flight-control systems that...
Monday 18 May 2026
China's disposable car model reshapes global supply chains
At the 2026 Beijing Auto Show, China's shift toward "disposable cars" carries global repercussions: faster refresh cycles could reshape vehicle lifespans, aftermarket ecosystems, and...