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Friday 24 July 2026
China's AI chip share tops 50%, but Nvidia still rules frontier training

China's AI infrastructure build-out is rapidly lifting demand for domestic accelerators, giving Huawei, Alibaba's T-Head Semiconductor,...

Friday 24 July 2026
DeepSeek's Liang Wenfeng says China trails US AI by up to 18 months, with compute the decisive gap
DeepSeek founder Liang Wenfeng says China's AI industry trails the US by six to 18 months mainly because of limited computing power, not talent.
Friday 24 July 2026
South Korea's mandatory ESG disclosures loom: How Samsung Display and LG Display are preparing
South Korea has finalized plans to bring climate-related information under statutory disclosure requirements beginning in 2028, advancing the timetable and widening the scope compared...
Friday 24 July 2026
Analysis: Why Nvidia is betting Japan's manufacturing data will power physical AI

Nvidia CEO Jensen Huang's whirlwind visit to Japan in mid-July extended well beyond product announcements and public appearances. Alongside...

Friday 24 July 2026
AI memory crunch hits smartphones and PCs, splitting winners from losers

AI-driven memory demand is raising smartphone and PC costs, weakening mass-market sales and widening the gap between premium brands and...

Friday 24 July 2026
Mitsubishi Electric seeks September deal on power-chip merger with Toshiba, ROHM

Mitsubishi Electric is seeking an agreement with Toshiba and ROHM by September on combining semiconductor operations centered on power...

Thursday 23 July 2026
Samsung creates CEO-led robotics unit to speed commercialization

Samsung Electronics has created a robotics business unit reporting directly to its chief executive, bringing strategy, technology development,...

Thursday 23 July 2026
South Korean president to meet Nvidia and OpenAI CEOs on US trip

South Korean president Jae-Myung Lee will launch an economic diplomacy tour centered on AI, advanced industries, and supply chain cooperation,...

Thursday 23 July 2026
Japan loosens fiscal reins for JPY370 trillion AI, semiconductor strategy

Japanese Prime Minister Sanae Takaichi's government has approved a sweeping economic strategy that relaxes long-standing fiscal constraints...

Thursday 23 July 2026
Transsion raises phone prices to offset memory-chip inflation and weaker shipments

Transsion Holdings, Africa's largest smartphone vendor, expects revenue and profit to rise sharply in the first half of 2026 after higher...

Thursday 23 July 2026
Samsung weighs Besi's Korean rivals for 50-bonder hybrid bonding line as pricing talks drag on

Samsung Electronics is preparing a die-to-wafer hybrid bonding production line with about 50 bonders at its Pyeongtaek campus for next-generation...

Thursday 23 July 2026
Mitsubishi Electric and Sony Semiconductor Solutions form AI factory automation venture
Mitsubishi Electric and Sony Group subsidiary Sony Semiconductor Solutions announced on July 22, 2026, that they have signed a partnership agreement to launch a joint venture focused...
Thursday 23 July 2026
Server CPUs are AI boom's next scarce commodity: Intel, AMD reportedly lock in Chinese buyers
The AI build-out has found its next pinch point. After spreading from Nvidia's accelerators to memory and networking gear, the scramble for capacity has now reached the once-plentiful...
Thursday 23 July 2026
Kimi K3 under fire, part 2: Why Beijing sees a US containment campaign
China is framing Washington's allegations against Moonshot AI as more than an intellectual property dispute. Chinese officials, state-backed media and policy commentators see the scrutiny...
Thursday 23 July 2026
Kimi K3 under fire, part 1: Inside Washington's case against Moonshot AI

The US government is investigating Chinese artificial intelligence developer Moonshot AI over allegations that its Kimi K3 model improperly...