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Thursday 21 May 2026
Moonshot AI abandons offshore structure to pursue landmark Hong Kong IPO

Moonshot AI, the Beijing-based generative AI unicorn behind the widely popular Kimi chatbot, has informed its shareholders that it intends to dismantle...

Thursday 21 May 2026
US targets Hua Hong's 7nm nodes while China targets South Korean partners to evade sanctions

The US Department of Commerce (DOC) has reportedly issued "is-informed" letters to several major wafer fab equipment (WFE) manufacturers, ordering...

Thursday 21 May 2026
SMIC, Hua Hong form materials supply platform to cut China chip chain reliance on US

China's semiconductor self-sufficiency drive has taken another step forward, with SMIC and Hua Hong Group jointly establishing Shanghai...

Thursday 21 May 2026
China memory supplier Biwin's AI photonics funding raises questions
China's AI infrastructure race is entering a new phase, with industry focus shifting from raw computing power toward data transmission efficiency.
Thursday 21 May 2026
Analysis: Lens Technology seeks control of Ju Teng to expand beyond Apple
Lens Technology's bid for control of Ju Teng International Holdings is putting renewed focus on changes in the notebook supply chain, as the Chinese supplier seeks to reduce its reliance...
Thursday 21 May 2026
Samsung averts strike with last-minute labor deal, but deeper divisions remain
With less than an hour remaining before a planned strike was set to begin, Samsung Electronics and its labor union reached a tentative agreement late on May 20, narrowly avoiding what...
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...