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Thursday 15 January 2026
Japan fortifies rare-earth supply chain against China risk
China has tightened export controls on rare earths and other dual-use materials bound for Japan, prompting Tokyo to formalise a rare-earth stockpiling policy and work with G7 partners...
Thursday 15 January 2026
China's WUS to build US$300m optical-electrical PCB hub for AI systems
WUS Printed Circuit (Kunshan) Co. plans to invest up to US$300 million in a high-density optical-electrical printed circuit board (PCB) project aimed at supporting next-generation...
Wednesday 14 January 2026
China lifts semiconductor equipment localization to 35%
China's push to localize its semiconductor equipment supply chain has reached an unexpected milestone. Domestic tools accounted for 35% of chipmaking equipment used in 2025, up from...
Wednesday 14 January 2026
SK Hynix to invest in new advanced packaging plant amid AI memory demand
SK Hynix has announced plans to invest KRW19 trillion (US$13.02 billion) to construct a new advanced packaging facility, P&T7, in Cheongju, North Chungcheong Province, South Korea...
Wednesday 14 January 2026
Samsung will adopt South Korea-made mask blanks to EUV process to reduce reliance on Japan
Samsung Electronics is set to introduce South Korea-made mask blanks into its extreme ultraviolet (EUV) process starting as early as the second quarter of 2026. According to ET...
Wednesday 14 January 2026
SK Hynix reportedly trims consumer memory, shifts focus to servers

Surging demand for AI hardware is prompting memory makers to reassess their product portfolios as resources shift toward higher-margin...

Wednesday 14 January 2026
Iluvatar CoreX sets three-generation GPU plan, eyes H200 performance
As China's domestic GPU developers accelerate public listings and expand both technological and capital investment, competition is shifting toward next-generation computing power....
Wednesday 14 January 2026
China's new export trio drives 2025 trade growth
China's total trade in goods reached CNY45.47 trillion (approx. US$6.51 trillion) in 2025, marking a 3.8% year-over-year increase and setting a new record, the General Administration...
Wednesday 14 January 2026
China extends anti-dumping tariffs on US and Korean polysilicon
As China–US technological and industrial rivalry intensifies, Beijing is strengthening its trade defence measures. China's Ministry of Commerce announced on the 13th that anti-dumping...
Wednesday 14 January 2026
DeepSeek V4 and the new economics of AI compute
In early 2025, as most Silicon Valley AI firms focused on stacking high-end GPUs and expanding parameter counts, Chinese startup DeepSeek took a different path. Using a pragmatic engineering...
Wednesday 14 January 2026
South Korea's tech independence drive under scrutiny over China links
South Korea's push to build sovereign artificial intelligence foundation models is facing heightened scrutiny as several domestic contenders in a government-backed selection process...
Wednesday 14 January 2026
CXMT launches US$4bn bid to break DRAM market control
Surging artificial intelligence (AI) workloads have triggered a global shortage of HBM, tightening DRAM and NAND supply and pushing prices sharply higher. US PC maker HP is now evaluating...
Wednesday 14 January 2026
Tsinghua's AI quartet and China's 20% bet on AI race
As the global generative AI race enters a more competitive phase, the direction of China's large-model development is no longer shaped by a single company. Instead, it is increasingly...
Wednesday 14 January 2026
US drone policy swings highlight security and geopolitical tensions
Over the past year, US policy toward Chinese-made drones has shifted repeatedly, reflecting differing approaches across government agencies. Congress, the Federal Communications Commission,...
Wednesday 14 January 2026
US clarifies AI chip rules, opens conditional export pathway for Nvidia H200 and peers
The US Commerce Department's Bureau of Industry and Security (BIS) has shifted its license review policy for exports of certain advanced computing chips to China and Macau from a "presumption...