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Thursday 22 January 2026
Lutnick warns memory chipmakers may face 100% tariffs without US production

Samsung Electronics and SK Hynix have been investing tens of trillions of won each year to expand memory production as the global market...

Wednesday 21 January 2026
TSMC capacity crunch signals opportunity for Samsung's advanced nodes

The explosive demand for AI chips has created a rare production bottleneck for TSMC's advanced 3nm process, with capacity fully booked...

Wednesday 21 January 2026
Seeking new growth, Huawei pushes deeper into China's auto industry with ADS expansion
Huawei plans a sweeping expansion of its presence in China's smart car industry in 2026, betting that advanced driver-assistance software, in-car operating systems, and digital chassis...
Wednesday 21 January 2026
Twin rocket failures expose risks in China's space race
China's space launch program suffered a rare setback this week, as two rockets failed in separate launch attempts within hours of each other—an unusual break in a record of growing...
Wednesday 21 January 2026
China's 2025 smartphone shipments dip slightly in 2025 as brand competition heats up
Apple, with its iPhone 17 series driving sales, has seen its monthly market share in China surge above 20%, while other major brands like Huawei, Vivo, Honor, Oppo, and Xiaomi have...
Wednesday 21 January 2026
China's premier highlights AI large models in strategic development talks
On January 19, 2026. China's Premier Li Qiang hosted a forum including MiniMax founder Yan Junjie, marking increased recognition of AI large model enterprises in national policy. This...
Wednesday 21 January 2026
Column: Japan bets on deep-sea rare earth mining to break China's supply grip
On January 12, 2026, Japan's scientific drilling vessel Chikyu slowly departed port, heading toward the waters near Minamitorishima Island, about 1,900km southeast of Honshu...
Wednesday 21 January 2026
China tightens rare earth export controls to Japan, further fueling geopolitical tensions
Chinese authorities have increased scrutiny on rare earth exports bound for Japan, as export volumes declined in December 2025 compared to the previous month. The move reflects Beijing's...
Wednesday 21 January 2026
China's semiconductor equipment leaders push HBM autonomy as US tightens restrictions
US export restrictions on advanced semiconductor equipment to China have become the biggest obstacle to China's domestic production of high-bandwidth memory (HBM). It has been reported...
Wednesday 21 January 2026
China's AI industry reshapes as GPUs rise to be core strategic asset
As geopolitical tensions escalate, China's AI industry development is shifting from the application layer to underlying computing power and core chip technologies, with GPU- and AI...
Wednesday 21 January 2026
South Korea plans US talks as chip tariffs heighten risks for Samsung, SK Hynix
South Korea said it will seek negotiations with the US after Washington imposed a 25% tariff on selected semiconductor products, a move that has placed the country's leading chipmakers,...
Wednesday 21 January 2026
China races to catch up with memory chip leaders in LPDDR6
China's semiconductor supply chain is accelerating plans to bring sixth-generation low-power DRAM, known as LPDDR6, into commercial use in 2026, seeking to close a long-standing technology...
Tuesday 20 January 2026
Samsung foundry utilization reportedly nears 60% as losses narrow
Samsung Electronics' foundry business is showing signs of a gradual recovery, with fab utilization expected to average in the low-60% range in the first half of 2026, up from the 50%...
Tuesday 20 January 2026
Supply chain shifts strategies as China tightens rare earth export controls
Amid escalating geopolitical tensions between China and Japan, China has recently imposed stricter review measures on rare earth exports to Japan. Chinese authorities now reportedly...
Tuesday 20 January 2026
Nvidia Alpamayo sparks VLA computing power race as South Korea preps for autonomous ecosystem
At CES 2026 in the US, Nvidia unveiled its open-source vision-language-action (VLA) model series, Alpamayo, signaling a new phase in the development of autonomous driving technologies...