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    CXMT IPO may highlight Samsung's memory value, Korean media says
    Jun 11, 18:38
    Tesla’s US-made LFP push faces China’s scale advantage
    Jun 11, 18:38
    China's memory makers speed up capital moves as Biwin, Longsys expand
    Jun 11, 18:38
    CXMT and YMTC advance IPOs as AI demand lifts memory growth
    Jun 11, 18:38
    Google TPU orders shift as MediaTek, Marvell and Broadcom split the market
    Jun 11, 18:38
    HPSP reportedly wins Terafab order tied to Musk’s semiconductor project
    Jun 11, 18:38
    NEWS TAGGED GEOPOLITICS
    Friday 12 June 2026
    China squeezes InP supplies, jolting US-Taiwan optics chain

    China's export controls on the key semiconductor material indium phosphide (InP), imposed since February 2025, are threatening global...

    Thursday 11 June 2026
    China red-chip crackdown forces IPO hopefuls to rethink offshore listings

    China's tighter scrutiny of foreign capital is forcing more companies to unwind red-chip structures, the offshore ownership model that...

    Thursday 11 June 2026
    Transsion turns from Africa phones to energy storage, but the harder fight is just starting
    Transsion Holdings, Africa's long-time "king of mobile phones," is turning to energy storage as smartphone profits weaken. The question is whether its African channel empire can become...
    Thursday 11 June 2026
    AI servers squeeze high-end MLCC supply, sending Taiwan firms toward China alternatives
    AI servers and high-voltage electric vehicles (EVs) are tightening the global supply of high-end multilayer ceramic capacitors (MLCCs), prompting some Taiwan supply chain players to...
    Wednesday 10 June 2026
    Taiwan reportedly weighs tougher AI chip export curbs as US lawmakers push for tighter China controls
    Taiwan is considering significantly tougher restrictions on exports of advanced AI chips to China, a move that would bring the island's regulations closer to those of the US and strengthen...
    Wednesday 10 June 2026
    Commentary: YMTC, CXMT relisting shows US-China tech controls are moving beyond chips
    YMTC and CXMT have returned to Washington's Chinese Military Companies list, placing China's two leading memory chipmakers back at the center of US scrutiny over semiconductors, military-civil...
    Wednesday 10 June 2026
    China rejects US military-linked listing of Alibaba, Baidu and BYD, calls move unjustified
    The US Department of Defense has added major Chinese companies, including Alibaba Group, Baidu, and BYD, to its Chinese Military Companies list, drawing swift public rejection from...
    Tuesday 9 June 2026
    US Pentagon adds BYD, Alibaba to China military company list
    The US Department of Defense has updated its list of companies identified as Chinese military companies operating in the US, adding a wide range of technology, telecom, semiconductor,...
    Tuesday 9 June 2026
    Apple Intelligence expansion hits roadblocks in China and EU, raising fragmentation concerns
    Apple unveiled a sweeping overhaul of its artificial intelligence offering at WWDC 2026 on June 8, but two of its most important markets — China and the EU — will not receive...
    Monday 8 June 2026
    Wingtech sues Nexperia's Dutch entities as cross-border control dispute deepens
    Wingtech has launched a lawsuit in China against Nexperia's Dutch entities and related parties, intensifying a dispute that could affect semiconductor supply chains, corporate governance,...
    Friday 5 June 2026
    US targets China's PCB grip as AI and defense supply risks mount
    As demand for artificial intelligence (AI) computing expands rapidly, market attention has long centered on GPUs, high-bandwidth memory (HBM), and advanced packaging. However, printed...
    Friday 5 June 2026
    Commentary: EU tariff barrier may weaken as Japanese automakers lean on China's EV tech
    Japanese automakers' growing reliance on Chinese EV technology could weaken the EU's tariff strategy and reshape global car trade. As Mazda, Nissan, Honda, and Toyota adjust their...
    Monday 1 June 2026
    US moves to block Nvidia AI chips from reaching Chinese firms overseas

    The US Commerce Department has moved to close a potential export-control loophole that may have allowed Chinese technology companies to...

    Monday 1 June 2026
    Taiwan gains partial US Section 232 relief, seeks tariff-free semiconductor quotas
    Taiwan has secured preferential treatment under US Section 232 tariffs for most exports other than semiconductors after months of negotiations with Washington, but uncertainty remains...
    Monday 1 June 2026
    SoftBank plans up to EUR75 billion AI data center buildout in France, anchoring Europe's infrastructure
    SoftBank Group said it will invest as much as EUR75 billion (US$87.43 billion) to develop 5GW of AI data center capacity in France, a move that would make the country one of its largest...
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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook