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Wednesday 10 June 2026
Closed AI models face a capex reckoning as open-weight alternatives close gap, SuperAI speaker warns
The economics of closed artificial intelligence (AI) models may be fundamentally broken, and the centralized cloud infrastructure supporting them is the next target — that was the sharpest argument to emerge from the opening keynote of SuperAI Singapore 2026 on Wednesday, where entrepreneur and former Coinbase chief technology officer Balaji Srinivasan laid out a case for why the software industry may have no choice but to decentralize
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Thursday 11 June 2026
CanSemi IPO exposes strains in China's mature-node chip push
CanSemi Technology's planned ChiNext listing has exposed the financial strain behind China's push to build mature-node semiconductor capacity, as the Guangzhou-based foundry seeks fresh capital despite persistent losses, negative gross margins and a long road to profitability
Thursday 11 June 2026
Unitree, Nvidia expose humanoid robotics' biggest question: who controls the body, brain and ecosystem?
Unitree Robotics' Nvidia-backed H2 Plus has sparked debate in China over who controls the robot body, AI brain and autonomy in a global ecosystem
Thursday 11 June 2026
Applied Materials invests US$500 million in Singapore to meet AI chip demand
As artificial intelligence (AI) fuels an unprecedented surge in demand for advanced semiconductors, Applied Materials is deepening its commitment to one of Asia's most important chipmaking hubs
Thursday 11 June 2026
China's embodied AI boom tests whether robots can repeat the EV miracle
China's embodied AI sector is entering a financing cycle that increasingly resembles the early days of electric vehicles. Investors, local governments, and technology groups are backing robotics companies that could translate AI into machines for factories, warehouses, public services, and eventually homes
Wednesday 10 June 2026
Unigroup Guoxin targets Beijing IPO as China's DRAM pipeline gains another contender
Unigroup Guoxin Microelectronics is moving closer to a Beijing Stock Exchange IPO, adding another DRAM-focused player to China's domestic memory chip pipeline
Wednesday 10 June 2026
China's CNY2tn data center plan puts domestic AI chips at the core
Beijing is preparing a plan to spend CNY2 trillion (US$295 billion) over the next five years to build data centers across China, a move aimed at strengthening the country's domestic AI computing infrastructure and reducing reliance on US chip suppliers, according to Bloomberg
Wednesday 10 June 2026
Samsung weighs Gwangju packaging plant as power strains Seoul-area chip expansion

Samsung Electronics is considering building an advanced semiconductor packaging facility in the southwestern city of Gwangju, a move that would expand its backend chipmaking footprint as demand for high-bandwidth memory and AI-related chips grows

Wednesday 10 June 2026
Malaysia urges ASEAN to build regional power grid in response to geopolitical tensions, AI-driven power demand
Malaysian Prime Minister Anwar Ibrahim has once again called on the Association of Southeast Asian Nations (ASEAN) to establish a regional power grid, as geopolitical developments and growing demand for artificial intelligence (AI) infrastructure simultaneously affect energy supply and demand
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 efforts to combat semiconductor smuggling, according to Bloomberg.
Wednesday 10 June 2026
Apple's Siri AI finally arrives, but China blockage threatens iPhone's next upgrade cycle
Apple's new Siri AI has finally arrived, but its absence from China threatens to weaken the company's artificial intelligence (AI) strategy in one of the world's most important smartphone markets
Wednesday 10 June 2026
Interview: Taiwan's INFINITIX expands in South Korea to tap sovereign AI demand

As AI adoption accelerates globally, computing infrastructure is becoming a key competitive battleground. Taiwan-based AI software company INFINITIX is expanding in South Korea with GPU optimization software, aiming to meet demand for localized infrastructure and sovereign AI development

Wednesday 10 June 2026
Microsoft cuts hundreds of Azure jobs in China as another step in its global restructuring

Microsoft is laying off hundreds of employees in its Azure cloud division in China, marking the latest step in the company's ongoing restructuring efforts as it navigates increasingly complex regulatory environments in both the US and China

Wednesday 10 June 2026
India reportedly delays Starlink launch amid Iran war security concerns

India has effectively paused Starlink's commercial entry, underscoring how geopolitical tensions can shape global internet access and slow satellite expansion in major markets. For readers worldwide, the case shows how regulators may tighten scrutiny when foreign-controlled communications systems are seen as a security risk during conflict

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 fusion, and China's technology supply chain
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 the firms and fresh criticism from Beijing. The designations matter globally because they can shape investor sentiment, government procurement, and cross-border business expectations, even when direct operational limits remain narrow