In a move that underscores both the desperation of legacy luxury brands and the growing confidence of China's electric-vehicle (EV) industry, Huawei is reportedly in advanced talks with Maserati and JAC Motors to jointly develop a new generation of high-end EVs aimed at Europe's premium auto market
Anthropic's decision to limit access of its advanced model, Claude Mythos, to only the US government and a circle of more than 40 Project Glasswing partners has broad implications for global users and policymakers. It signals that leading AI systems are now being treated as strategic assets, reshaping who can compete, defend, and innovate worldwide
Broadcom lost its appeal in South Korea on May 13, 2026, when the Seoul High Court upheld a KRW191 billion (approx. US$130 million) fine for allegedly coercing Samsung Electronics into an unfair three-year supply contract, according to Yonhap and Seoul Economic Daily. The court dismissed challenges brought by Broadcom's US headquarters and three South Korean affiliates against the Korea Fair Trade Commission's corrective order and penalty
US President Donald Trump's meeting with Chinese President Xi Jinping in Beijing this week has put Nvidia's stalled H200 sales in China back in focus, as Washington's export approvals have yet to translate into revenue for the AI chipmaker
Samsung Electronics' escalating labor dispute is adding fresh uncertainty to the memory market, with spot prices moving higher as South Korea's government pushes management and labor to resume talks ahead of a planned 18-day strike
The US has cleared around 10 Chinese companies to buy Nvidia's H200 artificial intelligence chips, but no deliveries have been made, suggesting that Washington's approval alone may not be enough to revive the company's high-end China business
The US is signaling a shift toward constrained high-intensity competition with China, seeking to preserve technological advantage while creating mechanisms to allow limited economic engagement, according to remarks by US Treasury Secretary Scott Bessent during the Trump-Xi summit
At a state dinner on the evening of May 14 during the China-US summit, Chinese and global tech leaders mingled on stage, with Xiaomi chairman and CEO Lei Jun photographed taking a selfie with Tesla CEO Elon Musk and Apple CEO Tim Cook
In its first-quarter 2026 earnings Q&A session on May 15, Semiconductor Manufacturing International Corporation (SMIC) outlined a strategic response to shifting global market dynamics. As leading international foundries and integrated device manufacturers (IDMs) pivot capacity toward high-margin AI processors and High Bandwidth Memory (HBM), SMIC has seen a significant influx of orders for standard and specialty products from customers seeking to secure a reliable supply
Hua Hong Semiconductor is positioning itself to capitalize on the accelerating transformation of the global semiconductor industry, driven primarily by the "unmistakably positive impact of AI" on market demand. During its first-quarter 2026 earnings call on May 14, 2026, the company outlined a multi-pronged strategy to enhance its position as a leader in specialty process technologies while expanding into nascent, high-growth sectors
Malaysia is accelerating efforts to expand beyond semiconductor assembly and testing into chip design, following a government-backed initiative tied to access to Arm technology
During its first-quarter 2026 earnings call on May 15, Semiconductor Manufacturing International Corporation (SMIC) detailed a strategic realignment of its operations to capitalize on the "AI boom" while maintaining a rigorous investment schedule. The company emphasized that it is currently in a "critical stage of capacity expansion" and is continuously pushing to enhance its competitive standing, leading to significant shifts in how it allocates resources and returns value to shareholders
Hua Hong Semiconductor is accelerating its growth strategy through significant capacity expansion and the development of specialty technologies to meet rising global demand. During its latest earnings call on May 14, the company highlighted robust financial performance driven by emerging applications in artificial intelligence and power management
On May 14, Semiconductor Manufacturing International Corporation (SMIC) released its unaudited financial results for the first quarter of 2026, reporting a modest quarterly revenue increase alongside a double-digit year-over-year gain. The company recorded revenue of US$2,505 million for the period, a 0.7% increase from US$2,489 million in the final quarter of 2025. This performance reflects an 11.5% growth compared to the US$2,247 million generated during the same quarter of the previous year
China's TCL Technology is deepening its control over its Guangzhou display manufacturing base while accelerating OLED investment, reflecting its broader push to cement a leading position across both LCD and OLED markets
