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Tuesday 21 July 2026
Middlemen emerge as ASEAN's No. 2 AI compute buyers
In the AI computing race, Nvidia AI server chips remain red-hot, even as the US-China trade confrontation shows no sign of easing. Although Shopee and YTL Group are among the biggest buyers of AI chips for data centers, industry sources familiar with ASEAN semiconductor distribution say many mid-sized "middlemen" have effectively become ASEAN's second-largest compute buyers, lending fresh...
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Wednesday 22 July 2026
WAIC 2026: Enflame debuts China's first glass-based CoPoS AI chip sample

Chinese AI chip developer Enflame said at the World Artificial Intelligence Conference (WAIC) 2026 that it had jointly showcased an AI chip sample with Shanghai Xianfeng Technology using glass-based Chip-on-Panel-on-Substrate (CoPoS) panel-level advanced packaging.

Wednesday 22 July 2026
WAIC 2026: Biren's 1,024-GPU NPO super node sharpens China's AI infrastructure race

Chinese GPU developer Biren Technology unveiled a next-generation near-packaged optics (NPO) super node at the World Artificial Intelligence Conference (WAIC) 2026, targeting the growing computing demands of large language models and AI agents.

Wednesday 22 July 2026
Kimi K3 sparks new 'DeepSeek moment,' reshaping AI's winners and losers
Chinese artificial intelligence (AI) startup Moonshot AI launched its next-generation Kimi K3 model on July 17, delivering performance comparable with leading models from OpenAI and Anthropic on several critical tasks at only a fraction of the cost.
Wednesday 22 July 2026
China smartphone shipments fall 3% in first half as Huawei regains No. 1
China smartphone shipments fell about 3% in the first half of 2026, even as major vendors accelerated new product launches and pushed harder into mid- to high-end models to protect margins. Huawei reclaimed the No. 1 market share position in China, while Apple and other rivals prepared new devices for the second half, according to the source material.
Wednesday 22 July 2026
China weighs stricter AI and chip export curbs after Kimi K3 benchmark win

China is considering tighter export controls on artificial intelligence and semiconductor technologies amid intensifying competition with the US in frontier AI. The proposed measures, reported by Financial Times, would also target overseas acquisitions of advanced technology startups and could appear in the next revision of Beijing's export control catalogue.

Wednesday 22 July 2026
AI infrastructure spending is reshaping Southeast Asia's PCB supply chain

Rising investment in AI servers, high-speed networking, and satellite communications is accelerating a shift in Southeast Asia's electronics industry. Thailand, Vietnam, and Malaysia are moving beyond traditional consumer device assembly and building a deeper regional ecosystem for printed circuit boards, advanced substrates, and semiconductor-related manufacturing.

Wednesday 22 July 2026
Japan weighs new standards post to gain an edge in AI and chips
Japan is considering creating a senior government position to coordinate international standardization across ministries and industry, as Tokyo seeks to convert a sweeping investment drive into a stronger global position for Japanese companies in artificial intelligence (AI), semiconductors and other strategic technologies.
Tuesday 21 July 2026
Ishihara Sangyo doubles high-purity titanium dioxide capacity on AI server demand

Ishihara Sangyo Kaisha plans to double production capacity for high-purity titanium dioxide used to make dielectric materials for multilayer ceramic capacitors, as rising AI server power requirements increase demand for the components.

Tuesday 21 July 2026
Power and water constraints cast doubt on South Korea's Honam memory cluster, experts say
South Korea's plan to develop a semiconductor cluster in the Honam region (Jeolla Province) is facing mounting scrutiny over whether the area can support the enormous energy and infrastructure requirements of advanced memory manufacturing.
Tuesday 21 July 2026
China's Z.ai reportedly powers up 1GW data center built entirely on domestic chips

Chinese AI developer Z.ai has completed a giant data center running exclusively on domestically made chips, a milestone in Beijing's drive to replace restricted Nvidia silicon for future AI development.

Tuesday 21 July 2026
DDR5 module spot prices hit record highs as China-made dies narrow price gap
The pace of memory contract price increases has begun to slow in the second half of 2026, but DDR5 spot prices continue to climb as AI and server applications absorb available supply, according to industry sources.
Tuesday 21 July 2026
India joins private-launch club as low-Earth-orbit race widens beyond the US and China
India now has a homegrown, privately built ticket to orbit, and its arrival lands squarely in the middle of a low-Earth-orbit (LEO) contest that until recently was framed as a two-power race between the US and China.
Tuesday 21 July 2026
CMTX develops 590mm single-crystal silicon ground ring for chip etching

South Korean semiconductor materials and parts supplier CMTX has developed a roughly 590mm single-crystal silicon ground ring for chip-etching equipment and plans to begin customer validation as it scales production of the 600mm-class ingots used to make oversized chamber components.

Tuesday 21 July 2026
Li Auto reportedly forms new Shanghai chip company to expand in-house semiconductor ambitions
Chinese electric vehicle (EV) maker Li Auto has established a new subsidiary focused on IC chip design, underscoring its long-term strategy of developing core AI technologies in-house.
Tuesday 21 July 2026
China's AI supernode race seeks systems edge through optics, packaging, and cloud scale

China's AI hardware race is shifting from individual accelerators to supernodes, optical interconnects, advanced packaging and cloud-scale systems.