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Friday 12 June 2026
Google weighs Samsung's role in next AI chip as TSMC capacity tightens
Google is considering using Samsung Electronics to manufacture part of a future artificial intelligence (AI) chip, a move that would mark a notable shift in the US tech group's supply chain as demand for advanced AI silicon strains capacity at TSMC
LATEST STORIES
Monday 15 June 2026
Galatek opens Penang hub to meet surging semiconductor equipment demand

Galatek Technologies has opened a manufacturing, assembly, and delivery center in Penang, marking the AI-enabled automation and semiconductor equipment supplier's first manufacturing site in Malaysia

Monday 15 June 2026
South Korea's chip equipment players ride the HBM4 wave

South Korea's semiconductor equipment supply chain saw a material pickup in orders in the first half of 2026 as Samsung Electronics and SK Hynix accelerated investment in advanced DRAM and high-bandwidth memory (HBM4), generating demand across front-end tools, advanced packaging, and inspection equipment. The shift toward high-end process and packaging capabilities for AI memory has driven new contracts and revenue rebounds for domestic suppliers, according to executives and industry reporting

Monday 15 June 2026
China's new EV rules push European luxury PHEVs to the exit

European luxury automakers are pulling back from China's plug-in hybrid vehicle (PHEV) market after Beijing tightened eligibility requirements for new-energy vehicle incentives starting in 2026. The policy raised the minimum all-electric range for tax incentives from 43 kilometers to 100 kilometers. The threshold sidelined many European PHEV models and prompted a shift in market strategy, according to executives and foreign media reports

Monday 15 June 2026
Southeast Asia shifts from test-and-pack to multi-center advanced packaging hub

As global semiconductor supply chains are rebuilt, Southeast Asia is evolving from a back-end test-and-pack region into a resilient, multi-center advanced packaging and equipment ecosystem, according to industry participants. Migration drivers include pushes for local production and service, faster ramps for AI chip capacity, and customer demands for supply chain resilience amid de-Americanization and de-Chinaization pressures

Monday 15 June 2026
InnoScience wins China patent ruling, Infineon GaN sales banned

The Supreme People's Court in China rejected Infineon's reconsideration request on June 12, 2026, upholding a Suzhou Intermediate People's Court injunction that found Infineon had infringed two of InnoScience's core GaN invention patents. The ruling bars the affected products from being sold, imported, or offered for sale in China, and awards InnoScience approximately NT$45 million (US$1.4 million) in damages

Monday 15 June 2026
SK Hynix to test ChatGPT and Copilot as Samsung widens enterprise AI use
SK Hynix said it is evaluating external generative AI models, including ChatGPT Enterprise and Microsoft Copilot, as it pilots broader AI use across the company, following Samsung Electronics' recent rollout of external generative AI services for employees. The move was disclosed during an internal briefing on the semiconductor maker's AI transformation plans and is aimed at extending AI from support tasks into decision-making, research and development, and wider operations
Monday 15 June 2026
Visionox pushes ViP OLED commercialization as China's flexible OLED utilization slumps

Chinese OLED panel maker Visionox is accelerating the commercialization of its proprietary Visionox intelligent Pixelization (ViP) technology even as utilization rates at China's flexible OLED fabs continue to decline amid weaker smartphone demand and lingering inventory pressure

Monday 15 June 2026
Samsung's Exynos 2600 doubles on-device AI performance in MLPerf benchmarks
Samsung Electronics announced that its Exynos 2600 mobile application processor delivered more than double the on-device AI performance of the Exynos 2500, according to benchmark results released in June 2026. The company said the chip, manufactured on a 2nm foundry process and slated for Galaxy S26 standard and Plus models in early 2026, showed broad gains across natural language processing and image-generation workloads
Monday 15 June 2026
SK Hynix readies HBM4 packaging push as Nvidia demand grows

SK Hynix is bringing additional back-end equipment into its Cheongju P&T6 facility as it steps up mass-production preparations for HBM4, a move that underscores mounting pressure on advanced memory suppliers to keep pace with demand from AI infrastructure

Monday 15 June 2026
LG Energy Solution secures patent licensing deal with Sunwoda, ending two-year dispute
LG Energy Solution (LGES) reached a patent licensing agreement with Chinese battery maker Sunwoda, ending a two-year legal battle that had involved courts in Germany, China, and South Korea, the firms announced. The settlement, disclosed through a joint statement handled by patent manager Tulip Innovation, did not include financial or royalty terms
Monday 15 June 2026
X app age rating raised to 19+ on South Korean Google Play Store after Grok's adult-content policy change
On South Korea's Google Play store, the X app (formerly Twitter) was reclassified to "19 and up" after the social platform updated its community guidelines to permit consensual adult content and embedded the Grok AI model. The change was reported on June 3, and the reclassification added warnings including "not allowed for teenagers" and "extreme violence," according to Chosun Biz
Monday 15 June 2026
The great chip bazaar: India's fragmented fight to build a tech empire
Tata Electronics' planned US$11 billion semiconductor fab in Dholera, Gujarat, has become the anchor of India's front-end chip manufacturing ambitions. The project, supported by technology from Taiwan's PSMC, has also drawn a strategic partnership with Dutch lithography equipment supplier ASML
Monday 15 June 2026
India advances rare earth supply chain as major local conglomerates show interest
To reduce its dependence on China, the government of India is actively developing a domestic rare earth supply chain, with major local conglomerates expressing investment interest
Monday 15 June 2026
LG Innotek's Vietnam substrate investment plan comes as FC-BGA demand broadens

LG Innotek plans to invest more than KRW1 trillion in a new semiconductor substrate plant in Haiphong, Vietnam, reflecting rising demand for substrates used in AI servers, 5G smartphones, and on-device AI chips. The expansion targets RF-SiP, FC-CSP, and FC-BGA substrates, as substrate suppliers adjust capacity plans to stronger demand from advanced mobile devices and AI infrastructure

Monday 15 June 2026
India roundup: Meta-Reliance AI data centers, Anthropic-TCS tie-up, EV expansion, Starlink delay and supply chain shifts

India sees rising global tech investment as Meta, Reliance and Anthropic deepen AI ties, while EV firms expand, Starlink faces delays, and semiconductor and tablet markets show steady structural growth