Nvidia's share of AI chips in China's data center market has fallen by 34% in the first half of this year, according to a new report. The drop follows months of US restrictions on advanced chip sales to the country, Chinese authorities' push to rely less on Nvidia imports, and domestic players like Huawei moving to fill in this supply gap.

JCET is directing most of its increased capital spending towards advanced packaging, modules and testing while reorganising its two South Korean factories to meet AI infrastructure demand. The company expects benefits from the transformation of its South Korean operations to emerge from the second half of 2026 and to become more pronounced in 2027 and 2028, according to a recently released investor relations activity record.

LG Display (LGD) has canceled the planned sale of its automotive LCD module business at its Nanjing subsidiary, losing a potential KRW104.1 billion (about US$72 million) payment and delaying plans to improve production efficiency.

Hua Hong Group signed strategic agreements with four Chinese semiconductor equipment suppliers at the inaugural 2026 China Integrated Circuit Exhibition (China Chip Exhibition) in Shanghai, strengthening cooperation on domestic manufacturing technologies. The event also showcased advances in chipmaking equipment, AI accelerators, and electronic design automation (EDA).

Japanese semiconductor materials giant TOK is expanding its production footprint in Koriyama, Fukushima Prefecture, to strengthen its position in the global semiconductor materials market, particularly photoresists. The company announced on October 8 that a new facility at its Koriyama plant had been completed and that it plans to expand the site further.

DDR4 contract prices are rising faster than those of the newer DDR5 standard, reversing the usual pricing pattern in the memory market. The artificial intelligence (AI) boom has prompted memory manufacturers to expand high-bandwidth memory (HBM) production while scaling back legacy DRAM capacity, tightening DDR4 supply and lifting contract prices.

Japan's digital technology innovation expo CEATEC 2026 opened on October 13 at Makuhari Messe in Chiba, bringing together 821 companies and organizations from Japan and overseas to showcase Physical AI, smart infrastructure maintenance, and disaster-prevention simulations. The four-day event runs through October 16 and highlights how AI is moving beyond generative tools to control robots and connected devices across industry and daily life.

Japan's Yaskawa Electric plans to launch humanoid robots within the next one to two years and expects AI-powered humanoid robots to enter widespread use around 2030. The company also raised its revenue and net profit forecasts for fiscal 2026, citing a weaker yen, while lowering its operating profit forecast.

China's ChangXin Memory Technologies (CXMT) plans to mass-produce next-generation 4F² DRAM by the end of 2026, potentially ahead of South Korean rivals Samsung Electronics and SK Hynix. The announcement has fuelled speculation that China's memory technology is approaching or surpassing South Korean capabilities, while positioning CXMT for an early entry into the emerging 3D DRAM market.

China-based automakers are mounting an aggressive push into Europe, enjoying rapid early momentum. However, supply chain analysts note that the ultra-fast development model perfected in their domestic market cannot be seamlessly replicated in Europe. Currently, at least three hidden barriers test their cross-border adaptability.

China will reduce its export tax rebate for new energy vehicles (NEVs) from 13% to 9% on April 1, 2027, increasing cost pressure on automakers, particularly those selling lower-priced models with thin profit margins. The Ministry of Finance and State Taxation Administration announced the four-percentage-point reduction on October 12.

China's domestic AI chipmakers are shifting their competitive focus from individual GPU performance to system-level integration as AI models grow increasingly complex. Three priorities—3D packaging for greater power efficiency, optical interconnects for faster data transmission, and open software ecosystems for easier adoption—will determine whether Chinese GPUs can advance from standalone accelerators to large-scale AI computing clusters.

China's planned cut to export tax rebates for new energy vehicles could ripple through global auto markets, intensifying pressure on low-cost exporters while reshaping trade tensions with Europe. The move signals a wider rollback of industry support and may accelerate consolidation among weaker carmakers and raise prices for some overseas buyers.

NTT Data and Anthropic are in final-stage negotiations to develop a data center in Osaka, Japan, with power capacity of up to 500MW, according to Nikkei. The project would be Anthropic's first dedicated data center in Japan and one of the country's largest facilities, supporting the AI model developer's expanding infrastructure requirements.

Days before preorders open for Apple's first foldable smartphone, the iPhone Duo, Apple Chief Operating Officer Sabih Khan visited China to inspect its supply chain. On October 11, Khan and Foxconn rotating CEO Michael Chiang toured Foxconn's Zhengzhou technology park in Henan, focusing on iPhone Duo production, iPhone 18 Pro rear-camera modules, anodizing for exterior midframes, and chip-level surface-sputtering manufacturing.