As demand for AI data centers, high-speed transmission, and cloud infrastructure continues to rise, the fiber-optic industry has once again become a focal point in the global market, with China's supply chain playing a critical role in the expansion. From heavy reliance on overseas technology and materials to building a complete industrial cluster and becoming a major global supplier, China's fiber-optic industry has undergone nearly half a century of technological catch-up and supply-chain growth

China's Luxshare is accelerating its push into the global automotive supply chain through a proposed acquisition of BeijingWest Industries International Limited, marking another major step in its transition from a consumer electronics assembler into a global automotive Tier 1 supplier

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Google announced Gemini Intelligence in the US on May 13, further integrating Gemini's AI capabilities into Android. The move pushes Android from a traditional operating system toward a "smart system," but in China, local AI ecosystems leave little room for Gemini Intelligence to gain traction

SoftBank is committing JPY1 trillion (US$6.34 billion) through fiscal 2030 to make artificial intelligence, data centers, and energy infrastructure its next growth engines, according to company materials as well as Bloomberg and Nikkei reports

US policy tilts the market, driving buyers to US-made lithium batteries despite higher costs, with global supply chains and investment flows likely to shift as subsidies, tariffs, and tight reviews reshape where and how energy storage systems are sourced and built over the coming years, and policy uncertainty

The artificial intelligence(AI) boom is triggering an unprecedented expansion race among the world's largest memory chipmakers

Analysts gave Alibaba Group Holding's latest results a cautious reception, warning that surging artificial intelligence (AI) investments are pressuring profitability even as cloud growth accelerates. While investors welcomed strong AI-related momentum and rising cloud revenue, several research firms said heavy infrastructure spending and weaker-than-expected earnings underscored the mounting costs of Alibaba's ambitious AI expansion

Tencent Holdings Limited reported a 9% year-over-year increase in total revenue to CNY196 billion (approx. US$28.86 billion) for the first quarter of 2026, driven by a strategic pivot toward artificial intelligence (AI) and stabilized growth in its core gaming and advertising segments. Company executives highlighted the quarter as a turning point, noting "significant initial progress on our new AI products" while continuing to integrate machine learning across existing business lines

A US federal court in New Jersey granted Apple the right to pursue internal records from Samsung Electronics' South Korea headquarters as part of Apple's response to the Department of Justice antitrust lawsuit, according to South Korean outlets Ddaily and Digital Today. The court approved Apple's Hague Evidence Convention request in April 2026, determining there was good cause and rejecting the DOJ's contention that Apple had begun discovery nine months late

Sharp is delaying the shutdown of its Kameyama No. 2 LCD plant to December from August, as customer demand has held up stronger than expected ahead of the planned production halt

Japan's NSK and NTN have agreed to pursue a merger that would create the world's largest bearing maker, as rising costs, slowing demand, and Chinese competition push Japan's industrial suppliers toward consolidation

While the global semiconductor industry remains fixated on 3nm, 2nm, and the AI GPU arms race, SMIC founder and "China's semiconductor godfather" Zhang Rujing is pushing a sharply different message: the future of China's chip industry may depend less on chasing the world's most advanced nodes and more on dominating the vast market still built on mature processes

Dixon Technologies reported fiscal 2026 results showing full-year revenue growth, but underlying profitability momentum weakened toward the end of the year, with a flat fourth quarter and mounting cost pressures across its core electronics manufacturing services (EMS) business