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Monday 29 June 2026
Infineon counters Innoscience claim after China GaN patent setback
Infineon and Innoscience are locked in a global legal battle over alleged infringement involving gallium nitride (GaN) technology, with courts across multiple jurisdictions becoming battlegrounds for the dispute. In China, Innoscience appears to have gained more favourable ground, helped by its home-market position. After China's Supreme People's Court recently rejected a reconsideration request, Innoscience issued a press release claiming victory and saying Infineon products would be banned from sale in China.
Monday 29 June 2026
AI drives TV platforms as Samsung and LG chase smart-home ecosystems
South Korea's top TV brands, Samsung Electronics and LG Electronics, are stepping up their use of AI to sharpen product differentiation as they face intense competition from Chinese TV makers. Besides higher hardware specs, better price competitiveness, display technology, and color accuracy, both companies are pushing interactive features and smarter connected applications to enhance personal experiences and build broader smart-home ecosystems. This shift is also changing what a TV is. It is moving beyond a traditional device for simply delivering audio and video content toward a platform that bundles entertainment, information, and AI interaction.
Monday 29 June 2026
Commentary: Jack Ma's rice-field message and Alibaba's new AI confidence
Jack Ma recently made a rare public appearance with senior executives from Alibaba and Ant Group at a rice-planting event outside Hangzhou. Although Alibaba chairman Joseph Tsai was absent, CEO Eddie Wu, chief scientist Jingren Zhou and Ant Group chairman Eric Jing were photographed planting rice seedlings alongside the company's founder.
Sunday 28 June 2026
Rakuten, AST SpaceMobile JV aims to break Starlink's grip on Japan's satellite market
Japan's Rakuten Group plans to establish a new joint venture with US-based AST SpaceMobile in 2026 to build a dedicated low Earth orbit (LEO) satellite communications network for Japan, according to reports by Nikkei and Yomiuri.
Sunday 28 June 2026
LG Chem weighs CCL expansion as AI chip demand strains supply

LG Chem is discussing whether to expand production of copper-clad laminate, or CCL, a core material used in semiconductor packaging, as demand tied to artificial intelligence chips accelerates, Herald Business reported.

Saturday 27 June 2026
The Tata Electronics leak is overwhelmingly an Apple data set, file index shows
Tata Electronics, the Indian contract manufacturer that assembles iPhones and supplies other global technology companies, has confirmed a cybersecurity incident after the extortion group World Leaks published more than 630 gigabytes of data taken from the company's systems. The cache, posted on the group's dark-web leak site, contains 204,341 files and folders drawn from Tata Electronics' internal file servers.
Saturday 27 June 2026
JCET's US$1.1bn expansion shows where China's AI chip crunch is moving

China's AI chip race is pushing the semiconductor bottleneck into advanced packaging and testing, where HPC, HBM, Chiplets and domestic substitution are driving a new capacity cycle.

Saturday 27 June 2026
Hanmi targets advanced packaging market with FC Bonder 3.5

Hanmi Semiconductor has launched FC Bonder 3.5, a new flip-chip bonding tool for AI system semiconductor packaging, as the South Korean equipment maker looks to broaden its advanced packaging business beyond TC bonders for high-bandwidth memory and supply global foundry and OSAT customers, ETNews and Yonhap reported.

Saturday 27 June 2026
SK On completes China battery joint-venture restructuring with Eve Energy
South Korean battery maker SK On has completed a share swap with China's Eve Energy, giving it full ownership of a battery manufacturing joint venture in Yancheng, Jiangsu province, as the company continues efforts to streamline operations and ease financial pressure.
Friday 26 June 2026
SK Hynix fluorine leaks trigger safety inspections at 25 South Korean chip plants
South Korea's Ministry of Employment and Labor has launched chemical safety inspections at 25 semiconductor manufacturers, including SK Hynix, after a series of fluorine gas leaks at chip plants raised fresh concerns over industrial accidents.
Friday 26 June 2026
Seres' US$25bn wipeout tests the price of Huawei's EV halo
Seres Group, once the clearest listed proxy for Huawei's EV ambitions, has lost more than CNY180 billion (US$25 billion) in A-share market value from its peak, despite strong sales and profit.
Friday 26 June 2026
Z.ai's HK$1tn rally tests China AI boom: model leap or market mirage?
Chinese AI startup Z.ai, also known as Zhipu AI, has turned GLM-5.2 into the clearest test yet of China's frontier AI gap with Anthropic and OpenAI. Its stock surge is now raising a second question: whether investors are pricing a real technology shift or a thin-float capital-market fever.
Friday 26 June 2026
Samsung's reported US$648 billion plan shifts focus to South Korea's chip belt

Samsung Group is expected to announce a domestic investment plan worth more than KRW1,000 trillion (approx. US$648 billion) on June 29, when South Korean President Lee Jae-myung chairs a public briefing at the presidential office in Seoul on what his administration is calling the country's "three mega-projects for a great leap forward," Maeil Business Newspaper reported.

Friday 26 June 2026
Exclusive: SK Hynix races to build Yongin memory megasite as supply crunch deepens

The global memory market is facing a structural supply-demand imbalance that shows little sign of easing. Micron's stronger-than-expected quarterly results have drawn fresh attention from investors and the technology industry, while the broader supply picture remains tight.

Friday 26 June 2026
Teradyne expands India focus with new country manager
US-based automated test equipment supplier Teradyne plans to expand its presence in India and has appointed Alpa Sood as India Manager, as the company seeks to deepen engagement in a semiconductor ecosystem moving toward manufacturing scale.