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Monday 18 May 2026
China's disposable car model reshapes global supply chains
At the 2026 Beijing Auto Show, China's shift toward "disposable cars" carries global repercussions: faster refresh cycles could reshape vehicle lifespans, aftermarket ecosystems, and supply-chain standards worldwide. International automakers and suppliers, notably in Taiwan, may face new demands as cars are increasingly designed to iterate like consumer electronics rather than endure as durable assets
Monday 18 May 2026
Tencent re-enters India gaming market with ecosystem push as regulatory thaw takes hold
Tencent is back in India. The company has forged new partnerships with the Services Export Promotion Council (SEPC) and the Game Developer Association of India (GDAI), committing over INR100 million (about US$1.04 million) to programs focused on talent development, curriculum support, and industry incubation. The agreements, signed as three-year memorandums of understanding, mark one of Tencent's most structured returns to India's gaming ecosystem — following years of uncertainty after India's 2020 crackdown on Chinese-linked digital platforms, according to reports from The Economic Times, The Financial Express, and The Hindu
Monday 18 May 2026
US-China summit leaves AI chip talks unresolved but eases trade tensions
Leaders from the US and China concluded a two-day summit that did not yield breakthroughs on AI chips or technology controls, but did deliver concrete trade measures aimed at cooling tensions. Summit participants discussed Nvidia H200 GPU exports, AI governance, and semiconductor issues, while agreeing on steps for agricultural purchases, partial tariff reductions, and the creation of a bilateral trade and investment committee, accorind go Bloomberg, Reuters, and the South China Morning Post
Monday 18 May 2026
India roundup: India's semiconductor ambitions expand from AI power management to supply-chain localization

India's semiconductor and electronics sectors are accelerating across multiple fronts, from AI-driven power-chip development and domestic EV battery technology to smartphone manufacturing and semiconductor supply-chain expansion. Industry executives and analysts say the shift reflects India's broader effort to move beyond assembly into higher-value chip design, power electronics, and localized technology ecosystems

Sunday 17 May 2026
Silicon-carbon batteries become latest front in US-China tech rivalry
As American battery startups continue working to commercialize next-generation silicon-carbon batteries, Chinese manufacturers are already deploying the technology at scale and now pushing it into aviation-grade territory
Sunday 17 May 2026
Taiwan chipmakers quietly fill gaps left by Korea's HBM push
Taiwan's semiconductor ecosystem is getting an unexpected lift from the AI server investment boom. Supply pressure that began in high-bandwidth memory and leading-edge process technology is now rippling into legacy memory, packaging, and testing
Sunday 17 May 2026
Galatek targets advanced packaging market, eyes Taiwan foundries
Singapore-based AI automation startup Galatek said it is tackling yield bottlenecks in micron-level packaging with AI-embedded equipment as demand for AI and high-performance computing (HPC) chips surges across Southeast Asia and global markets. The company is also pursuing a dual-track expansion spanning Southeast Asia and Taiwan
Saturday 16 May 2026
China's memory push accelerates as YMTC and CXMT expand DRAM ambitions
China's memory semiconductor industry is entering a new phase of expansion as leading domestic players ramp up investments in both NAND flash and DRAM technologies, amid an AI-driven global memory boom and tightening supply conditions
Saturday 16 May 2026
Column: Orbit are now battlefields—how the world's powers are militarizing space
In April 2024, the People's Liberation Army (PLA) executed one of the most significant overhauls of its military architecture in decades. The former Strategic Support Force was disbanded and reorganized into three distinct branches: the Military Aerospace Force, the Cyberspace Force, and the Information Support Force. Together with the existing Joint Logistics Support Force, these constitute a new four-branch support structure — one designed not merely to support terrestrial warfare, but to dominate the space domain itself
Friday 15 May 2026
Everlight to build automotive LED plant in Thailand as raw material costs hit profit
Everlight Electronics said it will invest an additional US$56.5 million in its Thai subsidiary to buy land, build a plant, and add equipment, as the LED packaging firm moves to strengthen its presence in the automotive supply chain. The company also reported that first-quarter 2026 profit fell to NT$403 million (US$12.83 million), down 30.99% year on year, as higher raw material costs weighed on margins
Friday 15 May 2026
Samsung shields chip lines as union sticks to strike plan

Samsung Electronics has reportedly begun pre-emptive production adjustments at its semiconductor facilities as its labor union sticks to a planned 18-day strike despite the company's latest offer to resume talks without conditions

Friday 15 May 2026
Maserati turns to Huawei as China's EV power expands into luxury cars
In a move that underscores both the desperation of legacy luxury brands and the growing confidence of China's electric-vehicle (EV) industry, Huawei is reportedly in advanced talks with Maserati and JAC Motors to jointly develop a new generation of high-end EVs aimed at Europe's premium auto market
Friday 15 May 2026
Analysis: Mythos sparks access fight as AI models become strategic assets
Anthropic's decision to limit access of its advanced model, Claude Mythos, to only the US government and a circle of more than 40 Project Glasswing partners has broad implications for global users and policymakers. It signals that leading AI systems are now being treated as strategic assets, reshaping who can compete, defend, and innovate worldwide
Friday 15 May 2026
Broadcom loses South Korea appeal over fine for alleged coercive Samsung supply deal
Broadcom lost its appeal in South Korea on May 13, 2026, when the Seoul High Court upheld a KRW191 billion (approx. US$130 million) fine for allegedly coercing Samsung Electronics into an unfair three-year supply contract, according to Yonhap and Seoul Economic Daily. The court dismissed challenges brought by Broadcom's US headquarters and three South Korean affiliates against the Korea Fair Trade Commission's corrective order and penalty
Friday 15 May 2026
Trump-Xi summit is Nvidia's best shot at getting back into China
US President Donald Trump's meeting with Chinese President Xi Jinping in Beijing this week has put Nvidia's stalled H200 sales in China back in focus, as Washington's export approvals have yet to translate into revenue for the AI chipmaker