China's economy remained under pressure in 2026 as a weak property sector, sluggish domestic demand, and slow manufacturing investment outweighed resilient trade, according to research institutes and market forecasters. Taiwan's Directorate-General of Budget, Accounting and Statistics sharply raised its 2026 growth forecast for Taiwan on May 29, projecting expansion of 9.64% after revising 2025 growth to 8.76%, while S&P Global forecasted China's 2026 GDP at 4.4%, down 0.1 percentage point from its prior outlook

During Global Connect Show (GCS) 2026 in Shenzhen, China, Pixverse AI presented and demoed its AI video platform, reflecting the exceptional rate at which AI video is transforming. According to the Chief Representative of Singapore and Global PR Head at Pixverse AI, Robyn Tan, the platform supports three creation paths: text-to-video, image-to-video, and multi-image cinematic production

India's emerging semiconductor startups are entering a crucial phase as companies such as Netrasemi, Mindgrove Technologies, and Agnit Semiconductors move from research into customer pilots and prepare for larger-scale production. The shift comes as supply-chain constraints and testing risks continue to determine how quickly the sector can scale

Huawei has introduced Tau Law, a semiconductor design framework built around LogicFolding, as a potential route for China to improve chip performance under US technology restrictions. The idea is to shorten critical signal paths and extend gains as Moore's Law slows, but its commercial value will hinge on yield, cost, and heat dissipation — not theory

India's biggest business groups are ramping up spending on digital infrastructure, with Reliance Industries and Adani Group focusing on data centers, energy, and artificial intelligence. Their plans point to a wider shift in the Indian industry toward building the infrastructure needed for AI domestically

Chinese consumer electronics and tech brands have made significant strides in quality and innovation over the past few years, yet trust remains a persistent challenge in Western markets. Ongoing geopolitical tensions and media framing have added further complexity to that dynamic

Lenovo Group is stepping up its AI infrastructure push. Lenovo chairman and CEO Yuanqing Yang said on May 28 at the 2026 World Intelligence Expo that the company will invest in Tianjin to build a next-generation AI computing product R&D and manufacturing center, with mass production planned for 2027, as Lenovo seeks a larger share of the AI infrastructure market

SK Hynix's Cheongju campus was hit by a fire on June 1, 2026, prompting the emergency evacuation of all 3,600 workers from the M15 and M15X plants. Seven people were taken to the hospital after hydrogen fluoride (HF) leaked in the incident, which came less than a week after a separate fire-related event at the site

After Nvidia CEO Jensen Huang wrapped up his "trillion-dollar banquet" for Taiwan AI supply-chain giants, GTC Taipei is set to become a highlight of Computex 2026. Nvidia will also host its first "South Korean partners night" in Taiwan

India is reportedly revising its smartphone incentive scheme to raise local value addition above 55%, a move that could reshape the country's electronics strategy. The shift reflects growing concern that the existing system has turned India into an assembly hub without building enough domestic manufacturing depth

Nvidia chief executive Jensen Huang's pre-Computex meetings in Taipei are drawing close attention from South Korean companies seeking a bigger role in the global AI supply chain. With demand for AI infrastructure rising, their interest reflects how the next phase of AI development could shape worldwide competition, partnerships, and technology access

Taiwan has secured preferential treatment under US Section 232 tariffs for most exports other than semiconductors after months of negotiations with Washington, but uncertainty remains over proposed semiconductor measures. With chips accounting for the bulk of Taiwan's exports to the US, Taipei is seeking tariff-free quotas and company-specific exemptions before any new duties are imposed

China's State Council announced new regulations on June 1 that will tighten controls on overseas investment, restricting the export and transfer of prohibited goods, technologies, services and related data. The regulations were approved at the State Council's 83rd executive meeting on April 17 and will take effect on July 1, 2026, the announcement said, requiring firms and investors to comply with approval, filing, information reporting and cross-border capital registration procedures when investing abroad

Huawei's Tau Law is being framed in China as a new semiconductor principle, but its strategic value may lie beyond catching TSMC in process nodes. The real question is whether Huawei can combine LogicFolding, optical interconnects, and system-level scaling to reduce China's reliance on Nvidia