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Saturday 9 May 2026
China's robots move from half-marathon to triathlon
Chinese robots, which recently demonstrated their ability to complete a half-marathon, are now entering a new stage of competition. The focus is shifting from flat-ground endurance and speed to sustained, high-difficulty operation in heat, heavy rain, shallow water, and complex terrain — signaling a transition from "long-distance runners" to "triathlon athletes" with greater endurance, payload capacity, and environmental adaptability
Friday 8 May 2026
US president considers inviting Nvidia and other CEOs to China trade talks
CEOs from Nvidia and other American tech companies are among those that the US government plans to invite to join President Donald Trump's visit to China next week. Along with the trade negotiations, the US leader has also sought to frame the summit as a type of high-level trade delegation, although the White House is reportedly considering inviting only a small number of executives
Friday 8 May 2026
TSMC reportedly pushes CoPoS exclusivity to lock in next-gen packaging lead
TSMC is accelerating the expansion of its CoWoS advanced packaging capacity while pushing ahead with the more technically demanding panel-level packaging technology CoPoS, aiming to widen its lead over rivals in the AI semiconductor race. Industry sources said TSMC has imposed strict confidentiality controls across the CoPoS supply chain, requiring Taiwan-based equipment and materials partners to sign agreements that prevent technology leakage and limit supply to TSMC for several years after mass production begins
Friday 8 May 2026
LCD monitor panel prices climb again: BOE, TCL CSOT tighten supply amid Taiwan, South Korea cuts

The LCD TV panel inventory replenishment cycle is nearing its end, but LCD monitor panel prices are expected to extend gains in May as production cuts and line closures in Taiwan and South Korea continue to tighten industry supply

Friday 8 May 2026
Sony, TSMC form Japanese joint venture to push image sensors into automotive and robotics
TSMC and Sony Semiconductor Solutions have signed a non-binding memorandum of understanding to establish a joint venture (JV) for next-generation image sensor development and manufacturing, with Sony holding the majority and controlling interest
Friday 8 May 2026
Big Tech reportedly offers to fund SK Hynix fabs and EUV tools in escalating AI memory race
Global technology firms are reportedly offering unprecedented investment proposals to secure memory supply from SK Hynix, including funding new production lines and helping pay for expensive semiconductor equipment — underscoring the growing intensity of the AI-driven memory crunch
Friday 8 May 2026
Samsung chiefs address pay talks as strike deadline nears
Samsung Electronics Vice Chairman and Device Solutions (DS) head Jun Young-Hyun, along with Device eXperience (DX) head Roh Tae-moon, issued a joint statement to all employees on the progress of wage negotiations on May 7, marking their first public remarks on the talks. The move comes as Samsung tries to defuse labor tensions ahead of a union strike deadline
Friday 8 May 2026
Samsung workers seek bigger share of AI profits as strike looms

Samsung Electronics is facing mounting pressure from workers seeking a larger share of the AI-driven semiconductor boom, as unions threaten an 18-day walkout and the dispute puts renewed scrutiny on the company's decades-old performance-pay system

Friday 8 May 2026
Commentary: Trump-Xi Summit puts Taiwan's chip industry at center of global politics

US President Donald Trump is expected to visit Beijing on May 14-15 for a summit with Chinese President Xi Jinping. If the trip proceeds as planned, it would mark Trump's first visit to Beijing since returning to the White House and the most consequential meeting between the two leaders since the escalation of the US-China technology war reshaped the global economy

Friday 8 May 2026
Samsung reportedly scales back Micro LED TV push as new TV chief takes over
Samsung Electronics is reportedly scaling back its Micro LED TV business, as high production costs and limited demand weigh on the commercial prospects of the premium display technology, according to ETNews
Friday 8 May 2026
Analysis: Samsung's China appliance exit signals Chinese brands' upmarket march
Samsung Electronics remains one of the global capital market's major beneficiaries of the AI memory boom, with its market value briefly surpassing US$1 trillion in May. Yet another part of the company's business is rapidly shrinking in China
Friday 8 May 2026
Samsung reportedly testing 1.4nm Exynos 2800 with 96MB cache

Samsung is reportedly testing a next-generation Exynos processor that could push the company's chip ambitions beyond smartphones, with early specifications pointing to a 1.4nm-class design, a 10-core CPU, a large 96MB system-level cache, and a possible PC variant aimed at Google's Chromebook ecosystem

Friday 8 May 2026
Power Win builds lithium battery circular economy with SEA push
Power Win said it is expanding its lithium battery recycling business as demand from energy storage and electric vehicles (EVs) surges and geopolitical tensions elevate scarce metals into strategic assets. The company is also targeting Southeast Asia for technology exports and moving deeper into EV and AI asset recovery
Friday 8 May 2026
PlayNitride pivots to MicroLED optical interconnects as Samsung TV strategy shifts

MicroLED applications are expanding across automotive, wearable, and display markets, but the sector is facing mounting pressure. Following Sony Honda Mobility's cancellation of the Afeela 1 electric vehicle (EV) project, MicroLED adoption in automotive displays has suffered a setback. At the same time, reports that Samsung may scale back its MicroLED TV business are raising fresh concerns over PlayNitride's 2026 growth outlook

Thursday 7 May 2026
Delta Electronics expands Malaysia presence as SEA becomes semiconductor growth hub
As global supply chains continue shifting under "China+1" and "Taiwan+1" strategies, Southeast Asia has emerged as a key destination for semiconductor and electronics investment. For Taiwanese power and automation company Delta Electronics, Malaysia is becoming a central part of that regional expansion strategy