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Monday 29 June 2026
BOE's military designation hands South Korean panel makers a strategic opening

The US government's move to add Chinese panel makers BOE and Tianma to a military-related list is raising concerns that Washington's...

Monday 29 June 2026
US widens China tech ban to include legacy Huawei, ZTE equipment
The US is expanding its import ban on Chinese telecommunications and surveillance equipment, extending Federal Communications Commission (FCC) restrictions beyond newly launched products...
Monday 29 June 2026
China's first diamond semiconductor supply chain project lands in Zhengzhou

China is accelerating its push into fourth-generation semiconductors, with the country's first fully integrated industrial project...

Monday 29 June 2026
Apple reportedly seeks CXMT approval to secure DRAM supply amid memory crunch

DRAM and NAND Flash supplies are tightening as global AI data centers continue to expand. Apple is actively lobbying the Trump administration...

Monday 29 June 2026
BYD's in-house smart driving chip reportedly faces long road to production vehicles despite vertical integration push
BYD's newly unveiled Xuanji A3 autonomous driving chip may represent a major milestone in the company's semiconductor ambitions, but industry experts say bringing the processor into...
Monday 29 June 2026
China adds 40 Japanese entities to export control and watch lists

China has imposed new export control measures on 40 Japanese entities, placing 20 organizations on its export control list and another...

Monday 29 June 2026
China makes AI power a national priority in new five-year energy plan

Generative AI is driving a sharp rise in electricity demand from data centers and AI computing infrastructure, prompting China to release...

Monday 29 June 2026
Goertek's 12-inch AR wafer fab could double waveguide output, cut AI glasses costs
Goertek has begun mass production at China's first 12-inch AR optical wafer fab, a milestone that could cut waveguide costs, strengthen the domestic AI smart glasses supply chain and...
Monday 29 June 2026
CATL turns sodium-ion batteries into lithium hedge for EVs and grid storage
CATL is turning sodium-ion batteries from a lithium alternative into a commercial product line, with planned deployment in 10,000 to 20,000 electric vehicles this year and a new sodium...
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...
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...
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...

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,...
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...
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...