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Wednesday 8 July 2026
China eyes AI model curbs as tech rivalry moves beyond chips

For years, Washington and Beijing focused much of their tech rivalry on silicon. Now the front line may be moving to the AI models the...

Wednesday 8 July 2026
China's AI labs race to build custom AI chips while ASICs threaten Nvidia's dominance
China's leading AI model developers are moving deeper into custom chip design, a shift that could reshape the country's AI hardware market as inference demand rises, US export controls...
Wednesday 8 July 2026
Meituan open-sources LongCat-2.0 as China's domestic AI stack gains momentum

Meituan has open-sourced LongCat-2.0, a trillion-parameter AI model trained and deployed entirely on Chinese computing infrastructure,...

Tuesday 7 July 2026
LGES posts higher second-quarter sales, supported by US production credits
LG Energy Solution (LGES) reported stronger second-quarter sales and a swing back to operating profit, a result that could matter for global investors tracking how policy incentives...
Tuesday 7 July 2026
Exclusive: Soaring lithium prices and China's mass production ignite a global sodium battery race

A more than 3x rise in China's lithium carbonate price over the past year has pushed sodium-ion batteries back into the spotlight,...

Tuesday 7 July 2026
LGES targets humanoid robot battery boom as Tesla Optimus supply looms

LG Energy Solution (LGES) is emerging as a key battery supplier for humanoid robots, as demand for high-performance batteries shifts from...

Tuesday 7 July 2026
CATL's profit surge widens China's battery lead over global rivals

China's battery industry is widening its lead at home and abroad. Market leader CATL posted record profits while expanding its dominance...

Tuesday 7 July 2026
World models can lift South Korea in self-driving tech
The global autonomous-driving industry is locked in fierce competition around end-to-end (E2E) self-driving technology, but a world model that can reason through unknown scenarios...
Tuesday 7 July 2026
Samsung, SK Hynix reportedly seek China-free chip tool buffer against US controls
Samsung Electronics and SK Hynix are reportedly accelerating efforts to reduce China's role in their semiconductor supply chains in preparation for the possibility of tighter US export...
Tuesday 7 July 2026
Huawei's Mate 90 to debut Kirin 2026 processor built on Tau Law

Huawei's next-generation flagship Mate 90 smartphone series has reportedly entered the chip packaging and testing stage, according...

Tuesday 7 July 2026
AI's bottleneck has shifted from chips to infrastructure — China plans it centrally, US fights it out locally

The cancellation of Blackstone-owned QTS' planned Digital Gateway data center project in Virginia underscores a new challenge for the...

Tuesday 7 July 2026
SK data center bet sets sights on intelligence exports

South Korea is moving to position itself as an exporter of "intelligence" rather than just the chips and equipment that go into building...

Tuesday 7 July 2026
Ingenic says DRAM foundry capacity strain won't ease until 2H27
China memory makers are diverging in their outlook as AI demand keeps the global memory market tight. After GigaDevice recently issued an unusual risk warning, Beijing-based special...
Monday 6 July 2026
Samsung Foundry eyes comeback after Tesla chip win
Samsung Electronics is trying to turn its foundry business into a bigger supplier of custom chips after securing a Tesla order, as the company looks to rebuild a contract chipmaking...
Monday 6 July 2026
Longsys forecasts sharp 1H26 profit growth on stronger memory market, AI demand
Longsys Electronics expects a sharp rise in first-half profit as global memory supply stays tight and demand from artificial intelligence-related devices strengthens. The outlook points...