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Tuesday 21 July 2026
Electronics Supply Chain Outlook: Where H2 2026 Momentum Is Heading

Six months into 2026, the story isn't whether the electronics supply chain has stabilized. It has, broadly. The real story is that it has split into two distinct markets...

Tuesday 21 July 2026
TSMC sees structural AI growth, expands Arizona capex

TSMC Chief Financial Officer Wendell Huang said the company expects AI chip demand to remain strong for years, prompting it to keep...

Tuesday 21 July 2026
LGES accelerates sodium-ion battery plans while CATL secures early ESS lead
LG Energy Solution plans to establish a sodium-ion battery mother line at its Ochang Energy Plant in South Korea in 2026, seeking to narrow CATL's early commercial lead in energy storage...
Tuesday 21 July 2026
Elite Material, TUC race ahead in AI CCL push

As AI server products accelerate their generational shift and demand higher-frequency, higher-speed transmission, the upgrade cycle...

Tuesday 21 July 2026
Befar begins production of 6N hydrogen fluoride gas for chipmaking

Befar Group has begun producing semiconductor-grade hydrogen fluoride gas with a claimed purity of 6N, or 99.9999%, expanding the Chinese...

Tuesday 21 July 2026
From Beijing to Singapore—how Beyondsoft is betting on agentic and physical AI in Southeast Asia

Agentic AI is likely to reach commercial use sooner than physical AI, according to Beyondsoft, as the IT services provider deepens...

Tuesday 21 July 2026
Samsung could overtake SK Hynix in the HBM market by 2027
Samsung Electronics could overtake SK Hynix to lead the global high-bandwidth memory market in 2027 as shipments of HBM4 expand, according to forecasts from UBS cited by Money...
Tuesday 21 July 2026
AI boom may reshape SK Siltron sale as chairman reportedly rethinks
SK Group chairman Chey Tae-Won is reportedly making a final decision on the sale of semiconductor silicon wafer subsidiary SK Siltron, as surging AI chip demand raises doubts about...
Monday 20 July 2026
China's AI smartphone race pits ZTE, StepFun, and Honor against limits of agentic computing

China's smartphone industry is turning agentic AI into its next growth narrative, with ZTE's Nubia, StepFun and Honor presenting sharply...

Monday 20 July 2026
Alibaba open-sources AI chip software, launches Zhenwu cloud supernode service
Alibaba Group's chip design unit, T-Head, has open-sourced the software stack behind its Zhenwu AI processors while extending the platform from individual accelerators into rack-scale...
Monday 20 July 2026
Samsung to cut over 800 US jobs amid market headwinds

Samsung Electronics is cutting over 800 jobs in the US from its smartphone, display, and consumer electronics business units. The division,...

Monday 20 July 2026
Musk brands US$52 billion SpaceX-Foxconn Nvidia server order 'fake news'
Elon Musk has publicly rejected reports that SpaceX placed a roughly US$52 billion order with Foxconn for Nvidia GB300 AI servers, calling the widely circulated claim "fake news" in...
Monday 20 July 2026
Memory is becoming a national security priority, SK chair warns

The global scramble for AI memory is fast becoming a matter of national economic security, with governments intervening in supply and...

Monday 20 July 2026
Commentary: China's DRAM comes of age with CXMT's IPO — but a trio of hurdles remains

CXMT's STAR Market IPO marks a coming-of-age moment for China's DRAM industry, but the listing is only the beginning. Having proved...

Monday 20 July 2026
US and Chinese AI labs are quietly building on each other's models, even as distillation fight rages
The distillation dispute between US and Chinese AI labs has been framed as a one-way street: American firms accuse Chinese rivals of copying their models. However, a run of recent...