Alibaba signed a strategic cooperation framework agreement in Guangzhou on Thursday to increase investments in computing power, AI models, and digital services in Guangdong province.
China has detained multiple Japanese nationals, including corporate executives, for allegedly violating export restrictions on dual-use goods, according to a report by The Mainichi.
Malaysian officials Redzuan Abd Rahman and Mohamad Termizi HJ Piee stated that economic ties between Malaysia and South Korea have entered a new phase, offering vast opportunities for South Korean companies to use Malaysia as a gateway to ASEAN.
German chip manufacturer Infineon reported a 13 percent revenue increase to 4.2 billion euros and a 39 percent profit rise to 423 million euros in its third fiscal quarter, driven by demand for AI data centre power solutions and automotive chips.
Liao Heng, chief scientist at Huawei's semiconductor business and former skeptic, discusses how witnessing HiSilicon's execution and high success rate in chip design shifted his perception of China's technological capabilities.
Advanced Micro-Fabrication Equipment China (AMEC) reports a 282-311% year-on-year profit growth to at least 2.7 billion yuan ($400 million) in H1, driven by strong domestic semiconductor demand amid US sanctions.
A new study reveals a satellite providing 24/7 Earth surveillance relies on gallium, a rare mineral. China dominates over 95% of global primary gallium production, posing a strategic challenge as the US has sought similar capabilities for decades.
Japan's exports grew 19.3% in June, the fastest pace since November 2022, fueled by semiconductor equipment shipments and a weak yen, surpassing expectations. Imports also soared 25.4%, largely due to increased petroleum costs linked to the Iran war, impacting the trade balance.
AI innovators and entrepreneurs convened in Hong Kong to discuss fostering a global entrepreneurial ecosystem through collaboration and knowledge sharing, aiming to transcend geopolitical disagreements.
President Xi Jinping opened China's 2026 World Artificial Intelligence Conference, elevating its status and signaling AI's role as a technological imperative and cornerstone of China's geopolitical strategy amid US tech restrictions.
SK hynix's record $26.5 billion Nasdaq debut, the largest US equity sale by a foreign company, highlights Korea's chip industry strength but also the limitations of its domestic capital market in financing global ambitions.
The US trade deficit ballooned by 42.2% in May to $77.6 billion, driven by a 3.3% rise in imports of goods like pharmaceuticals, mobile phones, and semiconductors, while exports fell 3.2%. This marks the largest monthly increase in a year, coinciding with AI spending and record petroleum imports.
Samsung Electronics forecasts a 19-fold increase in profits for the April-June quarter, driven by soaring global demand for AI memory chips. Sales are expected to exceed 171tn won, marking a record quarterly performance.
Samsung Electronics forecasts a 19-fold increase in profits for the April-June quarter, driven by high global demand for AI memory chips. The company expects to post 89tn won in operating profits, marking its third consecutive record quarter, as semiconductor prices rise due to supply shortages.
Samsung Electronics forecasts a record second-quarter operating profit of 89.4 trillion won ($58.8 billion), a 1,181% surge year-over-year, driven by strong demand for AI-related semiconductors. This estimate surpasses market forecasts and highlights the company's dominant position in the AI supercycle.
Keysight ve WIN Semiconductors, RF uygulamaları için galyum nitrür (GaN) mikroçip tasarım süreçlerini hızlandıran yeni bir platform geliştirdi. 5G, Wi-Fi ve uydu sistemleri için ilk seferde hatasız tasarım hedefleyen platform, üretim hatalarını sıfıra indirmeyi amaçlıyor.
Singapore police seized a S$55 million luxury home allegedly bought with proceeds from smuggling Nvidia AI chips. CEO Wei Zhaolun faces money laundering charges for using S$38 million in illicit earnings. Four individuals and two companies are charged in connection with the illegal trade.
Japanese Prime Minister Sanae Takaichi arrived in New Delhi for a three-day official visit, set to meet PM Narendra Modi to discuss economic security, supply chains, and regional issues. The visit aims to strengthen cooperation between the two nations.
South Korea's economy, heavily reliant on semiconductors, faces risks from a growing number of 'zombie firms' and a struggling self-employed sector. The semiconductor boom masks underlying economic weaknesses, with zombie firms impacting healthy businesses and self-employed individuals facing record debt and rising delinquency rates.
India and Japan are set to sign an agreement to enhance LNG supply security and strengthen economic ties during PM Modi and PM Takaichi's summit in India. Discussions will cover critical minerals, AI, semiconductors, and regional geopolitics, with Japan planning significant investments.
China has implemented new national security regulations, effective Wednesday, allowing broader review of overseas investments and transfers impacting its strategic interests, especially in AI and semiconductors. This move, amid tech competition with the US, aims to protect Chinese technological capabilities but raises concerns for Chinese companies' global expansion and foreign partners' access to Chinese expertise.
Console prices are rising due to AI-driven demand for semiconductors. PS5 and Xbox Series X/S have seen significant price hikes, with the PS6 potentially costing $1,000. Sales have dropped, and cloud gaming may offer an alternative.
KKR and SK Inc. are launching South Korea's largest renewable energy platform, valued at $1.3 billion, with KKR taking initial management control. The platform aims to meet surging demand for clean power from chipmakers and AI data centers.
DBS Bank identifies a global AI "arms race" driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, infrastructure, and data centers. The bank anticipates new investment opportunities from AI spending, sovereign AI initiatives, and rising power demand, while advising portfolio adjustments amid geopolitical risks and inflation.
