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Wednesday 29 July 2026
China's glass substrate supply chain takes shape for AI chip packaging
Intel's recent memorandum of understanding with Lens Technology to collaborate on through-glass via (TGV) advanced packaging has been widely viewed as an important step towards the industrialisation of glass core substrates.
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Thursday 30 July 2026
Ennoconn deepens Singapore push with SMF pact and AI forum

Ennoconn Technologies held its 2026 Semiconductor x AI Applications Forum at Google's Asia-Pacific headquarters in Singapore on July 29 and signed a memorandum of understanding with the Singapore Manufacturers' Federation (SMF) on the same occasion. The event marked a further step in the Taiwanese technology group's expansion into Southeast Asia's semiconductor and artificial intelligence markets.

Thursday 30 July 2026
China rejects 'overcapacity' claims in new policy paper, defends industrial strategy
China's Ministry of Commerce (MOFCOM) has released a policy paper rejecting allegations that the country's manufacturing sector suffers from "overcapacity," arguing that the concept has been misused to justify protectionist trade measures against Chinese exports. The document, published on July 28, 2026, outlines Beijing's position on industrial policy, trade balances and global supply chains.
Thursday 30 July 2026
Marvell opens expanded Bengaluru R&D hub, doubling India headcount

Marvell Technology has opened 100,000 square feet of additional semiconductor R&D space in Bengaluru and plans to double its India headcount over the next three years as part of a US$250 million investment program.

Thursday 30 July 2026
Italy, US to sign Pax Silica pact on AI, chip supply chains

Italy and the US are set to sign a cooperation agreement tied to the US-led Pax Silica initiative on July 31, as Rome expands efforts to secure critical raw materials and semiconductor supply chains.

Thursday 30 July 2026
Marvell plans US$250 million India investment to expand semiconductor R&D
Marvell Technology said its planned US$250 million investment in India over three years will deepen semiconductor research, hiring, and infrastructure, with implications for global AI, cloud, and data center supply chains. The move signals how India is becoming a larger hub for engineering talent and advanced chip development worldwide.
Thursday 30 July 2026
Samsung memory sales up 471% in 2Q26; foundry targets double-digit second-half growth

Samsung Electronics' Device Solutions (DS) division posted the most profitable quarter in its history in 2Q26, generating operating profit of KRW89.2 trillion (approx. US$61.6 billion) on sales of KRW127.5 trillion (approx. US$88.1 billion) — a 70% operating margin — as the AI-driven memory supercycle intensified.

Thursday 30 July 2026
US FCC curbs Chinese inverters and robots, accelerating global shift in connected device security
As power grids, renewable energy systems, and artificial intelligence data centers expand, a new US restriction on Chinese-made inverters and robots could affect suppliers, utilities, and security policies well beyond America. The move may accelerate shifts in global sourcing, tighten scrutiny of connected devices, and influence how other markets manage critical infrastructure risks.
Thursday 30 July 2026
India launches homegrown silicon photonics tools to widen access for researchers and industry

India has launched two indigenously developed silicon photonics solutions to strengthen local chip design and testing capabilities. The move could matter beyond India, as it could expand global supply chains, lower development barriers, and accelerate the adoption of photonic chips used in communications, sensing, quantum systems, and advanced computing worldwide.

Thursday 30 July 2026
Nvidia invests US$1B in Naver's sovereign AI push
Nvidia plans to invest in South Korean internet and cloud giant Naver through a US$1 billion third-party share issue for about a 4.5% stake, a move that could make it Naver's third-largest shareholder if the deal closes and treasury shares are canceled. The two companies are also teaming up with global investment firm Brookfield on an AI infrastructure plan worth as much as US$10 billion to turn Naver's GAK Sejong data center into the core of South Korea's sovereign AI factory initiative.
Thursday 30 July 2026
China's robot vacuum makers race ahead as innovation cycle outpaces smartphones

While humanoid robots have yet to achieve meaningful economies of scale, service robots have already entered an intensely competitive phase.

Thursday 30 July 2026
Amkor reallocates SiP production to Vietnam, freeing Korean cleanrooms for AI packaging
Amkor Technology reported record second-quarter results for 2026, characterized by broad-based revenue growth and significant strategic shifts in its global manufacturing footprint. During the subsequent Q&A session, President and CEO Kevin Engel and CFO Megan Faust detailed the company's performance across ten key areas, ranging from volatile smartphone demand to the long-term financial implications of its new US manufacturing facility.
Wednesday 29 July 2026
Inventec plans NT$18.128 billion capacity expansion in Taiwan, Thailand, Texas
Inventec said it would expand manufacturing capacity in Taiwan, Thailand, and the US with total spending of NT$18.128 billion. The ODM maker outlined new plants, facility upgrades, and related investments aimed at supporting ongoing production growth and future customer orders.
Wednesday 29 July 2026
China's GenAI race shifts to open source ecosystems
The global GenAI race has remained intense, with major US players including Google, Meta, Microsoft, Amazon, and OpenAI investing heavily. But with Beijing-based startup Moonshot AI launching Kimi K3, a new large language model (LLM) with multimodal and long-context reasoning capabilities, along with the rapid rise of DeepSeek, Alibaba's Qwen, and Z.ai's GLM models, China is increasingly outlining a new competitive model centered on open-source AI ecosystems and large-scale commercial deployment.
Wednesday 29 July 2026
US blocks new foreign-made robots and power inverters in AI security crackdown

The US has barred new foreign-produced advanced robots and power inverters from receiving regulatory approval, extending its technology restrictions into two industries considered critical to artificial intelligence, energy infrastructure and industrial automation.

Wednesday 29 July 2026
China's first home-grown immersion DUV production reveals real test beyond prototypes
China has begun producing domestically developed immersion deep-ultraviolet (DUV) lithography machines, moving a critical semiconductor-equipment programme beyond prototypes and towards limited commercial deployment.