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Tuesday 26 May 2026
Samsung's reported 900-layer V-NAND prototype puts NAND race with YMTC in focus
The race to dominate next-generation NAND flash memory has long been measured in layers — and Samsung Electronics appears to be pulling ahead. The South Korean chipmaker has reportedly developed a 900-layer-class V-NAND prototype, a significant leap that brings the memory industry closer to the 1,000-layer threshold as chipmakers intensify efforts to pack more storage into smaller chips while cutting power consumption
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Tuesday 26 May 2026
Huawei eyes AI storage breakthrough with DoB packaging, 245TB SSD roadmap
Huawei has released its Data Storage 2030 white paper, setting out a technology roadmap for the global storage industry over the next five to 10 years, as AI large language models drive data creation into what the company calls the yottabyte era
Tuesday 26 May 2026
China pushes homegrown AI stack with local chips, LLMs

Following the conclusion of the Trump-Xi meeting and amid continued delays in China approving imports of Nvidia H20 GPUs, China's National Development and Reform Commission (NDRC) on May 22 sent a strong policy signal on artificial intelligence (AI) self-sufficiency, explicitly calling for greater efforts to pair domestic large language models with domestically developed computing chips

Tuesday 26 May 2026
Wingtech sues Nexperia for US$1.2B as it fights delisting risk
Wingtech Technology, the Chinese tech company that owns Dutch semiconductor manufacturer Nexperia, has filed a civil lawsuit against Nexperia and five defendants for alleged damages worth CNY8 billion (approx. US$1.2 billion). The case is the latest development of the legal troubles between the Chinese company and its subsidiary following the Dutch government's seizure of the company in late 2025 for national security reasons
Tuesday 26 May 2026
NTT updates tsuzumi 2 to read charts and boost numerical reasoning
NTT updated its lightweight Japanese large language model, tsuzumi 2, to better understand charts, graphs, and other visuals in business documents, thereby strengthening numerical and logical reasoning. The change is aimed at on-premises and private-cloud deployments that handle sensitive data, with implications for multinational firms and organizations that need secure, accurate Japanese document processing
Tuesday 26 May 2026
Advantech deepens partnerships in South Korea to push hybrid edge for manufacturing AI
Advantech has deepened partnerships with Nvidia, AMD, and South Korean startups to push a hybrid edge architecture for manufacturing AI, promising faster on-site inference and continuous cloud-driven model updates. Global manufacturers could use this approach to scale Physical AI across factories while managing compute, protocol, and sensor challenges for worldwide adoption
Tuesday 26 May 2026
Samsung's silicon photonics push adds new layer to Korea-Dutch chip ties

South Korea and the Netherlands are looking to broaden their semiconductor partnership beyond ASML's EUV lithography machines, as silicon photonics (SiPh) emerges as a potential next field of cooperation amid rising power and bandwidth demands from AI data centers

Tuesday 26 May 2026
Inside China's humanoid robot boom: Price war, fractured supply chains
China's humanoid robot market is expanding rapidly, but intensifying price competition and growing concerns over product reliability are beginning to expose structural weaknesses across the supply chain
Monday 25 May 2026
Japan's Axelspace plans mid-2026 SpaceX launch for next-gen Earth observation constellation
Japanese space startup Axelspace has formally announced plans to launch up to seven next-generation GRUS-3 Earth-observation microsatellites in as early as July 2026 aboard a Falcon 9 rocket operated by SpaceX from Vandenberg Space Force Base, significantly expanding the company's commercial satellite constellation
Monday 25 May 2026
BYD and Chery lead China's advance into Europe's EV market
Chinese automakers are rapidly gaining ground in Europe's electric-vehicle market, underscoring a transformation from low-cost challengers into formidable global competitors
Monday 25 May 2026
Huawei reveals post-Moore semiconductor roadmap targeting 1.4nm-equivalent chip performance
As the global semiconductor industry confronts the limits of Moore's Law, Huawei has unveiled a new roadmap aimed at extending chip performance growth through architecture, interconnect, and system-level optimisation rather than pure transistor miniaturisation
Monday 25 May 2026
CATL weighs stake in AI startup deepSeek

According to several people familiar with the matter, Contemporary Amperex Technology Limited (CATL), the world's largest maker of electric-vehicle (EV) batteries, is in talks to participate in a major financing round for the Chinese artificial intelligence (AI) start-up DeepSeek. The prospective investment highlights how China's AI boom is forging new alliances among technology firms, industrial companies, and energy providers, all competing to build the infrastructure required for the next generation of computing

Monday 25 May 2026
GoPro takeover talks highlight China's growing clout in cameras
GoPro's takeover talks are putting a spotlight on a broader shift in handheld cameras, as the market moves from rugged action devices toward creator-focused gimbal and 360-degree products increasingly shaped by Chinese brands
Monday 25 May 2026
Nvidia's Vera CPU push lifts LPDDR outlook for Samsung, SK Hynix
Nvidia's decision to sell its Vera CPU as a standalone chip could create a new source of demand for low-power DRAM, adding another pressure point to the already tight memory supply chain
Monday 25 May 2026
China launches OpenHarmony robot OS for humanoids and AI robotics
China has unveiled what developers describe as the country's first robot operating system built on OpenHarmony, underscoring Beijing's broader push to establish a domestic software and hardware ecosystem for humanoid robots, industrial automation, and embodied AI systems
Monday 25 May 2026
Interview: Low-cost Chinese AI servers are redrawing the global infrastructure map
Geopolitics and price are reshaping who builds the world's AI infrastructure. Across emerging markets in Southeast Asia, Africa, and Latin America, governments and enterprises are increasingly turning to Chinese server makers as an affordable alternative to US-dominated tech ecosystems — driven partly by budget constraints and partly by a deliberate push to avoid dependence on any single power