CONNECT WITH US
Thursday 11 June 2026
China's embodied AI boom tests whether robots can repeat the EV miracle
China's embodied AI sector is entering a financing cycle that increasingly resembles the early days of electric vehicles. Investors, local governments, and technology groups are backing robotics companies that could translate AI into machines for factories, warehouses, public services, and eventually homes.
Wednesday 10 June 2026
Unigroup Guoxin targets Beijing IPO as China's DRAM pipeline gains another contender
Unigroup Guoxin Microelectronics is moving closer to a Beijing Stock Exchange IPO, adding another DRAM-focused player to China's domestic memory chip pipeline.
Wednesday 10 June 2026
Tech analyst unpacks why AI eats the world at SuperAI Singapore
Sam Altman's vision of artificial intelligence as a utility bought by the meter — like electricity — may be the wrong model entirely, and the telecommunications industry's last decade shows why. Benedict Evans, the technology analyst and former Andreessen Horowitz partner, made that case Wednesday in the second keynote of SuperAI Singapore 2026, drawing on mobile data's growth trajectory to argue that volume and valuation do not travel together in commodity infrastructure businesses.
Wednesday 10 June 2026
ByteDance takes direct aim at Claude Code and Codex at SuperAI Singapore
ByteDance's enterprise technology arm took a direct shot at Anthropic and OpenAI's coding tools at SuperAI Singapore 2026 on Wednesday, with Kan Yang, head of solutions at BytePlus, naming Claude Code and Codex as competitors to ByteDance's own agentic engineering product, Trae.
Wednesday 10 June 2026
Commentary: Nvidia CEO visit spotlights Samsung in HBM supply race
Nvidia CEO Jensen Huang's multi-day trip to South Korea put the "triangle relationship" among Samsung Electronics, SK Hynix, and Nvidia over high-bandwidth memory (HBM) in the spotlight, even as he toured AI factories and sealed partnerships in robotics and physical AI. The visit underscored how HBM has become a strategic supply asset for Nvidia's expanding AI platform.
Wednesday 10 June 2026
Closed AI models face a capex reckoning as open-weight alternatives close gap, SuperAI speaker warns
The economics of closed artificial intelligence (AI) models may be fundamentally broken, and the centralized cloud infrastructure supporting them is the next target — that was the sharpest argument to emerge from the opening keynote of SuperAI Singapore 2026 on Wednesday, where entrepreneur and former Coinbase chief technology officer Balaji Srinivasan laid out a case for why the software industry may have no choice but to decentralize.
Wednesday 10 June 2026
China's CNY2tn data center plan puts domestic AI chips at the core
Beijing is preparing a plan to spend CNY2 trillion (US$295 billion) over the next five years to build data centers across China, a move aimed at strengthening the country's domestic AI computing infrastructure and reducing reliance on US chip suppliers, according to Bloomberg.
Wednesday 10 June 2026
Microsoft Azure's China retreat shows data sovereignty is squeezing global cloud providers
Microsoft is reportedly scaling back parts of its China operations again, with the latest adjustment focused on its Azure cloud business, as both the US and China tighten scrutiny over data security and cross-border data flows.
Wednesday 10 June 2026
Samsung weighs Gwangju packaging plant as power strains Seoul-area chip expansion

Samsung Electronics is considering building an advanced semiconductor packaging facility in the southwestern city of Gwangju, a move that would expand its backend chipmaking footprint as demand for high-bandwidth memory and AI-related chips grows.

Wednesday 10 June 2026
Malaysia urges ASEAN to build regional power grid in response to geopolitical tensions, AI-driven power demand
Malaysian Prime Minister Anwar Ibrahim has once again called on the Association of Southeast Asian Nations (ASEAN) to establish a regional power grid, as geopolitical developments and growing demand for artificial intelligence (AI) infrastructure simultaneously affect energy supply and demand.
Wednesday 10 June 2026
Taiwan reportedly weighs tougher AI chip export curbs as US lawmakers push for tighter China controls
Taiwan is considering significantly tougher restrictions on exports of advanced AI chips to China, a move that would bring the island's regulations closer to those of the US and strengthen efforts to combat semiconductor smuggling, according to Bloomberg.
Wednesday 10 June 2026
Apple's Siri AI finally arrives, but China blockage threatens iPhone's next upgrade cycle
Apple's new Siri AI has finally arrived, but its absence from China threatens to weaken the company's artificial intelligence (AI) strategy in one of the world's most important smartphone markets.
Wednesday 10 June 2026
Interview: Taiwan's INFINITIX expands in South Korea to tap sovereign AI demand

As AI adoption accelerates globally, computing infrastructure is becoming a key competitive battleground. Taiwan-based AI software company INFINITIX is expanding in South Korea with GPU optimization software, aiming to meet demand for localized infrastructure and sovereign AI development.

Wednesday 10 June 2026
Microsoft cuts hundreds of Azure jobs in China as another step in its global restructuring

Microsoft is laying off hundreds of employees in its Azure cloud division in China, marking the latest step in the company's ongoing restructuring efforts as it navigates increasingly complex regulatory environments in both the US and China.

Wednesday 10 June 2026
India reportedly delays Starlink launch amid Iran war security concerns

India has effectively paused Starlink's commercial entry, underscoring how geopolitical tensions can shape global internet access and slow satellite expansion in major markets. For readers worldwide, the case shows how regulators may tighten scrutiny when foreign-controlled communications systems are seen as a security risk during conflict.