The global scramble for AI memory is fast becoming a matter of national economic security, with governments intervening in supply and Chinese newcomers such as ChangXin Memory Technologies (CXMT) emerging as a credible alternative to incumbent leaders.
Intel has accelerated its global footprint reset for 2026 after receiving investments from the US government, SoftBank, and Nvidia. Supply-chain sources said the company has relaunched its worldwide manufacturing sites, pushing ahead with Intel 18A mass production, 14A and high-NA EUV development, and advanced packaging programs including EMIB, EMIB-T, Foveros, and hybrid bonding (HB). The goal is to build an end-to-end manufacturing platform spanning advanced process nodes, chiplets, heterogeneous integration, and backend assembly and testing.
Meta Platforms is in early talks to lease computing power to Anthropic in a potential deal worth up to US$10 billion over two years, as the social media company considers generating revenue from its expanding AI infrastructure.
Oracle's US$165 billion data center project in New Mexico is running into higher-than-expected costs due to local concerns about its energy requirements. This case is one of several showing how the build-out of AI infrastructure in the US has become a politically charged issue at the local level due to worries over electricity needs and other issues.
China's smartphone industry is turning agentic AI into its next growth narrative, with ZTE's Nubia, StepFun and Honor presenting sharply different visions of how phones should plan tasks, coordinate apps and process personal data.
Samsung Electronics is cutting over 800 jobs in the US from its smartphone, display, and consumer electronics business units. The division, part of Samsung Group, is facing a challenging market this year, in contrast to the soaring performance of its chip unit.
As frequency-control components move toward higher frequencies and smaller form factors, Tai-Saw Technology is leveraging synergies across its diversified product portfolio to expand into optical communications, low Earth orbit (LEO) satellites and drone supply chains. Tight industry capacity and rising raw material costs, however, have extended lead times for some products to 10–12 weeks, prompting the company to gradually expand production.
Micron has said its Strategic Customer Agreement (SCA) long-term supply deals with 16 key strategic customers include seven automotive customers — among them Qualcomm, Visteon, and Harman, all key suppliers supporting the automotive ecosystem — reinforcing its push into the auto supply chain. The memory maker said the agreements also cover CSPs and AI infrastructure players.
Huawei Technologies is becoming an increasingly important supplier to the global energy transition, expanding beyond telecommunications into solar inverters, battery storage, and electric vehicle charging.
An organization under China's State Administration of Science, Technology and Industry for National Defense (SASTIND) released the membership list of the National Commercial Space Alliance's Commercial Space Entrepreneurship Consortium on July 1, offering a rare look at 271 officially recognized space-related organizations. Covering everything from launch services and satellite development to ground infrastructure and financial services, the list signals Beijing's increasingly institutionalized approach to identifying and supporting established commercial space companies.
As early inventory stocking by brand customers winds down, China's 618 Shopping Festival delivers weaker-than-expected sales, and LCD TV panel prices begin to retreat, demand for monitor and notebook (NB) panels is cooling in the third quarter. Despite the slowdown, panel makers remain reluctant to cut prices amid elevated production costs, and IT panel prices are expected to remain flat in July as buyers and suppliers enter a period of pricing negotiations.
