China is moving into the semiconductor glass substrate market, with both chip-related suppliers and display makers entering the field, according to Korean industry reports

Samsung Electronics said on January 26, 2025, that it will launch its new Galaxy A07 5G smartphone in Taiwan, aiming to lift shipment momentum in the mass-market segment

South Korea's artificial intelligence industry is bracing for tighter regulation following the implementation of the AI Basic Act, particularly provisions aimed at protecting personal rights. The manufacturing AI segment, however, is widely viewed as gaining a foothold for growth, as its data characteristics, lighter regulatory exposure, and clearer legal grounds for government support are expected to work in its favor

Micron has started construction on an advanced wafer fabrication facility at its existing NAND manufacturing complex in Singapore, marking a planned investment of approximately US$24 billion over 10 years. The new facility is expected to provide 700,000 square feet of cleanroom space, with wafer production scheduled to begin in the second half of 2028, aiming to meet growing demand for NAND memory driven by AI and data-intensive applications

After navigating pandemic tailwinds, US-China conflicts, and tariffs under US President Donald Trump, the global semiconductor and electronics industries are emerging from inventory adjustments and price bottoms starting in 2025. While China's electronics sector has yet to fully recover, AI infrastructure, high-performance computing (HPC), automotive, and industrial control applications are driving a new AI-led pricing cycle across components and semiconductor supply chains

Taiwan's industrial heavyweights are moving into Japan's commercial vehicle market with a level of ambition and visibility rarely seen before

The ongoing surge in memory chip prices has brought a substantial profit boom for Samsung Electronics and SK Hynix. Although prices are expected to continue trending upward, industry experts caution that this persistent supply shortage could present Chinese memory manufacturers with an opportunity to enter the market and narrow their technology gap

T-Head Semiconductor, a subsidiary of Alibaba, is reportedly preparing for an initial public offering (IPO), signaling a new growth phase for China's domestic AI chip sector. Industry sources in the semiconductor supply chain note that T-Head has already achieved stable shipments of certain edge AI chips, while its cloud AI chips are primarily used internally by Alibaba Cloud to support AI-related services, demonstrating comprehensive technical capabilities

Nvidia CEO Jensen Huang made a quiet entrance into Shanghai for his first China visit of 2026, landing at the company's new office—strategically positioned just 300 meters from AMD's Shanghai headquarters

Nvidia CEO Jensen Huang arrived in India on January 23, 2026, following company tradition by attending Nvidia's annual meetings in Shanghai, Beijing, and Shenzhen. Rumors circulated that Huang would soon visit Taiwan to meet Nvidia employees and partners. His next confirmed destination, however, is New Delhi. There, global AI leaders will gather for India's inaugural large-scale artificial intelligence event

China's computing power supply chain is starting off 2026 in the dumps. Not only is demand for computing power surging while accelerator card resources remain scarce, but even vendors holding cash and searching for spot supply are unable to secure goods. The market is currently in a state of extreme supply-demand imbalance. Furthermore, Cailian Press has cited sources from channel distributors indicating that distributors in China who originally dealt in graphics cards have now shifted into the memory business under the lure of high profits. As a result, gray industrial chains have emerged, and the problem of "fake memory" has become increasingly more common

The Trump administration is planning to acquire a 10% equity stake in US rare earth mining company US Rare Earth through a combined debt-and-equity investment valued at approximately US$1.6 billion, according to multiple media reports. The move is aimed at reducing the US's reliance on China for critical minerals while strengthening national security and high-tech supply chains

Hyundai Motor is establishing a specialized parts procurement organization to build a scalable mass production system for its robotics business, focusing on securing the global supply chain of key components such as actuators. This strategic move aims to prepare Hyundai for future market demands in humanoid robots