China memory makers fuel local chip equipment push as CXMT lands Tencent deal
ChangXin Memory Technologies has signed a long-term DRAM supply agreement with Tencent Holdings valued at more than CNY20 billion (approx. US$2.94 billion), three people with knowledge of the deal told Reuters, as the Hefei-based chipmaker prepares for one of China’s largest stock listings in years.
Baidu subsidiary Kunlunxin seeks US$50B IPO valuation, asks investors to buy its chips
Kunlunxin, the semiconductor subsidiary of Chinese search engine giant Baidu, is targeting a US$50 billion valuation for its Hong Kong public offering. The company is also asking investors to commit to buying its chips as a condition of participation, according to The Information, underscoring the competitive dynamics shaping chip makers as Beijing moves to strengthen its domestic AI supply chain.
Chengxi approved for Taipei Exchange listing as AI reshapes customer service
Chengxi Information said on June 26 that the Taipei Exchange board approved its listing application, with Mega Securities serving as the lead underwriter. The company also held its shareholders’ meeting the same day, approving the 2025 financial report and a profit distribution plan that includes a cash dividend of NT$5.3 per share and a payout ratio of more than 80%.
BYD’s 4nm smart-driving chip signals deeper EV supply-chain integration
BYD plans to install its first in-house smart-driving chip in a Denza production model in 2027, marking a key step in the Chinese automaker’s push to extend vertical integration from electrification into intelligent driving.
Kyocera to invest JPY650 billion in chip equipment and data center components
Kyocera is committing JPY650 billion (approx. US$4 billion) to its components businesses through fiscal 2031, as AI data center investment and semiconductor equipment spending lift demand for ceramic parts, optical communication packages, and advanced semiconductor packaging materials.
Taiwan launches quantum talent program, sends 15 abroad
Taiwan’s Ministry of Economic Affairs has tasked Taiwan’s Industrial Technology Research Institute (ITRI) to set up the Quantum Industry Technology Promotion Office (QITPO) and has named dozens of companies as members of the quantum industry supply chain. To strengthen Taiwan’s quantum science and application base, the National Science and Technology Council (NSTC) has announced the launch of a quantum technology program, with the first 15 PhD-level candidates selected for overseas study.
Taiwan’s first homegrown submarine enters dive trials ahead of handover; shipbuilder eyes unmanned boat contracts
Taiwan’s first domestically built submarine, Haikun, has entered submergence testing and is on track to be handed over to the navy in the second half of 2026, state-owned shipbuilder CSBC Corp. Taiwan said at a shareholders’ meeting.
BOE’s military designation hands South Korean panel makers a strategic opening
The US government’s move to add Chinese panel makers BOE and Tianma to a military-related list is raising concerns that Washington’s tech restrictions are spilling beyond semiconductors into the display supply chain. South Korean panel makers are now watching to see whether tighter curbs on China could create a new opening for them.
Samsung chair backs Korea’s southwest chip cluster, maps nationwide investment
Samsung Electronics chairman Lee Jae-yong said Gwangju is being considered as a candidate site for Samsung’s next semiconductor complex, lending corporate backing to South Korea’s plan to build a second chip production base in Gwangju and the broader Jeolla region in the country’s southwest.