24
Jun
Agility Robotics, a maker of humanlike robots for factories and warehouses, is set to list publicly through a merger that values the company at about US$2.5 billion, executives told The Wall Street Journal.
24
Jun
IBM targets Anderon venture to anchor quantum wafer supply
IBM is building a foundry to produce silicon wafers used in quantum-computing processors, seeking to become an indispensable part of the quantum economy under development. Called Anderon, the independent subsidiary is set to begin production this year, a decade after IBM began exploring applications of quantum computing.
24
Jun
MediaTek-Global Unichip tie-up talk puts TSMC’s AI ASIC ecosystem on watch
Cloud service providers are accelerating in-house AI chip development, lifting demand for application-specific integrated circuits, or ASICs, and reshaping collaboration across the semiconductor supply chain.
24
Jun
CATL’s HIMA exclusivity fades in China EV battery shake-up
Harmony Intelligent Mobility Alliance (HIMA) is reducing its reliance on CATL and broadening its EV battery supply chain, a pragmatic reset driven by cost pressure, delivery targets, and supply risk in China’s electric vehicle market.
24
Jun
AI supply chain boom fuels Taiwan’s investment, exports as GDP growth tops 10% outlook
Taiwan’s economy is expected to maintain strong momentum through the second half of 2026, supported by accelerating AI-related investment, resilient exports, and robust demand across the semiconductor, memory, and server supply chains. Industry analysts and government officials increasingly believe growth could surpass earlier expectations as AI infrastructure spending continues to expand worldwide.
24
Jun
Samsung, SK Hynix weigh new Korean chip belt as concerns mount for Yongin cluster
South Korea’s government is in talks with Samsung Electronics and SK Hynix over a potential new phase of large-scale semiconductor investments, as the two chipmakers review plans that could include front-end fabrication plants and packaging facilities across the country’s Honam and Chungcheong regions. Both companies say no final decisions have been made.
24
Jun
Samsung eyes Galaxy Ultra for 2nm Exynos 2700
Samsung Electronics’ System LSI division is pressing its mobile business to expand adoption of the in-house Exynos 2700 processor beyond the standard Galaxy S27 and S27 Plus models and into the premium Galaxy S27 Ultra and Galaxy Z Fold 8, according to The Bell.
24
Jun
CATL turns sodium-ion batteries into grid storage contender with TENER Sodium launch
CATL has launched CATL TENER Sodium, a utility-scale sodium-ion energy storage system aimed at moving the technology from pilot projects into commercial grid infrastructure.
24
Jun
China’s idle EVs could become AI token factories, says CATL chairman
CATL chairman Robin Zeng said on June 23 at the World Economic Forum (WEF) in Dalian that many electric vehicles (EVs) in China could be turned into computing infrastructure for the large-scale production of AI tokens by using their onboard batteries and AI chips.
24
Jun
Former SMIC CEO targets China photomask IPO after 12-inch wafer bet
Former SMIC CEO Tzu-yin Chiu is extending his semiconductor materials strategy into photomasks, one of the most critical upstream links in chip manufacturing. Guangzhou Xinrui Photomask Technology, also known as New Ray Mask, where Chiu serves as chairman, has begun IPO listing guidance, marking another step in his shift from foundry operations to China’s chip materials supply chain.