Huawei’s OpenHarmony is becoming a key variable in China’s consumer humanoid robot race, pushing the sector beyond hardware demos toward connected use across smartphones, smart homes, and education devices.
Samsung Electro-Mechanics is in final-stage talks to supply multilayer ceramic capacitors (MLCCs) to a major US cloud provider for AI servers, while also expanding substrate production capacity and securing a separate silicon capacitor contract, according to Korean media reports and company statements.
TBI Motion has begun shipping parts for humanoid robots as the global race to commercialize the technology gathers pace. The move highlights how suppliers, from Asia to Europe, are positioning for new industrial demand while also seeking growth in automotive and medical markets amid intense price pressure and competition.
As Taiwan becomes the core of the global AI hardware supply chain, Qnity — the century-old company spun off from US chemicals giant DuPont and separately listed — is likewise expanding its production capacity investment in Taiwan. Asia-Pacific president Dennis Chen said in an interview with DIGITIMES that future investment will center closely on three main battlegrounds: advanced processes, advanced packaging, and thermal management.
China has released seven national standards for AI agent interconnection, establishing a unified framework for how AI agents identify themselves, discover one another, collaborate, and invoke external tools as artificial intelligence advances from content generation toward autonomous decision-making and execution.
Chief Telecom Inc. said a June 29 search by prosecutors and investigators over an alleged illegal smuggling case involving high-end AI servers bound for Hong Kong, Macau, and China has not materially affected its finances or operations. The case highlights growing global scrutiny of AI hardware supply chains and data center controls.
HKC Corporation has debuted on the Shenzhen Stock Exchange main board, cementing a three-way leadership structure in China’s display panel industry alongside BOE and TCL CSOT while securing fresh capital to expand OLED, oxide semiconductor, and Mini LED technologies.
Memory pricing pressure continues to intensify. Contract prices have already recorded substantial gains for two consecutive quarters in the first half of 2026. The pace of quarterly increases may now moderate as the pricing base climbs higher. Still, the memory industry remains firmly in a seller’s market. Supply constraints have spread beyond high-bandwidth memory (HBM) and premium DRAM products to virtually all memory categories. Industry sources expect pricing increases to vary by product segment, but the long-term upward trend remains intact, with overall memory prices potentially rising another 60–75% in the second half of the year.
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