Tesla names TSMC, Samsung, Micron as key partners for Optimus robot scale-up
Tesla is building an entirely new supply chain from scratch to support its Optimus humanoid robot program, with CEO Elon Musk naming TSMC, Samsung, and Micron as critical partners during the company’s second quarter 2026 earnings call on July 22, 2026.
Texas Instruments sees China EV surge and rising analog prices as upcycle broadens
Texas Instruments’ second quarter of 2026 results landed Wednesday with two signals worth parsing beyond the headline numbers: an automotive demand acceleration that TI’s own management didn’t see coming three months ago, and the first analog price increases the company has executed in years. Together, they suggest the current upcycle is broadening in ways the supply chain has not fully absorbed.
Kimi K3 under fire, part 2: Why Beijing sees a US containment campaign
Philips 27E2N6900QW debuts in China with a 4K Penta Tandem QD-OLED display
Philips 32M2N6901A brings RGB Q‑Stripe Clarity and AI-enhanced Ambiglow to 4K gaming
Explainer: Why Wistron opened a factory in Texas — why it’s the first node in America’s reindustrialization
When Wistron opened its 324,000-square-foot plant in Fort Worth, Texas on July 21, it was easy to read the moment as a single company’s strategic bet on the US market. But it is something larger than that.
Sumitomo Chemical eyes 2028 production of lower-cost solid-state battery electrolyte
Sumitomo Chemical plans to begin mass production of a halide-based solid electrolyte in Japan as early as fiscal 2028, positioning the material as a potentially lower-cost option for all-solid-state batteries while seeking performance comparable with leading sulfide-based electrolytes, Nikkei reported.
Samsung sounds out suppliers on four new fabs by 2030, report says
China ends decade-old battery tax break, signaling a coordinated squeeze on clean-energy overcapacity
China is dismantling the tax shelter that helped build the world’s largest battery industry, and the move looks less like a one-off revenue measure than the opening of a broad campaign to force consolidation across its clean-energy supply chains — with consequences that reach from Chinese carmakers to global energy-storage buyers.