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Monday 20 April 2026
Naura revenue climbs on China chip tool demand, margins tighten amid rising costs and competition
China semiconductor equipment maker Naura Technology delivered strong 2025 revenue growth on rising chip tool demand and domestic substitution, but weaker margins and intensifying competition signal a tougher next phase
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Monday 20 April 2026
India notifies Dholera chip SEZ, signaling diversification of global semiconductor supply chain
India's notification of a special economic zone in Dholera for the country's first chip fabrication plant marks a potential turning point in global semiconductor supply chains, promising a new manufacturing hub that could attract investment, create skilled jobs, and reduce import dependence — part of a broader international effort to diversify electronics production worldwide
Monday 20 April 2026
Chinese auto parts chain expands amid smart and electric vehicle surge
China, the world's largest single automotive market, is also the most intense testing ground for the industry's shift toward smart and electric vehicles. DIGITIMES Research notes that China's adoption of advanced driver-assistance systems (ADAS) and intelligent cockpits in new cars has rapidly outpaced other regions, reaching significant penetration, especially in mid- to high-end models. Electric vehicles (EVs) have overtaken internal combustion engine cars as the sales leader in the passenger car segment, with the speed and scale of this transformation surpassing prior market expectations
Monday 20 April 2026
India's smartphone shipments fall 3% amid cost pressures and weak demand
India's smartphone shipments fell 3% year-on-year in the first quarter of 2026, signaling strain across global supply chains and consumer markets as rising component costs and sluggish demand squeezed volumes and margins. The downturn — and the further price pressures expected ahead — could affect device availability, pricing strategies, and earnings across manufacturers and retailers
Monday 20 April 2026
US's China containment shifts Taiwan firms' investment strategies
Taiwanese companies are shifting investment and repatriation patterns as the US-led containment policy and global resistance to Chinese tech firms reshape cross-strait business dynamics, potentially affecting supply chains, foreign investment flows, and technology partnerships worldwide, and prompting multinationals and policymakers to reassess exposure to China across manufacturing and finance sectors
Monday 20 April 2026
Odisha to break ground on India's first advanced 3D chip packaging unit
Odisha broke ground on India's first advanced 3D chip packaging unit on April 19, 2026, a move that could reshape global semiconductor supply chains by adding high-end heterogeneous integration capacity in South Asia, attracting investment for aerospace, defense, artificial intelligence (AI), 5G, and data center applications, and creating jobs
Monday 20 April 2026
Samsung tests domestic EUV masks to cut Japan reliance at 4nm

Samsung Electronics has begun testing domestic EUV blank masks in its 4nm foundry production line, a shift aimed at cutting reliance on Japanese suppliers and tightening control over critical chipmaking materials

Monday 20 April 2026
DeepSeek reportedly weighs first external fundraising as AI competition intensifies
Chinese AI startup DeepSeek is considering raising external funding for the first time, a move that would mark a significant shift for a company that has so far relied on backing from its parent, hedge fund High-Flyer Capital Management, according to a report by The Information, citing five people familiar with the matter
Monday 20 April 2026
China's humanoid robot half-marathon highlights rapid advances in autonomy and system integration
A humanoid robot half-marathon held in Beijing's Yizhuang development zone on April 19, 2026, has highlighted the rapid evolution of robotics technology, with autonomous machines demonstrating major gains in speed, stability, and decision-making compared with the previous year
Monday 20 April 2026
India roundup: China's supply-chain squeeze tests India's industrial rise

India's push to build a domestic advanced manufacturing ecosystem is facing renewed pressure as China tightens control over critical battery and EV technologies, while TCL considers restructuring its India TV unit and Taiwan's Rapidtek partners with India's HEX20 in satellite development, according to DIGITIMES reports. Separately, the UK has confirmed GBP380 million in support for Tata's Agratas battery plant in Somerset, underscoring intensifying global competition to secure EV and advanced manufacturing supply chains

Sunday 19 April 2026
Corning leads glass substrate race as South Korea's KCC and LX Glass face steep challenges
Glass core substrates, valued for their low dielectric loss and warpage reduction, are key to next-generation advanced semiconductor packaging. In South Korea, traditional glass makers KCC Glass and LX Glass have entered R&D efforts to capture market opportunities
Sunday 19 April 2026
Wage protests in Northern India disrupt electronics output as Uttar Pradesh raises pay
Worker protests broke out in mid-April across the Noida–Greater Noida industrial belt, a major center for smartphone and electronics manufacturing, disrupting factory operations and prompting a government response. The demonstrations were concentrated in industrial zones such as Phase-2 and Sector 60, where thousands of workers gathered to demand higher wages and improved working conditions
Sunday 19 April 2026
H3C expands in Southeast Asia as Singapore emerges as a hub for Chinese AI vendors

The second edition of GITEX AI Asia 2026 opened at Marina Bay Sands, bringing together participants from more than 110 countries, as industry focus shifts from artificial intelligence model development to large-scale deployment

Saturday 18 April 2026
Commentary: Humanoid robot marathon highlights four industry benchmarks
Embodied AI is moving out of the lab and into real-world environments at increasing speed. The humanoid robot half-marathon scheduled for April 19 in Beijing Economic-Technological Development Area (E-Town) is framed as a public race, but functions more as an industry stress test, compressing a full stack of technologies into a 21-kilometer trial
Saturday 18 April 2026
Memory price surge hits Xiaomi shipments, forces strategy shift
Rising memory prices are reshaping the global smartphone market. The shift is triggering a broad slowdown and accelerating structural shifts across China's handset industry. Data from Omdia and IDC point to weakening shipments in the first quarter of 2026, with cost pressure and product strategy adjustments weighing heavily on Chinese brands, particularly Xiaomi
Saturday 18 April 2026
Securing the supply chain, CATL pushes into global mining assets
Contemporary Amperex Technology Co. Limited, China's dominant electric vehicle battery manufacturer, is accelerating its push up the supply chain, pairing strong earnings with an aggressive expansion into upstream mining as it positions for the next phase of growth in electric vehicles and energy storage