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Tuesday 7 April 2026
China's auto sales shift, but price war shows no sign of ending

China's auto market showed a notable shift in the first quarter of 2026, with Volkswagen, Geely, and Toyota returning to the top of the sales rankings in the first two months of the year. BYD, long the market leader, slipped to fourth place, drawing widespread attention

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Wednesday 8 April 2026
Taiwan warns of Beijing's covert push to poach AI and chip talent

According to the latest report submitted by Taiwan's National Security Bureau to the Legislative Yuan, China is increasingly targeting Taiwan in an effort to circumvent international technological restrictions. Beijing has set its sights on Taiwan's high-tech sectors—particularly artificial intelligence (AI), semiconductors, and precision machinery—seeking to lure companies to establish operations or maintain a presence in China under the framework of its 15th Five-Year Plan

Wednesday 8 April 2026
Chinese SSD maker DapuStor sees rising QLC demand as AI drives storage growth
Chinese enterprise SSD (eSSD) maker DapuStor entered its IPO subscription phase in early April 2026, driven by rapid expansion in AI infrastructure. The company recently observed multiple downstream customers significantly revising their order forecasts upwards after the Lunar New Year holidays. DapuStor highlighted that QLC SSDs are becoming a key trend for North American and Chinese cloud service providers (CSPs) to ease cost and capacity pressures. Its 245TB product has officially reached customer sampling stages
Wednesday 8 April 2026
Analysis: China's humanoid robot market forms three-player structure at scaling inflection point

China's AgiBot Innovation (Shanghai) Technology has shipped its 10,000th humanoid robot, the Agibot Expedition A3, signalling early mass production at scale. Output doubled from 5,000 units at the end of 2025 within three months. While Tesla's Optimus timeline remains under scrutiny, China's humanoid robot push is already scaling, led by AgiBot, Unitree Robotics, and Ubtech Robotics in an emerging three-player structure

Wednesday 8 April 2026
Hygon revenue jumps 68% on AI compute demand, expands CPU–GPGPU platform
China's domestic compute chipmaker Hygon Information Technology reported strong earnings growth, underscoring its rising role in China's AI and data center infrastructure buildout
Wednesday 8 April 2026
Commentary: US MATCH Act tightens chip tool controls as China builds local supply chain
At SEMICON China 2026, Applied Materials and ASML kept a low profile under tightening US export controls, while domestic Chinese suppliers dominated visibility and floor presence
Wednesday 8 April 2026
China's first dedicated supply chain security law raises the compliance stakes
On March 31, Chinese Premier Li Qiang signed Order No. 834 issued by the State Council, which was officially released on April 7 as the Regulations of the State Council on Industrial Chain and Supply Chain Security (hereinafter referred to as the Regulations). The Ministry of Justice released detailed explanations publicly, and the Regulations took immediate effect upon release
Wednesday 8 April 2026
In the race to autonomy, Level 2+ emerges as the winner

The global adoption of advanced driver-assistance systems, or ADAS, and autonomous vehicles is expected to rise from 66 percent in 2025 to 94 percent by 2035. Within that growth, Level 2 systems are projected to reach a 65 percent penetration rate. But the technological path toward higher levels of autonomy is beginning to diverge

Wednesday 8 April 2026
China export controls spark global InP supply concerns for AI high-speed transmission
Indium phosphide (InP), a critical material for long-distance optical communication, has become essential for AI-driven high-speed data transmission. However, China's export restrictions have triggered a shortage of InP substrates, creating a bottleneck in manufacturers' capacity expansion worldwide. The supply chain acknowledges that due to China's export curbs and the technical challenges of producing InP substrates, major international players remain cautious about increasing investments. The timeline for resolving this shortage remains uncertain
Wednesday 8 April 2026
Arm reportedly plans to sell AGI CPUs in China despite core licensing ban
Arm recently unveiled its first self-developed AGI CPU, marking a significant milestone as the company shifts from a pure technology IP licensor to a standard CPU supplier competing directly with Advanced Micro Devices (AMD), Ampere, and Intel
Tuesday 7 April 2026
Price wars and vertical integration reshape China's auto industry
China's auto market is undergoing a structural shift in the first quarter of 2026. While joint-venture giants such as Volkswagen and Toyota have posted strong sales, a deeper divergence is emerging. Domestic manufacturers, adopting a development model closer to consumer electronics and emphasizing vertical integration, are charting a path fundamentally different from the traditional, foreign-led automotive system
Tuesday 7 April 2026
Taiwan, Japan join forces on next-gen drones with core technology alliance
The "brain" of a drone plays a critical role in flight missions. While Taiwanese manufacturers have advantages in drone hardware production, integrating the core control systems remains a challenge
Tuesday 7 April 2026
China AI platforms compete for developer access via OpenClaw mirror
Open-source AI agent project OpenClaw, colloquially referred to as "raising lobsters," is gaining momentum in China. The launch of its official China mirror on April 1 is pushing activity beyond developer circles into cloud platforms and major tech firms, turning the project into a focal point for platform competition
Tuesday 7 April 2026
Weekly news roundup: China's special AI chip supply ends; TSMC plans 12 fabs in Arizona
Below are the most-read DIGITIMES Asia stories from the week of March 30-April 5, 2026
Tuesday 7 April 2026
China channels billions into space start-ups through IPO pipeline
In recent years, space has emerged as a central arena of global strategic competition, drawing heavy investment from the US, China, Russia, Japan, South Korea, and India. Among them, China has moved aggressively to commercialize its space sector, encouraging private start-ups to develop rockets and satellites while building an independent ecosystem in low-Earth orbit. The aim is to narrow the gap with SpaceX
Monday 6 April 2026
China 2.5D packaging demand surges, supporting Korean backend equipment growth
China's semiconductor equipment market is emerging as a critical growth engine for South Korean suppliers, driven by accelerating AI deployment and tighter restrictions on US vendors. Demand for advanced packaging tools is running ahead of expectations, with high-bandwidth memory (HBM) and 2.5D packaging advancing in tandem as central pillars of future growth. At the same time, Beijing's push for supply chain localization is reshaping competitive dynamics and limiting foreign access