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    Foxconn advances AI supply chain localization, spliting work between US-Mexico
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    Memory price surge to slash US PC shipments by 13% in 2026
    7h 31min ago
    Micron advances GDDR stacking technology to compete in post-HBM era
    7h 31min ago
    Chinese memory firms secure nearly two-year wafer supply contracts amid AI-driven demand
    7h 32min ago
    China's Longsys advances AI-driven memory controller architecture with SPU innovation
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    AMEC acquired Sizone Tech to expand CMP capabilities and outlined 2026 strategy
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    Tuesday 31 March 2026
    Samsung, SK Hynix reportedly set for record profits as long-term contracts expand
    Samsung Electronics and SK Hynix are expected to post record first-quarter profits as surging artificial intelligence demand drives memory prices higher, with suppliers pushing to expand multi-year supply agreements to stabilize earnings
    Apple's OLED push sets off supplier race as LG Display tightens grip
    Tuesday 31 March 2026
    Chinese GPU maker Moore Threads wins US$91 million AI cluster order
    Tuesday 31 March 2026
    OpenClaw signals shift to AI agents and self-evolving models
    Tuesday 31 March 2026
    BYD faces tougher market with rising sales, falling profits
    Tuesday 31 March 2026
    LATEST STORIES
    Tuesday 31 March 2026
    Lens Technology shifts beyond iPhone into AI servers, robotics, and aerospace
    China-based Lens Technology is accelerating a shift beyond consumer electronics, positioning itself across AI terminals, server infrastructure, robotics, and commercial aerospace as it seeks to reduce reliance on the smartphone cycle
    Tuesday 31 March 2026
    Memory chip shortage drives surge in China's used phone chip market
    The used mobile phone recycling market in China has recently heated up, with even non-functional old phones being collected at significantly higher prices than before. This surge is driven by a severe global shortage of consumer-grade memory chips
    Tuesday 31 March 2026
    China's EVE Energy hits record revenue in 2025, but margins come under pressure
    EVE Energy reached a record CNY61.47 billion (approx. US$8.8 billion) in revenue for 2025, driven by strong growth in its energy storage segment, yet profit growth remained minimal, according to Sina Finance, highlighting mounting pressure in the competitive battery market. Net profit attributable to shareholders rose just 1.4%, essentially flat, even as shipments and market share climbed
    Tuesday 31 March 2026
    South Korea invests US$166 million in chip startup Rebellions

    South Korea has approved a KRW250 billion (approx. US$166 million) investment in local artificial intelligence (AI) chip startup Rebellions, as part of a government push to build a globally competitive AI chipmaker

    Tuesday 31 March 2026
    Samsung faces 17,700-worker strike as DS division talks collapse
    Samsung Electronics is embroiled in a deepening labor dispute after intensive negotiations between management and workers — which began on March 26, 2026 — broke down without an agreement on employee treatment across its business units. Talks were suspended on March 27, stoking growing concerns over a potential full-scale strike in May involving up to 17,700 employees
    Tuesday 31 March 2026
    India reportedly bans Chinese CCTV despite easing China ties, boosting Taiwan and US suppliers
    India will effectively bar Chinese-made internet-connected CCTV cameras from its market starting April 1, as new certification rules take full effect after a two-year transition period, according to unnamed industry executives cited by The Economic Times. The report said authorities are refusing to certify products manufactured in China or that rely on Chinese-origin chipsets or firmware, effectively shutting major vendors out of one of the world's fastest-growing surveillance markets
    Tuesday 31 March 2026
    Samsung SDI expands LFP cathode supply chain to target US AI data center ESS market
    Samsung SDI is actively expanding its lithium iron phosphate (LFP) battery material supply chain to capture opportunities in the US energy storage system (ESS) market, driven by growing demand from AI data centers. The company is procuring LFP cathode materials from South Korea's L&F while also investing in Fino through a paid capital increase to strengthen collaboration with CNP Advanced Material Technology
    Tuesday 31 March 2026
    South Korea's ENERZAi partners with Advantech to expand global edge AI market
    South Korean edge AI software startup ENERZAi, which has developed a 1.58-bit ultra-low bit quantization technology, is collaborating closely with Taiwan industrial PC leader Advantech to broaden its global edge AI footprint. Leveraging Taiwan's comprehensive hardware supply chain, ENERZAi is actively expanding partnerships with Taiwanese semiconductor companies as well as ODMs and OEMs
    Tuesday 31 March 2026
    China's analog chip price surge spreads, benefiting mature AI process assets
    As global semiconductor supply chain prices continue to rise, China's analog chip industry is undergoing a structural shift. Several domestic players have recently raised product prices, aligning with international giants like Texas Instruments (TI) and Analog Devices in reflecting cost pressures, with some products seeing hikes as high as 85%
    Monday 30 March 2026
    China's chip equipment and supply chain scale up on AI demand, look overseas
    SEMICON China 2026 opened in Shanghai, highlighting how AI demand is reshaping the global semiconductor industry and accelerating China's domestic supply chain
    Monday 30 March 2026
    Microloops expands liquid cooling capacity in China and Vietnam to meet rising demand
    Cooling module manufacturer Microloops announced plans to expand its liquid cooling plate production capacity in Vietnam and China to address growing demand for liquid cooling solutions. Currently, Microloops' monthly liquid cooling plate output in China stands at 5,000 units, but by 2026, combined capacity across both locations is expected to reach 40,000 units, reflecting the rapid adoption of server liquid cooling technology
    Monday 30 March 2026
    Commentary: US chip security act ends China's special AI chip supply
    The US House Committee on Foreign Affairs passed the Chip Security Act, signaling a decisive move to restrict high-performance computing exports amid rising tech tensions with China. Meanwhile, reports from within China indicate a growing consensus to halt imports of US-origin AI chips altogether
    Monday 30 March 2026
    Huawei PanguLM lead exits, reviving model controversy

    Huawei's AI leadership is facing renewed turnover. Wang Yunhe, director of Huawei Noah's Ark Lab and a key architect behind PanguLM, has left the company after nearly nine years

    Monday 30 March 2026
    China builds open RISC-V chip platform with Xiangshan, Ruyi OS
    China's Chinese Academy of Sciences (CAS) launched next-generation chip and operating system co-development alongside the debut of the Xiangshan open-source processor and Ruyi native OS at the 2026 Zhongguancun Forum
    Monday 30 March 2026
    Samsung reportedly shifts Xi'an plant to 236-layer NAND

    Samsung Electronics has reportedly begun mass production of 236-layer NAND flash at its Xi'an plant in China, marking a key step in its transition to higher-layer memory as demand from artificial intelligence applications accelerates

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    Research Report Database
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    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook