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Monday 4 May 2026
Samsung strike exposes AI-era pay divide, raises HBM supply risks

A looming strike at Samsung Electronics is exposing deeper fractures than a typical labor dispute, with widening pay gaps, divisional tensions, and a controversial bonus structure converging into a broader test of how AI-era profits are distributed inside one of the world's most critical semiconductor suppliers

LATEST STORIES
Tuesday 5 May 2026
Onsemi says China remains a strong market despite softer passenger vehicle volumes
Onsemi told investors during its first-quarter 2026 earnings call, held on May 4, that China remains a key growth market for its automotive power products, even as China's passenger vehicle market softened. The company reported that "Our China automotive revenue grew year-over-year in the first quarter, despite a decline in the China passenger vehicle market of 6% for the same period," framing the performance as evidence of rising semiconductor content and share gains within Chinese electric vehicle programs
Tuesday 5 May 2026
Analysis: How China’s HJT curb accelerates domestic consolidation and redefines solar competition
China is reportedly planning targeted export rules for heterojunction (HJT) solar equipment. The move has sparked broad industry debate in 2026, as energy transition and aerospace development grow increasingly intertwined. More than a trade measure, it reflects a cross-domain effort to protect technological sovereignty and keep core R&D value within China
Tuesday 5 May 2026
Samsung reportedly eyes SiC foundry reboot, targets 2028 mass production
Samsung Electronics is reportedly restarting its silicon carbide (SiC) wafer foundry business, aiming to tap into the fast-growing next-generation power semiconductor market, reinforce its market position, and improve utilization rates at its existing 8-inch foundry lines. Industry estimates suggest Samsung could enter mass production of SiC chips by 2028
Tuesday 5 May 2026
SK Hynix weighs memory plant shift as HBM demand outlook changes

SK Hynix is considering a shift in its DRAM investment strategy at its new M15X memory production base in Cheongju, South Korea, from fifth-generation 10nm-class, or 1b, DRAM toward sixth-generation 10nm-class, or 1c, DRAM, as the high-bandwidth memory (HBM) supply chain prepares for its next technology transition, according to reports from ZDNet Korea and NewsPim

Tuesday 5 May 2026
Kioxia, SanDisk to unveil 3D flash architecture targeting 1,000-layer milestone
Kioxia and SanDisk are set to present a new 3D flash memory architecture aimed at extending NAND scaling beyond 1,000 stacked layers, as memory makers seek ways to overcome the physical and electrical limits of conventional layer increases
Monday 4 May 2026
ADT lands US AI chip deal using Samsung 4nm
ADTechnology said it has signed a KRW40 billion (US$27.1 million) turnkey contract with a US-based AI fabless company to develop and supply HPC SoC chiplets for AI data-center applications using Samsung Foundry's 4nm process
Monday 4 May 2026
Samsung reshuffles TV leadership amid Chinese rivalry and service pivot
Samsung Electronics has replaced the head of its Visual Display (VD) business in a rare mid-cycle reshuffle, responding to weakening demand and intensifying global competition in the television market
Monday 4 May 2026
China automakers adopt disposable-car subscriptions to accelerate tech turnover
China's auto industry has begun rolling out a disposable-car model combining subscription plans and modular hardware to accelerate technology refresh cycles and cut the buildup of older vehicles, according to supply-chain observations and foreign media reporting from the 2026 Beijing Auto Show
Monday 4 May 2026
Research Insight: Beijing auto show signals shift from vehicle launches to AI-driven supply chains
The 2026 Beijing Auto Show has emerged as a platform where the balance of competition is shifting from sheer vehicle counts to advanced self-driving systems, AI-powered cockpits, and integrated supply chain collaborations, DIGITIMES Research observed. The event showcased both domestic and foreign manufacturers alongside key automotive intelligence suppliers
Monday 4 May 2026
AI chip demand ignites embedded substrate race among Samsung, Ibiden, Unimicron
Samsung Electro-Mechanics (Semco) has moved early to commercialize embedded semiconductor substrates, but the window is rapidly closing as Japan's Ibiden and Taiwan's Unimicron prepare to enter the field, setting up a new competitive front in advanced packaging
Monday 4 May 2026
China AI chip designer VeriSilicon books US$1.1bn orders, revenue doubles
China-based chip design service provider VeriSilicon Microelectronics (Shanghai) Co. is seeing a sharp acceleration in AI-driven demand, with record orders and surging revenue in the first quarter of 2026 — even as heavy R&D spending continues to weigh on profitability
Sunday 3 May 2026
Profile: MIT physicist Yichen Shen leads photonics chipmaker to Hong Kong IPO

On the morning of April 28, 2026, 37-year-old Yichen Shen stood at the Hong Kong Stock Exchange, striking the IPO gong with a wooden mallet

Saturday 2 May 2026
Samsung Electro-Mechanics tops US$2 billion quarterly sales, flags ABF substrate shortage
Samsung Electro-Mechanics (Semco) reported its first-ever quarterly revenue exceeding KRW3 trillion (approx. US$2.2 billion), driven by expanding AI infrastructure investment and rising demand for automotive electronics, marking a new scale milestone for the company
Saturday 2 May 2026
Goertek boosts Vietnam camera output with US$20 million Bac Ninh expansion

China-based electronics manufacturer Goertek is deepening its manufacturing push in Vietnam, committing an additional US$20 million to expand its Bac Ninh operations, reinforcing the country's role as a key production base for global consumer electronics supply chains

Saturday 2 May 2026
China's memory makers post blockbuster gains as AI tightens supply and resets prices

China's memory sector is showing clear signs of recovery, with leading players including Shenzhen Longsys Electronics and Montage Technology reporting strong first-quarter gains, underpinned by a structural demand shift driven by artificial intelligence