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Friday 30 January 2026
China approves DeepSeek's Nvidia H200 chip purchase, but conditions still pending
China has given its leading AI startup DeepSeek approval to buy Nvidia's H200 artificial intelligence chips, with regulatory conditions still being finalized, according to Reuters
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Monday 2 February 2026
Sanctioned YMTC fast-tracks Wuhan Phase III NAND fab for early 2H26 mass production
China's YMTC is fast-tracking construction of its Wuhan Phase III NAND flash fab, bringing its mass production target forward to the second half of 2026, roughly a year ahead of the original 2027 schedule
Monday 2 February 2026
India's 2026–27 Union Budget boosts semiconductors, data centers and rare earths to strengthen supply chains
India's finance ministry on February 1, 2026, unveiled the Union Budget for 2026–27, placing electronics and technology manufacturing at the heart of its growth strategy, with fresh funding for semiconductors, electronics components, and AI-linked infrastructure aimed at strengthening supply chains and boosting India's global manufacturing competitiveness
Monday 2 February 2026
India roundup: EU and India concludes FTA amid global trade disruption
After two decades, India and the EU close an FTA deal as US's tariff policy is disrupting the global supply chain
Monday 2 February 2026
LG shifts TV production to Vietnam, expands webOS reach

LG Electronics is formalizing a shift in its television manufacturing strategy, extending outsourcing beyond China to Vietnam as part of a structural overhaul. The move comes as the company seeks to address intensifying global competition and weakening profitability in the TV market

Monday 2 February 2026
Micron ramps global memory investments as Nvidia prepares HBM4 rollout

As Nvidia prepares to adopt its sixth-generation HBM4, Micron has taken a quieter approach to supply timelines compared with Samsung Electronics and SK Hynix. Yet the company's recent surge in capacity investments signals growing confidence in its memory business. At the same time, its expansion in Singapore—focused on NAND Flash—is widely seen as a forward-looking technological move

Sunday 1 February 2026
China controls 80% of global AI glasses production
China has become the primary manufacturing and innovation hub for AI glasses, backed by an integrated supply chain. Omdia and IDC forecast global shipments exceeding 10 million units in 2026, with China holding roughly 12% market share, per Sina
Saturday 31 January 2026
Shenzhen Ingchips joins domestic chipmakers in raising prices as cost pressures mount

Shenzhen Ingchips Technology has joined Goke Microelectronics and Cmsemicon in announcing price increases, highlighting mounting cost pressures across China's semiconductor supply chain

Saturday 31 January 2026
LG Display plans KRW 2 trillion OLED investment in 2026, but holds back on next-gen IT panels

LG Display, fresh off its first profitable year in four years, is preparing to step up investment in 2026 as it seeks to strengthen its position in the increasingly competitive OLED market. Despite that, the company is proceeding cautiously on one of the industry's most closely watched questions: whether and when to commit to large-scale production of next-generation OLED panels for IT devices

Saturday 31 January 2026
Samsung, SK Hynix target surging growth in automotive memory market for autonomous driving systems
Automobiles are rapidly transforming into servers/smartphones-on-wheels with the advancement of autonomous driving technologies, which has led to a surge in demand for automotive memory. Samsung Electronics and SK Hynix are viewing the automotive sector as the next major battleground after AI, with both South Korean memory giants taking proactive measures to gain a foothold in this emerging market
Saturday 31 January 2026
China claims 64% of ESS battery market as South Korea scrambles to launch a comeback
The global energy storage system (ESS) market based on lithium-ion batteries expanded in 2025. According to ET News and Ddaily, SNE Research reported that global shipments of lithium-ion batteries for ESS by manufacturers totaled 550 GWh in 2025, up 79% from 307 GWh in 2024, reflecting strong growth momentum. However, China alone accounted for more than 60% of the total. Unlike electric vehicle (EV) batteries, which are installed in vehicles and then sold to consumers, ESS batteries are typically deployed directly into regional projects. As a result, there is little discrepancy between shipment volumes and actual installed capacity
Friday 30 January 2026
SanDisk sees sevenfold profit surge in 2QFY26, extends Kioxia JV
SanDisk delivered a strong fiscal second quarter in 2026, reflecting accelerating demand across data centers, industrial applications, and consumer electronics, driven by the ongoing AI infrastructure buildout. The US flash memory maker reported revenue of US$3.03 billion, up 61% year over year, while net profit surged 7.7-fold to US$803 million, according to its January 29, 2026, earnings release
Friday 30 January 2026
China's 15th Five-Year plan targets space mining, space tourism
Following its official proposal to "take computing power to space," China has unveiled a more concrete roadmap for future aerospace development as part of its 15th five-year plan
Friday 30 January 2026
Alibaba, Baidu advance IPO plans for AI chip subsidiaries
China's two largest technology companies, Alibaba and Baidu, have launched initial public offering (IPO) processes for their semiconductor design subsidiaries, a move widely seen as part of Beijing's broader push to strengthen domestic chip self-sufficiency and secure local AI computing capacity under tightening US technology restrictions
Friday 30 January 2026
Samsung, LG hike laptop prices as memory 'chipflation' hits
Prices for laptops and consumer IT devices are climbing as a sustained rally in memory semiconductor costs ripples through the market. The trend, described by industry observers as "chipflation," is beginning to reach consumers as Samsung Electronics and LG Electronics debut their latest notebooks with sharply higher price tags
Friday 30 January 2026
South Korea NAND flash gains strategic role in next-gen AI infrastructure

With artificial intelligence (AI) technology advancing at a breakneck pace—particularly as applications move from the training phase to inference—demand for high-capacity, high-performance storage in data centers and embedded devices is surging. Once considered a low-margin segment prone to market volatility, NAND flash has taken on a new strategic role in Nvidia's blueprint for next-generation AI infrastructure, becoming an indispensable component for AI inference workloads