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Saturday 18 April 2026
Samsung launches voluntary retirement amid chip-device earnings gap

Samsung Electronics has initiated a workforce restructuring through a voluntary retirement program as strong semiconductor earnings contrast with weaker profitability in its device business, according to Korean media reports

Friday 17 April 2026
Honda plans deeper China capacity cuts, targets Guangzhou and Wuhan plants
Struggling with weak sales, Honda has decided to significantly scale back its vehicle production capacity in China, with cuts targeting plants in Guangzhou and Wuhan
Friday 17 April 2026
Lens Technology swings to loss on weak smartphone demand, FX pressure
Lens Technology reported a sharp earnings reversal in the first quarter of 2026, weighed down by softer demand for smartphones and PCs and rising financial costs, even as it continues to position itself across AI-driven hardware segments
Friday 17 April 2026
Commentary: Robots are selling, but profits are not; data is the real prize

Capital is still pouring into humanoid robotics in 2026, but the industry's financials are telling a more complicated story

Friday 17 April 2026
Samsung's VD division reviews China strategy as local rivals gain ground

Rumors of a restructuring of Samsung Electronics's China operations are gaining momentum, with reports suggesting potential scaling back—or even partial withdrawal—from several business lines, including home appliances, televisions, and monitors

Friday 17 April 2026
Vingroup signs US$6.5 billion India investment framework with Maharashtra
Vingroup's memorandum of understanding with the Government of Maharashtra, India, could channel about US$6.5 billion into urban development, electric mobility, renewable energy, and social infrastructure, with the potential to reshape India's Mumbai region and serve as a template for large-scale private-sector participation in sustainable urbanization and regional growth
Friday 17 April 2026
China outlines AI-led investment push and industrial upgrading under new five-year plan framework
China is preparing a new round of large-scale investment and industrial upgrading centered on AI infrastructure, advanced manufacturing, and strategic emerging industries, according to a briefing by the National Development and Reform Commission (NDRC) at a State Council Information Office press conference on April 17
Friday 17 April 2026
China wafer maker NSIG lifts revenue on 300mm momentum
National Silicon Industry Group (NSIG) reported full-year 2025 revenue growth driven by higher 300mm wafer shipments, though pricing pressure and high fixed costs weighed on margins
Friday 17 April 2026
Analysis: ASML lifts 2026 guidance on strong EUV demand
ASML delivered first-quarter 2026 results that exceeded expectations, prompting management to raise its full-year guidance despite a cautious outlook for the second quarter. The company announced plans to expand its extreme ultraviolet (EUV) manufacturing capacity to meet strong demand expected in 2027. The updated outlook suggests stronger momentum in the second half of 2026
Friday 17 April 2026
China automotive AI chipmaker Horizon Robotics targets EV cost cuts with integrated chip

Rising DDR memory prices are increasing cost pressure across automotive electronics, pushing China-based automotive AI chipmaker Horizon Robotics to introduce an integrated chip architecture aimed at reducing system complexity and bill-of-materials costs

Friday 17 April 2026
Japan backs Sony image sensor expansion with up to US$380 million subsidy
Japan has announced government support for Sony's image sensor expansion project in Kumamoto, underscoring the strategic importance of semiconductor supply chains for artificial intelligence (AI) and automotive applications
Friday 17 April 2026
Tongfu Microelectronics profit jumps on AI chip packaging, AMD demand

Tongfu Microelectronics posted strong 2025 results, supported by AI and automotive chip demand, while reinforcing its position in the global semiconductor packaging supply chain alongside key customer AMD

Friday 17 April 2026
EMS Watch: Lens Technology's earnings shock highlights strain across Apple supply chain

China's consumer electronics supply chain is facing mounting pressure, as Lens Technology posted a sharp earnings downturn that triggered a market sell-off and raised broader concerns about industry demand and cost dynamics

Friday 17 April 2026
Nio cuts Nvidia reliance with in-house chips, targets lower EV costs

Rising cost pressure is pushing China's smart EV makers to pivot from scale expansion to efficiency and cost discipline

Friday 17 April 2026
Meta's Manus deal further exacerbates Chinese startups' exodus to Singapore and US
The US$2 billion acquisition of AI startup Manus by Meta Platforms has sent shockwaves through the Chinese tech ecosystem, exposing the fragility of the "Singapore-washing" strategy that many founders once relied on to sidestep geopolitical crossfires. The deal, which was finalized in early 2026, triggered an aggressive response from Beijing, forcing a sweeping reallocation of resources among startups operating in the gray zone between Chinese origins and global ambitions