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Monday 12 January 2026
India roundup: India's OSATs are comfortable with materials today, but that may not last
India's backend semiconductor makers see temporary relief from material constraints linked to legacy packaging, as KLA opens a US$36 million R&D hub in Chennai to boost AI, software, and process control capabilities
Monday 12 January 2026
India reportedly mulls tough new smartphone security rules, reviving industry fears over privacy and proprietary code
India is weighing a sweeping set of new security requirements that could force smartphone makers to share sensitive source code with government-appointed laboratories, according to Reuters, citing people familiar with the matter and a review of confidential documents, reigniting a long-running tug of war between New Delhi and global technology companies over privacy, surveillance, and control of digital infrastructure
Sunday 11 January 2026
Realme and OnePlus return to Oppo: Three-brand integration to counter supply chain and market pressure
China's smartphone industry opened 2026 with a major consolidation move, as Realme formally returned to the Oppo group as a sub-brand and integrated with fellow sub-brand OnePlus. The restructuring is intended to strengthen competitiveness through shared resources and coordinated brand strategy amid mounting supply chain pressure and intensifying market competition
Sunday 11 January 2026
CATL teams up with Nio to tackle the next phase of China's EV boom

China's largest battery maker, CATL, said it had signed a strategic cooperation agreement with the electric vehicle (EV) manufacturer Nio, deepening ties between two of the country's most influential players in the EV ecosystem

Sunday 11 January 2026
Seeking independence from Starlink, Japan backs homegrown satellites

Japan has formally committed to building its own low-Earth-orbit (LEO) satellite constellation, marking a significant shift in how the country approaches communications infrastructure and national security

Sunday 11 January 2026
India advances local chip design ecosystem under incentive scheme, early outputs emerge
India has made measurable progress in nurturing a domestic semiconductor chip design ecosystem, with early outcomes emerging from government-backed programmes aimed at reducing dependence on imported intellectual property and strengthening participation in higher-value segments of the global chip industry
Sunday 11 January 2026
Apple iPhone exports from India reach US$50 billion in 2025

Apple exported approximately US$50 billion worth of iPhones from India through December 2025, a milestone that underscores the company's accelerating shift of manufacturing away from China and highlights India's push to expand electronics production through federal incentives

Sunday 11 January 2026
China's humanoid robots outsell US rivals in 2025 shipments
Chinese humanoid robots made a high-profile debut at CES 2026, demonstrating capabilities ranging from table-tennis play to kung fu routines. For many exhibitors, the Las Vegas show was less about spectacle and more about securing overseas customers and accelerating commercial orders
Saturday 10 January 2026
China semiconductor leaders urge caution on Nvidia H200 deals
Following the US government's decision to ease restrictions on Nvidia H200 chip exports to China, Wei Shaojun, vice chairman of the China Semiconductor Industry Association (CSIA), warned domestic firms to exercise caution when placing orders, saying Washington's true strategic intent remains unclear
Saturday 10 January 2026
LG Display sets transparent OLED as next growth pillar for automotive, XR
LG Display president Jeong Chul-dong has pledged to make transparent OLED a core growth priority in 2026, aiming to lift panel transparency from 45% to 70% as the company targets XR devices and next-generation automotive displays
Friday 9 January 2026
AMEC chairman plans share sale after restoring Chinese citizenship

AMEC disclosed on January 8, 2026, that its founder and chairman, Gerald Yin, plans to reduce his personal shareholding over the next three months to meet tax obligations following his restoration of Chinese citizenship. The filing shows that Yin plans to sell up to 290,000 shares via centralized bidding starting 15 trading days after the announcement, with the sale window running from January 30 to April 29, 2026. The transaction represents 0.046% of AMEC's total outstanding shares

Friday 9 January 2026
Iluvatar CoreX IPO highlights China's race to scale general-purpose GPUs

Shanghai Iluvatar CoreX Semiconductor, a Chinese general-purpose GPU developer, listed on the Hong Kong Stock Exchange's Main Board on January 8, 2025. Shares were priced at HKD144.6 (US$18.5), raising about HKD3.7 billion (US$474 million). The stock jumped 31.5% at the open to HKD190.2, lifting its debut valuation above HKD47.5 billion, signalling investor demand for China's domestic compute hardware

Friday 9 January 2026
AMIES Technology acquires SMEE affiliate in US$32m deal, clarifying China's lithography split
China's domestic lithography sector is entering another phase of internal restructuring, with AMIES Technology consolidating industrial assets originally spun out from Shanghai Micro Electronics Equipment (Group) Co., Ltd. (SMEE). Corporate filings and Shanghai Securities News show that AMIES has acquired 100% of Shanghai Weiyao Industrial Co. for CNY228.5 million (US$32.5 million), replacing SMEE as the sole shareholder. The transaction completes SMEE's exit from Weiyao while keeping the asset within the SMEE-origin corporate structure
Friday 9 January 2026
Commentary: China redirects AI race to manufacturing systems
China's Ministry of Industry and Information Technology, together with eight other government departments, has released the plan for "AI + Manufacturing." While framed as an industrial upgrade policy, it functions in practice as a strategically significant AI roadmap
Friday 9 January 2026
Commentary: How fragile is the China–Japan semiconductor supply chain?
China has intensified pressure on Japan's supply chains. Following curbs on dual-use items and rare earth exports, the Ministry of Commerce has launched an anti-dumping probe into Japanese-origin dichlorosilane (DCS)