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Sunday 19 April 2026
Corning leads glass substrate race as South Korea's KCC and LX Glass face steep challenges
Glass core substrates, valued for their low dielectric loss and warpage reduction, are key to next-generation advanced semiconductor packaging. In South Korea, traditional glass makers KCC Glass and LX Glass have entered R&D efforts to capture market opportunities
Sunday 19 April 2026
Wage protests in Northern India disrupt electronics output as Uttar Pradesh raises pay
Worker protests broke out in mid-April across the Noida–Greater Noida industrial belt, a major center for smartphone and electronics manufacturing, disrupting factory operations and prompting a government response. The demonstrations were concentrated in industrial zones such as Phase-2 and Sector 60, where thousands of workers gathered to demand higher wages and improved working conditions
Sunday 19 April 2026
H3C expands in Southeast Asia as Singapore emerges as a hub for Chinese AI vendors

The second edition of GITEX AI Asia 2026 opened at Marina Bay Sands, bringing together participants from more than 110 countries, as industry focus shifts from artificial intelligence model development to large-scale deployment

Saturday 18 April 2026
Commentary: Humanoid robot marathon highlights four industry benchmarks
Embodied AI is moving out of the lab and into real-world environments at increasing speed. The humanoid robot half-marathon scheduled for April 19 in Beijing Economic-Technological Development Area (E-Town) is framed as a public race, but functions more as an industry stress test, compressing a full stack of technologies into a 21-kilometer trial
Saturday 18 April 2026
Memory price surge hits Xiaomi shipments, forces strategy shift
Rising memory prices are reshaping the global smartphone market. The shift is triggering a broad slowdown and accelerating structural shifts across China's handset industry. Data from Omdia and IDC point to weakening shipments in the first quarter of 2026, with cost pressure and product strategy adjustments weighing heavily on Chinese brands, particularly Xiaomi
Saturday 18 April 2026
Securing the supply chain, CATL pushes into global mining assets
Contemporary Amperex Technology Co. Limited, China's dominant electric vehicle battery manufacturer, is accelerating its push up the supply chain, pairing strong earnings with an aggressive expansion into upstream mining as it positions for the next phase of growth in electric vehicles and energy storage
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