CONNECT WITH US
Tuesday 31 March 2026
Apple's OLED push sets off supplier race as LG Display tightens grip
Apple's long-term push into OLED displays is beginning to reshape the competitive landscape for panel makers, opening new fronts even as it consolidates others
LATEST STORIES
Wednesday 1 April 2026
Japan Display sells Tottori Fab, citing asset efficiency and continuing AutoTech work at a new site
Japan Display Inc. (JDI) signed a definitive agreement to sell its Tottori Fab to Yahata Touei Estate K.K., with handover scheduled for September 30, 2026; JDI said the transaction follows its March 2025 production halt and forms part of structural reforms that could influence global automotive display supply and the Japanese manufacturing consolidation industry
Wednesday 1 April 2026
South Korean chipmakers stockpile helium, diversify supply beyond Qatar
South Korean semiconductor manufacturers hold enough helium inventory to sustain production through at least June, easing concerns over potential supply disruptions, according to government and industry sources
Wednesday 1 April 2026
Huawei revenue hits US$122bn in 2025, nears peak as AI growth becomes key test

Huawei reported 2025 revenue of CNY880.9 billion, up 2.2% year-over-year, its second-highest on record, with net profit rising 8.63% to CNY68 billion (approx. US$9.87 billion). Growth slowed sharply from 22.4% in 2024, leaving revenue just below its 2020 peak of CNY891.4 billion and raising the bar for further expansion, analysts cited by Chinastarmarket.cn said

Wednesday 1 April 2026
India accelerates semiconductor push with Kaynes plant launch
India is stepping up its semiconductor ambitions as a new domestic plant begins production, underscoring efforts to build a resilient supply chain and position the country as a global chip manufacturing hub
Wednesday 1 April 2026
Analysis: In Japan's EV race, aggression costs Honda while Nissan learns to adapt

A year ago, the Japanese automotive world watched Honda, the financially robust "second brother," attempt to assert dominance over its smaller sibling Nissan. The high-stakes negotiations, marked by a glaring imbalance of power, ended abruptly and bitterly

Wednesday 1 April 2026
China memory chip maker Longsys unveils SPU architecture for edge AI storage systems

As AI shifts from cloud training to edge inference, the memory stack is moving beyond data access toward system-level coordination, reshaping controller design, supply chain roles, and value distribution

Wednesday 1 April 2026
Samsung expands innovation campus in India to boost global digital talent pipeline
Samsung R&D Institute India, Bangalore, has expanded its Samsung Innovation Campus to six additional colleges, deepening its efforts to equip young learners with AI, IoT, and coding skills — strengthening digital workforce pipelines and international competitiveness while promoting inclusivity and employability through industry-aligned training and mentorship across India and beyond
Wednesday 1 April 2026
Malaysia defends EV policy as BYD weighs assembly pullout
Malaysia's EV industrial policy is creating tension with foreign automakers, as export-driven and localization rules prompt BYD to reassess a planned plant. At the same time, authorities insist the framework supports long-term industry development
Wednesday 1 April 2026
Alibaba's closed-source pivot signals mounting monetization pressure
Alibaba's release of its closed-source Qwen3.5 model marks a strategic pivot toward monetization, reflecting growing competitive and commercial pressures as Chinese and global AI players rethink open-source strategies
Wednesday 1 April 2026
India to account for 10% of Micron's capacity, says official
India is emerging in the global memory supply chain as Micron Technology scales production, with officials linking rising output to surging AI-driven demand and broader ambitions to localize chip manufacturing
Wednesday 1 April 2026
China memory firms secure two-year wafer deals, tightening DRAM and NAND supply outlook

As AI demand drives high-performance computing and device upgrades, the global memory market is entering an upswing. China-linked players, including GigaDevice, CXMT, and Biwin, are moving to secure upstream wafer supply through contracts lasting up to two years, pointing to stronger demand visibility and firmer pricing expectations

Wednesday 1 April 2026
China memory chip designer GigaDevice posts record 2025 earnings, locks in US$825 million DRAM supply
GigaDevice Semiconductor reported stronger full-year 2025 results, supported by AI-driven demand and a recovery in the memory cycle. Revenue rose 25.12% year on year to CNY9.2 billion (US$1.33 billion), while net profit increased 49.47% to CNY1.65 billion. Adjusted net profit grew 42.57% to CNY1.47 billion. The company plans a dividend of CNY7.5 per 10 shares
Wednesday 1 April 2026
China display panel maker TCL profit jumps 189% on panel recovery, AI manufacturing push
China's late-March audited earnings cycle puts TCL Technology (TCLTech) in focus, with its 2025 results confirming a display panel recovery while exposing rising component cost risks across the supply chain, according to Yicai and Cninfo
Wednesday 1 April 2026
China GPU maker Biren triples revenue on AI data center demand

Biren Technology reported 2025 revenue of CNY1.04 billion (approx. US$150.47 million), up 207.2% year-over-year, supported by demand from domestic data centers and AI enterprise customers. Gross margin rose to 53.8%, up 0.63pp. The company's BR10X general-purpose GPU remained the main revenue contributor, while its next-generation BR20X is set for launch in 2026

Wednesday 1 April 2026
China LLM usage tops US for fourth week as OpenClaw drives token surge
Global large model competition is entering a new phase, with usage data pointing to a shift toward AI agents and a rising “token economy” reshaping pricing, infrastructure demand, and cloud business models