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NEWS TAGGED CHINA
Tuesday 10 February 2026
Renesas turns to China and India for recovery after first net loss in six years
Renesas Electronics recorded its first net loss in six years in fiscal 2025, reflecting weak demand for automotive semiconductors and a limited contribution from AI-related products...
Tuesday 10 February 2026
Analysis: Japan's supermajority reshapes Asia's semiconductor competition
Japan's latest election is being read by global markets as a turning point in industrial policy, capital flows, and technology sovereignty across Asia — not a routine political...
Tuesday 10 February 2026
Nexchip Phase IV expansion supports SmartSens, Xiaomi in building domestic CIS supply chain
China's foundry sector is accelerating expansion across mature and specialty nodes. Nexchip Semiconductor, the country's third-largest foundry, plans to invest CNY2 billion (approx...
Tuesday 10 February 2026
Exclusive: only cash strength can save China's TOPCon solar sector from endgame
With China's solar products set to lose a 9% export tax rebate in April 2026, compounded by raw material inflation, a wave of pre-rebate-cancellation stockpiling should theoretically...
Tuesday 10 February 2026
Synopsys China faces leadership shakeup as chairman and president Qun Ge set to depart
On February 9, Synopsys' China office circulated an internal memo announcing that Qun Ge, global senior vice president and chairman and president of Synopsys China, will leave the...
Tuesday 10 February 2026
China reportedly enters HBM3 mass production as South Korea pushes into HBM4

China is preparing to initiate large-scale production of high-bandwidth memory (HBM), narrowing a technology gap with South Korea in a...

Tuesday 10 February 2026
Commentary: From retreat to return, SMIC's long road back to advanced packaging
China-based foundry SMIC will release fourth-quarter 2025 results on February 10 and hold its first 2026 investor briefing on February 11. Market focus is expected to center on its...
Tuesday 10 February 2026
Exclusive: China's TOPCon solar in survival mode as it faces overcapacity and rising costs
Technological iteration is supposed to symbolize progress. Yet N-type (Tunnel Oxide Oxide Passivated Contact) TOPCon technology, which has been in commercial deployment for only about...
Tuesday 10 February 2026
Wingtech-Luxshare dispute over India asset sale enters arbitration as broader divestment nears completion
Wingtech Technology said a dispute with Luxshare Precision over the transfer of its India business asset package has entered international arbitration, while the rest of its major...
Tuesday 10 February 2026
Exclusive: As Musk eyes space solar, China’s supply chain comes under the microscope

From self-driving cars and humanoid robots to the architecture of future energy systems, Elon Musk is simultaneously advancing an energy...

Monday 9 February 2026
Takaichi's election victory clears path for Japan's chip sovereignty, military buildup
Japanese Prime Minister Sanae Takaichi's decisive victory in the lower house election has strengthened her government's ability to advance policies tied to economic security, bringing...
Monday 9 February 2026
OpenClaw and Cowork spark desktop AI agent race in China
The AI agent sector intensified in early 2026 as the simultaneous arrival of Anthropic's Claude Cowork and Peter Steinberger's OpenClaw catalyzed significant interest across the global...
Monday 9 February 2026
EMS Watch: USI profit climbs 12% in 2025 as consumer electronics offset weak comms sales
Universal Scientific Industrial (Shanghai) Co. (USI) posted higher earnings in 2025 despite a decline in revenue, reflecting improving profitability amid pricing pressure and uneven...
Monday 9 February 2026
China tightens regulations on EV battery recycling with digital ID system

As the global electric vehicle market grapples with mounting concerns over collapsing resale values, China—the world's largest and...

Monday 9 February 2026
China pulls the plug on EV door-handle futurism

A single regulatory notice issued recently by China's Ministry of Industry and Information Technology has made the country the first in...