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Thursday 22 October 2026
Samsung reportedly overhauls DRAM, NAND R&D incentives to retain talent and accelerate next-gen memory chips
Samsung Electronics is reportedly restructuring its semiconductor research operations and performance-based compensation system to accelerate next-generation DRAM and NAND flash development,...
Thursday 22 October 2026
China's L3 autonomous driving adoption tipped to top 35% by 2030, raising stakes for automakers
Level 3 (L3) autonomous driving penetration in China is forecast to exceed 35% by 2030, supported by falling sensor costs, advances in AI models, and tighter safety regulations. The...
Thursday 22 October 2026
Unitree showcases H2-X as China's humanoid robot output tops 100,000
Unitree Robotics unveiled its new H2-X humanoid robot on October 21, showcasing martial arts combat, landings from height, and vehicle rescue as China's humanoid robot production accelerates...
Thursday 22 October 2026
LG robot unit Bear Robotics expands China outsourcing
Bear Robotics, the robotics subsidiary of LG Electronics, is adopting a dual-track production strategy by expanding outsourcing from South Korean partners to manufacturers in China...
Thursday 22 October 2026
Charts: China's smartphone market bounces back from summer lows on new launches
China's smartphone market rebounded in September 2026 after weak July and August shipments, as brands rolled out more new models. Shipments reached 21.86 million units, down nearly...
Thursday 22 October 2026
Charts: Nvidia's China AI chip lead shrinks 80% as Huawei closes in
Nvidia's lead over Huawei in China's AI accelerator market has narrowed by 80% in a year, bringing CEO Jensen Huang's warnings about losing the country's US$50 billion AI chip market...
Thursday 22 October 2026
Micron skips 4F² for 3D DRAM as CXMT pushes ahead
Micron does not plan to commercialize 4F² DRAM even as Chinese rival ChangXin Memory Technologies (CXMT) advances the technology, saying the architecture offers limited benefits...
Thursday 22 October 2026
China's IC designers expand into AI server memory interconnects beyond DDR5
China's IC designers are expanding into high-speed interconnect technologies as AI inference and agent applications fuel demand for server CPUs, memory modules and connectivity chips...
Wednesday 21 October 2026
Li Auto chip subsidiary Mahe Xin raises CNY1.6 billion in equity financing as automakers aim to become chipmakers
Li Auto's chip and domain controller subsidiary, Mahe Xin Technology, has entered a first-round equity financing agreement worth CNY 1.625 billion (approx. US$243.33 million). The...
Wednesday 21 October 2026
China launches state-owned data group as market-facing arm of its AI infrastructure push
China has established a new state-owned enterprise, National Data Group, headquartered in Xiong'an, Hebei province. Ding Xuexiang, a vice-premier of the State Council, attended its...
Wednesday 21 October 2026
US sanctions five Chinese entities over trade secret theft tied to ex-Google engineer
The US imposed sanctions on five Chinese entities tied to ex-Google engineer Linwei Ding for theft of trade secrets. The action follows his conviction for stealing confidential AI...
Wednesday 21 October 2026
CXMT's next DRAM milestone: 4F² server memory with hybrid bonding by end-2026
Chinese DRAM maker CXMT is targeting higher-density manufacturing. At a recent shareholder meeting, management pledged to enter what it called the "uncharted territory" of extreme...
Wednesday 21 October 2026
CATL's profit growth slows, sharpening focus on 50% energy-storage revenue target
CATL's third-quarter revenue rose 58.58% year-over-year to CNY165.22 billion (approx. US$24.73 billion), but net profit attributable to shareholders increased just 14.54% to CNY21.25...
Wednesday 21 October 2026
AMEC seeks South Korean foothold through MOCVD trials with SK Keyfoundry, Magnachip
AMEC is seeking an entry into South Korea's power semiconductor market through MOCVD equipment trials with SK Keyfoundry and Magnachip. The Chinese equipment supplier holds a large...
Wednesday 21 October 2026
Chinese nickel producers weigh coordinated HPAL cuts in Indonesia
Executives from Chinese nickel producers plan to meet as early as October 20 to seek coordinated production cuts at Indonesian processing plants as weaker prices and rising costs pressure...