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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...
Wednesday 21 October 2026
How ByteDance, Alibaba, Tencent are testing the boundaries of US AI chip restrictions
Chinese tech giants ByteDance, Alibaba, and Tencent have collectively ordered more than 3 million units of Nvidia's new RTX PRO 5500 graphics cards, representing a total value exceeding...
Wednesday 21 October 2026
Robot hands get cheaper, but factories still want proof
Competition among Chinese suppliers is driving down prices for dexterous robotic hands, but cheaper hardware has yet to resolve a bigger challenge for humanoid developers: proving...
Wednesday 21 October 2026
Huawei-linked Yinwang gives CATL battery swapping a wider route into smart vehicles
Chinese battery giant CATL is giving its battery-service business a distinctive boost through a three-party battery-swapping agreement linking Huawei-affiliated Yinwang Intelligent...
Tuesday 20 October 2026
Samsung's HBM4 supply lock-in exposes limits of China's CXMT as Apple and Tesla seek DRAM alternatives
Samsung Electronics is expected to enter 2027 with approximately 80% of its planned memory production secured under long-term contracts, reinforcing its pricing position while China's...
Tuesday 20 October 2026
BYD's China EV battery market share slips as overseas installations surge 66.5%
BYD is facing declining market share in China's domestic electric vehicle (EV) battery market, even as its overseas business continues to expand, highlighting a growing divergence...
Tuesday 20 October 2026
Hygon's revenue jumps 58% on AI chip demand, but growth slows amid 51% stock slump
China's Hygon Information Technology reported a 57.58% increase in revenue for the first nine months of 2026, reflecting sustained demand for domestic high-performance processors and...
Tuesday 20 October 2026
DeepSeek-Huawei chip co-design could shift AI training away from Nvidia
DeepSeek is reportedly working closely with Huawei to influence the design of its future AI chips, a link reportedly closer than typical supplier-customer relationships. The collaboration...
Tuesday 20 October 2026
China tightens drone export controls, extending restrictions to critical components, technologies
China's Ministry of Commerce, General Administration of Customs, and military authorities jointly announced revised export controls on drones on October 19, covering complete aircraft,...
Tuesday 20 October 2026
China's S2C–HyperSilicon merger targets hardware emulation gap in domestic EDA with Empyrean backing
China's electronic design automation (EDA) industry is consolidating, with Shanghai-based S2C and Wuxi-based HyperSilicon merging into a unified digital front-end EDA platform. Backed...
Tuesday 20 October 2026
China's tech-driven commerce plan pushes AI into phones, PCs, and robots
On October 19, 2026, China's Ministry of Commerce and eight other government departments issued guidelines on accelerating "technology-driven commerce" that call for deepening the...
Tuesday 20 October 2026
Alibaba's XuanTie tops 6 billion RISC-V chip shipments, expands into AI servers with C950
Cumulative shipments of chips incorporating Alibaba DAMO Academy's RISC-V processor intellectual property (IP), branded XuanTie, have surpassed 6 billion, marking a milestone for the...