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Thursday 22 January 2026
EMS watch: Chinese EMS champions reshape their playbooks around AI hardware, autos, and global delivery
A cluster of China's leading electronics manufacturers and component suppliers is entering the new year with a clearer division of labor across the AI device wave, automotive electrification,...
Thursday 22 January 2026
Luxshare faces alleged ransomware attack, putting Apple and Nvidia data at risk

China-based electronics manufacturing giant Luxshare Precision has been hit by a major cybersecurity incident, with a ransomware group...

Thursday 22 January 2026
Chinese banks turn to satellites, boosting the country's commercial space industry

Since the start of 2026, China's commercial space sector has once again emerged as a focal point for both capital markets and industrial...

Thursday 22 January 2026
Commentary: China's NPI edge comes under pressure
Geopolitical uncertainty shows little sign of easing, driving continued adjustments across the global consumer electronics supply chain. In manufacturing, the industry is moving beyond...
Thursday 22 January 2026
Rising China-Japan tensions put semi materials in the spotlight

As tensions between China and Japan escalate over export controls on rare earths and semiconductor materials, China is accelerating efforts...

Thursday 22 January 2026
Lutnick warns memory chipmakers may face 100% tariffs without US production

Samsung Electronics and SK Hynix have been investing tens of trillions of won each year to expand memory production as the global market...

Wednesday 21 January 2026
TSMC capacity crunch signals opportunity for Samsung's advanced nodes

The explosive demand for AI chips has created a rare production bottleneck for TSMC's advanced 3nm process, with capacity fully booked...

Wednesday 21 January 2026
Seeking new growth, Huawei pushes deeper into China's auto industry with ADS expansion
Huawei plans a sweeping expansion of its presence in China's smart car industry in 2026, betting that advanced driver-assistance software, in-car operating systems, and digital chassis...
Wednesday 21 January 2026
Twin rocket failures expose risks in China's space race
China's space launch program suffered a rare setback this week, as two rockets failed in separate launch attempts within hours of each other—an unusual break in a record of growing...
Wednesday 21 January 2026
China's 2025 smartphone shipments dip slightly in 2025 as brand competition heats up
Apple, with its iPhone 17 series driving sales, has seen its monthly market share in China surge above 20%, while other major brands like Huawei, Vivo, Honor, Oppo, and Xiaomi have...
Wednesday 21 January 2026
China's premier highlights AI large models in strategic development talks
On January 19, 2026. China's Premier Li Qiang hosted a forum including MiniMax founder Yan Junjie, marking increased recognition of AI large model enterprises in national policy. This...
Wednesday 21 January 2026
Column: Japan bets on deep-sea rare earth mining to break China's supply grip
On January 12, 2026, Japan's scientific drilling vessel Chikyu slowly departed port, heading toward the waters near Minamitorishima Island, about 1,900km southeast of Honshu...
Wednesday 21 January 2026
China tightens rare earth export controls to Japan, further fueling geopolitical tensions
Chinese authorities have increased scrutiny on rare earth exports bound for Japan, as export volumes declined in December 2025 compared to the previous month. The move reflects Beijing's...
Wednesday 21 January 2026
China's semiconductor equipment leaders push HBM autonomy as US tightens restrictions
US export restrictions on advanced semiconductor equipment to China have become the biggest obstacle to China's domestic production of high-bandwidth memory (HBM). It has been reported...
Wednesday 21 January 2026
China's AI industry reshapes as GPUs rise to be core strategic asset
As geopolitical tensions escalate, China's AI industry development is shifting from the application layer to underlying computing power and core chip technologies, with GPU- and AI...