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Thursday 29 January 2026
China advances system-level datacenter design through PCIe 6.x, CXL 3.x interconnect
In recent years, data center development has focused on boosting the performance of CPUs, GPUs, and other compute processors. As computing scale continues to expand, the incremental...
Thursday 29 January 2026
Why can't tech giants escape China's smartphone production grip?
Global technology companies, including Google, are increasingly shifting new product introduction (NPI) stages away from China to reduce geopolitical risks, with recent reports indicating...
Wednesday 28 January 2026
SK Hynix bets $10B on Silicon Valley with new U.S. AI subsidiary
SK Hynix announced on Wednesday, January 28, 2026, it will establish a new US-based entity dedicated to artificial intelligence solutions, backed by a planned US$10 billion investm...
Wednesday 28 January 2026
MetaX revenue more than doubles to US$230 million as losses narrow
China's GPU developer MetaX reported strong revenue growth for fiscal 2025, driven by rising demand for domestically produced AI chips. In a preliminary earnings release on January...
Wednesday 28 January 2026
Beijing greenlights Nvidia H200 shipments to ByteDance, Alibaba, Tencent

China has approved purchases of Nvidia’s H200 artificial intelligence chips by ByteDance, Alibaba and Tencent, four people familiar...

Wednesday 28 January 2026
Apple's iPhone 17 powers a strong quarter as memory costs soar
Apple is set to report fiscal first-quarter 2026 earnings on January 29, with strong sales of the iPhone 17 expected to drive record operating performance and solid smartphone shipments...
Wednesday 28 January 2026
Samsung reportedly channels most 1c DRAM capacity into HBM4 for early 2026 mass production
Samsung Electronics is emerging as the leading supplier of sixth-generation High Bandwidth Memory (HBM4) to Nvidia and AMD as of February 2026, backed by growing confidence in its...
Wednesday 28 January 2026
Why the Nexperia crisis is still accelerating 'non-red' automotive supply chains

By the end of 2025, a political dispute between the Netherlands and China had rippled through the global automotive industry. Nexperia,...

Wednesday 28 January 2026
KGD joins memory price rally with China vendor raising prices by up to 80%
A fresh wave of memory price hikes is sweeping across the semiconductor supply chain, spreading from AI memory products into manufacturing, packaging, and testing, and upstream materials...
Wednesday 28 January 2026
As China races to localize auto chips, Taiwan locks onto upmarket
In recent years, Chinese companies have significantly increased their investment in automotive semiconductors, aiming to accelerate the development of a domestic supply chain. Yet...
Wednesday 28 January 2026
China's new commercial space plan aims to reshape global space economy by 2027
China's National Space Administration (CNSA) announced a strategic initiative on November 25, 2025, intending to make China the world leader in commercial space activities by 2027...
Wednesday 28 January 2026
China's TV subsidies lose traction, shipments likely to decline in 2026
China will continue implementing its national subsidy policy in 2026, but with stricter conditions and higher thresholds. Judging from TV sales trends in 2025, the subsidies had already...
Wednesday 28 January 2026
South Korea's trade with Vietnam grows strongly; sets export value record in 2025
South Korea's total export value surpassed US$700 billion for the first time in 2025, with Vietnam remaining the third-largest trading partner and the second-largest source of South...
Tuesday 27 January 2026
Nexperia supply crisis eases as Honda and GAC restart three China plants
Honda announced on January 26, 2026, that its previously halted Chinese auto factories had gradually resumed production since January 19. The shutdowns were primarily caused by a temporary...
Tuesday 27 January 2026
Chinese GPU startup Iluvatar CoreX lays out roadmap targeting Nvidia's Rubin
Chinese GPU startup Iluvatar CoreX has unveiled a multi-generation product roadmap that it says could see its fourth-generation architecture surpass Nvidia's upcoming Rubin platform...