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Tuesday 3 February 2026
YMTC enters LPDDR5 battlefield as China leans on it to steady NAND flash supply
Memory shortages are worsening across the market as international suppliers shift capacity aggressively toward servers, tightening supply for consumer electronics and automotive sectors...
Tuesday 3 February 2026
NXP signals modest recovery despite automotive shortfall as shares dip on high market expectations
NXP Semiconductors reported a sequential recovery across most end markets in its fourth-quarter results, yet its core automotive business grew more slowly than anticipated. This performance...
Tuesday 3 February 2026
Nexperia plans Malaysia expansion in face of geopolitical risks and automotive supply concerns
Geopolitical tensions between the Netherlands and China led to Nexperia halting shipments at the end of 2025, raising concerns over potential disruptions in the automotive semiconductor...
Monday 2 February 2026
China's auto industry hits record low 4.1% profit margin in 2025
China's automotive sector faces mounting profit pressure despite growing sales volume, with the average profit margin dropping to a near five-year low of 4.1% in 2025, according to...
Monday 2 February 2026
Semco's Tianjin MLCC plant capacity runs flat out on EV, AI server expansion
Rising automotive electronics demand has pushed Samsung Electro-Mechanics (Semco)'s Tianjin plant to full capacity across its multilayer ceramic capacitor (MLCC) production lines,...
Monday 2 February 2026
India roundup: EU and India concludes FTA amid global trade disruption
After two decades, India and the EU close an FTA deal as US's tariff policy is disrupting the global supply chain.
Saturday 31 January 2026
Samsung, SK Hynix target surging growth in automotive memory market for autonomous driving systems
Automobiles are rapidly transforming into servers/smartphones-on-wheels with the advancement of autonomous driving technologies, which has led to a surge in demand for automotive memory...
Friday 30 January 2026
Dutch curbs on Nexperia risk breaking Europe's semiconductor supply chain, says CSIA
Wei Shaojun, vice president of the China Semiconductor Industry Association (CSIA) and a widely recognized pragmatic voice within China's semiconductor sector, has spoken out against...
Friday 30 January 2026
Realtek poised for growth in automotive Ethernet, AI, and consumer electronics sectors
Realtek is projecting a stronger financial performance in 2026, driven by its expanding automotive Ethernet products, AI applications, and established consumer electronics lines. The...
Thursday 29 January 2026
AI boom threatens global chip supply, automakers warned

The Covid-19 pandemic once sparked a wave of upgrades for personal computers and smartphones, fueling strong demand for semiconductors...

Thursday 29 January 2026
Sunny Optical restructures as China's lens makers face layoffs prompted by smartphone slump
China's optical industry is confronting significant challenges as several lens module manufacturers reportedly plan layoffs early in 2026, prompted by sluggish smartphone sales and...
Thursday 29 January 2026
Tesla bets future on custom chips as profit plunges 64%
Tesla's latest earnings showed softer vehicle demand but improving margins, while management and analysts focused on the company's accelerating investments in custom chips, AI compute,...
Thursday 29 January 2026
Taiwan tops auto display revenue while China dominates volume
China's LCD panel industry leads globally across major applications, pushing many Japanese and South Korean suppliers out of the market. In automotive displays, Chinese manufacturers...
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
TI outlook points to tentative recovery as cash flow strength offsets profit pressure
Texas Instruments' (TI) latest results and guidance suggest a cautious rebound in demand, particularly in industrial and automotive markets, even as profits remain under pressure....