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Wednesday 26 August 2026
YMTC targets global NAND lead by 2027 as parent seeks US$5 billion IPO
Yangtze Memory Technologies (YMTC) is aiming to become the world's largest NAND flash supplier by the end of 2027, setting an aggressive target as its parent prepares a nearly US$5...
Wednesday 26 August 2026
Record mid-2026 growth for WUS Printed Circuit and China's pivot to ultra-high-layer PCBs
The global hardware supply chain is undergoing a structural transformation, driven by an unprecedented surge in artificial intelligence infrastructure investment. "This shift has brought...
Wednesday 26 August 2026
Malaysia mobility sector embraces Chinese firms as investment catalyst

Malaysia's mobility industry is welcoming a larger role for Chinese automakers, with investment, technology exchange and supplier development emerging as key themes at...

Wednesday 26 August 2026
Foxconn shifts China manufacturing from expansion to upgrade
Foxconn is accelerating the geographic diversification of its global manufacturing capacity as AI server demand surges and supply-chain regionalization continues, with 2026 capex expected...
Wednesday 26 August 2026
China's chip-tool makers are winning share and paying for it in margins
The first-half 2026 accounts now on file from China's listed semiconductor equipment makers describe an industry that has largely settled the question of whether domestic tools can...
Wednesday 26 August 2026
China fusion consortium targets 25T superconducting magnet prototype by 2030
China's nuclear fusion supply chain is stepping up work on high-temperature superconducting magnet technology. At the 2026 Fusion Energy Conference on August 25, China Fusion Energy...
Wednesday 26 August 2026
China chip equipment maker Naura posts 25% revenue growth, but R&D and margins squeeze profit
Naura Technology Group posted faster revenue growth than profit in the first half of 2026, with stronger semiconductor equipment sales offset by heavier R&D spending, higher sales...
Wednesday 26 August 2026
TCL, Asus drop China OLED as LGD gains edge
TCL has reportedly stopped using OLED panels from its own TCL CSOT unit as it expands its monitor lineup, instead turning again to LG Display (LGD), while Asus is said to have halted...
Wednesday 26 August 2026
Trump weighs Apple China chip deal as CXMT runs full
Apple is seeking to diversify its supply chain to ease pressure from rising memory costs and has reportedly sought US government clearance to buy memory from blacklisted Chinese chipmaker...
Wednesday 26 August 2026
China GPU race, Part 2: Moore Threads, MetaX, Biren and Enflame pursue four formulas for breaking Nvidia's grip
Enflame's planned US$893 million STAR Market IPO, examined in Part 1 of this series, highlights both the opportunity and the financial strain facing China's emerging AI chip suppliers,...
Wednesday 26 August 2026
LandSpace eyes Zhuque-3 refly within 6 months
Chinese commercial rocket maker LandSpace plans to relaunch its reusable Zhuque-3 booster within six months, after the vehicle successfully completed a vertical landing on land in...
Wednesday 26 August 2026
China GPU race, Part 1: Enflame IPO spotlights Tencent ties, deep losses and AI chip ambitions
Enflame Technology is preparing to become the latest of China's leading AI chip developers to tap public markets, with a CNY6 billion (approx. US$893 million) Shanghai STAR Market...
Wednesday 26 August 2026
Apple is only the test: Chinese memory makers CXMT, YMTC target North American cloud market
The memory industry is entering a powerful growth cycle, with Apple seeking to add Chinese suppliers CXMT and YMTC to its memory supply chain. With a meeting between US President Donald...
Wednesday 26 August 2026
BOE, 3M expand materials partnership as foldable OLED competition intensifies
BOE Technology Group and 3M have opened a joint research laboratory in Beijing that covers optical films, optically clear adhesives, structural adhesives and advanced materials development...
Wednesday 26 August 2026
China's EV giants redraw their boundaries as physical AI becomes its own business
The surprising convergence at the intersection of two fundamental applications of embodied AI — EVs and robotics — has given rise to an intensifying trend across both sectors...