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Monday 13 April 2026
Japan funds AI chip ecosystem around Rapidus

Japan is accelerating efforts to rebuild a domestic advanced semiconductor ecosystem, with Rapidus at the center of a state-backed push spanning 2nm logic, advanced packaging, and AI chip demand creation

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Monday 13 April 2026
Global chip equipment sales reach record US$135 billion as AI drives investment surge

Worldwide semiconductor manufacturing equipment sales rose 15% to a record US$135.1 billion in 2025 from US$117.1 billion a year earlier, driven by investment in advanced logic, memory, and AI-related capacity expansion, SEMI, the global semiconductor industry association, said

Monday 13 April 2026
Qualcomm moves into custom DRAM with CXMT for smartphones
Qualcomm is reportedly exploring a partnership with China's Changxin Memory Technologies (CXMT) to develop custom DRAM tailored for smartphones, a move that reflects mounting pressure across the mobile supply chain as memory shortages and rising costs reshape industry dynamics
Monday 13 April 2026
China pressure drives Hyundai to reshape supply chain with fewer Tier 1 suppliers
The global automotive supply chain is undergoing a significant transformation driven by electrification and autonomous driving trends, shifting from traditional mechanical parts procurement toward in-house development or partnerships with tech giants. South Korea's Hyundai has recently changed its sourcing approach by expanding open tendering and reducing the number of Tier 1 suppliers
Monday 13 April 2026
Quantum meets AI: which Asian nation will take the lead in sovereign tech?
AI and quantum computing are converging — and the geopolitical consequences are profound. At the GITEX AI Asia forum, industry experts argued that this integration goes beyond a technological breakthrough. It is reshaping national competitiveness and strategic deterrence
Monday 13 April 2026
Taiwan panel makers keep sub-7.5G lines, pivot to flexible capacity strategy
BOE former chairman Wang Dongsheng once predicted that panel production lines below Generation 7.5 would eventually be phased out following the end of the industry's oligopolistic phase. Yet Taiwan's leading panel makers are taking a more nuanced path. While capacity reductions continue, both AUO and Innolux reject a blanket shutdown approach, opting instead for selective and strategic adjustments
Monday 13 April 2026
Samsung caught between worker payouts and chip ambitions
South Korean tech giant Samsung Electronics is facing a large-scale strike threat, and whether it will extend into May remains an open question, as labor-management negotiations remain at a deadlock. The union's demand for a substantial allocation of a performance bonus has widened the gap between the two sides, raising the risk of industrial action
Monday 13 April 2026
AI memory crunch revives DDR3 in PC market
AI demand is squeezing global DRAM supply to the point where the PC market is turning back to decade-old technology. Shortages in DDR5 and DDR4 have pushed prices high enough to revive DDR3 platforms, with Fnnews reporting that Colorful Yugong Technology (formerly Seethru Co.) will restart limited production of Intel H81 motherboards in May to target low-cost PC builds
Monday 13 April 2026
India roundup: Domestic chip firms anchor India's semiconductor ambitions

India is advancing its semiconductor ecosystem via design alliances and acquisitions, while recalibrating its China ties. IndieSemiC and Kaynes target local chip gaps despite uncertain demand, and Cyient's Kinetic deal boosts power IC capabilities. Meanwhile, security-driven supplier shifts and new export opportunities highlight India's evolving strategic and industrial positioning

Sunday 12 April 2026
Murata produces seven automotive MLCCs for autonomous driving and power supply markets
Murata Manufacturing, a leading Japanese passive component manufacturer, announced that it has begun mass production of seven types of multilayer ceramic capacitors (MLCCs) for automotive applications, achieving the world's largest capacitance across various rated voltages and sizes
Sunday 12 April 2026
US expands tech curbs on China with MATCH Act and FCC testing ban proposal

US lawmakers from both parties have recently introduced a new bill aimed at further restricting China's access to advanced semiconductor manufacturing equipment. The move seeks to strengthen efforts to curb China's ambitions in semiconductor development and to achieve closer alignment with allies such as the Netherlands and Japan on export controls

Sunday 12 April 2026
China's Hwatsing ships 1,000th CMP system, targets advanced chip manufacturing growth

Hwatsing Technology has emerged as one of China's most prominent domestic suppliers of chemical mechanical planarization (CMP) equipment, a critical process step in advanced chip manufacturing

Sunday 12 April 2026
From modules to market: Chinese storage going global
As concerns over energy security converge with the push for low-carbon transition, energy storage has emerged as a central arena in the global energy shift—and China's companies are moving quickly to claim a larger role
Saturday 11 April 2026
AdaniConneX CEO outlines gigawatt-scale India data center push amid AI infrastructure surge

At GITEX AI Asia, AdaniConneX CEO Jeyakumar Janakaraj said the company is building toward gigawatt-scale data center capacity in India, as demand for artificial intelligence infrastructure accelerates across the region

Saturday 11 April 2026
DJI tops US$11bn, targets imaging leadership within 10 years

SZ DJI Technology founder Frank Wang gave his first interview to Chinese online media in a decade, outlining a shift behind the company's global leadership—from a product-driven model toward a dual focus on products and management

Saturday 11 April 2026
Samsung Exynos 2700 benchmark leak offers early look at 2nm SF2P performance
Samsung's next-generation mobile processor, the Exynos 2700, has appeared in early benchmark tests, offering one of the first real-world signals of how its second-generation 2nm process may perform ahead of mass production