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Tuesday 14 April 2026
China's 2nm AI GPU hits prototype, production unclear
Shanghai Dishan Technology has advanced its 2nm-class AI GPU into the prototyping stage, marking a rare push by a China-based designer into cutting-edge AI silicon — though manufacturing access and software readiness remain major hurdles
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Tuesday 14 April 2026
Vietnam-China talks target energy security, telecom, infrastructure deals

Vietnamese Communist Party General Secretary and State President To Lam will pay a state visit to China from April 14-17, where he is set to meet Chinese President Xi Jinping. Against the backdrop of ongoing conflict in the Middle East, both sides are expected to prioritise energy security and expand bilateral trade cooperation

Tuesday 14 April 2026
Samsung begins P4 equipment orders as 1c DRAM investment enters execution

Samsung Electronics has begun procuring semiconductor equipment for its P4 facility in Pyeongtaek, marking the transition of its planned 1c nanometer DRAM investment into the execution phase, according to South Korean media reports

Tuesday 14 April 2026
Samsung Electro-Mechanics reportedly to expand AI packaging with MLCC embedded substrate line in Vietnam
As AI chips demand higher performance and denser integration, advanced packaging and substrate technologies have become critical in the semiconductor race. Samsung Electro-Mechanics (Semco) is reportedly establishing a new production line for multilayer ceramic capacitor (MLCC) embedded semiconductor substrates at its Vietnam facility to strengthen its position in the AI semiconductor supply chain
Tuesday 14 April 2026
Glass substrates move toward mass production as Intel, Samsung Electro-Mechanics step up efforts
Glass substrates are entering a critical pre-mass production phase as demand for high-performance AI chips accelerates. As AI workloads require larger chip sizes and higher bandwidth, the industry is shifting its focus toward mass production timelines and yield stability, according to industry sources and reports by ChosunBiz
Tuesday 14 April 2026
JCET advances CPO, glass substrates to capture AI packaging demand
JCET, China's leading outsourced semiconductor assembly and test (OSAT) provider, is accelerating its push into advanced packaging, sharpening its position in AI servers, data centres, and high-performance computing
Tuesday 14 April 2026
Samsung Foundry advances space semiconductor chip and technology development
As global companies unveil plans for space AI data centers, South Korean firms are prioritizing space-related technology as a new growth driver. Samsung Electronics' foundry division is reportedly actively developing space semiconductors and related foundry technologies
Tuesday 14 April 2026
Samsung boosts Galaxy S26 production by 600,000 units in April
Samsung Electronics has raised its production plans for the Galaxy S26 series in April 2026 from 2.4 million to 3 million units, driven mainly by strong demand for its top-tier Galaxy S26 Ultra model, which accounts for 60-70% of sales and serves as a key growth driver
Tuesday 14 April 2026
Yaskawa Electric sees AI robot, chip demand boost profits

Japan's Yaskawa Electric is pointing to a turning point in its earnings trajectory, with AI-driven robotics and semiconductor equipment demand converging to lift orders, margins, and outlook

Tuesday 14 April 2026
Alibaba boosts fusion startup NovaFusionX in bid to secure AI energy edge
As generative AI and large-scale computing infrastructure continue to expand, the industry is coming to recognize "power as the limit of compute." With AI data centers demanding a high-intensity, stable power supply, Chinese tech giants are accelerating their expansion into the energy sector
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
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

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
China chipmaker Hygon expands CPU-GPU strategy for AI compute

China's push for AI self-sufficiency is lifting Hygon Information Technology from a server CPU supplier into a broader AI compute platform player. Its "CPU + DCU (Deep Computing Unit)" strategy is now taking shape, positioning the company to serve both general-purpose and AI workloads in a market racing to localise computing power

Monday 13 April 2026
Pony.ai charts a different path into the European robotaxi market
The competition to deploy robotaxis across Europe is intensifying. A partnership led by European start-up Verne, alongside Uber and China's Pony.ai, has been described by industry observers as a vehicle for introducing Chinese autonomous-driving technology into Europe under a local banner. The model stands in contrast to homegrown automakers such as Volkswagen and Mercedes-Benz, which are pursuing more self-reliant technological strategies
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