CONNECT WITH US
Tuesday 21 April 2026
Samsung scales MRAM to 8nm, setting 5nm showdown with TSMC in 2027
Samsung is accelerating its push into magnetoresistive random-access memory (MRAM), positioning the technology as a strategic pillar alongside DRAM and high-bandwidth memory (HBM) in the intensifying global AI semiconductor race
Tuesday 21 April 2026
Seiko Epson unveils long-term vision for sustainable growth
Seiko Epson, which marked its 50th anniversary in 2025, recently launched a long-term vision plan, the Engineered Future 2035, addressing AI, geopolitical shifts, and digital transformation challenges. The company emphasized using return on invested capital (ROIC) as a key management metric to optimize capital allocation, realign its business portfolio, and concentrate resources on growth sectors to enhance operational performance and core value
Tuesday 21 April 2026
China amping up DRAM integration: GigaDevice expands into DRAM through CXMT tie-up
GigaDevice is moving into DRAM through a KRW1 trillion (US$680 million) related-party deal, combining CXMT's manufacturing capacity with its own sales network in a move that could reshape the global supply landscape
Tuesday 21 April 2026
Commentary: China motorcycle maker tests premium shift through performance engineering
When most discussions around Chinese brands still focus on how to expand overseas, Zhang Xue is taking a more radical approach: redefining the stage itself
Tuesday 21 April 2026
Foreign carmakers in China turn to local tech to regain lost ground

In China's vast auto market, foreign brands — and the joint ventures they once dominated — have been steadily overtaken by domestic rivals. Market share has eroded for years, forcing global carmakers to pivot strategically: embrace Chinese design, technology, and consumer sensibilities. The upcoming Beijing Auto Show is set to showcase that transformation, as a wave of foreign models infused with a distinctly "Chinese soul" debuts in a bid to reclaim lost ground

Tuesday 21 April 2026
Nissan slashes rare earth in EV motors, cutting China supply risk
Japanese automaker Nissan Motor has sharply reduced its reliance on critical minerals in its latest electric vehicle design, highlighting how automakers are re-engineering core components to navigate rising geopolitical risk and supply chain concentration
Tuesday 21 April 2026
Samsung's HBM4 yield improves, 4nm PMBIST upgrade receives praise from Nvidia
Samsung Electronics is accelerating its catch-up in the high-bandwidth memory (HBM) market against leader SK Hynix by advancing its sixth-generation HBM4. A key factor is Samsung's upgrade from traditional MBIST to programmable PMBIST testing architecture built on cutting-edge 4nm process technology, significantly enhancing production yield and efficiency
Monday 20 April 2026
Naura revenue climbs on China chip tool demand, margins tighten amid rising costs and competition
China semiconductor equipment maker Naura Technology delivered strong 2025 revenue growth on rising chip tool demand and domestic substitution, but weaker margins and intensifying competition signal a tougher next phase
Monday 20 April 2026
South Korea's DeepX moves DX-M1 AI chip into mass production; builds up inventory to address supply constraints
South Korean AI semiconductor startup DeepX has entered mass production and supply for its in-house neural processing unit (NPU), the DX-M1, as it seeks to scale revenue amid tightening wafer capacity and rising memory costs. The company said it has secured more than 30 purchase orders and is targeting US$40 million in revenue in 2026, supported by demand for low-power, cost-efficient AI chips
Monday 20 April 2026
Chinese auto parts chain expands amid smart and electric vehicle surge
China, the world's largest single automotive market, is also the most intense testing ground for the industry's shift toward smart and electric vehicles. DIGITIMES Research notes that China's adoption of advanced driver-assistance systems (ADAS) and intelligent cockpits in new cars has rapidly outpaced other regions, reaching significant penetration, especially in mid- to high-end models. Electric vehicles (EVs) have overtaken internal combustion engine cars as the sales leader in the passenger car segment, with the speed and scale of this transformation surpassing prior market expectations
Monday 20 April 2026
US's China containment shifts Taiwan firms' investment strategies
Taiwanese companies are shifting investment and repatriation patterns as the US-led containment policy and global resistance to Chinese tech firms reshape cross-strait business dynamics, potentially affecting supply chains, foreign investment flows, and technology partnerships worldwide, and prompting multinationals and policymakers to reassess exposure to China across manufacturing and finance sectors
Monday 20 April 2026
Samsung reportedly signals exit from LPDDR4 market as memory industry shifts toward LPDDR5
Memory makers are accelerating the phase-out of older mobile DRAM generations, with policies on LPDDR4 and DDR4 increasingly converging toward end-of-life (EOL) management as the industry shifts capacity toward higher-value LPDDR5, LPDDR5X, and server-class memory products
Monday 20 April 2026
Lens supplies 132 core components for Honor humanoid robot program, reinforcing role in embodied intelligence manufacturing
Lens Technology supplied 132 types of core metal structural components for Honor's humanoid robot program, underscoring its expanding role in embodied intelligence manufacturing and signaling increased global industrial capacity in robot production, supply-chain integration, and overseas facility expansion that could affect robotics availability and development worldwide
Monday 20 April 2026
Samsung tests domestic EUV masks to cut Japan reliance at 4nm

Samsung Electronics has begun testing domestic EUV blank masks in its 4nm foundry production line, a shift aimed at cutting reliance on Japanese suppliers and tightening control over critical chipmaking materials

Monday 20 April 2026
DeepSeek reportedly weighs first external fundraising as AI competition intensifies
Chinese AI startup DeepSeek is considering raising external funding for the first time, a move that would mark a significant shift for a company that has so far relied on backing from its parent, hedge fund High-Flyer Capital Management, according to a report by The Information, citing five people familiar with the matter