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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. China's leading NAND flash producer YMTC is reportedly being assigned a stabilisation role, prioritising support for key domestic industries to maintain supply chain continuity and avoid production disruptions and layoffs
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Wednesday 4 February 2026
Nvidia shapes the HBM4 race as Samsung, SK Hynix jockey for position
Record demand for artificial intelligence applications propelled Samsung Electronics and SK Hynix to milestone financial results in 2025. On January 29, 2026, the two South Korean memory giants held rare, nearly simultaneous earnings calls to signal their respective positions in the race for the next generation of high-bandwidth memory
Wednesday 4 February 2026
Taiwan prioritizes global partnerships in trade
Officials from Taiwan's Ministry of Finance are attending the 2026 APEC Finance and Central Bank Deputies' Meeting (FCBDM) in Shanghai from February 4-5, just after opposition Kuomintang (KMT) leaders led business representatives to Beijing for a cross-strait exchange forum on February 3. Some argue that Taiwan should not deepen ties solely with the US to avoid losing economic resilience, emphasizing the need to maintain trade and investment relations with China
Wednesday 4 February 2026
Defending the crown: Samsung and LG leverage AI and Micro RGB to counter Chinese rivals in appliances and displays
As Samsung Electronics and LG Electronics prepare for 2026, both South Korean technology leaders are sharpening their competitive edge by embedding artificial intelligence (AI) across displays and home appliances. Beyond hardware upgrades, their strategies increasingly rely on subscription and leasing models, platform ecosystems, and an expanded Micro RGB TV lineup, signaling a shift toward service-oriented growth and deeper customer engagement
Wednesday 4 February 2026
Alphabet reportedly plans major Bangalore expansion, bolstering India's AI ambition
Alphabet Inc., the parent company of Google, is planning a significant expansion in India, potentially taking millions of square feet of new office space in Bangalore's Whitefield tech corridor, Bloomberg reported, citing people familiar with the matter. The move comes as the US tech giant seeks to strengthen its AI and cloud capabilities in one of its fastest-growing overseas markets
Wednesday 4 February 2026
China's memory makers abandon low-price strategy: DRAM, NAND near Korean levels
Recent market speculation has claimed that China's memory producer CXMT is triggering a price war by offloading DDR4 at deep discounts. Supply chain sources, however, said CXMT has largely pivoted to DDR5 process development, keeping only around 10,000 wafers of DDR4 capacity for a handful of long-term customers, making large-scale, low-priced dumping into the open market unlikely
Wednesday 4 February 2026
Karnataka govt wades into Foxconn tax dispute, averting escalation
The Karnataka government has asked two local gram panchayats to stand down from taking action against Taiwanese contract manufacturer Foxconn over alleged tax dues, a move that temporarily defuses a dispute threatening the state's investment climate, according to The Economic Times
Wednesday 4 February 2026
China's tech giants transform Lunar New Year into AI showdown
This year's Lunar New Year holiday is shaping up as an intense AI competition for China's tech industry. Unlike previous campaigns driven by payment platforms or e-commerce red envelope promotions, the main battlefield has shifted toward AI assistants and large-model application entry points
Wednesday 4 February 2026
CXMT, YMTC scale up DRAM and HBM output keenly in largest expansion push yet
Amid an acute global memory chip shortage, China's leading manufacturers ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies (YMTC) are rolling out their most aggressive capacity expansion plans, seeking to close the gap with global giants Samsung, SK Hynix, and Micron
Wednesday 4 February 2026
Alibaba's Quark glasses escalate China's push against Meta and Samsung
Alibaba Group's launch of its Quark artificial intelligence glasses has intensified competition in the global market for AI-powered wearables, as Chinese technology companies step up efforts to challenge a category where US firms led by Meta Platforms have taken an early lead
Wednesday 4 February 2026
India wins electronics investment, but key gap threatens momentum
India's rise as an electronics manufacturing hub has been one of the fastest shifts in the global supply chain over the past decade. Geopolitical realignments, generous incentives, and growing interest from multinational companies have pushed the country into the spotlight as a serious alternative manufacturing base
Wednesday 4 February 2026
Samsung SDI posts heavy loss in 2025, pins recovery hopes on energy storage
Samsung SDI, one of South Korea's three major battery makers, posted a steep operating loss in 2025 as the global market for electric vehicle batteries slumped. The company reported an operating loss of more than KRW1.7 trillion (US$1.17 billion) for the year. However, it is betting that a shift in strategy—anchored by local production of lithium iron phosphate (LFP) batteries in the United States and an expansion of its energy storage systems business—will return it to profitability in 2026
Wednesday 4 February 2026
Samsung to tear down birthplace of its chip business at Giheung campus for new R&D center

Samsung Electronics is dismantling a key building at its Giheung campus as part of plans to construct a large-scale advanced research center, according to Hankyung. The site, known as SR5, is regarded as the birthplace of the company's semiconductor business and the location where Samsung developed its 65-megabit DRAM in 1992

Wednesday 4 February 2026
Samsung Electro-Mechanics poised to enter Nvidia NVSwitch substrate supply chain

Samsung Electro-Mechanics (Semco) has secured its first supply role with Nvidia, the world's leading GPU manufacturer, to provide high-end flip chip ball grid array (FC-BGA) substrates for NVSwitch systems. According to South Korea's Seoul Economic Daily, the agreement marks the company's first engagement as a supplier of these specific components to Nvidia

Wednesday 4 February 2026
Aito's surge lifts Seres to front of China's EV race

After Huawei transferred the "Aito" brand and related patents to Seres for CNY2.5 billion (approx. US$359 million), Seres has rapidly consolidated its position in China's fast-growing new-energy vehicle (NEV) market. While Huawei no longer owns the brand, it continues to provide Seres with technical and marketing support, including smart cockpit systems and advanced driver-assistance technologies

Wednesday 4 February 2026
China leads the humanoid robot supply chain, with 2026 sales forecast to jump
Morgan Stanley is bullish on China's humanoid robot market, forecasting sales to surge 133% year-over-year to 28,000 units in 2026. As supply-chain costs decline and mass production accelerates, humanoid robots are expected to gain initial traction in industrial applications before expanding into consumer markets over the next decade