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Monday 23 March 2026
China's AI GPU self-sufficiency to hit 80% by 2030 highlights growing challenges for Nvidia
Recent reports indicate that the Trump administration planned to tighten export controls on AI chips to China but has since withdrawn new proposals. While these regulatory pressures make it difficult for US-based AI chipmakers like Nvidia and Advanced Micro Devices (AMD), China's AI GPU market is not standing still waiting for Washington's approval
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Tuesday 24 March 2026
Insta360 pushes back against DJI in escalating patent dispute
China's leading consumer drone maker, DJI, has formally filed suit against rival Insta360, alleging disputes over ownership of six patents. The case, which also implicates several former core DJI research engineers, has been accepted by the Shenzhen Intermediate People's Court
Tuesday 24 March 2026
India outlines strategic roadmap to reach 1,121GW power capacity by fiscal 2035-2036
The Government of India, through the Central Electricity Authority (CEA), has released the National Generation Adequacy Plan (2026-27 to 2035-36), detailing a comprehensive roadmap to ensure a reliable and sustainable power supply for the next decade. The plan addresses the projected peak electricity demand of 459 GW and an annual energy requirement of 3,365 billion units (BU) by 2035-36
Tuesday 24 March 2026
DNP to open R&D base in Telangana, India, to advance mobility and medical healthcare research
Dai Nippon Printing (DNP)'s decision to open a research and development base in Telangana in April 2026 could accelerate collaborative innovation between the Japanese industry and Indian academia, with potential impacts on electric vehicle charging and pharmaceutical ingredient production for global markets
Tuesday 24 March 2026
Hanwha Semitech's SK Hynix TCB deal draws scrutiny over KRW100 billion guarantee
Hanwha Semitech's supply of thermal compression bonding (TCB) equipment for high-bandwidth memory (HBM) to SK Hynix is drawing scrutiny after the South Korean equipment maker maintained a KRW100 billion (US$66.7 million) performance guarantee since early 2025, raising questions about whether its equipment has fully met the chipmaker's requirements
Tuesday 24 March 2026
India restores full export incentives to help exporters amid trade disruptions in West Asia
The government announced on March 23 that it has restored the rates and value caps under the Remission of Duties and Taxes on Exported Products (RoDTEP) scheme for all eligible export products, effective from March 23, 2026
Tuesday 24 March 2026
SK Hynix reportedly advances M15X ramp, opens second cleanroom ahead of schedule

SK Hynix has brought forward the ramp-up of its M15X DRAM facility in Cheongju, opening a second cleanroom and beginning equipment move-in about two months ahead of schedule amid rising demand for memory tied to artificial intelligence (AI), according to East Asia Daily

Tuesday 24 March 2026
China's AI GPUs face equipment and software constraints, but system-level design boosts self-reliance
Although it may appear that China's AI GPU development is behind the US by one or more generations, a recent Morgan Stanley report reveals the actual gap is smaller than widely perceived
Tuesday 24 March 2026
OpenClaw lands in WeChat, signaling a new era of AI agents in messaging
Tencent has officially launched ClawBot, a plugin that integrates the popular open-source AI agent framework OpenClaw into its flagship messaging platform, WeChat, marking a significant move in China's AI race. The integration allows WeChat's over one billion monthly active users to send commands and interact with OpenClaw directly within their chat interface, turning conversations into actionable AI interactions. Setup takes just two minutes via a QR code scan or a copied command
Tuesday 24 March 2026
Alibaba unveils XuanTie C950 and C925, advancing RISC-V into AI and edge computing

Alibaba's DAMO Academy has introduced two new RISC-V processors—the flagship XuanTie C950 and the energy-efficient C925—marking a significant step in pushing the open-source architecture into both high-performance AI and edge applications

Tuesday 24 March 2026
DJI sues Insta360 in China, escalating patent dispute in sports imaging market
Competition in China's action camera and drone markets is intensifying, as DJI has filed a lawsuit against rival Insta360, marking a sharp escalation in a rivalry that had already been spilling across product lines
Tuesday 24 March 2026
Trump administration's 'Pax Silica' fund to strengthen global semiconductor and AI supply chains
The Trump administration set up a US$250 million fund intended to grow out of its "Pax Silica" initiative launched in December 2025, aimed at supporting global supply chains for semiconductors, artificial intelligence (AI), and critical minerals, according to the New York Times. The fund represents the first step in a voluntary consortium that could attract up to US$1 trillion in investments from allies, including Singapore, the United Arab Emirates (UAE), Qatar, Sweden, Japan, South Korea, Israel, Britain, and Australia, with the US committing US$250 million
Tuesday 24 March 2026
TSMC's Wei draws battle lines between US AI and China's hardware in robotics race
TSMC chairman C.C. Wei's recent remarks on the global robotics landscape have sparked an industry debate over whether the US or China holds the upper hand in the race to commercialize humanoid robots
Tuesday 24 March 2026
US FCC adds foreign-produced routers to national security 'Covered List'
The US Federal Communications Commission's (FCC) Public Safety and Homeland Security Bureau announced on March 23, 2026, that it has officially added routers produced in foreign countries to its "Covered List" of equipment and services deemed to pose an unacceptable risk to US national security. This move follows a National Security Determination issued on March 20, 2026, by an Executive Branch interagency body
Tuesday 24 March 2026
Tata Semiconductor secures US$735 million for Dholera chip fab with strict lender conditions
Tata Semiconductor Manufacturing's US$735 million loan package could accelerate India's domestic chip ambitions, but it also highlights execution and supply-chain risks for global technology supply chains. Lenders have insisted on brand continuity and majority control over the company while accepting leased land valued at zero as collateral, according to Mint and The Economic Times
Tuesday 24 March 2026
Huawei's Ascend 950PR debuts with nearly 3x H20 performance, targets China's AI compute gap
Huawei has officially launched its Ascend 950PR processor and introduced the Atlas 350 AI accelerator card equipped with this chip, marking the commercial debut of its next-generation inference computing platform. At Huawei China Partner Conference 2026, the company showcased the Ascend 950PR AI chip, highlighting that a single Atlas 350 card delivers up to 2.87x the compute power of Nvidia's H20, emphasizing its FP4 low-precision inference capabilities, a rare feature among AI accelerators in the Chinese market