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Monday 23 March 2026
Samsung chairman joins Beijing forum as China seeks foreign chip investment

Samsung Electronics chairman Lee Jae-yong is attending the China Development Forum (CDF) in Beijing on March 22-23 and is expected to meet major Chinese business partners following the event, according to Asiae and Korea Times

LATEST STORIES
Monday 23 March 2026
India's FDI reset opens controlled door to Chinese participation in semiconductor supply chains
India's decision to ease foreign direct investment (FDI) restrictions for neighboring countries marks a calibrated shift in policy that could reshape its electronics and semiconductor supply chains, even as geopolitical sensitivities remain intact
Monday 23 March 2026
San'an Optoelectronics founder detained, company assures stable operations
China's LED chip leader San'an Optoelectronics announced on March 23, 2026, that its actual controlling shareholder, Xiucheng Lin, has been detained and placed under formal investigation by China's national supervisory authorities, sparking market concerns. The company promptly clarified that the investigation will not affect current production or business operations, which are proceeding as normal
Monday 23 March 2026
China moves into high-end photoresist production: Dinglong ramps up, YMTC lends support
As geopolitical tensions and energy transport risks heighten volatility in the global semiconductor supply chain, the stability of upstream critical materials — particularly photoresists — is coming back into focus
Monday 23 March 2026
China's DeepLink unifies heterogeneous chips to boost AI computing power
The Shanghai AI Laboratory recently unveiled its DeepLink hybrid inference solution, emphasizing heterogeneous chip collaborative computing capabilities. This move marks a breakthrough in integrating China's AI computing infrastructure and is seen as a localized alternative amid limited access to advanced GPUs and interconnect technologies
Monday 23 March 2026
An imminent strike looms over Samsung's AI memory supply
Samsung Electronics is facing escalating labor tensions after its largest union secured approval for a strike, raising concerns over potential disruptions to semiconductor production at a critical juncture for the global AI supply chain, according to Korean media reports, including SEDaily and Chosun Ilbo
Monday 23 March 2026
Facing regulatory and competitive pressures, Apple CEO signals alignment with China
Apple CEO Tim Cook struck a conciliatory tone at the China Development Forum, praising Chinese developers and manufacturing capabilities while emphasizing shared goals in innovation and sustainability, just days after renewed state media criticism of Apple's App Store practices, according to Bloomberg
Monday 23 March 2026
Konica Minolta to expand AI chip inspection optics capacity 2.6x by 2027

Japanese optical component and office equipment maker Konica Minolta said on March 18 it will scale up its optical components business for semiconductor inspection systems, targeting revenue of JPY15 billion (approx. US$94.1 million) in the fiscal year ending March 2031 (April 2030-March 2031). The segment is projected to generate JPY2.5 billion in fiscal 2025

Sunday 22 March 2026
Samsung union votes to strike, risking Nvidia HBM4 supply disruption
Samsung Electronics' labor union has voted overwhelmingly to initiate dispute proceedings following a breakdown in wage negotiations, raising concerns over potential disruptions to the supply of HBM4 memory for Nvidia's next-generation AI accelerators
Saturday 21 March 2026
Xiaomi MiMo-V2-Pro tops AI model rankings in blind tests

An unidentified artificial intelligence (AI) model, Hunter Alpha, has drawn industry attention in recent weeks. It has now been confirmed as an early internal test version of Xiaomi's flagship foundation model, MiMo-V2-Pro

Saturday 21 March 2026
Samsung orders 15M mid-range OLED panels from CSOT amid cost pressure
Samsung Electronics is reportedly shifting a significant portion of its mid-range smartphone OLED panel orders to China Star Optoelectronics Technology (CSOT) as rising memory prices intensify cost pressure, according to The Elec
Saturday 21 March 2026
MA-tek secures top 3 global SiPh orders, eyes US-Japan growth in 2026
With silicon photonics (SiPh) demand surging, MA-tek chairwoman Yong-Fen Hsieh announced the company has secured major orders from the world's three largest customers, driving revenue contributions. Following the booming AI chip market, SiPh and co-packaged optics (CPO) are set to become the next strong growth engines. Although the SiPh boom still requires time to mature, MA-tek expects its testing business revenue to double over the next three years, with overall operations targeting double-digit growth in 2026
Friday 20 March 2026
Samsung reportedly secures OpenAI HBM4 supply deal, shifts foundry capacity
Samsung Electronics is reportedly set to exclusively supply sixth-generation high-bandwidth memory (HBM4) to OpenAI while reallocating more than half of its advanced foundry capacity to internal production, according to Hankyung and industry sources. The move underscores the South Korean chipmaker's drive to meet surging demand for artificial intelligence (AI) components as orders from major customers — including Nvidia and Advanced Micro Devices (AMD) — continue to accelerate
Friday 20 March 2026
Samsung plans over KRW110 trillion investment in AI semiconductor facilities and R&D for 2026
Samsung Electronics announced it will invest more than KRW110 trillion (approx. US$73.4 billion) in facilities and R&D by 2026 to secure a leading position in the AI semiconductor era. This marks the first time its annual investment surpasses the "KRW100 trillion" threshold
Friday 20 March 2026
Samsung foundry shows signs of stabilization as Nvidia, Tesla orders underscore AI chip capabilities

Samsung Electronics' foundry business is showing signs of stabilization after a sustained period of market share decline, as new orders from Nvidia and Tesla underscore its ability to manufacture high-value artificial intelligence (AI) semiconductors, according to Maeil Business News Korea and EBN

Friday 20 March 2026
Analysis: Supermicro co-founder's GTC star turn ends in federal indictment
At NVIDIA GTC 2026, Super Micro Computer (Supermicro) appeared firmly at the center of the AI infrastructure boom. The company showcased its deepening collaboration with Nvidia and welcomed CEO Jensen Huang to its booth in a highly public display of partnership. When the event wrapped up, however, that momentum was quickly overshadowed by a federal indictment placing one of the company's most senior figures under scrutiny