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Wednesday 11 March 2026
Nvidia audits Samsung HBM4 packaging for Rubin GPUs, report says
Nvidia has reportedly conducted a series of closely spaced visits to Samsung Electronics' semiconductor packaging campus in Cheonan, South Korea, signaling that verification of the next-generation high-bandwidth memory (HBM) supply chain is entering a final stage
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Wednesday 11 March 2026
China moves to curb OpenClaw use at banks, agencies due to security concerns

Chinese authorities have moved to curb the use of OpenClaw AI software across government agencies and state-owned enterprises (SOEs), including major banks, amid rising concerns over potential security risks linked to the rapidly spreading AI agent platform

Wednesday 11 March 2026
Japanese automakers to reverse-import US-spec cars
Amid rising global protectionism and US president Donald Trump's push to reduce trade deficits, Japan's automotive industry is undergoing a deep strategic shift. Honda Motor recently announced that it plans to reverse-import its US-made, US-spec car models into Japan, following a similar move by market leader Toyota Motor. Nissan Motor is also expected to follow suit
Wednesday 11 March 2026
JCET opens automotive and robotics chip packaging plant in Shanghai Lingang

JCET, China's leading semiconductor packaging and testing provider, has launched a facility focused on automotive electronics and robotics chips, strengthening the country's vehicle-grade semiconductor manufacturing ecosystem

Wednesday 11 March 2026
Japan's investment list targets AI, quantum computing, and semiconductors
Japan selected 61 products and technologies for priority investment, including 27 items already under early review, such as physical AI systems, regenerative medicine, quantum computing, and marine drones, the government said, according to Bloomberg
Wednesday 11 March 2026
OpenClaw AI agents pull 13 tech companies into China's cloud and device ecosystem
China's technology sector is embracing a new trend known as "raising the lobster," developer slang for deploying and operating the open-source AI agent platform OpenClaw. What began in developer communities is spreading to cloud providers, device makers, and enterprise software platforms as companies move to integrate AI agents into their ecosystems
Wednesday 11 March 2026
AW 2026 marks the dawn of autonomous manufacturing
Smart Factory + Automation World (AW) 2026 wrapped up its three-day run from March 4–6 at the COEX exhibition center in Samseong-dong, Seoul. The event showcased the transformation of manufacturing through AI and humanoid robotics
Wednesday 11 March 2026
Shenzhen, Wuxi offer million-yuan subsidies to draw OpenClaw AI agent startups
Following Shenzhen Longgang district's rollout of the "Lobster Ten Measures" subsidy program supporting OpenClaw and OPC community development, the Wuxi National Hi-Tech District (WND) in Jiangsu province has introduced similar incentives. The district released a draft policy titled Several Measures on Supporting the Integrated Development of OpenClaw and Other Open-Source Community Projects with the OPC Community, outlining 12 measures with support of up to CNY5 million (approx. US$723,000) per project to attract AI agent developers and startup teams
Tuesday 10 March 2026
SK Hynix develops 1c LPDDR6 DRAM for AI devices

SK Hynix on March 10 announced it has developed a 16Gb LPDDR6 DRAM using its sixth-generation 10nm-class (1c) process technology, marking what the company described as the world's first validation of an LPDDR6 product based on the 1c node

Tuesday 10 March 2026
Groq reportedly urges Samsung to expand wafer production as AI chip demand surges
Groq has reportedly requested Samsung Electronics' foundry division to increase wafer production for its inference AI chips, reflecting the booming market demand. Industry sources expect Samsung's foundry business to boost profitability by deepening collaboration with Groq and scaling up output
Tuesday 10 March 2026
LGES reportedly drops LG Chem cathodes, taps L&F for Tesla battery supply
LG Energy Solution (LGES) is reportedly preparing to replace cathode materials supplied by its parent company, LG Chem, in batteries destined for Tesla, opting instead for products from South Korean battery materials maker L&F to better meet Tesla's specifications
Tuesday 10 March 2026
Commentary: China's AI focus shifts from DeepSeek V4 to OpenClaw AI agents

Sentiment in China's AI developer ecosystem is shifting. Attention that had focused on the upcoming release of the large AI model DeepSeek V4 is now moving to another topic: OpenClaw and the developer practice known as "raising the lobster," which has triggered wide discussion across AI communities

Tuesday 10 March 2026
Nvidia to restart RTX 3060 with Samsung amid China curbs, Korean report says
Nvidia is preparing to resume production of its GeForce RTX 3060 graphics processing unit (GPU) through Samsung Electronics' foundry business, according to reports from the Korea Economic Daily and Wccftech
Tuesday 10 March 2026
Samsung union plans 18-day strike, adding risk to HBM supply chain
Samsung Electronics' labor union recently announced that employees who do not participate in a planned 18-day general strike from May 21 to June 7, 2026, will face penalties, sparking widespread concern and controversy across South Korea. The vote on whether to proceed with the strike began March 9 and runs through March 18
Tuesday 10 March 2026
Taiwan-US memory, foundry, and packaging expansions surge; Malaysia and India reportedly face delays
The global semiconductor industry is rapidly expanding production capacity, with Taiwan, the US, and China accelerating memory, advanced packaging, and wafer foundry construction plans. Supply chain sources report a sharp order increase for 2026, driven not only by TSMC's large-scale expansions in Taiwan and the US but also by accelerated memory fab projects from Nanya Technology and Micron, alongside continuous growth in China's semiconductor output
Tuesday 10 March 2026
China's EV charging war: BYD strikes back at CATL
China's electric vehicle industry is shifting its competitive focus from driving range to charging speed, as automakers and battery suppliers race to cut recharging times and improve energy replenishment efficiency