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    Hiwin order surge signals industrial recovery amid geopolitical and cost risks
    13min ago
    HomeRegionsEast Asia
    Wednesday 25 March 2026
    CATL, BYD drive China's next energy frontier with sodium-ion and perovskite solar
    As the rest of the world scrambles to catch up with China in lithium-ion batteries, Chinese companies are already pushing into new frontiers — racing to scale up sodium-ion batteries while simultaneously betting big on next-generation solar technology
    Denso proposes acquisition of Rohm to strengthen automotive and power control
    Wednesday 25 March 2026
    With Hua Hong partnership, STMicro builds 'China for China' supply chain
    Wednesday 25 March 2026
    China-South Korea panel war escalates: USPTO rejects Tianma patent challenge
    Wednesday 25 March 2026
    Samsung reportedly set to begin GaN foundry production, prepare SiC samples
    Wednesday 25 March 2026
    LATEST STORIES
    Thursday 26 March 2026
    South Korea freezes 2Q26 electricity rates, amplifying stress on pricing mechanism and future bills
    South Korea will keep electricity rates unchanged for the second quarter of 2026 amid geopolitical tensions in the Middle East, which are pushing global energy prices higher, a decision intended to stabilize household costs in the short term. The move, however, exposes mounting contradictions between the country's electricity pricing mechanism and broader energy policy objectives
    Thursday 26 March 2026
    SEMICON China opens with focus on AI chips and advanced packaging
    SEMICON China 2026 opened on March 25 in Shanghai, as the global semiconductor industry enters a new expansion cycle fueled by the rapid rise of artificial intelligence
    Thursday 26 March 2026
    China's H3C expands server exports to ASEAN and Central Asia as global AI compute demand rises
    As countries tighten controls on advanced chips and AI computing demand surges, how China secures compute resources matters globally. DIGITIMES Research reports H3C, a top Chinese server maker, has expanded exports into ASEAN and Central Asia since 2023, reshaping supply chains and offering alternative routes around US trade pressures
    Thursday 26 March 2026
    Samsung and SK Hynix boost China factory investments in 2025 amid memory demand surge
    Samsung Electronics and SK Hynix are significantly increasing capital expenditures at their factories in China to expand chip supply and enhance profitability. According to Seoul Economic Daily, citing data from the Financial Services Commission, Samsung plans to invest KRW465.4 billion (approx. US$308.8 million) in its Xi'an plant in 2025, a 67.5% increase over the KRW277.8 billion invested in 2024
    Thursday 26 March 2026
    China's Naura and AMEC lead China's push into advanced chip packaging
    As advanced packaging pushes toward 3D integration and high-bandwidth computing, hybrid bonding has emerged as a critical battleground for semiconductor equipment makers
    Thursday 26 March 2026
    SK Hynix reportedly weighing TSMC 3nm for HBM4E logic die
    SK Hynix is actively evaluating whether to adopt TSMC's 3nm process for the logic die of its seventh-generation high-bandwidth memory (HBM4E), aiming to close Samsung Electronics' performance advantage. However, industry analysts warn that production timing and cost challenges pose significant risks to SK Hynix's 3nm ambitions
    Wednesday 25 March 2026
    'China Speed': the new benchmark in global auto competition
    Through highly centralized supply chains, a software-first development philosophy, and extensive state subsidies, Chinese automakers have compressed traditional vehicle development cycles from five to seven years to less than two. In some cases, development timelines have shrunk to just a few months
    Wednesday 25 March 2026
    SoftBank-backed SAIMEMORY plans post-HBM shift with vertical memory tech
    SAIMEMORY, a Japanese startup backed by SoftBank, is positioning its proprietary Z-Angle Memory (ZAM) as a potential successor to high-bandwidth memory (HBM) as physical limits begin to constrain current AI architectures, according to Nikkei and PC Watch
    Tuesday 24 March 2026
    Sharp taps BD chief as CEO in post-restructuring shift
    Sharp Corporation, a subsidiary of Foxconn, has named its Chief Business Development Officer, Tetsuji Kawamura, as its next president and CEO, placing an executive with deep overseas and new-business experience at the helm as the Japanese electronics maker pivots from restructuring toward growth
    Tuesday 24 March 2026
    WWDC26: Apple signals AI maturity and 'charm approach' to China amid Tim Cook's visit

    Apple officially confirmed on Monday that its annual Worldwide Developers Conference (WWDC) will return from June 8 to June 12, 2026. While the core experience remains online and free for its 34-million-strong developer community, the company is doubling down on a hybrid strategy, hosting a marquee in-person event at Apple Park on opening day

    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
    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
    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
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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook