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Friday 10 April 2026
Cmsemicon seeks suppliers to expand MCU production as supply tightness remains primary limitation
Shenzhen China Micro Semicon (Cmsemicon) chairman and general manager Yang Yong announced that the microcontroller unit (MCU) market is gradually recovering and that prices are gradually rebounding. However, the main problem at present remains tight supply, he said during the company's 2025 annual results and dividends briefing held on April 9
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Saturday 11 April 2026
DJI tops US$11bn, targets imaging leadership within 10 years

SZ DJI Technology founder Frank Wang gave his first interview to Chinese online media in a decade, outlining a shift behind the company's global leadership—from a product-driven model toward a dual focus on products and management

Saturday 11 April 2026
Samsung Exynos 2700 benchmark leak offers early look at 2nm SF2P performance
Samsung's next-generation mobile processor, the Exynos 2700, has appeared in early benchmark tests, offering one of the first real-world signals of how its second-generation 2nm process may perform ahead of mass production
Friday 10 April 2026
US expands China lab ban, testing orders shift to Taiwan
The US is moving to broaden restrictions on Chinese laboratories testing electronics, a step that could effectively exclude a large portion of China's testing ecosystem if the proposal is approved
Friday 10 April 2026
China's export controls spark 140x yttrium price surge, fueling chip equipment fears
Yttrium, a critical rare earth element used in semiconductor manufacturing equipment, has seen its global supply tighten sharply due to China's export restrictions, driving prices up about 140x within a year and raising concerns over impacts on the semiconductor, aerospace, and energy sectors
Friday 10 April 2026
Spingence and Advantech accelerate AI edge deployment plans in South Korea manufacturing
In response to strong demand for data security and on-premises AI deployment within South Korea's manufacturing and semiconductor sectors, Taiwanese AI company Spingence Technology is aggressively expanding into the South Korean market starting this year through its enterprise edge large language model (LLM) platform, Edgestar
Friday 10 April 2026
Why South Korean panel makers see rising profits despite chip price inflation
Amid rising chip prices, the industry generally anticipates a downturn in the mobile phone and notebook markets in 2026. For South Korea's panel industry, however, optimism continues to emerge. Analysts have pointed out that as demand for lower-end products continues to shrink, the overall end-user market is gradually consolidating toward high-end products. This puts South Korean manufacturers, which have long cultivated the high-end panel market, on a path to robust performance and resilience
Friday 10 April 2026
Samsung's consumer electronics divisions show signs of recovery

Samsung Electronics is beginning to see early signs of stabilization in its Visual Display (VD) and Digital Appliances (DA) divisions, after a period of underperformance. Market estimates suggest the two units have narrowed their losses, with some businesses potentially returning to profitability, helping lift overall results. Yet surging logistics costs and intensifying price competition from Chinese rivals continue to weigh on margins

Friday 10 April 2026
Exclusive: Samsung weighs Vietnam semiconductor testing facility

According to sources familiar with the matter, Samsung is in discussions with the Vietnamese government to establish an IC testing facility, which could become the company's second overseas backend semiconductor site outside South Korea after China. Bloomberg also reported that Samsung is planning a phased investment of about US$4 billion in Vietnam, underscoring its continued expansion in Southeast Asia

Friday 10 April 2026
Hyundai targets US 'Southern MIT' talent; Taiwan risks falling behind in humanoid robotics?

As the US and China compete for leadership in humanoid robotics, Taiwan faces a critical decision about how to position itself in the industry's next phase. Experts say future robotics development will hinge on the integration of hardware, computing power, and ecosystems. Taiwanese firms, with established strengths in AI hardware, are expected to serve as key partners to the US, while their role in the humanoid robotics supply chain could begin to take shape within five years

Friday 10 April 2026
TCL-Sony merger shifts the competitive landscape for Korean TV giants
China's TCL and Japan's Sony have finalized plans to merge their television and audio businesses into a joint venture. The deal marks a significant shift in the global TV industry — and heaps pressure on South Korean rivals
Friday 10 April 2026
Samsung and SK Hynix reportedly secure long-term helium contracts with US firms

Industry sources report that the recent supply concerns over semiconductor-grade helium triggered by the US-Iran conflict have eased, as Samsung Electronics and SK Hynix secured long-term contracts ensuring stable access to the critical gas

Friday 10 April 2026
Alibaba's Qwen tops Korea's AI benchmark
Alibaba's Qwen models occupy the top four positions on South Korea's K-AI Leaderboard, overtaking domestic AI models from LG AI Research, SK Telecom, and Naver
Friday 10 April 2026
San'an Optoelectronics executives under further investigation amid family control concerns
China's LED leader San'an Optoelectronics has seen its core executives placed under official investigation, raising market concerns over corporate governance and operational stability. On March 23, 2026, the company announced that its actual controller, Xiucheng Lin, was detained by national supervisory authorities for investigation. Just half a month later, on April 9, San'an Optoelectronics disclosed that vice chairman and general manager Kechuang Lin received a detention notice on April 7 and is also under formal investigation
Friday 10 April 2026
CXMT targets 12-layer HBM production by 2027, closing gap with Korea
China's largest memory maker CXMT is targeting mass production of 12-layer high-bandwidth memory (HBM) by 2027, positioning itself to challenge mainstream specifications long dominated by South Korean suppliers — all within three years of entering the segment
Friday 10 April 2026
China's 6G wait: SoC vendors brace for years of sluggish smartphone demand
Chinese smartphone brands have recently encountered significant headwinds. Government subsidy effects have largely lost their ability to further stimulate sales, while product prices have risen across the board due to increasing costs of components such as memory. Furthermore, Apple has captured most of the growth momentum in the premium segment of the China market, leaving Chinese brands struggling with bottlenecks in innovation and competitiveness for flagship devices