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    Wednesday 28 January 2026
    Samsung reportedly channels most 1c DRAM capacity into HBM4 for early 2026 mass production
    Samsung Electronics is emerging as the leading supplier of sixth-generation High Bandwidth Memory (HBM4) to Nvidia and AMD as of February 2026, backed by growing confidence in its production ramp
    Wednesday 28 January 2026
    Why the Nexperia crisis is still accelerating 'non-red' automotive supply chains

    By the end of 2025, a political dispute between the Netherlands and China had rippled through the global automotive industry. Nexperia, the Dutch semiconductor manufacturer owned by China's Wingtech Technology, was forced to temporarily halt shipments, triggering fears of supply-chain disruptions across the automotive sector

    Wednesday 28 January 2026
    KGD joins memory price rally with China vendor raising prices by up to 80%
    A fresh wave of memory price hikes is sweeping across the semiconductor supply chain, spreading from AI memory products into manufacturing, packaging, and testing, and upstream materials and critical components. Known Good Die (KGD), long a low-profile yet tightly linked segment of the ecosystem, is now emerging as a key pressure point in the latest pricing surge
    Wednesday 28 January 2026
    As China races to localize auto chips, Taiwan locks onto upmarket
    In recent years, Chinese companies have significantly increased their investment in automotive semiconductors, aiming to accelerate the development of a domestic supply chain. Yet in key technologies—particularly power semiconductors used in electric vehicle (EV) drivetrains—expertise remains firmly in the hands of European and American integrated device manufacturers (IDMs). These technologies are unlikely to be displaced in the near term
    Wednesday 28 January 2026
    China's new commercial space plan aims to reshape global space economy by 2027
    China's National Space Administration (CNSA) announced a strategic initiative on November 25, 2025, intending to make China the world leader in commercial space activities by 2027. The plan, unveiled in Beijing, details reforms designed to mobilize private-sector innovation, integrate national resources, and enhance international cooperation in the space industry
    Wednesday 28 January 2026
    China's TV subsidies lose traction, shipments likely to decline in 2026
    China will continue implementing its national subsidy policy in 2026, but with stricter conditions and higher thresholds. Judging from TV sales trends in 2025, the subsidies had already lost momentum in the later stages. Although the policy will be extended into 2026, it is expected to struggle to stimulate consumer demand, and TV shipments in China are therefore projected to continue declining in 2026
    Wednesday 28 January 2026
    South Korea's trade with Vietnam grows strongly; sets export value record in 2025
    South Korea's total export value surpassed US$700 billion for the first time in 2025, with Vietnam remaining the third-largest trading partner and the second-largest source of South Korea's trade surplus. Booming semiconductor exports largely drove the growth
    Tuesday 27 January 2026
    Nexperia supply crisis eases as Honda and GAC restart three China plants
    Honda announced on January 26, 2026, that its previously halted Chinese auto factories had gradually resumed production since January 19. The shutdowns were primarily caused by a temporary suspension of shipments from automotive chip supplier Nexperia, which led to critical component shortages, forcing multiple Honda plants to halt operations
    Tuesday 27 January 2026
    Chinese GPU startup Iluvatar CoreX lays out roadmap targeting Nvidia's Rubin
    Chinese GPU startup Iluvatar CoreX has unveiled a multi-generation product roadmap that it says could see its fourth-generation architecture surpass Nvidia's upcoming Rubin platform by 2027, marking one of the latest efforts by domestic Chinese chipmakers to advance their AI computing capabilities
    Tuesday 27 January 2026
    Samsung favors high-margin memory clients, squeezing TV and appliance units
    Samsung Electronics' television and home appliance divisions are struggling to secure memory supplies as rising prices prompt the company's semiconductor arm to prioritize higher-margin customers and products, according to South Korean industry outlet Dealsite
    Tuesday 27 January 2026
    China reportedly enters semiconductor glass substrate market
    China is moving into the semiconductor glass substrate market, with both chip-related suppliers and display makers entering the field, according to Korean industry reports
    Tuesday 27 January 2026
    Samsung doubles down on Galaxy A as Chinese brands take half the market
    Samsung Electronics said on January 26, 2025, that it will launch its new Galaxy A07 5G smartphone in Taiwan, aiming to lift shipment momentum in the mass-market segment
    Tuesday 27 January 2026
    Why South Korea's new AI law left manufacturing outside core rules
    South Korea's artificial intelligence industry is bracing for tighter regulation following the implementation of the AI Basic Act, particularly provisions aimed at protecting personal rights. The manufacturing AI segment, however, is widely viewed as gaining a foothold for growth, as its data characteristics, lighter regulatory exposure, and clearer legal grounds for government support are expected to work in its favor
    Tuesday 27 January 2026
    Samsung, LG turn to RGB Mini-LED as Chinese TV rivals gain ground

    Samsung Electronics and LG Electronics unveiled new RGB Mini-LED televisions at the CES 2026 trade show, signaling a strategic bet on refined LCD backlighting to shore up their TV strategies

    Tuesday 27 January 2026
    AI and localization reshape China's semiconductor supply chain as price hikes arrive
    After navigating pandemic tailwinds, US-China conflicts, and tariffs under US President Donald Trump, the global semiconductor and electronics industries are emerging from inventory adjustments and price bottoms starting in 2025. While China's electronics sector has yet to fully recover, AI infrastructure, high-performance computing (HPC), automotive, and industrial control applications are driving a new AI-led pricing cycle across components and semiconductor supply chains
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    aiexpo2026
    BIZ FOCUS
    Jan 30, 08:00
    From Shenzhen to Global Opportunity: The BIWIN Mini SSD Ecosystem Application Seminar
    Friday 30 January 2026
    The Future of Online Gaming Entertainment
    Wednesday 28 January 2026
    Lightmatter and GUC Partner to Produce CPO Solutions for AI Hyperscalers
    Wednesday 28 January 2026
    Ministry of Economic Affairs Launches 2026 Best AI Awards
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook