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Tuesday 21 April 2026
Qualcomm Chief reportedly seeks memory and manufacturing deals in South Korea

Qualcomm Chief Executive Cristiano Amon is expected to meet senior executives from Samsung Electronics and SK Hynix during a recent visit to South Korea, according to industry sources. The discussions are expected to focus on securing memory supplies as well as potential cooperation with Samsung in advanced semiconductor manufacturing, including its 2nm foundry process

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Wednesday 22 April 2026
CXMT fills LPDDR4X gap as non-China CSPs seek capacity
Memory giant ChangXin Memory Technologies (CXMT) is stepping in to fill the consumer market shortfall left by Samsung Electronics' planned phase-out of LPDDR4X production. With memory costs soaring and supply tightening, roughly 40% of CXMT's capacity will reportedly be reserved for LPDDR4X, while the remaining 60% is dedicated to advanced DDR5 and LPDDR5 products
Wednesday 22 April 2026
CXMT HBM3 timeline slips, mass production unlikely in 2026
China's leading memory chipmaker ChangXin Memory Technologies (CXMT) is facing fresh uncertainty over the commercialization timeline of its fourth-generation high bandwidth memory (HBM3), according to Korean media reports
Wednesday 22 April 2026
China's humanoid robot makers eye RISC-V over Nvidia Jetson
At the second humanoid robot half-marathon held in the Beijing Economic-Technological Development Area (E-Town), several "Linglong 2.0" humanoid robots powered by a RISC-V AI CPU — the K3 chip — completed the race, standing out as one of the event's key technical highlights
Wednesday 22 April 2026
SJSemi's blockbuster IPO reorders China's chip packaging landscape
Shares of SJSemi surged on their trading debut on Shanghai's SSE STAR Market on Monday, underscoring investor enthusiasm for advanced chip packaging technologies as demand for artificial intelligence continues to accelerate
Wednesday 22 April 2026
The survivor's listing: How XDXCT escaped insolvency to target China's STAR market
China's domestic GPU push has gained a new contender in the capital markets race. Xiangdi Xian Computing Technology (Chongqing) Co., also known as XDXCT, has formally launched pre-IPO preparations after signing a financial advisory agreement with CSC Financial Co., marking a strategic shift from survival mode to expansion
Tuesday 21 April 2026
Enflame tests IPO path with fast growth, Tencent reliance, and rising losses
Enflame is moving closer to a STAR Market listing, highlighting a central tension in China's AI chip sector: strong demand and rapid revenue growth have yet to translate into a sustainable business model
Tuesday 21 April 2026
Samsung plans NAND expansion at P5 on AI-driven price gains
Surging demand for NAND flash, fuelled by artificial intelligence workloads and data centre expansion, is pushing memory makers into a new investment cycle, with Samsung Electronics and SK Hynix accelerating capacity plans after years of restraint
Tuesday 21 April 2026
China unveils 10 measures for Taiwan; Taiwan's MOEA affirms independent economic goals
Chinese authorities announced 10 new policies related to Taiwan following the meeting between China's president Xi Jinping and the chairperson of the Kuomintang political party in Taiwan, Cheng Li-Wun
Tuesday 21 April 2026
Beijing acts on memory price surge, AI demand reshapes device costs

China's Ministry of Industry and Information Technology (MIIT) is stepping in to steady the memory supply chain after a sharp rise in DRAM and mobile memory prices began feeding into smartphones and other consumer electronics

Tuesday 21 April 2026
Samsung scales MRAM to 8nm, setting 5nm showdown with TSMC in 2027
Samsung is accelerating its push into magnetoresistive random-access memory (MRAM), positioning the technology as a strategic pillar alongside DRAM and high-bandwidth memory (HBM) in the intensifying global AI semiconductor race
Tuesday 21 April 2026
Seiko Epson unveils long-term vision for sustainable growth
Seiko Epson, which marked its 50th anniversary in 2025, recently launched a long-term vision plan, the Engineered Future 2035, addressing AI, geopolitical shifts, and digital transformation challenges. The company emphasized using return on invested capital (ROIC) as a key management metric to optimize capital allocation, realign its business portfolio, and concentrate resources on growth sectors to enhance operational performance and core value
Tuesday 21 April 2026
China amping up DRAM integration: GigaDevice expands into DRAM through CXMT tie-up
GigaDevice is moving into DRAM through a KRW1 trillion (US$680 million) related-party deal, combining CXMT's manufacturing capacity with its own sales network in a move that could reshape the global supply landscape
Tuesday 21 April 2026
Commentary: China motorcycle maker tests premium shift through performance engineering
When most discussions around Chinese brands still focus on how to expand overseas, Zhang Xue is taking a more radical approach: redefining the stage itself
Tuesday 21 April 2026
Foreign carmakers in China turn to local tech to regain lost ground

In China's vast auto market, foreign brands — and the joint ventures they once dominated — have been steadily overtaken by domestic rivals. Market share has eroded for years, forcing global carmakers to pivot strategically: embrace Chinese design, technology, and consumer sensibilities. The upcoming Beijing Auto Show is set to showcase that transformation, as a wave of foreign models infused with a distinctly "Chinese soul" debuts in a bid to reclaim lost ground

Tuesday 21 April 2026
Nissan slashes rare earth in EV motors, cutting China supply risk
Japanese automaker Nissan Motor has sharply reduced its reliance on critical minerals in its latest electric vehicle design, highlighting how automakers are re-engineering core components to navigate rising geopolitical risk and supply chain concentration