CONNECT WITH US
Monday 23 March 2026
India's FDI reset opens controlled door to Chinese participation in semiconductor supply chains
India's decision to ease foreign direct investment (FDI) restrictions for neighboring countries marks a calibrated shift in policy that could reshape its electronics and semiconductor supply chains, even as geopolitical sensitivities remain intact
Monday 23 March 2026
Samsung reportedly in talks with Google, Microsoft on long-term memory supply agreements

Samsung Electronics is reportedly in discussions with Google and Microsoft to establish long-term memory semiconductor supply agreements, in what could become the first binding contracts of their kind in the memory industry, according to Korean media reports

Monday 23 March 2026
San'an Optoelectronics founder detained, company assures stable operations
China's LED chip leader San'an Optoelectronics announced on March 23, 2026, that its actual controlling shareholder, Xiucheng Lin, has been detained and placed under formal investigation by China's national supervisory authorities, sparking market concerns. The company promptly clarified that the investigation will not affect current production or business operations, which are proceeding as normal
Monday 23 March 2026
China's AI GPU self-sufficiency to hit 80% by 2030 highlights growing challenges for Nvidia
Recent reports indicate that the Trump administration planned to tighten export controls on AI chips to China but has since withdrawn new proposals. While these regulatory pressures make it difficult for US-based AI chipmakers like Nvidia and Advanced Micro Devices (AMD), China's AI GPU market is not standing still waiting for Washington's approval
Monday 23 March 2026
China moves into high-end photoresist production: Dinglong ramps up, YMTC lends support
As geopolitical tensions and energy transport risks heighten volatility in the global semiconductor supply chain, the stability of upstream critical materials — particularly photoresists — is coming back into focus
Monday 23 March 2026
Samsung chairman joins Beijing forum as China seeks foreign chip investment

Samsung Electronics chairman Lee Jae-yong is attending the China Development Forum (CDF) in Beijing on March 22-23 and is expected to meet major Chinese business partners following the event, according to Asiae and Korea Times

Monday 23 March 2026
China's DeepLink unifies heterogeneous chips to boost AI computing power
The Shanghai AI Laboratory recently unveiled its DeepLink hybrid inference solution, emphasizing heterogeneous chip collaborative computing capabilities. This move marks a breakthrough in integrating China's AI computing infrastructure and is seen as a localized alternative amid limited access to advanced GPUs and interconnect technologies
Monday 23 March 2026
SK Hynix plans TSMC 3nm adoption for HBM4E edge over Samsung
SK Hynix is reportedly evaluating the use of Taiwan Semiconductor Manufacturing Company's (TSMC) 3-nanometer process for producing the logic die in its seventh-generation high-bandwidth memory (HBM4E)
Monday 23 March 2026
An imminent strike looms over Samsung's AI memory supply
Samsung Electronics is facing escalating labor tensions after its largest union secured approval for a strike, raising concerns over potential disruptions to semiconductor production at a critical juncture for the global AI supply chain, according to Korean media reports, including SEDaily and Chosun Ilbo
Monday 23 March 2026
Facing regulatory and competitive pressures, Apple CEO signals alignment with China
Apple CEO Tim Cook struck a conciliatory tone at the China Development Forum, praising Chinese developers and manufacturing capabilities while emphasizing shared goals in innovation and sustainability, just days after renewed state media criticism of Apple's App Store practices, according to Bloomberg
Monday 23 March 2026
Konica Minolta to expand AI chip inspection optics capacity 2.6x by 2027

Japanese optical component and office equipment maker Konica Minolta said on March 18 it will scale up its optical components business for semiconductor inspection systems, targeting revenue of JPY15 billion (approx. US$94.1 million) in the fiscal year ending March 2031 (April 2030-March 2031). The segment is projected to generate JPY2.5 billion in fiscal 2025

Monday 23 March 2026
Apple cuts China App Store fees as AI agents threaten app economy
Apple will cut App Store commissions in China from March 15, lowering the standard rate from 30% to 25% and discounted tiers for small developers and selected programs from 15% to 12%. The move marks a rare adjustment to a core revenue model and signals a new phase in the global "Apple tax" debate
Sunday 22 March 2026
Samsung union votes to strike, risking Nvidia HBM4 supply disruption
Samsung Electronics' labor union has voted overwhelmingly to initiate dispute proceedings following a breakdown in wage negotiations, raising concerns over potential disruptions to the supply of HBM4 memory for Nvidia's next-generation AI accelerators
Saturday 21 March 2026
Xiaomi MiMo-V2-Pro tops AI model rankings in blind tests

An unidentified artificial intelligence (AI) model, Hunter Alpha, has drawn industry attention in recent weeks. It has now been confirmed as an early internal test version of Xiaomi's flagship foundation model, MiMo-V2-Pro

Saturday 21 March 2026
Samsung orders 15M mid-range OLED panels from CSOT amid cost pressure
Samsung Electronics is reportedly shifting a significant portion of its mid-range smartphone OLED panel orders to China Star Optoelectronics Technology (CSOT) as rising memory prices intensify cost pressure, according to The Elec