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Thursday 2 April 2026
Kioxia sets cutoff for legacy NAND, phases out SLC and MLC lines by 2026
Japan-based NAND flash maker Kioxia has formally issued an end-of-life (EOL) notice for a wide range of legacy NAND products, underscoring an industry-wide shift toward advanced 3D architectures and tighter capacity allocation
Thursday 2 April 2026
China plans display sector consolidation; panel prices seen stabilizing, equipment orders at risk
China is reportedly drafting a consolidation plan for its display industry, with BOE Technology positioned for small- and mid-sized OLED and TCL China Star (CSOT) for large-size LCD, while smaller panel makers face potential mergers or exits
Wednesday 1 April 2026
Samsung auctions 123 chip tools during Xi'an NAND upgrade to V8
Samsung Electronics is reportedly overhauling its production lines, offering 123 idle semiconductor tools for sale across South Korea and Xi'an as it shifts to more advanced process technologies
Wednesday 1 April 2026
Fujitsu plans 1.4nm AI chip Japan-based production with Rapidus
Fujitsu plans to develop a 1.4nm artificial intelligence (AI) chip and outsource its production to Rapidus in Japan, according to Nikkei. The chip is designed for use in servers and related systems, with a focus on low power consumption and domestic manufacturing
Wednesday 1 April 2026
Sharp names Kawamura as CEO, shifts to growth after restructuring

Sharp has named Tetsuji Kawamura as its president and chief executive officer, effective April 1, marking a shift from restructuring to growth as the company looks to expand its global brand alongside parent Foxconn Technology Group

Wednesday 1 April 2026
AMEC acquires Sizone to expand CMP capabilities, outlines 2026 strategy
Chinese semiconductor equipment maker Advanced Micro-Fabrication Equipment (AMEC) announced on March 30, 2026, plans to acquire a stake in chemical mechanical planarization (CMP) equipment firm Sizone through a combination of share issuance and cash. This move could mark AMEC's entry into the wet process segment, an area where it previously had limited presence
Wednesday 1 April 2026
Japan Display sells Tottori Fab, citing asset efficiency and continuing AutoTech work at a new site
Japan Display Inc. (JDI) signed a definitive agreement to sell its Tottori Fab to Yahata Touei Estate K.K., with handover scheduled for September 30, 2026; JDI said the transaction follows its March 2025 production halt and forms part of structural reforms that could influence global automotive display supply and the Japanese manufacturing consolidation industry
Wednesday 1 April 2026
South Korean chipmakers stockpile helium, diversify supply beyond Qatar
South Korean semiconductor manufacturers hold enough helium inventory to sustain production through at least June, easing concerns over potential supply disruptions, according to government and industry sources
Wednesday 1 April 2026
Huawei revenue hits US$122bn in 2025, nears peak as AI growth becomes key test

Huawei reported 2025 revenue of CNY880.9 billion, up 2.2% year-over-year, its second-highest on record, with net profit rising 8.63% to CNY68 billion (approx. US$9.87 billion). Growth slowed sharply from 22.4% in 2024, leaving revenue just below its 2020 peak of CNY891.4 billion and raising the bar for further expansion, analysts cited by Chinastarmarket.cn said

Wednesday 1 April 2026
Analysis: In Japan's EV race, aggression costs Honda while Nissan learns to adapt

A year ago, the Japanese automotive world watched Honda, the financially robust "second brother," attempt to assert dominance over its smaller sibling Nissan. The high-stakes negotiations, marked by a glaring imbalance of power, ended abruptly and bitterly

Wednesday 1 April 2026
China memory chip maker Longsys unveils SPU architecture for edge AI storage systems

As AI shifts from cloud training to edge inference, the memory stack is moving beyond data access toward system-level coordination, reshaping controller design, supply chain roles, and value distribution

Wednesday 1 April 2026
Alibaba's closed-source pivot signals mounting monetization pressure
Alibaba's release of its closed-source Qwen3.5 model marks a strategic pivot toward monetization, reflecting growing competitive and commercial pressures as Chinese and global AI players rethink open-source strategies
Wednesday 1 April 2026
China memory firms secure two-year wafer deals, tightening DRAM and NAND supply outlook

As AI demand drives high-performance computing and device upgrades, the global memory market is entering an upswing. China-linked players, including GigaDevice, CXMT, and Biwin, are moving to secure upstream wafer supply through contracts lasting up to two years, pointing to stronger demand visibility and firmer pricing expectations

Wednesday 1 April 2026
China memory chip designer GigaDevice posts record 2025 earnings, locks in US$825 million DRAM supply
GigaDevice Semiconductor reported stronger full-year 2025 results, supported by AI-driven demand and a recovery in the memory cycle. Revenue rose 25.12% year on year to CNY9.2 billion (US$1.33 billion), while net profit increased 49.47% to CNY1.65 billion. Adjusted net profit grew 42.57% to CNY1.47 billion. The company plans a dividend of CNY7.5 per 10 shares
Wednesday 1 April 2026
China display panel maker TCL profit jumps 189% on panel recovery, AI manufacturing push
China's late-March audited earnings cycle puts TCL Technology (TCLTech) in focus, with its 2025 results confirming a display panel recovery while exposing rising component cost risks across the supply chain, according to Yicai and Cninfo