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Wednesday 22 April 2026
Samsung reportedly ramps up GDDR6 supply for Tesla but halts 1d DRAM mass production plan
Samsung Electronics is reportedly increasing production of GDDR6 specifically for Tesla starting in April 2026, even as it simultaneously scales back parts of its broader memory product line and halts plans for mass production of its next-generation 1d DRAM due to insufficient yields
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Thursday 23 April 2026
LG Display approves KRW1.1 trillion OLED infrastructure investment
LG Display approved an investment of KRW1.1 trillion (approx. US$740 million) to build OLED technology infrastructure. The move, running from April 22, 2026, to June 30, 2028, could affect global display supply chains, technology competition, and investment flows in advanced OLED development and will significantly broaden research partnerships worldwide
Thursday 23 April 2026
SK Hynix to shift over half of NAND output to 321-layer chips
SK Hynix said it plans to expand production of its latest 321-layer NAND chips, as demand for AI applications leads to increased adoption of high-capacity enterprise storage
Thursday 23 April 2026
Shenzhen launches China's first full-stack domestic 14,000P AI cluster
Shenzhen has brought online what project materials describe as China's first 14,000P, 10,000-card AI computing cluster built around a fully domestic technology stack, marking a new stage in the country's push to reduce reliance on foreign hardware and software in large-scale model training
Thursday 23 April 2026
SK Hynix flags persistent HBM shortage as demand outpaces supply
SK Hynix said demand for high-bandwidth memory is expected to outpace supply for several years, underscoring persistent constraints in the AI memory market even as the company ramps up investment
Thursday 23 April 2026
Supermicro GPU smuggling prompts Nvidia to intensify supply chain audit
Following the recent smuggling indictment involving Supermicro co-founder Wally Liaw and others, Nvidia has significantly upgraded its global supply chain monitoring practices in recent months, according to an industry source. Already maintaining high visibility over customer lists, Nvidia now enforces stricter controls on shipments and transshipment processes, prompting multiple suppliers to expand their legal teams to comply with the intensified audits
Thursday 23 April 2026
Samsung and SK Hynix race to upgrade China chip plants as NAND demand surges
As the artificial intelligence boom reshapes global computing demand, the memory chip industry is entering a new phase of strain and restructuring — one in which both DRAM and NAND flash are seeing rapidly tightening supply
Thursday 23 April 2026
What Apple's new CEO inherits: AI, China, and a governance reckoning
Apple Inc. announced that John Ternus, Vice President of Hardware Engineering, will succeed Tim Cook as CEO in September, following Cook's 15-year tenure. The transition marks a pivotal moment as Apple navigates converging pressures from AI transformation and global operations, presenting a leadership test that spans technology, governance, and geopolitics
Thursday 23 April 2026
Interview: Seiko Epson outlines engineered future vision for 2035 amid geopolitical challenges
Amid volatile geopolitical tensions affecting Japan's components, manufacturing, and end-user sectors, Seiko Epson unveiled its Engineered Future 2035 long-term vision. The plan aims to shift Epson from a traditional printer maker into a value-driven company focused on technology innovation and engineering excellence, with improving return on invested capital as a core discipline
Thursday 23 April 2026
Zhen Ding breaks ground on new China site; Zhongji Innolight chairman attends to show support
Taiwanese printed circuit board (PCB) giant Zhen Ding Technology Group held a groundbreaking ceremony for the HD Campus of the "Zhen Ding Technology Group Huai'an Tech City" in Huai'an, China, on April 22. The new park plans to build facilities for high-density interconnect (HDI), modified semi-additive process (mSAP), and high-layer count (HLC) PCBs. Upon completion, the group's total number of factories across four major local parks will reach 23, further strengthening its manufacturing scale in the advanced PCB sector
Thursday 23 April 2026
Japan PC shipments peak on upgrade cycle, correction ahead
Japan's PC market delivered a standout performance in the fiscal year ending March 2026, but underlying demand signals point to a sharp reversal as upgrade-driven momentum fades
Thursday 23 April 2026
SK Hynix builds HBM packaging hub in Cheongju to expand AI memory capacity
SK Hynix has broken ground on a large-scale advanced packaging facility in Cheongju Technopolis, underscoring how the battleground for AI semiconductors is shifting beyond wafer fabrication to the back-end processes that increasingly define performance
Thursday 23 April 2026
IndieSemiC partners with Nordic on wireless modules as India expands design-led semiconductor push
IndieSemiC, an Indian semiconductor and chip design company, has partnered with Nordic Semiconductor to design and commercialize wireless modules for connected devices, as Indian firms seek to capture more value in the semiconductor chain through design, RF integration, certification, and module-level manufacturing
Wednesday 22 April 2026
China pledges to stabilize memory chip supply as industrial growth and AI-driven manufacturing expand
China's industrial economy posted steady first-quarter 2026 growth, driven by strong performance in high-tech manufacturing and broad sectoral expansion, according to Ministry of Industry and Information Technology (MIIT) officials, as cited by Xinhua and People's Daily
Wednesday 22 April 2026
Nvidia-linked Chinese PCB maker jumps on Hong Kong stock debut, targets AI expansion

Victory Giant Technology, a China-based PCB maker and Nvidia supply chain partner, debuted on the Hong Kong Stock Exchange on April 21, with its shares rising as much as 60% on the first day of trading. Founder and chairman Chen Tao said order momentum remains strong, with proceeds from the listing primarily earmarked for capacity expansion in China

Wednesday 22 April 2026
Chinese carmakers face delays as global cybersecurity rules tighten
China has moved faster than any other country in rolling out smart, connected vehicles. But as its automakers push aggressively into overseas markets, they are running up against an increasingly stringent web of global cybersecurity regulations