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    Wednesday 22 April 2026
    Commentary: Apple CEO change sounds alarm for China suppliers
    Apple has named hardware engineering chief John Ternus as chief executive, replacing Tim Cook after 15 years — a move that signals a strategic shift. While succession talk had long circulated, the board's decision to elevate a product-focused leader points to a deliberate recalibration away from operations-led management
    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
    Wednesday 22 April 2026
    Gangwon's expanding semiconductor cluster comes with global implications
    South Korea's Gangwon Province is accelerating the development of a semiconductor cluster centered on Wonju, Chuncheon, and Gangneung, aiming to build a full ecosystem. Global supply chains could gain a new hub built on strengths in smart medical semiconductors, geographic proximity to major fabs, and growing Taiwan partnerships that may diversify sourcing and innovation
    Wednesday 22 April 2026
    Naver, TCS partner on AI and cloud in India during Korea-India summit
    Naver has signed a strategic partnership with Tata Consultancy Services (TCS) to jointly develop artificial intelligence (AI) and cloud services in India, marking one of the cooperation deals concluded during a Korea-India summit visit
    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
    China's Nvidia targets IPO, pivots to Fuxi GPUs for AI and edge computing
    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
    Wednesday 22 April 2026
    Micron's Sanand ramp shifts India chip debate from milestone to manufacturing system
    Micron Technology's Sanand assembly, test, marking, and packaging plant has given India something it lacked until recently: a live semiconductor manufacturing operation with global supply-chain relevance
    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
    BYD reassesses Malaysia factory project as talks stall with the government

    In August 2025, the Chinese electric vehicle (EV) maker BYD announced plans to build a completely knocked-down (CKD) assembly plant at the KLK Technology Park in Tanjung Malim, Malaysia's Perak state, with operations expected to begin in 2026

    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
    Commentary: Honor's smartphone engineering enters robotics, testing Unitree's lead

    At a humanoid robot half-marathon in the Beijing Economic-Technological Development Area (BDA or E-Town), Honor swept the top three positions with its in-house robot "Lightning," placing six units in the top ranks

    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
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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook