中文網
  • 繁體
  • 简体
    •
  • My account
  • Sign in
  • Sign up
    •
    Trending
    CONNECT WITH US
    HomeRegions
    Thursday 29 January 2026
    Sunny Optical restructures as China's lens makers face layoffs prompted by smartphone slump
    China's optical industry is confronting significant challenges as several lens module manufacturers reportedly plan layoffs early in 2026, prompted by sluggish smartphone sales and intense price competition. Industry sources indicate that the sector's difficulties are unlikely to abate in the coming year due to persistent market and macroeconomic pressures
    Thursday 29 January 2026
    Cmsemicon triggers MCU, NOR Flash price hikes of up to 50% in widening China chip cost cycle
    Chinese microcontroller (MCU) supplier Cmsemicon has raised prices on its MCU and NOR Flash products by 15% to 50%, citing tighter chip supply and higher packaging and testing costs. The company said the adjustment is part of a broader price increase cycle across China's semiconductor sector in early 2026, which began with AI processors and memory products and has since extended to wafer fabrication, backend services, and upstream materials and components
    Thursday 29 January 2026
    Semco and LG Innotek push into humanoid robot supply chain
    As artificial intelligence (AI) technology advances, the robotics market is maturing rapidly. South Korean electronic component makers are reportedly viewing robots as their next growth engine. According to ChosunBiz, major South Korean component manufacturers now consider parts for humanoid robots among key mid-to-long-term growth drivers
    Thursday 29 January 2026
    Japan joins US Genesis Mission, partners with Nvidia and national labs to advance AI science
    The Japanese government has agreed to become the first international partner in a US-led initiative accelerating scientific research through AI. According to media outlets including Nikkei and The Register, on January 27, 2026, Japan's Ministry of Education, Culture, Sports, Science and Technology (MEXT) announced its formal participation in the Trump administration's Genesis Mission program
    Thursday 29 January 2026
    China advances system-level datacenter design through PCIe 6.x, CXL 3.x interconnect
    In recent years, data center development has focused on boosting the performance of CPUs, GPUs, and other compute processors. As computing scale continues to expand, the incremental benefits of single-chip performance improvements are declining. The core challenge is now how to efficiently coordinate and scale large pools of computing resources across system-level architectures
    Thursday 29 January 2026
    Why can't tech giants escape China's smartphone production grip?
    Global technology companies, including Google, are increasingly shifting new product introduction (NPI) stages away from China to reduce geopolitical risks, with recent reports indicating Google has begun relocating NPI for its premium smartphones to Vietnam. Industry insiders note initial progress but emphasize significant structural hurdles in this complex transition
    Wednesday 28 January 2026
    SK Hynix bets $10B on Silicon Valley with new U.S. AI subsidiary
    SK Hynix announced on Wednesday, January 28, 2026, it will establish a new US-based entity dedicated to artificial intelligence solutions, backed by a planned US$10 billion investment
    Wednesday 28 January 2026
    MetaX revenue more than doubles to US$230 million as losses narrow
    China's GPU developer MetaX reported strong revenue growth for fiscal 2025, driven by rising demand for domestically produced AI chips. In a preliminary earnings release on January 27, 2026, the Shanghai-based company said revenue is expected to reach CNY1.6 billion (US$230 million) to CNY1.7 billion, up from CNY743 million a year earlier, a year-over-year increase of 115% to 129%
    Wednesday 28 January 2026
    Beijing greenlights Nvidia H200 shipments to ByteDance, Alibaba, Tencent

    China has approved purchases of Nvidia’s H200 artificial intelligence chips by ByteDance, Alibaba and Tencent, four people familiar with the matter told Reuters

    Wednesday 28 January 2026
    BYD reportedly considers local assembly in India as local EV demand surges
    Chinese automaker BYD is reportedly exploring options to expand its presence in India, including local assembly, as demand for its electric vehicles (EVs) continues to rise, according to people familiar with the matter. The company is evaluating semi-knocked-down (SKD) assembly and working to obtain local safety and regulatory approvals for additional models, according to Bloomberg, in order to navigate import quotas
    Wednesday 28 January 2026
    Samsung reportedly channels most 1c DRAM capacity into HBM4 for early 2026 mass production
    Samsung Electronics is emerging as the leading supplier of sixth-generation High Bandwidth Memory (HBM4) to Nvidia and AMD as of February 2026, backed by growing confidence in its production ramp
    Wednesday 28 January 2026
    Why the Nexperia crisis is still accelerating 'non-red' automotive supply chains

    By the end of 2025, a political dispute between the Netherlands and China had rippled through the global automotive industry. Nexperia, the Dutch semiconductor manufacturer owned by China's Wingtech Technology, was forced to temporarily halt shipments, triggering fears of supply-chain disruptions across the automotive sector

    Wednesday 28 January 2026
    New India-EU FTA offers reciprocal automotive market access with phased tariff reductions
    India and the EU have concluded negotiations on a comprehensive free trade agreement (FTA), marking a major development in bilateral trade relations. The announcement was made on January 27, 2026, at the 16th India–EU Summit in New Delhi by Prime Minister Narendra Modi and European Commission President Ursula von der Leyen
    Wednesday 28 January 2026
    KGD joins memory price rally with China vendor raising prices by up to 80%
    A fresh wave of memory price hikes is sweeping across the semiconductor supply chain, spreading from AI memory products into manufacturing, packaging, and testing, and upstream materials and critical components. Known Good Die (KGD), long a low-profile yet tightly linked segment of the ecosystem, is now emerging as a key pressure point in the latest pricing surge
    Wednesday 28 January 2026
    As China races to localize auto chips, Taiwan locks onto upmarket
    In recent years, Chinese companies have significantly increased their investment in automotive semiconductors, aiming to accelerate the development of a domestic supply chain. Yet in key technologies—particularly power semiconductors used in electric vehicle (EV) drivetrains—expertise remains firmly in the hands of European and American integrated device manufacturers (IDMs). These technologies are unlikely to be displaced in the near term
    3/46 pages
    KLA
    BIZ FOCUS
    Jan 30, 12:05
    Taiwan's Tron Future Tech to Debut Advanced Drone Interception and Multi-cam Tracking Solutions at Singapore Airshow 2026
    Friday 30 January 2026
    From Shenzhen to Global Opportunity: The BIWIN Mini SSD Ecosystem Application Seminar
    Friday 30 January 2026
    The Future of Online Gaming Entertainment
    Wednesday 28 January 2026
    Lightmatter and GUC Partner to Produce CPO Solutions for AI Hyperscalers
    Special Report
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook