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Thursday 9 April 2026
Alibaba tightens AI strategy with CEO-led committee and executive reshuffle

Alibaba is restructuring its artificial intelligence (AI) leadership, forming a new CEO-led technology committee and streamlining executive...

Thursday 9 April 2026
China's EVE Energy ramps up capacity amid energy storage boom
EVE Energy, one of China's largest battery manufacturers, said on April 7 that it expected strong profit growth in the first quarter of 2026 as demand for energy storage batteries...
Thursday 9 April 2026
China faces 300,000 semiconductor talent gap, warns SMIC founder

China's semiconductor industry faces a widening talent gap even as global competition intensifies, exposing a structural constraint despite...

Thursday 9 April 2026
CXMT IPO delay eases DRAM supply risks, supports pricing cycle
China's DRAM maker ChangXin Memory Technologies (CXMT) may be delaying its IPO, easing near-term supply concerns, and reinforcing the current memory upcycle. Sources cited by iNews24...
Thursday 9 April 2026
Helium and tungsten shortages threaten South Korea's semiconductor industry
China's tightening grip on critical mineral exports is sending shockwaves through Asia's semiconductor supply chain. South Korea's chip industry, already on edge over the potential...
Thursday 9 April 2026
China accelerates semiconductor equipment localization; Korean firms eyeing Taiwan as orders slip
In response to US semiconductor sanctions and to accelerate AI industry development, China is aggressively promoting localization in semiconductor manufacturing. While South Korean...
Thursday 9 April 2026
China's memory capacity surge led by YMTC and CXMT shifts global supply in AI cycle
Global memory markets are entering a new restructuring cycle driven by AI demand, with China's YMTC and CXMT scaling capacity and state-backed investment to gain share in a sector...
Thursday 9 April 2026
Nvidia demo highlights China's role in humanoid robot hardware

Nvidia, Google, and Tesla are driving the humanoid robotics race, but competition is shifting to the hardware supply chain. The US leads...

Thursday 9 April 2026
Shanghai GTA Semiconductor teams up with Infineon on SONOS memory for automotive chips

Shanghai state-backed foundry GTA Semiconductor has partnered with Infineon Technologies to introduce SONOS-based embedded non-volatile...

Wednesday 8 April 2026
China intervenes in memory supply; Apple outpaces local smartphone vendors
Memory shortages are pushing prices sharply higher, forcing a reshuffle across the consumer electronics market. Chinese authorities have intervened for a second time, convening domestic...
Wednesday 8 April 2026
Chinese energy storage players flock to growing AI data center market in face of fierce domestic competition
Chinese energy storage players are going all in on the AI data center market, as intense domestic competition has caused falling profit margins from traditional storage projects. The...
Wednesday 8 April 2026
US-China tech clash over chips intensifies ahead of summit, with global supply-chain implications
As US and Chinese leaders prepared for a mid-May summit, proposed US export controls on semiconductor equipment under the MATCH Act and China's sharp state-media rebuttal signaled...
Wednesday 8 April 2026
China's AI and cloud firms step up use of domestic chips
China's leading AI and cloud companies are shifting toward domestically produced AI chips, a move with global implications for supply chains, technology competition, and cloud services...
Wednesday 8 April 2026
Taiwan warns of Beijing's covert push to poach AI and chip talent

According to the latest report submitted by Taiwan's National Security Bureau to the Legislative Yuan, China is increasingly targeting...

Wednesday 8 April 2026
Chinese SSD maker DapuStor sees rising QLC demand as AI drives storage growth
Chinese enterprise SSD (eSSD) maker DapuStor entered its IPO subscription phase in early April 2026, driven by rapid expansion in AI infrastructure. The company recently observed multiple...