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Wednesday 15 April 2026
Apple supplier Luxshare guides 1Q26 profit up 20%, expands into AI PCs and data centres
China's Luxshare Precision expects net profit for the first quarter of 2026 to reach CNY3.65–3.71 billion (US$507–515 million), marking a 20%–22% year-on-year increase,...
Wednesday 15 April 2026
China chip tool imports shift to Southeast Asia as US tightens export controls

China's imports of semiconductor manufacturing equipment from Southeast Asia surged in 2025, surpassing direct shipments from the US,...

Wednesday 15 April 2026
China Northern Rare Earth hikes 2Q26 rare earth ore prices over 44%, experts warn of demand destruction
China Northern Rare Earth, the leading player in China's rare earth industry, has raised its rare earth ore (REO) prices for the second quarter of 2026 by more than 44%. Amid geopolitical...
Wednesday 15 April 2026
India's industrial ambitions face supply-chain constraints as China tightens technology access in batteries and EVs
India's push to build a domestic advanced manufacturing ecosystem is facing renewed pressure from China's tightening control over critical technologies, particularly in the battery...
Wednesday 15 April 2026
China's carmakers push ahead in solid-state battery race
Last month, China's Chery Automobile unveiled an all-solid-state battery it says can deliver a driving range exceeding 1,500 kilometers, positioning the technology as a central pillar...
Tuesday 14 April 2026
Vietnam-China talks target energy security, telecom, infrastructure deals

Vietnamese Communist Party General Secretary and State President To Lam will pay a state visit to China from April 14-17, where he is set...

Tuesday 14 April 2026
China's 2nm AI GPU hits prototype, production unclear
Shanghai Dishan Technology has advanced its 2nm-class AI GPU into the prototyping stage, marking a rare push by a China-based designer into cutting-edge AI silicon — though manufacturing...
Tuesday 14 April 2026
JCET CEO sees robotics extending automotive semiconductor growth

China's leading OSAT provider JCET has sustained steady growth in automotive electronics, driven by the rapid expansion of new energy...

Tuesday 14 April 2026
Huawei backs optical chip push through photonics supplier investment
AI data centre and high-speed computing demand are pushing optical communications and photonic chips into focus, as data transmission bottlenecks reinforce the strategic role of photonics...
Tuesday 14 April 2026
JCET advances CPO, glass substrates to capture AI packaging demand
JCET, China's leading outsourced semiconductor assembly and test (OSAT) provider, is accelerating its push into advanced packaging, sharpening its position in AI servers, data centres,...
Tuesday 14 April 2026
China's auto market stumbles as EV momentum slows

China's auto market entered the year with a sharp jolt. In the first quarter, the long-dominant new energy vehicle (NEV) segment saw its...

Tuesday 14 April 2026
Alibaba boosts fusion startup NovaFusionX in bid to secure AI energy edge
As generative AI and large-scale computing infrastructure continue to expand, the industry is coming to recognize "power as the limit of compute." With AI data centers demanding a...
Monday 13 April 2026
Global chip equipment sales reach record US$135 billion as AI drives investment surge

Worldwide semiconductor manufacturing equipment sales rose 15% to a record US$135.1 billion in 2025 from US$117.1 billion a year earlier,...

Monday 13 April 2026
Qualcomm moves into custom DRAM with CXMT for smartphones
Qualcomm is reportedly exploring a partnership with China's Changxin Memory Technologies (CXMT) to develop custom DRAM tailored for smartphones, a move that reflects mounting pressure...
Monday 13 April 2026
China pressure drives Hyundai to reshape supply chain with fewer Tier 1 suppliers
The global automotive supply chain is undergoing a significant transformation driven by electrification and autonomous driving trends, shifting from traditional mechanical parts procurement...