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Sunday 3 May 2026
Profile: MIT physicist Yichen Shen leads photonics chipmaker to Hong Kong IPO

On the morning of April 28, 2026, 37-year-old Yichen Shen stood at the Hong Kong Stock Exchange, striking the IPO gong with a wooden mal...

Saturday 2 May 2026
Samsung Electro-Mechanics tops US$2 billion quarterly sales, flags ABF substrate shortage
Samsung Electro-Mechanics (Semco) reported its first-ever quarterly revenue exceeding KRW3 trillion (approx. US$2.2 billion), driven by expanding AI infrastructure investment and rising...
Saturday 2 May 2026
Goertek boosts Vietnam camera output with US$20 million Bac Ninh expansion

China-based electronics manufacturer Goertek is deepening its manufacturing push in Vietnam, committing an additional US$20 million to...

Saturday 2 May 2026
China's memory makers post blockbuster gains as AI tightens supply and resets prices

China's memory sector is showing clear signs of recovery, with leading players including Shenzhen Longsys Electronics and Montage Technology...

Friday 1 May 2026
AI chip boom sends Korea exports to record highs, supply crunch deepens

South Korea's export surge is entering a new phase, with artificial intelligence-driven semiconductor demand powering record shipments even...

Friday 1 May 2026
China's $1M Nvidia AI servers expose global chip squeeze

Prices for high-end AI servers in China are diverging sharply from global benchmarks, with systems built around Nvidia's B300 chips now...

Friday 1 May 2026
Advantest beats on AI chip testing, cautious outlook dents shares

Japan's Advantest closed its fiscal year with strong results, highlighting how AI-driven chip demand is reshaping semiconductor testing...

Friday 1 May 2026
China unveils CPU-only exascale supercomputer plan, targets 2 ExaFLOPS without GPUs
China's National Supercomputing Center in Shenzhen has launched the LineShine supercomputer project, aiming to break into the exascale...
Friday 1 May 2026
Samsung Electro-Mechanics weighs MLCC price hike of 5–10% as supply tightens
Samsung Electro-Mechanics is considering raising prices for multilayer ceramic capacitors (MLCCs) by about 5% to 10% as demand from artificial intelligence (AI) infrastructure tightens...
Friday 1 May 2026
Commentary: Honor's robot win highlights thermal edge in robotics
The Beijing Humanoid Robot Half Marathon has concluded, but its outcome has ignited a wider industry debate. Rather than a leading robotics specialist, smartphone maker Honor emerged...
Thursday 30 April 2026
Korea's 'father of HBM' sees 1,000x AI memory surge as Google's TurboQuant faces real-world tests
Alphabet's Google has unveiled its KV cache quantization compression technology, TurboQuant, promising dramatic reductions in memory usage for AI inference. While the innovation has...
Thursday 30 April 2026
MetaX GPU revenue jumps 75%, losses narrow on AI demand
China-based GPU developer MetaX reported a solid start to 2026, underscoring how domestic high-performance GPUs are beginning to translate technical progress into tangible commercial...
Thursday 30 April 2026
Samsung memory buyers lock in longer deals as 2027 demand comes early

Samsung Electronics executives said major memory customers are seeking longer-term supply commitments and pulling forward demand for...

Thursday 30 April 2026
Unisplendour, H3C gain from AI buildout, monetization in focus

China's AI infrastructure race is entering a phase where scale alone is no longer enough. As large models move from training to real-world...

Thursday 30 April 2026
South Korea's OLED share rebounds to 68.7% in 2025
South Korea's global OLED market share increased by 1.5pp to 68.7% in 2025, marking its first rise in a decade and drawing widespread attention. According to Chosun Biz, the...