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Thursday 23 April 2026
Shenzhen launches China's first full-stack domestic 14,000P AI cluster
Shenzhen has brought online what project materials describe as China's first 14,000P, 10,000-card AI computing cluster built around a fully domestic technology stack, marking a new...
Thursday 23 April 2026
SK Hynix flags persistent HBM shortage as demand outpaces supply
SK Hynix said demand for high-bandwidth memory is expected to outpace supply for several years, underscoring persistent constraints in the AI memory market even as the company ramps...
Thursday 23 April 2026
Supermicro GPU smuggling prompts Nvidia to intensify supply chain audit
Following the recent smuggling indictment involving Supermicro co-founder Wally Liaw and others, Nvidia has significantly upgraded its global supply chain monitoring practices in recent...
Thursday 23 April 2026
Samsung and SK Hynix race to upgrade China chip plants as NAND demand surges
As the artificial intelligence boom reshapes global computing demand, the memory chip industry is entering a new phase of strain and restructuring — one in which both DRAM and...
Thursday 23 April 2026
Interview: Seiko Epson outlines engineered future vision for 2035 amid geopolitical challenges
Amid volatile geopolitical tensions affecting Japan's components, manufacturing, and end-user sectors, Seiko Epson unveiled its Engineered Future 2035 long-term vision. The plan aims...
Thursday 23 April 2026
Zhen Ding breaks ground on new China site; Zhongji Innolight chairman attends to show support
Taiwanese printed circuit board (PCB) giant Zhen Ding Technology Group held a groundbreaking ceremony for the HD Campus of the "Zhen Ding Technology Group Huai'an Tech City" in Huai'an,...
Thursday 23 April 2026
Japan PC shipments peak on upgrade cycle, correction ahead
Japan's PC market delivered a standout performance in the fiscal year ending March 2026, but underlying demand signals point to a sharp reversal as upgrade-driven momentum fades.
Thursday 23 April 2026
SK Hynix builds HBM packaging hub in Cheongju to expand AI memory capacity
SK Hynix has broken ground on a large-scale advanced packaging facility in Cheongju Technopolis, underscoring how the battleground for AI semiconductors is shifting beyond wafer fabrication...
Wednesday 22 April 2026
Focus: South Korea builds a semiconductor talent pipeline

South Korea's long-running experiment with job-guaranteed semiconductor education is entering a more consequential phase, with the first...

Wednesday 22 April 2026
Samsung reportedly ramps up GDDR6 supply for Tesla but halts 1d DRAM mass production plan
Samsung Electronics is reportedly increasing production of GDDR6 specifically for Tesla starting in April 2026, even as it simultaneously scales back parts of its broader memory product...
Wednesday 22 April 2026
Huawei's wide foldable move sets stage for Apple, Samsung three-way race

Huawei's Pura X Max launch marks a shift in the foldable smartphone market, with competition moving from a Samsung-Huawei duopoly toward...

Wednesday 22 April 2026
China pledges to stabilize memory chip supply as industrial growth and AI-driven manufacturing expand
China's industrial economy posted steady first-quarter 2026 growth, driven by strong performance in high-tech manufacturing and broad sectoral expansion, according to Ministry of Industry...
Wednesday 22 April 2026
Japan earthquake intensifies Kioxia supply concerns as SanDisk, Phison halt NAND pricing
A strong earthquake struck Japan's Tohoku region on the evening of April 20, 2026, near a critical semiconductor hub, raising global memory supply chain alarms. The quake's epicenter...
Wednesday 22 April 2026
Nvidia-linked Chinese PCB maker jumps on Hong Kong stock debut, targets AI expansion

Victory Giant Technology, a China-based PCB maker and Nvidia supply chain partner, debuted on the Hong Kong Stock Exchange on April 21,...

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...