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    NEWS TAGGED EAST ASIA
    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
    French President's visit reportedly links Mistral AI with Samsung for AI memory supply talks
    French AI startup Mistral AI recently visited Samsung Electronics' campus to discuss collaboration on AI memory solutions. Industry analysts see this move as part of Mistral AI's push...
    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
    SK Hynix reportedly in talks with Microsoft and Google on long-term AI memory deals
    After Samsung Electronics moved to secure long-term memory supply agreements with major technology companies, rival SK Hynix is now pursuing similar deals with leading artificial intelligence...
    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...
    Wednesday 8 April 2026
    Analysis: China's humanoid robot market forms three-player structure at scaling inflection point

    China's AgiBot Innovation (Shanghai) Technology has shipped its 10,000th humanoid robot, the Agibot Expedition A3, signalling early mass...

    Wednesday 8 April 2026
    Hygon revenue jumps 68% on AI compute demand, expands CPU–GPGPU platform
    China's domestic compute chipmaker Hygon Information Technology reported strong earnings growth, underscoring its rising role in China's AI and data center infrastructure buildout.
    Wednesday 8 April 2026
    Commentary: US MATCH Act tightens chip tool controls as China builds local supply chain
    At SEMICON China 2026, Applied Materials and ASML kept a low profile under tightening US export controls, while domestic Chinese suppliers dominated visibility and floor presence.
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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook