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Wednesday 15 April 2026
Japan forges physical AI alliance to challenge US and China
Japan is accelerating efforts to build domestic AI capabilities, with SoftBank and major industrial partners forming a new company focused on physical AI to power robots, vehicles,...
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
Samsung QD-OLED tops 5 million units; LG turns to rival supply
Samsung Display has crossed a key inflection point in the premium monitor market, with cumulative QD-OLED panel shipments exceeding 5 million units by March 2026.
Wednesday 15 April 2026
Samsung tipped to lead global chip profits as AI elevates memory, veteran exec predicts
Yoon-woo Lee, a semiconductor expert and former vice chairman of Samsung Electronics, believes Samsung may become the world's most profitable company by 2027–2028, driven by...
Wednesday 15 April 2026
Nvidia's RISC-V push shapes cloud AI's three-way architecture race
Nvidia recently joined the Series G funding round of SiFive, a leading RISC-V chip IP provider. Although Nvidia was one among many investors and the round raised about US$400 million,...
Wednesday 15 April 2026
Morrison targets AI phone sensor upgrades, expands into 3 emerging markets
Morrison expects AI smartphone penetration to exceed 60% within five years, driving continuous upgrades in optical sensor specifications. Despite short-term headwinds from memory supply-demand...
Tuesday 14 April 2026
Apple increased foldable display inventory by 20% ahead of iPhone Fold launch
Despite slowing growth in the foldable smartphone market, Apple has reportedly increased its foldable display panel inventory by 20% for its first foldable phone, the iPhone Fold,...
Tuesday 14 April 2026
Glass substrates move toward mass production as Intel, Samsung Electro-Mechanics step up efforts
Glass substrates are entering a critical pre-mass production phase as demand for high-performance AI chips accelerates. As AI workloads require larger chip sizes and higher bandwidth,...
Tuesday 14 April 2026
TCL reportedly explores stake sale in India TV unit
TCL Electronics Holdings Ltd. is considering selling a stake in its Indian television manufacturing unit to local investors as part of efforts to expand its business in the country,...
Tuesday 14 April 2026
Asus exceeds expectations with 2x server revenue and growing notebook shipments
Asus has recently unveiled two major surprises in its business outlook. According to supply chain sources, the company's newly set internal targets for 2026 notebook shipments and...
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
AUO drives energy business corporatization to boost integration efficiency
AUO has announced that its Board of Directors has approved a restructuring plan for its energy business's organization and investment framework, aiming to consolidate internal and...
Tuesday 14 April 2026
Nanya Technology posts NT$26 billion profit in 1Q26 as DRAM prices surge over 70%
Nanya Technology reported strong financial results for the first quarter of 2026, driven by a significant rise in DRAM prices and artificial intelligence (AI)-fueled demand across...
Tuesday 14 April 2026
Samsung Foundry advances space semiconductor chip and technology development
As global companies unveil plans for space AI data centers, South Korean firms are prioritizing space-related technology as a new growth driver. Samsung Electronics' foundry division...