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Thursday 19 March 2026
Analysis on Micron's strategic pivot: de-commoditizing the memory industry

The most significant revelation from CEO Sanjay Mehrotra during Micron's earnings call was the structural shift in how the company engages with...

Thursday 19 March 2026
BYD slides as foreign automakers reclaim ground in China
China's auto market is undergoing a sharp realignment in early 2026, as the phaseout of government subsidies exposes deeper competitive strengths — and weaknesses — among...
Thursday 19 March 2026
SK Hynix presses ahead on HBM4 despite tightening AI memory supply
SK Hynix is accelerating its next-generation memory strategy, with stable progress on HBM4 production, aggressive capacity expansion in South Korea, and a growing focus on AI-driven...
Thursday 19 March 2026
Samsung strike vote nears, DS and DX divisions clash over bonuses
As Samsung Electronics' union members vote on whether to strike, market attention is shifting from the labor negotiations themselves to the disparities in benefits and potential conflicts...
Thursday 19 March 2026
Hormuz blockade triggers domino effect across semiconductor supply chain
Iran's blockade of the Strait of Hormuz has escalated from a regional shipping disruption into a systemic threat to the global semiconductor industry. Initial market fears centered...
Thursday 19 March 2026
Acer ITS makes 'healing economy' micro-payment push to expand beyond smart transport
Acer ITS is making inroads into the so-called "healing economy" market through micro-payment solutions, according to company president Ming-feng Yu. These cover new opportunities in...
Wednesday 18 March 2026
Nvidia partners with chipmakers to advance industrial robotics
At Nvidia's GTC 2026 conference, major chipmakers — including Texas Instruments (TI), Infineon Technologies AG, NXP Semiconductors, Analog Devices (ADI), and Synopsys —...
Wednesday 18 March 2026
Rohm eyes India as emerging hub for power semiconductor packaging and automotive supply
Japanese semiconductor maker Rohm is expanding its engagement with India's nascent semiconductor manufacturing ecosystem, positioning the country as a potential future export base...
Wednesday 18 March 2026
Nvidia reportedly preparing Groq AI chips for the Chinese market
Nvidia is preparing Groq AI chips for sale in the Chinese market, according to Reuters. The move signals the company's intent to remain competitive in the global inference...
Wednesday 18 March 2026
Chinese automakers navigate North America but face 2027 compliance barriers
Despite multiple tariffs and policy barriers imposed by the US on China's auto industry, Chinese automakers have avoided directly confronting the restrictions. Instead, they are adopting...
Wednesday 18 March 2026
Samsung taps Apple, IBM, Walmart executives in global talent push
Samsung Electronics is actively recruiting top global talent, having lured several senior executives from multinational giants such as Apple, IBM, and Walmart through 2025. The move...
Wednesday 18 March 2026
TCL's OLED debut exposes China's Korean panel dependence
LG Display (LGD) is reportedly supplying panels for TCL's first OLED monitor, marking a notable instance of South Korean OLED technology entering the Chinese market.
Wednesday 18 March 2026
China tightens Hong Kong IPO rules, curbs red-chip listings to stem capital outflows

China is tightening scrutiny over domestic companies seeking to list in Hong Kong, signaling a shift in how one of the market's most entrenched...

Wednesday 18 March 2026
Nvidia secures approvals and orders for H200 in China, restarts supply chain production

During the GTC 2026 conference, Nvidia CEO Jensen Huang told global media that the company has made new progress in the China market.

Wednesday 18 March 2026
Apple adopts MediaTek Wi-Fi chip for MacBook Neo to save costs, say sources
Apple's recently launched affordable MacBook Neo has been found to use MediaTek's Wi-Fi and Bluetooth chips instead of Broadcom or Apple's own N1 chip, according to teardown reports...