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Thursday 9 April 2026
When will CPO actually see mass production?
The market continues to closely watch the deployment of co-packaged optics (CPO) technology in cloud AI, driven by the desire of the silicon photonics (SiPh) ecosystem to see a tangible...
Thursday 9 April 2026
Apple reportedly kicks off foldable iPhone trial production, final mass production timing undecided
Apple's first foldable smartphone is generating significant buzz as one of the few compelling topics in an otherwise subdued smartphone market. According to Apple's supply chain sources,...
Thursday 9 April 2026
China's EVE Energy ramps up capacity amid energy storage boom
EVE Energy, one of China's largest battery manufacturers, said on April 7 that it expected strong profit growth in the first quarter of 2026 as demand for energy storage batteries...
Thursday 9 April 2026
EV market cooling pushes US battery makers into energy storage
US efforts to localize lithium battery production are encountering a new challenge: a mismatch between supply and demand, driven by political shifts and changes to subsidy programs...
Thursday 9 April 2026
Winmate eyes 2026 growth amid rising defense and edge AI demand
Winmate, an industrial PC (IPC) provider, has reported record-high revenue for March 2026 as global defense projects accelerate procurement and delivery schedules alongside growing...
Thursday 9 April 2026
Helium and tungsten shortages threaten South Korea's semiconductor industry
China's tightening grip on critical mineral exports is sending shockwaves through Asia's semiconductor supply chain. South Korea's chip industry, already on edge over the potential...
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
Intel–Terafab collaboration highlights potential role for 18A in next-generation AI manufacturing
The collaboration between Intel and Elon Musk under the Terafab initiative is emerging as a potential catalyst for demand for Intel's most advanced manufacturing node, 18A, even as...
Thursday 9 April 2026
Geopolitics and AI is redrawing the global chip packaging landscape
The AI computing boom is reshaping where semiconductors get packaged. Geopolitical pressure and supply chain diversification are pushing capacity well beyond its traditional strongholds...
Thursday 9 April 2026
Zensemi strengthens automotive chip team with hiring of industry veterans KC Ang and Marco Maria Monti
China-based automotive semiconductor wafer foundry Zensemi has announced a new management team led by chairman Xiaofei Chen, appointing two internationally experienced executives:...
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
Europe's battery ambitions shrink as costs and China's dominance loom

Driven by the rapid shift toward automotive electronics and electrification, Europe moved earlier than the United States to localize lithium...

Wednesday 8 April 2026
Taiwan's Zhen Ding projects AI-driven surge as next-gen platforms hit production

Looking ahead, Taiwan's printed circuit board giant Zhen Ding Technology expects a strong growth trajectory beginning in the second quarter,...

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...