China's National Integrated Circuit Industry Investment Fund Phase III (Big Fund III) is shifting its focus from targeted semiconductor investments to large-scale manufacturing and...
Samsung Display (SDC) is facing a shortage of automotive OLED panels supplied to Chinese EV maker Li Auto, prompting Li Auto to temporarily ship some new Mega vehicles with LCD panels...
Apple has opened testing of its China-specific Apple Intelligence service with the iOS 27.3 developer beta released on November 4, integrating Alibaba's Qwen model into Siri. The full...
AI data centers are accelerating demand for high-speed optical communications, extending competition in the optical transceiver market beyond chips and module manufacturing to critical...
Global memory supply constraints are creating opportunities for Chinese DRAM maker CXMT to expand its market share. As major international manufacturers prioritise high-bandwidth memory...
China's efforts to build a complete domestic chip-design software stack are gathering pace through acquisitions and strategic investments. Empyrean Technology's latest transactions...
Chinese commercial launch provider CAS Space launched its Kinetica-2 rocket at 8:15:25am on 3 November from the Dongfeng Commercial Aerospace Innovation Experimental Zone, placing...
A loophole in US export controls reportedly lets high-bandwidth memory (HBM) made by Samsung Electronics and SK Hynix reach China's AI chip industry. The loophole shows how much Huawei's...
Apple's Greater China revenue rose 21% year-over-year to a record US$17.5 billion in the fourth quarter of fiscal 2026, ended September, while full-year revenue increased 28%, driven...
AI data centers are increasing demand for high-speed optical communications, making optoelectronics supply chains increasingly strategic. Marvell's announced acquisition of Lumentum...
DeepSeek plans to use Huawei's Ascend 950 chips as the core training hardware for its next-generation V5 model, potentially extending the companies' partnership from inference to full...
Dutch chipmaker Nexperia is seeking US$2 billion in damages from its Chinese owner Wingtech and three other defendants, alleging they established a competing supply chain in China...
China's outsourced semiconductor assembly and test (OSAT) companies entered the fourth quarter with rising sales, high utilization, and an industry-wide price upturn. Their third-quarter...
China's leading solar manufacturers have reported their third-quarter 2026 financial results, showing signs of improving profitability but continued heavy losses, underscoring the...
China's memory chip industry heads into the final quarter of 2026 riding a global supply shortage: its leading DRAM maker booked more than CNY54 billion (US$8.11 billion) in third-quarter...
