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Wednesday 22 April 2026
Samsung reportedly ramps up GDDR6 supply for Tesla but halts 1d DRAM mass production plan
Samsung Electronics is reportedly increasing production of GDDR6 specifically for Tesla starting in April 2026, even as it simultaneously scales back parts of its broader memory product line and halts plans for mass production of its next-generation 1d DRAM due to insufficient yields
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Wednesday 22 April 2026
China pledges to stabilize memory chip supply as industrial growth and AI-driven manufacturing expand
China's industrial economy posted steady first-quarter 2026 growth, driven by strong performance in high-tech manufacturing and broad sectoral expansion, according to Ministry of Industry and Information Technology (MIIT) officials, as cited by Xinhua and People's Daily
Wednesday 22 April 2026
Nvidia-linked Chinese PCB maker jumps on Hong Kong stock debut, targets AI expansion

Victory Giant Technology, a China-based PCB maker and Nvidia supply chain partner, debuted on the Hong Kong Stock Exchange on April 21, with its shares rising as much as 60% on the first day of trading. Founder and chairman Chen Tao said order momentum remains strong, with proceeds from the listing primarily earmarked for capacity expansion in China

Wednesday 22 April 2026
Chinese carmakers face delays as global cybersecurity rules tighten
China has moved faster than any other country in rolling out smart, connected vehicles. But as its automakers push aggressively into overseas markets, they are running up against an increasingly stringent web of global cybersecurity regulations
Wednesday 22 April 2026
Gangwon's expanding semiconductor cluster comes with global implications
South Korea's Gangwon Province is accelerating the development of a semiconductor cluster centered on Wonju, Chuncheon, and Gangneung, aiming to build a full ecosystem. Global supply chains could gain a new hub built on strengths in smart medical semiconductors, geographic proximity to major fabs, and growing Taiwan partnerships that may diversify sourcing and innovation
Wednesday 22 April 2026
Naver, TCS partner on AI and cloud in India during Korea-India summit
Naver has signed a strategic partnership with Tata Consultancy Services (TCS) to jointly develop artificial intelligence (AI) and cloud services in India, marking one of the cooperation deals concluded during a Korea-India summit visit
Wednesday 22 April 2026
CXMT fills LPDDR4X gap as non-China CSPs seek capacity
Memory giant ChangXin Memory Technologies (CXMT) is stepping in to fill the consumer market shortfall left by Samsung Electronics' planned phase-out of LPDDR4X production. With memory costs soaring and supply tightening, roughly 40% of CXMT's capacity will reportedly be reserved for LPDDR4X, while the remaining 60% is dedicated to advanced DDR5 and LPDDR5 products
Wednesday 22 April 2026
CXMT HBM3 timeline slips, mass production unlikely in 2026
China's leading memory chipmaker ChangXin Memory Technologies (CXMT) is facing fresh uncertainty over the commercialization timeline of its fourth-generation high bandwidth memory (HBM3), according to Korean media reports
Wednesday 22 April 2026
China's humanoid robot makers eye RISC-V over Nvidia Jetson
At the second humanoid robot half-marathon held in the Beijing Economic-Technological Development Area (E-Town), several "Linglong 2.0" humanoid robots powered by a RISC-V AI CPU — the K3 chip — completed the race, standing out as one of the event's key technical highlights
Wednesday 22 April 2026
SJSemi's blockbuster IPO reorders China's chip packaging landscape
Shares of SJSemi surged on their trading debut on Shanghai's SSE STAR Market on Monday, underscoring investor enthusiasm for advanced chip packaging technologies as demand for artificial intelligence continues to accelerate
Wednesday 22 April 2026
The survivor's listing: How XDXCT escaped insolvency to target China's STAR market
China's domestic GPU push has gained a new contender in the capital markets race. Xiangdi Xian Computing Technology (Chongqing) Co., also known as XDXCT, has formally launched pre-IPO preparations after signing a financial advisory agreement with CSC Financial Co., marking a strategic shift from survival mode to expansion
Wednesday 22 April 2026
Micron's Sanand ramp shifts India chip debate from milestone to manufacturing system
Micron Technology's Sanand assembly, test, marking, and packaging plant has given India something it lacked until recently: a live semiconductor manufacturing operation with global supply-chain relevance
Tuesday 21 April 2026
Enflame tests IPO path with fast growth, Tencent reliance, and rising losses
Enflame is moving closer to a STAR Market listing, highlighting a central tension in China's AI chip sector: strong demand and rapid revenue growth have yet to translate into a sustainable business model
Tuesday 21 April 2026
BYD reassesses Malaysia factory project as talks stall with the government

In August 2025, the Chinese electric vehicle (EV) maker BYD announced plans to build a completely knocked-down (CKD) assembly plant at the KLK Technology Park in Tanjung Malim, Malaysia's Perak state, with operations expected to begin in 2026

Tuesday 21 April 2026
Samsung plans NAND expansion at P5 on AI-driven price gains
Surging demand for NAND flash, fuelled by artificial intelligence workloads and data centre expansion, is pushing memory makers into a new investment cycle, with Samsung Electronics and SK Hynix accelerating capacity plans after years of restraint
Tuesday 21 April 2026
Commentary: Honor's smartphone engineering enters robotics, testing Unitree's lead

At a humanoid robot half-marathon in the Beijing Economic-Technological Development Area (BDA or E-Town), Honor swept the top three positions with its in-house robot "Lightning," placing six units in the top ranks