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Wednesday 15 April 2026
South Korea's 97.5% reliance on Israeli bromine puts chip supply chain at risk
Rising geopolitical tensions in the Middle East are stoking concerns over semiconductor materials supply chains, as key inputs such as helium and bromine face potential disruptions amid ongoing conflict in the region
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Thursday 16 April 2026
China reportedly considers export curbs on advanced solar manufacturing equipment to the US
Chinese officials have held early-stage discussions on potential restrictions on exports of advanced solar panel manufacturing equipment and technology to the US, Reuters reported, citing five people familiar with the matter. The reported move remains under consideration and has not been finalized, underscoring that it is still at a preliminary and potentially fluid policy stage
Thursday 16 April 2026
YMTC to ramp Wuhan fab in 2026, new capacity unlikely before 2028, oversupply risks seen limited

China-based Yangtze Memory Technologies Corp (YMTC) is advancing an aggressive expansion plan that could become the world's third-largest NAND maker by 2026. The company is set to begin volume production at its third fabrication plant in Wuhan in the second half of 2026

Thursday 16 April 2026
Rockchip reports record results, scales AIoT chips across industries
China-based chip designer Fuzhou Rockchip Electronics posted record full-year 2025 results, with AIoT processors driving growth across automotive, robotics, and industrial markets
Thursday 16 April 2026
SkyeChip IPO signals Malaysia's push into high-value chip design
Malaysia-based semiconductor design firm SkyeChip has appointed Maybank Investment Bank and CIMB Investment Bank as underwriters for its planned Main Market listing, according to a report by The Edge Malaysia
Thursday 16 April 2026
Humanoid robot half-marathon draws Alibaba, Honor in embodied AI test
Embodied AI is moving into real-world testing, and China's tech giants are stepping in. The Beijing Yizhuang humanoid robot half-marathon on April 19 is set to serve as a high-profile stress test for performance, endurance, and autonomy in next-generation robotics
Wednesday 15 April 2026
YMTC to more than double capacity with new fabs amid China chip push
Yangtze Memory Technologies Corp (YMTC) plans to build two additional fabrication plants, alongside a third facility nearing completion — a move that would more than double its production capacity once all three sites are operational, according to people familiar with the matter
Wednesday 15 April 2026
Stanford AI report: US-China AI gap narrows as China accelerates industrialization
The Stanford University Human-Centered Artificial Intelligence Institute (HAI) released its 2026 AI Index Annual Report, highlighting a pivotal shift in the global AI race. The report reveals that the performance gap between China and the US in AI model capabilities has significantly narrowed, with both countries now entering a phase of "parallel competition." However, this progress comes alongside sharply rising capital and resource costs
Wednesday 15 April 2026
China ICT firm Tsinghua Unigroup grows revenue, scales AI infrastructure through H3C
China's Tsinghua Unigroup reported full-year 2025 revenue of CNY96.75 billion (US$13.4 billion), up 22.43% year on year, with net profit rising a more modest 7.19% to CNY1.69 billion, reflecting continued investment in AI infrastructure and cloud platforms
Wednesday 15 April 2026
Apple supplier Luxshare guides 1Q26 profit up 20%, expands into AI PCs and data centres
China's Luxshare Precision expects net profit for the first quarter of 2026 to reach CNY3.65–3.71 billion (US$507–515 million), marking a 20%–22% year-on-year increase, even as rising component costs and shifting product cycles weigh on near-term operations
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, according to a Nikkei Asia analysis, as Washington moves to tighten export controls on advanced chipmaking tools

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
India's industrial ambitions face supply-chain constraints as China tightens technology access in batteries and EVs
India's push to build a domestic advanced manufacturing ecosystem is facing renewed pressure from China's tightening control over critical technologies, particularly in the battery and electric vehicle (EV) supply chain, according to Bloomberg
Wednesday 15 April 2026
China's carmakers push ahead in solid-state battery race
Last month, China's Chery Automobile unveiled an all-solid-state battery it says can deliver a driving range exceeding 1,500 kilometers, positioning the technology as a central pillar of its next phase of electric vehicle development
Wednesday 15 April 2026
Quantum-AI convergence shifts focus to long-term data security risks

The convergence of AI and quantum computing is drawing increasing attention from governments and enterprises, particularly around long-term data security, speakers said at a panel discussion during GITEX AI Asia

Wednesday 15 April 2026
AI shifts work from execution to judgment as agents move into production

Artificial intelligence (AI) agents are moving into real-world deployment across industries, automating routine workflows and pushing human roles toward oversight, judgment, and system design, speakers said at GITEX AI Asia