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Tuesday 31 March 2026
Samsung, SK Hynix reportedly set for record profits as long-term contracts expand
Samsung Electronics and SK Hynix are expected to post record first-quarter profits as surging artificial intelligence demand drives memory prices higher, with suppliers pushing to expand multi-year supply agreements to stabilize earnings
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Wednesday 1 April 2026
China memory chip maker Longsys unveils SPU architecture for edge AI storage systems

As AI shifts from cloud training to edge inference, the memory stack is moving beyond data access toward system-level coordination, reshaping controller design, supply chain roles, and value distribution

Wednesday 1 April 2026
Alibaba's closed-source pivot signals mounting monetization pressure
Alibaba's release of its closed-source Qwen3.5 model marks a strategic pivot toward monetization, reflecting growing competitive and commercial pressures as Chinese and global AI players rethink open-source strategies
Wednesday 1 April 2026
China memory firms secure two-year wafer deals, tightening DRAM and NAND supply outlook

As AI demand drives high-performance computing and device upgrades, the global memory market is entering an upswing. China-linked players, including GigaDevice, CXMT, and Biwin, are moving to secure upstream wafer supply through contracts lasting up to two years, pointing to stronger demand visibility and firmer pricing expectations

Wednesday 1 April 2026
China memory chip designer GigaDevice posts record 2025 earnings, locks in US$825 million DRAM supply
GigaDevice Semiconductor reported stronger full-year 2025 results, supported by AI-driven demand and a recovery in the memory cycle. Revenue rose 25.12% year on year to CNY9.2 billion (US$1.33 billion), while net profit increased 49.47% to CNY1.65 billion. Adjusted net profit grew 42.57% to CNY1.47 billion. The company plans a dividend of CNY7.5 per 10 shares
Wednesday 1 April 2026
China display panel maker TCL profit jumps 189% on panel recovery, AI manufacturing push
China's late-March audited earnings cycle puts TCL Technology (TCLTech) in focus, with its 2025 results confirming a display panel recovery while exposing rising component cost risks across the supply chain, according to Yicai and Cninfo
Wednesday 1 April 2026
China GPU maker Biren triples revenue on AI data center demand

Biren Technology reported 2025 revenue of CNY1.04 billion (approx. US$150.47 million), up 207.2% year-over-year, supported by demand from domestic data centers and AI enterprise customers. Gross margin rose to 53.8%, up 0.63pp. The company's BR10X general-purpose GPU remained the main revenue contributor, while its next-generation BR20X is set for launch in 2026

Wednesday 1 April 2026
China LLM usage tops US for fourth week as OpenClaw drives token surge
Global large model competition is entering a new phase, with usage data pointing to a shift toward AI agents and a rising “token economy” reshaping pricing, infrastructure demand, and cloud business models
Wednesday 1 April 2026
Hiroca enters Toyota supply chain with EV interior deal
As competition in the global electric vehicle market intensifies, automakers are increasingly turning to cabin design as a key differentiator. Hiroca Holdings appears to be capitalizing on that shift
Tuesday 31 March 2026
Lens Technology shifts beyond iPhone into AI servers, robotics, and aerospace
China-based Lens Technology is accelerating a shift beyond consumer electronics, positioning itself across AI terminals, server infrastructure, robotics, and commercial aerospace as it seeks to reduce reliance on the smartphone cycle
Tuesday 31 March 2026
Memory chip shortage drives surge in China's used phone chip market
The used mobile phone recycling market in China has recently heated up, with even non-functional old phones being collected at significantly higher prices than before. This surge is driven by a severe global shortage of consumer-grade memory chips
Tuesday 31 March 2026
China's EVE Energy hits record revenue in 2025, but margins come under pressure
EVE Energy reached a record CNY61.47 billion (approx. US$8.8 billion) in revenue for 2025, driven by strong growth in its energy storage segment, yet profit growth remained minimal, according to Sina Finance, highlighting mounting pressure in the competitive battery market. Net profit attributable to shareholders rose just 1.4%, essentially flat, even as shipments and market share climbed
Tuesday 31 March 2026
South Korea invests US$166 million in chip startup Rebellions

South Korea has approved a KRW250 billion (approx. US$166 million) investment in local artificial intelligence (AI) chip startup Rebellions, as part of a government push to build a globally competitive AI chipmaker

Tuesday 31 March 2026
Samsung faces 17,700-worker strike as DS division talks collapse
Samsung Electronics is embroiled in a deepening labor dispute after intensive negotiations between management and workers — which began on March 26, 2026 — broke down without an agreement on employee treatment across its business units. Talks were suspended on March 27, stoking growing concerns over a potential full-scale strike in May involving up to 17,700 employees
Tuesday 31 March 2026
India reportedly bans Chinese CCTV despite easing China ties, boosting Taiwan and US suppliers
India will effectively bar Chinese-made internet-connected CCTV cameras from its market starting April 1, as new certification rules take full effect after a two-year transition period, according to unnamed industry executives cited by The Economic Times. The report said authorities are refusing to certify products manufactured in China or that rely on Chinese-origin chipsets or firmware, effectively shutting major vendors out of one of the world's fastest-growing surveillance markets
Tuesday 31 March 2026
Samsung SDI expands LFP cathode supply chain to target US AI data center ESS market
Samsung SDI is actively expanding its lithium iron phosphate (LFP) battery material supply chain to capture opportunities in the US energy storage system (ESS) market, driven by growing demand from AI data centers. The company is procuring LFP cathode materials from South Korea's L&F while also investing in Fino through a paid capital increase to strengthen collaboration with CNP Advanced Material Technology