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Thursday 12 March 2026
Middle East conflict raises helium supply risks for South Korean chipmakers
Samsung Electronics and SK Hynix are reviewing their helium supply strategies as tensions in the Middle East disrupt key logistics routes, raising concerns over the availability of a gas essential to semiconductor manufacturing
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Friday 13 March 2026
Chip material prices double, compound semiconductor supply chain on alert

The Middle East conflict is raising concerns over global energy supply and driving sharp increases in semiconductor material costs. Compound semiconductor manufacturers say prices for high-temperature metals, including tungsten, tantalum, and molybdenum, have doubled, while gallium prices have also surged. At the same time, shortages of indium phosphide (InP) substrates persist due to supply-demand imbalances and geopolitical disruptions such as export controls

Friday 13 March 2026
China's NDRC warns memory price surge spreading across electronics supply chain
China's National Development and Reform Commission (NDRC) has issued a rare monitoring report warning that rising memory prices are spreading across the electronics supply chain as tight supply and strong demand push up DRAM and NAND flash prices
Friday 13 March 2026
Middle East turmoil disrupts South Korean SME exports, stokes chip supply concerns
Escalating instability in the Middle East stemming from the Iran crisis is disrupting South Korean exporters and raising concerns about potential supply chain risks for the country's semiconductor industry, according to South Korean media reports
Friday 13 March 2026
South Korea passes US$350 billion investment act to anchor Korea-US strategic partnership
South Korea's National Assembly approved the Special Act on Investment in the US on March 12, 2026, authorizing US$350 billion in strategic investments and creating a state-backed corporation to manage the program, according to Yonhap and Hangyung
Friday 13 March 2026
T1200 carbon fiber upgrade raises stakes in aerospace, robotics, and advanced manufacturing

Carbon fiber, known for high temperature resistance and corrosion resistance, is often described as "black gold," the "king of new materials," and one of the strongest materials on earth. China's T1200-grade carbon fiber has appeared overseas, highlighting continued technological upgrades in China's high-performance materials sector and drawing international attention

Friday 13 March 2026
Apple slashes App Store commission in China following discussions with regulators
Apple will lower commission rates charged on digital purchases in the China App Store, reducing the standard fee for in-app purchases and paid apps from 30% to 25%, according to reports in Chinese media citing company disclosures
Friday 13 March 2026
China claims T1200 carbon fiber mass production, opening doors to semiconductors and robotics
China's advanced materials sector has made new strides. China National Building Material Group (CNBM) unveiled a domestically developed T1200-grade ultra-high-strength carbon fiber at the JEC World 2026 composites exhibition in Paris, stating it has achieved production capacity at the hundred-ton scale
Friday 13 March 2026
AW 2026: a reality check for the fully autonomous era
Global headlines may proclaim a fully autonomous era, but AW 2026 told a different story. The show made clear that robots are not yet fully autonomous — a fact obscured by modern robotics coverage. The industry is heading in the right direction, but independent operation remains out of reach. A surprising number of robots were teleoperated via controllers. Those left unsupervised often struggled with basic environmental navigation
Thursday 12 March 2026
China's space surge: reusable rockets and mega-constellations reshape rivalry with US
China conducted more than 90 orbital launches in 2025 and achieved several milestones, including collecting samples from the far side of the Moon, constructing a low-Earth orbit (LEO) space station, and landing a Mars rover. The progress highlights China's rapid rise in space capabilities and its growing challenge to the US's long-standing leadership
Wednesday 11 March 2026
India eases investment rules for border countries, signaling cautious economic thaw with China
India has relaxed parts of its foreign direct investment screening rules for neighboring countries, including China, in a move aimed at boosting manufacturing while maintaining safeguards. The changes suggest a cautious shift in India-China economic relations after years of tighter restrictions
Wednesday 11 March 2026
China moves to curb OpenClaw use at banks, agencies due to security concerns

Chinese authorities have moved to curb the use of OpenClaw AI software across government agencies and state-owned enterprises (SOEs), including major banks, amid rising concerns over potential security risks linked to the rapidly spreading AI agent platform

Wednesday 11 March 2026
Commentary: Tencent quietly builds WeChat AI agent to reclaim China's super-app lead

Tencent is reportedly developing an AI agent for its flagship messaging platform WeChat, a move that could reshape how users interact with services across China's largest digital ecosystem

Wednesday 11 March 2026
Japanese automakers to reverse-import US-spec cars
Amid rising global protectionism and US president Donald Trump's push to reduce trade deficits, Japan's automotive industry is undergoing a deep strategic shift. Honda Motor recently announced that it plans to reverse-import its US-made, US-spec car models into Japan, following a similar move by market leader Toyota Motor. Nissan Motor is also expected to follow suit
Wednesday 11 March 2026
OpenClaw craze sees Mac minis briefly sold out in China as AI agent costs top CNY10,000
China's latest AI trend has moved beyond developer experiments. The rapid rise of OpenClaw, an open-source AI agent nicknamed "lobster," is driving hardware purchases, installation services, and a broader push by Chinese cloud and device companies to bring AI agents into mainstream computing
Wednesday 11 March 2026
JCET opens automotive and robotics chip packaging plant in Shanghai Lingang

JCET, China's leading semiconductor packaging and testing provider, has launched a facility focused on automotive electronics and robotics chips, strengthening the country's vehicle-grade semiconductor manufacturing ecosystem