CONNECT WITH US
Thursday 19 March 2026
China's photoresist push moves from lab wins to mass supply
China's semiconductor materials localisation is shifting into commercial scale, with domestic photoresist suppliers moving from pilot validation to mass supply, marking a turning point in one of the chip industry's most tightly controlled segments
LATEST STORIES
Friday 20 March 2026
Samsung foundry shows signs of stabilization as Nvidia, Tesla orders underscore AI chip capabilities

Samsung Electronics' foundry business is showing signs of stabilization after a sustained period of market share decline, as new orders from Nvidia and Tesla underscore its ability to manufacture high-value artificial intelligence (AI) semiconductors, according to Maeil Business News Korea and EBN

Friday 20 March 2026
Analysis: Supermicro co-founder's GTC star turn ends in federal indictment
At NVIDIA GTC 2026, Super Micro Computer (Supermicro) appeared firmly at the center of the AI infrastructure boom. The company showcased its deepening collaboration with Nvidia and welcomed CEO Jensen Huang to its booth in a highly public display of partnership. When the event wrapped up, however, that momentum was quickly overshadowed by a federal indictment placing one of the company's most senior figures under scrutiny
Friday 20 March 2026
Samsung reportedly ceasing TriFold smartphone sales

Samsung Electronics is reportedly discontinuing its premium Galaxy Z TriFold smartphone just months after launch, underscoring the device's role as a technological showcase rather than a mass-market product, according to Bloomberg. The US$2,899 foldable, featuring a dual-hinge design that expands into a 10-inch tablet, will first be pulled from South Korea before sales are halted in the US. Samsung's website has already removed messaging around restocks, listing the device as "sold out.

Friday 20 March 2026
Tencent leverages WeChat ecosystem to lead AI agent race in China
Tencent's rapid rollout of agentic AI across WeChat could reshape the competitive dynamics of Chinese AI, with potential implications for global markets given WeChat's 1.4 billion users and integrations across communication, payments, content, and services, possibly accelerating AI agent adoption and raising questions about competitors' responses and timing
Friday 20 March 2026
Alibaba's AI and cloud growth cushions slowing earnings but raises profit questions
Alibaba Group reported modest overall revenue growth while disclosing a sharp fall in operating income, underlining a tension between investment-led expansion in AI and near-term profitability
Friday 20 March 2026
Volkswagen signals shift away from Nvidia as Chinese chips gain ground

Recent reports suggest that Volkswagen may move away from relying on Nvidia's automotive computing platforms, instead increasingly integrating Chinese-made chips into its vehicles

Friday 20 March 2026
Apple CEO visits China at 50th anniversary event to strengthen supply chain
Apple CEO Tim Cook has officially kicked off his 2026 Asia tour with a visit to China, attending the company's 50th anniversary celebration at the Chengdu Taikoo Li Apple Store. The event featured concerts and consumer interactions aimed at reinforcing brand loyalty as part of the ongoing efforts to solidify Apple's supply chain in the region
Friday 20 March 2026
China's AI robot industry surges on market freedom and strategic autonomy
Despite lacking the industrial legacy of Japan and Germany, China has rapidly built its AI robotics sector into a formidable force, posing as a subtle challenge to US technological dominance. Tien-Chong Cheng, chairman of Aurotek, attributes this swift growth to two key drivers: maintaining high market competition and freedom, and allowing the industry itself to shape development strategies
Thursday 19 March 2026
Samsung Electro-Mechanics rumored to supply MLCCs to top private aerospace firm
Samsung Electro-Mechanics (Semco) is reportedly supplying multilayer ceramic capacitors (MLCC) for low Earth orbit (LEO) satellites to the world's largest private aerospace company. According to industry sources, this expansion from the automotive and industrial sectors into aerospace is a significant step for the company, as it demonstrates that its components have gained global recognition for durability and reliability
Thursday 19 March 2026
SK Hynix posts record pay, R&D, and capex in 2025
Driven by the AI dividend and a robust semiconductor market, SK Hynix's average employee annual salary reached KRW185 million (approx. US$124,494) in 2025, up 58.1% year-over-year to set a new high. At the same time, the company also broke records for R&D investment and capital expenditure (capex)
Thursday 19 March 2026
US reveals Tesla battery deal with LG, lifting veil on supply chain
US government disclosures have shed unusual light on a closely guarded corner of the electric vehicle supply chain, confirming that LG Energy Solution signed a battery supply agreement worth KRW6 trillion (approx. US$4 billion) with Tesla in July 2025
Thursday 19 March 2026
AMD, Samsung deepen AI chip ties with HBM4 supply and foundry talks

AMD CEO Lisa Su met Samsung Chairman Lee Jae-yong on March 18, the same day the two companies signed a memorandum of understanding (MOU) to expand semiconductor cooperation, signalling a broader push into AI chips, memory, and foundry services

Thursday 19 March 2026
Column: OpenClaw pulls AI from cloud to the edge
OpenClaw's rapid rise has pushed "lobster-raising" from a niche developer trend into a cross-industry race spanning chips, hardware, and end devices
Thursday 19 March 2026
China's mature-node push gathers pace: Nexchip, Silan, Hua Hong step up capacity and integration

China's semiconductor strategy is shifting from leading-edge competition to strengthening mature and specialty nodes. Facing geopolitical pressure and supply chain fragmentation, domestic foundries are accelerating investment in 28nm-class technologies, analog chips, and vertically integrated ecosystems

Thursday 19 March 2026
BYD slides as foreign automakers reclaim ground in China
China's auto market is undergoing a sharp realignment in early 2026, as the phaseout of government subsidies exposes deeper competitive strengths — and weaknesses — among the industry's leading players