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Friday 30 January 2026
Alibaba, Baidu advance IPO plans for AI chip subsidiaries
China's two largest technology companies, Alibaba and Baidu, have launched initial public offering (IPO) processes for their semiconductor design subsidiaries, a move widely seen as part of Beijing's broader push to strengthen domestic chip self-sufficiency and secure local AI computing capacity under tightening US technology restrictions
Friday 30 January 2026
Samsung, LG hike laptop prices as memory 'chipflation' hits
Prices for laptops and consumer IT devices are climbing as a sustained rally in memory semiconductor costs ripples through the market. The trend, described by industry observers as "chipflation," is beginning to reach consumers as Samsung Electronics and LG Electronics debut their latest notebooks with sharply higher price tags
Friday 30 January 2026
South Korea NAND flash gains strategic role in next-gen AI infrastructure

With artificial intelligence (AI) technology advancing at a breakneck pace—particularly as applications move from the training phase to inference—demand for high-capacity, high-performance storage in data centers and embedded devices is surging. Once considered a low-margin segment prone to market volatility, NAND flash has taken on a new strategic role in Nvidia's blueprint for next-generation AI infrastructure, becoming an indispensable component for AI inference workloads

Friday 30 January 2026
Analysis: Why ASML is cutting jobs in Europe and the US but sparing China
ASML Holding reported record financial results for 2025, marked by strong growth in both revenue and profitability. Full-year revenue reached EUR32.67 billion (US$38.96 billion), up 15.6% from the previous year, while net profit rose 26.9% to EUR9.61 billion—gross margin held at 52.8%
Friday 30 January 2026
Dutch curbs on Nexperia risk breaking Europe's semiconductor supply chain, says CSIA
Wei Shaojun, vice president of the China Semiconductor Industry Association (CSIA) and a widely recognized pragmatic voice within China's semiconductor sector, has spoken out against the Dutch government's ongoing administrative restrictions on Nexperia, triggering broad industry attention
Friday 30 January 2026
Dixon gears up for massive scale-up amid global memory volatility
Dixon Technologies saw negative impacts due to the memory price rise for the third quarter of fiscal 2026. During an earnings call, management outlined plans to navigate global supply chain pressures while targeting long-term revenue of INR1 trillion (US$10.89 billion) over the next three to four years. For the quarter ended December 31, 2025, the company posted consolidated operating revenue of INR106.78 billion, up from INR104.61 billion a year earlier, supported by consolidated operating EBITDA of INR4.21 billion
Friday 30 January 2026
Apple achieves record-breaking revenue in India amid surging demand
Apple has reported an exceptional performance in India for its first fiscal quarter of 2026, achieving strong double-digit revenue growth in the region. CEO Tim Cook characterized the period as a "terrific quarter" for the Indian market, where the company continues to see strong momentum in emerging markets. This growth comes as Apple reaches new heights in the second-largest smartphone market and the fourth-largest PC market in the world
Friday 30 January 2026
Tex Year Industries eyes strong 1H26 growth on India, Vietnam capacity, and specialty chemicals
Tex Year Industries anticipates returning to growth in 2026 following a slight revenue decline in 2025, driven by expanded production capacity in India and Vietnam and the maturation of its high-end specialty chemical segment. The company remains cautiously optimistic despite ongoing geopolitical and economic challenges
Friday 30 January 2026
Huawei scales cloud ecosystem in Asia-Pacific; Volcengine surges in AI cloud
Huawei is expanding its public cloud business across overseas markets, refining its partner strategy, and advancing its "platform plus ecosystem" model in Asia-Pacific. The company said that by the end of 2025, Huawei Cloud had more than 40 master distributors and over 50 cloud service provider partners outside China, serving over 4,000 customers globally. In the Asia-Pacific region, the company has become the region's fastest-growing public cloud provider, supported by service teams in more than 10 locations
Friday 30 January 2026
SK Hynix reportedly converts Icheon DRAM lines as supply crunch boosts margins
The global memory market is moving into a phase that looks increasingly different from past cyclical upswings, as demand tied to artificial intelligence, robotics, and autonomous systems continues to strain supply. With conventional DRAM prices firming and capacity expansion remaining cautious, major memory makers are reshaping production strategies to protect margins rather than pursue volume growth
Thursday 29 January 2026
South Korea's industry minister heads to Washington after tariff rollback warning

US President Donald Trump has threatened to restore 25% tariffs on South Korean goods, escalating trade tensions by citing delays in Seoul's passage of legislation linked to a bilateral trade agreement reached last year

Thursday 29 January 2026
Kim Long Motor and BYD plan US$130 million battery factory in Vietnam
Vietnamese automaker Kim Long Motor announced plans to collaborate with Chinese electric vehicle (EV) manufacturer BYD on a US$130 million battery factory in central Vietnam, signaling a growing push into the region's electrification sector
Thursday 29 January 2026
Samsung foundry hit by China pullbacks in 2025, eyes late-year stabilization
Chinese customers who had planned to use Samsung Electronics' foundry services abandoned a number of projects in 2025 as US regulatory pressure on China intensified and uncertainty peaked ahead of mass production, according to Korean industry sources. Market participants say conditions may look different in 2026
Thursday 29 January 2026
In-depth: DeepSeek's one-year breakthrough shows how China builds AI without cutting-edge chips
In January 2025, while the global AI and semiconductor industries remained focused on advanced process nodes and high-performance GPUs, China's large-scale model DeepSeek-R1 emerged unexpectedly
Thursday 29 January 2026
Earnings call summary: Samsung 4Q25 profit jumps as AI memory crunch pressures phones and displays
Samsung Electronics reported record quarterly revenue and operating profit in the fourth quarter of 2025, as surging memory prices and tight supply, driven by the artificial intelligence boom, more than offset seasonal weakness in smartphones, televisions, and home appliances. The company also warned that an acute chip shortage is expected to persist, creating cost pressures for its mobile and display businesses