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    CXMT targets DDR5 RDIMM mass production by end-2026
    10h 4min ago
    Nvidia expands China gaming partnerships
    10h 4min ago
    US promotes AI exports as chip industry flags supplier gaps and reshoring costs
    10h 4min ago
    Commentary: The methodology behind Lip-Bu Tan’s strategy of vulnerability for Intel
    10h 4min ago
    Analysis: GF finds high-value outlet for mature capacity through advanced packaging, lessons for China
    10h 4min ago
    NEWS TAGGED CHINA
    Tuesday 13 October 2026
    China's rare-earth concentrate prices stay 48% higher, but downstream demand remains weak
    China's rare-earth concentrate prices remain nearly 50% above year-earlier levels despite a marginal fourth-quarter increase, underscoring persistent raw material cost pressures even...
    Tuesday 13 October 2026
    Toyota rewires China JV structure as GAC takes control of FAW Toyota stake
    As the push toward smarter vehicle systems and full electrification intensifies alongside China's strengthening position in the EV market, these trends are increasingly prompting overseas...
    Tuesday 13 October 2026
    China's AI revenue gap with US exposes deeper monetisation divide
    China's leading artificial intelligence companies are gaining users and global recognition, but their commercial returns remain far behind those of US rivals. The growing disparity...
    Tuesday 13 October 2026
    China's Jinai Tech backed by state, targets 2027 advanced process pilot-line launch with ambition laid upon SEA
    China's 15th Five-Year Plan and the Ministry of Industry and Information Technology's strong chip project are accelerating the domestic replacement of semiconductor equipment and materials...
    Monday 12 October 2026
    China proposes physical controls and tougher testing for new vehicles
    China proposed tighter vehicle design and safety requirements that would restrict fully hidden door handles, virtual controls for critical functions and several interior features in...
    Monday 12 October 2026
    Chinese government and industry make full push into AI glasses development: AR display integration and lightweighting gain traction

    Introduction

    Monday 12 October 2026
    Moonshot AI's Hong Kong IPO faces a critical ownership dispute ahead of US$50 billion debut
    China's Moonshot AI is seeking to settle a shareholder dispute involving claims potentially exceeding US$700 million ahead of a potential US$5 billion Hong Kong initial public offering...
    Monday 12 October 2026
    Biren's BR20X GPU targets 1,024-chip AI systems, but US curbs cloud mass production

    China's Biren Technology has successfully powered on its next-generation BR20X GPU, advancing to post-tapeout validation while preparing for customer...

    Monday 12 October 2026
    Sumitomo Bakelite expands packaging material production across Singapore, China
    Sumitomo Bakelite announced that it is expanding production capacity for encapsulation materials used in advanced chip packaging at its facilities in Singapore and Suzhou, China. This...
    Monday 12 October 2026
    AITO doubles down on CATL as China's battery supply chain shifts toward selective diversification
    As efforts to curb CATL's dominance accelerate across China's automotive landscape, the domestic battery market is beginning to move away from single-supplier dependence and toward...
    Monday 12 October 2026
    Cook makes first post-CEO visit to China, lauds Guangdong's role in Apple supply chain
    Apple Executive Chairman Tim Cook made his first visit to China since stepping down as Apple CEO. He visited Guangdong Province, a manufacturing hub that contains much of the iPhone...
    Monday 12 October 2026
    Apple's iPhone 18 order cuts expose widening divide in premium demand

    Apple's iPhone 18 Pro lineup is showing mixed demand signals weeks after launch. Reports of component order cuts suggest weaker-than-expected sales,...

    Monday 12 October 2026
    CXMT targets 2026 debut of 4F² DDR5 RDIMM in bid to challenge server DRAM rivals

    China's ChangXin Memory Technologies (CXMT) plans to introduce DDR5 registered DIMMs (RDIMMs) based on its new 4F² DRAM architecture by the...

    Monday 12 October 2026
    Weekly news roundup: Musk's Terafab faces reality check; Samsung HBM4E clears quality validation
    This week's (October 5 to October 11, 2026) coverage highlights intensifying efforts to build resilient semiconductor and AI hardware supply chains. Elon Musk's Terafab project faces...
    Saturday 10 October 2026
    Unified memory lifts AI PC ambitions as Chinese open models gain local-inference ground
    The hardware boundary separating cloud-scale AI from local inference is becoming increasingly porous as PC vendors expand memory capacity and software platforms make larger open-weight...
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    Research_DB
    BIZ FOCUS
    Oct 15, 08:00
    Samsung Semiconductor Highlights 400+ Layer Flash Powering Agentic AI
    Wednesday 14 October 2026
    Hybrid Copper Bonding - A Manufacturing Lever for The AI Era
    Wednesday 14 October 2026
    Practical Insights & Industry Ideas
    Wednesday 14 October 2026
    GMIF 2026 Awards: Samsung, SanDisk, BIWIN, and Others Honored