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Monday 30 March 2026
Commentary: US chip security act ends China's special AI chip supply
The US House Committee on Foreign Affairs passed the Chip Security Act, signaling a decisive move to restrict high-performance computing exports amid rising tech tensions with China...
Monday 30 March 2026
Huawei PanguLM lead exits, reviving model controversy

Huawei's AI leadership is facing renewed turnover. Wang Yunhe, director of Huawei Noah's Ark Lab and a key architect behind PanguLM, has...

Monday 30 March 2026
China builds open RISC-V chip platform with Xiangshan, Ruyi OS
China's Chinese Academy of Sciences (CAS) launched next-generation chip and operating system co-development alongside the debut of the Xiangshan open-source processor and Ruyi native...
Monday 30 March 2026
Samsung reportedly shifts Xi'an plant to 236-layer NAND

Samsung Electronics has reportedly begun mass production of 236-layer NAND flash at its Xi'an plant in China, marking a key step in...

Monday 30 March 2026
Phison and Intel go hybrid to keep China's AI lobster craze from burning out
The recent craze for OpenClaw "lobster raising" in China has sparked massive token consumption, with Yangtze Memory Technologies (YMTC) calling it the first killer app of AI agents...
Monday 30 March 2026
China's semiconductor capacity share to reach 32% by 2030
The global semiconductor industry is undergoing a structural transformation. SEMI estimates that in 2025, capital expenditures (CapEx) by the four largest US cloud service providers...
Monday 30 March 2026
AI-driven memory market set to top US$600 billion on rising storage demand
The global semiconductor memory market is expected to surpass US$600 billion by 2026, as artificial intelligence accelerates a shift toward high-performance storage, according to industry...
Monday 30 March 2026
AI optical boom forces FICG into overdrive expansion
Demand for optical communication modules driven by artificial intelligence is exceeding supply, prompting FIC Global (FICG) to accelerate capacity expansion in Malaysia and China,...
Monday 30 March 2026
SEMICON China 2026: JCET CEO makes the case for atomic-level packaging to carry Moore's Law forward
Advanced wafer manufacturing is approaching physical limits near the 1nm node, according to Zheng Li, director and CEO of JCET Group.
Monday 30 March 2026
China launches probe into US green product trade barriers
China's Ministry of Commerce has launched an investigation into what it describes as US trade barriers affecting green products, citing domestic trade law provisions that allow authorities...
Monday 30 March 2026
NeurIPS rule barring OFAC-listed institutions raises global collaboration concerns
NeurIPS' new rule barring institutions on the US Treasury Department's OFAC entity list from submitting papers, reviewing, or editing risks fracturing global AI collaboration, excluding...
Monday 30 March 2026
AI compression won't ease memory crunch, NAND shortage set to persist
AI-driven demand is tightening global memory supply, pushing NAND flash and server DRAM into shortages, price hikes, and capacity constraints. Server memory demand is expected to grow...
Monday 30 March 2026
China foundry SMIC moves to capture growth beyond AI-led supply squeeze

SMIC on March 26 outlined an action plan to strengthen core operations and identify new growth drivers in 2026, targeting revenue growth...

Monday 30 March 2026
SMIC accused of supplying chipmaking tools to Iran military, US officials say
SMIC, China's largest chipmaker, is accused by senior Trump administration officials of supplying chipmaking equipment to Iran's military, escalating tensions linked to the ongoing...
Sunday 29 March 2026
A race to the bottom: China’s auto boom turns brutally competitive
The global auto industry is entering a turning phase of structural transformation, and nowhere is the upheaval more intense than in China, where a fierce competitive shakeout is un...