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Tuesday 21 April 2026
Huawei flags smartphone price pressure, broadens AI device portfolio
Huawei used its latest product launch to deliver a dual message: rising component costs are tightening smartphone pricing margins, even as the company accelerates its push across AI-driven...
Tuesday 21 April 2026
China amping up DRAM integration: GigaDevice expands into DRAM through CXMT tie-up
GigaDevice is moving into DRAM through a KRW1 trillion (US$680 million) related-party deal, combining CXMT's manufacturing capacity with its own sales network in a move that could...
Tuesday 21 April 2026
AI demand inflates silicon valuations across TSMC, Nvidia supply chain
"Silicon inflation" is no longer a metaphor — it is reshaping Taiwan's capital markets. TSMC and Nvidia are at the center, pulling growth across the entire electronics supply...
Tuesday 21 April 2026
Google's AI chip push targets inference boom as battle with Nvidia enters new phase

Google is accelerating its push into the AI chip market, positioning its custom tensor processing units (TPUs) as a viable alternative to...

Tuesday 21 April 2026
End of Cook era underscores Apple's growing dependence on ecosystem strength over breakthrough products
As Tim Cook prepares to transition from CEO to executive chairman on September 1, 2026, analysts and industry observers are reviewing a 15-year tenure defined by unprecedented financial...
Tuesday 21 April 2026
Apple's leadership shift signals a deeper bet on engineering-led innovation over disruption
On April 20, Apple announced that John Ternus, currently the senior vice president of Hardware Engineering, will succeed Tim Cook as the company's CEO on September 1, 2026. The transition...
Tuesday 21 April 2026
Exclusive: US battery push faces EV headwinds, but energy storage boom offers relief
Despite a slowdown in demand for electric vehicles (EV) that has complicated efforts to localize lithium battery production in the US — and even cast doubt on the viability of...
Tuesday 21 April 2026
Exclusive: Beijing eyes solar export curbs to ground Musk's space power play
Recent reports from foreign media indicate that China is preparing to restrict exports of heterojunction (HJT) solar equipment to the United States — a move that industry sources...
Tuesday 21 April 2026
APAC advances CPO positioning: ELSFP beings small-volume shipments, in-house COC line set for 3Q26 completion
Optical communications company APAC Opto Electronics reported that its inventory digestion phase is nearing completion, with market demand showing a clear rebound. Looking ahead to...
Tuesday 21 April 2026
Commentary: China motorcycle maker tests premium shift through performance engineering
When most discussions around Chinese brands still focus on how to expand overseas, Zhang Xue is taking a more radical approach: redefining the stage itself.
Tuesday 21 April 2026
Foreign carmakers in China turn to local tech to regain lost ground

In China's vast auto market, foreign brands — and the joint ventures they once dominated — have been steadily overtaken by domestic...

Tuesday 21 April 2026
AI reshapes memory supply; Global Electronics Association warns that traditional procurement strategies will fail
The Global Electronics Association has released a report highlighting how AI demand is redistributing memory supply, causing extended lead times, rising prices, and increased market...
Tuesday 21 April 2026
Samsung's HBM4 yield improves, 4nm PMBIST upgrade receives praise from Nvidia
Samsung Electronics is accelerating its catch-up in the high-bandwidth memory (HBM) market against leader SK Hynix by advancing its sixth-generation HBM4. A key factor is Samsung's...
Monday 20 April 2026
US Commerce Secretary says BYD has no role in American auto market
US Commerce Secretary Howard Lutnick said Chinese capital will have no meaningful place in America's auto sector, arguing that the country does not need companies such as electric...
Monday 20 April 2026
Memory and raw materials' increased prices weigh on smartphone panels in 2Q26
Entering the second quarter of 2026, the smartphone panel market continues to carry the weak momentum carried over from the first quarter of 2026. As memory prices rise further alongside...