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Since the fourth quarter of 2025, memory prices have risen rapidly, driving up overall storage costs and placing significant pressure on TV manufacturers. Sharp changes in cost structures and concerns over weakening end-market demand have also intensified among brands. As a result, cost control has become a top priority in product strategy, further accelerating a trend toward downgraded panel specifications....

The lithography giant's first quarter earnings call reveals more than a beat-and-raise quarter: it exposes a structural shift in how chipmakers relate to their sole EUV supplier...

Embodied AI is moving into real-world testing, and China's tech giants are stepping in. The Beijing Yizhuang humanoid robot half-marathon on April 19 is set to serve as a high-profile stress test for performance, endurance, and autonomy in next-generation robotics....

The Spanish ICT Association (AMETIC) has been actively promoting Spain's standing in the domestic technology industry. Albert Anglarill, director of AMETIC's Catalonia office, said the organization primarily advocates for its member companies, facilitates information exchange, and expands their international visibility. Looking ahead, Spain is focusing on developing key sectors where it already has a solid foundation: chip design, photonics, and quantum computing....

Orange Electronic, a Taiwanese maker of tire pressure monitoring systems, is expanding its presence in Europe's automotive aftermarket, defying a broader slowdown in global vehicle sales and weak consumer demand weighed down by inflation and geopolitical uncertainty....

Malaysia-based semiconductor design firm SkyeChip has appointed Maybank Investment Bank and CIMB Investment Bank as underwriters for its planned Main Market listing, according to a report by The Edge Malaysia....

China-based chip designer Fuzhou Rockchip Electronics posted record full-year 2025 results, with AIoT processors driving growth across automotive, robotics, and industrial markets....

Japanese photoresist leader JSR officially announced on April 15 the establishment of an advanced planarization process solutions research center in Hukou, Hsinchu, Taiwan....

Tong Hsing Electronic, a Taiwanese semiconductor packaging and substrate manufacturer specializing in CMOS image sensors, said on Monday that optical communication modules have become its fastest-growing business, helping drive demand across RF components, ceramic substrates, and automotive and mobile imaging products, positioning the company for stronger-than-expected revenue growth in 2026....

Yangtze Memory Technologies Corp (YMTC) plans to build two additional fabrication plants, alongside a third facility nearing completion — a move that would more than double its production capacity once all three sites are operational, according to people familiar with the matter....

Chinese top-3 server exporter, the New H3C, is seeing server export value expand, leveraging two major export routes to target ASEAN and Central Asian markets....

Rising geopolitical tensions in the Middle East are stoking concerns over semiconductor materials supply chains, as key inputs such as helium and bromine face potential disruptions amid ongoing conflict in the region....

Hyperscaler Nscale has agreed to rent data center capacity to Microsoft at its campus in Narvik, Norway. Located in the Arctic Circle, the site was previously intended for OpenAI as part of its Stargate initiative — a project that has also recently been put on hold in the UK....

Nvidia is accelerating the commercial rollout of silicon photonics (SiPh) technology, marked by the launch of its Rubin Ultra platform and the gradual establishment of co-packaged optics (CPO) architecture. This milestone signals a new technological turning point for the semiconductor industry....

Samsung Electronics' union has sharply raised bonus demands after the company reported its best-ever performance in the first quarter of 2026, raising the prospect of strikes that could disrupt global semiconductor supply, alter chip prices, affect international competitors and South Korea's tax revenues, and undermine long-term investment plans and growth, according to outlets including Maeil Business Newspaper and New Daily....

ASML reported first-quarter 2026 results in line with expectations, signaling continued momentum from surging artificial intelligence (AI) demand and strengthening semiconductor industry fundamentals....

The Stanford University Human-Centered Artificial Intelligence Institute (HAI) released its 2026 AI Index Annual Report, highlighting a pivotal shift in the global AI race. The report reveals that the performance gap between China and the US in AI model capabilities has significantly narrowed, with both countries now entering a phase of "parallel competition." However, this progress comes alongside sharply rising capital and resource costs....

China's Tsinghua Unigroup reported full-year 2025 revenue of CNY96.75 billion (US$13.4 billion), up 22.43% year on year, with net profit rising a more modest 7.19% to CNY1.69 billion, reflecting continued investment in AI infrastructure and cloud platforms....

Japan is accelerating efforts to build domestic AI capabilities, with SoftBank and major industrial partners forming a new company focused on physical AI to power robots, vehicles, and factory systems. Referred to as the Japan AI Foundation Model Development, the new venture was established by SoftBank, NEC, Honda Motor, and Sony Group, each holding stakes of more than 10%, according to Nikkei Asia and TechWire Asia. Additional investors include Nippon Steel, Kobe Steel, and major Japanese banks such as MUFG, Sumitomo Mitsui, and Mizuho, reflecting broad backing from Japan's industrial and financial sectors....

Amazon said on April 14 it would acquire Globalstar for US$90 a share, in a deal valued at about US$11.57 billion, accelerating its push into space-based communications and sharpening its competition with SpaceX in the race to deliver internet and mobile connectivity from orbit....