18
Apr
17
Apr
Honda plans deeper China capacity cuts, targets Guangzhou and Wuhan plants
Struggling with weak sales, Honda has decided to significantly scale back its vehicle production capacity in China, with cuts targeting plants in Guangzhou and Wuhan.
17
Apr
OpenAI’s HBM push signals a new AI memory arms race
A recent report by South Korea’s Chosun Biz highlights how OpenAI is actively building a dedicated supply line with Samsung Electronics to secure high-bandwidth memory (HBM) for its artificial intelligence infrastructure.
17
Apr
Lens Technology swings to loss on weak smartphone demand, FX pressure
Lens Technology reported a sharp earnings reversal in the first quarter of 2026, weighed down by softer demand for smartphones and PCs and rising financial costs, even as it continues to position itself across AI-driven hardware segments.
17
Apr
Commentary: Robots are selling, but profits are not; data is the real prize
Capital is still pouring into humanoid robotics in 2026, but the industry’s financials are telling a more complicated story.
17
Apr
Accelerating enterprise AI: Hardware advancements and compute architecture transformation
According to DIGITIMES, six major AI applications – chatbots, software development, image generation, video generation, enterprise operations automation, and manufacturing process automation – are increasingly being adopted by enterprises. The resulting s
17
Apr
Samsung deploys AI across TV lineup to counter Chinese rivals and weather weak demand
On April 15, Samsung Electronics unveiled a broad AI-driven TV strategy at “The First Look Seoul 2026” event in Seoul, signaling an aggressive bid to differentiate its products through artificial intelligence and recover market share amid mounting competition and sluggish consumer demand.
17
Apr
C*Core completes internal testing of RISC-V automotive AI MCU with post-quantum security
Suzhou C*Core Technology announced on April 15 that its next-generation automotive microcontroller unit (MCU), the CCRC4XXX series, has completed internal testing, marking a milestone in its push into high-end automotive semiconductors.
17
Apr
MLCC, inductor prices climb as AI demand meets cost pressure
Global passive component prices are rising, led by Japanese suppliers, with the trend spreading across China and Taiwan. Higher raw material costs and AI-driven demand are tightening supply and shifting pricing dynamics across the electronics supply chain.
17
Apr
Samsung’s VD division reviews China strategy as local rivals gain ground
Rumors of a restructuring of Samsung Electronics’s China operations are gaining momentum, with reports suggesting potential scaling back—or even partial withdrawal—from several business lines, including home appliances, televisions, and monitors.