YMTC Phase III speeds Wuhan fab installations and domestic equipment deliveries

China’s semiconductor investment is once again converging in Wuhan. YMTC’s Phase III fab has entered an intensive equipment installation phase, with key process tools steadily moving into the cleanroom. Construction, tool setup, and system commissioning are progressing simultaneously, targeting facility completion and production ramp-up in the second half of 2026.

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Beyond 260,000 GPUs: How Nvidia powers South Korea’s physical AI push

In November 2025, Nvidia CEO Jensen Huang said the company would prioritize the supply of 260,000 GPUs to South Korea, a move that quickly drew industry attention. In 2026, as South Korea accelerates the development of “data factories” and practical talent programs for physical AI, Nvidia plans to deepen partnerships to support ecosystem expansion and sustain its own growth.

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Radbon sees overseas revenue surge on aerospace and defense demand

Radbon Electronics said it continues to deepen its presence in the aerospace and defense markets, benefiting from robust demand from overseas customers that drove double-digit revenue growth in January 2026. While the first half of the year is traditionally a seasonal lull for the industry, the company said its success in expanding internationally has made overseas orders a key pillar supporting future operations.

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