Corporate APAC Desk briefs, Country radar notes and sector signals
Average equity gain +8.8% QoQ; IT/AI leads, autos negative, oil/steel/logistics near flat.
Samsung’s chip unit overtook TSMC on revenue; memory market caps surpassed major oil majors.
AI-demand supercycle, multi-year contracts, regionalisation; China builds a sovereign industry while Europe pivots to tech sovereignty.
🇷🇺🇨🇳 March 25–27 this year. A joint delegation of the Russian Ministry of Industry and Trade, the Trade Representative Office and industry organizations held a series of working meetings at China’s largest semiconductor industry exhibition – SEMICON China 2026. The delegates presented catalogs of domestic…
🇨🇳 Asia's largest multidisciplinary semiconductor industry exhibition (SEMICON China) will be held on March 25-27, 2026 at the Shanghai New International Exhibition Center (SNIEC). Organized by the SEMI Association with the support of the China Electronic Chamber of Commerce (CECC) and…