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Industry
Electronica Shanghai 2026: China speeds up localisation in semiconductors after electronic components
Electronica Shanghai 2026 drew 2,065 exhibitors, up 15.1 percent from a year earlier, and expanded floor space to 120,000 square metres. Chinese companies showcased new products across connectors, power semiconductors and sensors, areas long seen as dominated by global firms. The event highlighted moves toward system-level applications, from AI servers to EVs. Passive components in mainland China largely remain third-tier globally, leaving gaps in high-end technology.
Industry
Preview of Electronica Shanghai puts Korean component makers\' premium ambitions to test
Hardware supply chains are emerging as a key battleground as vehicles electrify and become more intelligent, humanoid robots move toward mass production and AI data centres raise power density. Demand is rising for power semiconductors, sensors, connectors, materials and thermal management. Electronica Shanghai 2026, running July 1 to 3 in Shanghai, will bring together global and Chinese suppliers. Korean component and semiconductor firms are also set to participate.
Industry
K-defense boom masks near-total reliance on imported defense semiconductors
South Korean weapons are setting export records, but defense semiconductors that serve as their core components rely almost entirely on imports, raising concerns about structural vulnerabilities. A report cited 98.9 percent import use for advanced chips in domestic weapon systems, with particularly high dependence for power and memory semiconductors. The article also highlights risks from hardware backdoors and limits of network separation, and notes China’s push to raise self-sufficiency in SiC and GaN power chips.
