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Wednesday 2 September 2026
Samsung, SK Hynix inventories surge as valuation reserves fall
Samsung Electronics and SK Hynix ended the first half of 2026 holding sharply more inventory than six months earlier, an unusual development in a memory market where demand continues to strain available supply.
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Thursday 3 September 2026
CXMT expands global hiring to Japan for DDR5, LPDDR technology upgrade

Chinese DRAM maker CXMT has launched its 2027 global recruitment campaign, opening roles across circuit design, R&D, mass-production technology, manufacturing operations, information technology and artificial intelligence. Positions are based in Hefei, Beijing, Shanghai, Xi'an and overseas markets including Japan.

Thursday 3 September 2026
SK Hynix weighs Kioxia production tie-up in Japan
SK Group chairman Chey Tae-won has raised the possibility of jointly producing semiconductors with Japan's Kioxia, taking SK Hynix's exploration of a Japanese manufacturing base a step further by publicly identifying its NAND rival as a potential production partner.
Thursday 3 September 2026
China packaging specialist SJSemi reaches 3.3-reticle 2.5D scale for AI, HBM integration
Chinese advanced packaging provider SJ Semiconductor (SJSemi) has expanded its silicon-interposer-based 2.5D packaging platform to 3.3 times the standard reticle size, enabling denser integration of multiple dies and high-bandwidth memory for AI chips and high-performance computing (HPC).
Thursday 3 September 2026
UniVista expands China EDA stack with AI agents, native 3DIC tools
Shanghai UniVista Industrial Software Group has launched an Agentic EDA framework, a native 3DIC physical-design tool and an advanced-process closure platform, expanding China's domestic toolchain for chip verification, 3D integration and digital back-end design.
Thursday 3 September 2026
ChangXin Memory's 'Hefei Project' exposed in Samsung DRAM theft case
South Korean prosecutors allege that Chinese memory maker ChangXin Memory Technologies (CXMT) set up an internal "Hefei Project" in 2016 to obtain Samsung Electronics' core DRAM technology and recruit its engineers, with phased goals laid out in advance.
Thursday 3 September 2026
BYD Semiconductor scales 4D radar chip for L2-L4 driving, deepening its in-house automotive sensing stack
BYD Semiconductor has begun mass production of a new automotive-grade 4D millimetre-wave radar chip built around its Xuanji A3 intelligent-driving architecture, expanding its in-house sensing stack for L2 to L4 driving functions.
Thursday 3 September 2026
China optical module makers ride AI boom as 800G, 1.6T orders stretch into 2027
AI infrastructure expansion is accelerating demand for 800G and 1.6T optical modules, lifting first-half 2026 results across major Chinese suppliers and extending order visibility into 2027.
Thursday 3 September 2026
VinFast reportedly pauses India manufacturing work on three EVs, a year after opening its Tamil Nadu plant
VinFast has suspended plans to manufacture three electric vehicles in India and ordered suppliers to halt work while it reassesses costs, according to two sources and a company memo reviewed by Reuters. The pause stalls the localization push the Vietnamese automaker had placed at the center of its India strategy, barely a year after opening its first factory outside Vietnam.
Thursday 3 September 2026
Analysis: India's fast-growing FWA market may widen, but suppliers still face margin pressure
India's fixed wireless access (FWA) market is expanding quickly as 5G rollouts accelerate and policymakers push local manufacturing, but Taiwanese networking suppliers say the opportunity comes with familiar risks. Telecom demand in the country remains strong, yet vendors with experience in India warn that growth does not automatically translate into profit.
Thursday 3 September 2026
Samsung Electro-Mechanics eyes 30% MLCC price hikes, ABF up too
Samsung Electro-Mechanics (SEMCO) is set to expand the scope of its price increases, with market reports saying the company will raise direct-supply prices for multilayer ceramic capacitors (MLCCs) sold to OEMs and ODMs in the fourth quarter of 2026, while ABF substrate prices are also climbing. With supply constrained and demand for AI servers strong, further price increases are likely in the near term.
Thursday 3 September 2026
Thailand AiPASS unlocks premium AI after lessons
Thailand has launched its TH-AI Passport and core AiPASS platform, taking a different path from South Korea's national AI push by buying access to overseas commercial AI tools such as ChatGPT and Claude and offering them free to citizens. The move aims to expand AI access while addressing the country's widening AI usage gap.
Thursday 3 September 2026
Samsung to add 1,612 new equipment units at Vietnam chip plant
Samsung Electronics is set to install 1,612 brand-new critical semiconductor back-end processing tools manufactured in South Korea at its factory under construction in Vietnam's Thai Nguyen province. Industry analysts say the move shows Samsung is accelerating efforts to turn Vietnam into a major semiconductor back-end manufacturing base.
Thursday 3 September 2026
Macronix boosts sustainability spending to NT$780 million
Macronix (MXIC) said in its latest sustainability report for 2025 that greenhouse gas emissions fell 19.8% from 2024 and 32% from the business-as-usual (BAU) baseline, beating its original 20% reduction target. The memory chip maker also said it invested about NT$780 million (approx. US$24.66 million) in environmental, safety, and health initiatives in 2025.
Thursday 3 September 2026
MiniMax, Z.ai revenues surge on API demand but adjusted losses widen
Two of China's first listed foundation-model developers are showing that demand for their technology can translate into rapidly growing revenue. Turning that demand into profit remains a much harder problem.
Thursday 3 September 2026
TIME AI 100 spotlights China's new AI guard, from Moonshot, Z.ai to AgiBot, Manus
TIME recently unveiled its 2026 list of the 100 most influential people in AI. Alongside leaders of major technology companies, the list includes a new generation of Chinese entrepreneurs spanning AI models, humanoid robots, and AI agents, highlighting how China's AI industry is expanding beyond large language models into a broader range of technologies and applications.