The US and China are moving toward different models for governing increasingly capable artificial intelligence, even as the US proposes a limited safety mechanism with China ahead of President Donald Trump and Chinese President Xi Jinping's September 24 summit in Washington. AI is expected to be among the issues discussed at the meeting.
Biwin Storage Technology plans to invest CNY4.5 billion (approx. US$672 million) in the third phase of its wafer-level advanced packaging and testing project, expanding 2.5D integration and compute-memory co-packaging capacity as AI and high-performance computing lift demand for advanced packaging.
China's BeiDou satellite navigation industry continues to expand rapidly, with applications spreading from chips and modules to end devices. Emerging technologies including artificial intelligence are increasingly being integrated with BeiDou, while the industry is shifting from hardware sales towards data, platforms, and services. Overseas markets are also emerging as a key source of future growth.
China's internet regulator is reportedly investigating DeepSeek and Moonshot AI over allegations that the two companies routed millions of user interactions, including potentially sensitive government and corporate information, to Anthropic's Claude models without customers' knowledge.
China's Hygon Information Technology is extending its processor ambitions beyond servers and data centers with the launch of its first embedded industrial CPU family, targeting robotics, machine vision, smart manufacturing, and other edge AI workloads.
Gigabyte's AI server shipments continue to accelerate, lifting revenue and profit while prompting capacity expansion. For the first half of 2026, revenue reached NT$249.272 billion (US$7.9 billion), up 48.4% year-over-year; net profit after tax was NT$11.875 billion (US$373.3 million), up 92.6%; and earnings per share (EPS) hit NT$17.73, all record highs for the same period.
Taiwan-based light guide plate maker Global Lighting Technologies (GLT) is deepening its pivot into life sciences through its investment in Smobio Technology, for which GLT has begun manufacturing precast protein electrophoresis gels under contract. Small-scale production began in August 2026, following the commencement of the partnership between the two companies in 2025. Monthly demand for precast gels currently sits at roughly 20,000–30,000 sheets, and is expected to grow to 200,000–300,000 sheets in the first half of 2027, according to GLT president Johnny Tsai.
South Korean display makers, long dominant in the global smartphone OLED market, remain hesitant to commit to mass production of OLED-on-silicon (OLEDoS) displays, an essential component for personal AI platforms such as smart glasses and extended reality (XR) headsets. As Chinese and Japanese rivals aggressively expand capacity and secure customer wins, industry observers warn that South Korea risks losing its foothold in next-generation displays in the AI era.
Taiwan's largest steelmaker China Steel (CSC) is actively expanding its high-recycled-content steel products, as the global automotive industry accelerates its transition toward net-zero emissions and electrification, boosting demand for low-carbon materials worldwide. The move allows the company to move beyond general industrial applications into automotive sheet metal, electric vehicle (EV) motors, high-strength fasteners, and vehicle body structures.
Nexperia China is accelerating production on its domestic 12-inch wafer platform as it rebuilds a locally controlled semiconductor supply chain spanning design, wafer production, packaging, and testing.
Li Auto's move to open its in-house technologies to outside customers marks a broader shift in the electric vehicle maker's strategy, turning years of internal research into a possible new revenue stream. The company is now seeking external buyers for its Mach intelligent-driving chip, silicon carbide (SiC) power modules, and range-extender system, according to Chinese media reports.
US President Donald Trump used his September 22 address to the United Nations General Assembly to reject international efforts to control artificial intelligence, argue that the US must maintain its lead over China, and urge officials to call the technology "superintelligence." The remarks sharpen a policy divide over whether rapid development can be reconciled with safeguards—and whether Washington and Beijing can cooperate on risks even as they compete.
Rare earths have become a key bargaining chip for China in its contest with the US. As Chinese President Xi Jinping prepares to visit Washington, rare earths are at the center of the trade agenda, and China is weighing whether to expand export controls in the autumn.
