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Wednesday 26 August 2026
China's chip-tool makers are winning share and paying for it in margins
The first-half 2026 accounts now on file from China's listed semiconductor equipment makers describe an industry that has largely settled the question of whether domestic tools can be built and has moved on to a harder one: whether they can be built profitably. Nine of the ten grew revenue by between 13.9% and 49.1% year on year...
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Thursday 27 August 2026
China open-source AI usage hits record high as DeepSeek leads
China's open-weight AI models have surged in usage and have now overtaken proprietary models for the first time. South China Morning Post (SCMP), citing data from US web development platform Vercel, reported that on August 25, Chinese open-weight AI models accounted for 54% of total token usage across its own calls and the agent layer AI Gateway, surpassing proprietary models for the first time.
Thursday 27 August 2026
Research Insight: US humanoid supply chains pivot away from China as Taiwan moves from parts to actuator modules
As the humanoid robot supply chain moves closer to mass-production readiness, Taiwan's precision manufacturing sector is gaining new opportunities to enter the US market, according to DIGITIMES observations.
Thursday 27 August 2026
Beijing's AI4Chip plan puts AI to work on EDA, fabs, advanced packaging
Beijing is extending artificial intelligence deeper into semiconductor production, targeting chip design, wafer fabrication, packaging, testing, equipment, and materials under what local authorities describe as China's first dedicated "AI4Chip" policy.
Thursday 27 August 2026
Chinese GPUs head to space as MetaX payload begins in-orbit AI computing tests
Chinese GPU vendors are beginning to extend their applications beyond terrestrial computing and into space. The recently launched Yunjian Muxi satellite (Jitianxing A-04) carries an intelligent computing payload powered by a domestically developed MetaX GPU, marking an effort to validate Chinese AI chips under real-world space conditions.
Thursday 27 August 2026
WRC 2026 signals a new humanoid robot race as competition shifts from bodies to embodied AI models
The 2026 World Robot Conference (WRC 2026) has concluded in Beijing. While the commercial prospects of humanoid robots remain a subject of debate, they once again took center stage at the event. With China continuing to lead the world in humanoid robot shipments, more than 100 robotics-related companies showcased new technologies and unveiled their latest products, making the event not only a magnet for capital but also a window into where the industry is heading.
Wednesday 26 August 2026
YMTC targets global NAND lead by 2027 as parent seeks US$5 billion IPO
Yangtze Memory Technologies (YMTC) is aiming to become the world's largest NAND flash supplier by the end of 2027, setting an aggressive target as its parent prepares a nearly US$5 billion Shanghai listing to fund production upgrades and research.
Wednesday 26 August 2026
Southeast Asia mobility shifts put GATE 2026 in focus
The 2026 Global Automotive and Technology Expo (GATE 2026) will take place August 26-28 at the Malaysia International Trade and Exhibition Centre (MITEC) in Kuala Lumpur, as Southeast Asia's auto market enters a new phase of slower overall growth but faster EV adoption.
Wednesday 26 August 2026
Malaysia mobility sector embraces Chinese firms as investment catalyst

Malaysia's mobility industry is welcoming a larger role for Chinese automakers, with investment, technology exchange and supplier development emerging as key themes at GATE 2026. Malaysia Automotive, Robotics and IoT Institute (MARii) chairman Aminar Rashid bin Salleh said the growing presence of Chinese car brands is adding new momentum to the country's mobility sector.

Wednesday 26 August 2026
South Korea, US clash over reactor choice in US$350B nuclear deal
South Korea and the United States are at odds over which reactor design to build — and who runs the project — in the nuclear power component of Seoul's US investment package, according to industry sources cited by Korean outlet Edaily.
Wednesday 26 August 2026
China fusion consortium targets 25T superconducting magnet prototype by 2030
China's nuclear fusion supply chain is stepping up work on high-temperature superconducting magnet technology. At the 2026 Fusion Energy Conference on August 25, China Fusion Energy Co. (CFEC) joined Shanghai Superconductor, Eastern Superconducting, Shanghai Jiao Tong University (SJTU), Shanghai Electric Nuclear Power Group, Chaomagnet New Energy, Energy Singularity Energy Technology, Hangzhou Oxygen Plant Group, and Shanghai Yixi Tech to form a Yangtze River Delta innovation consortium focused on China Circulation No. 4 and the development and engineering of high-temperature superconducting high-field tokamak magnets.
Wednesday 26 August 2026
Driving the future: Malaysia's strategic automotive evolution at GATE 2026
The Global Automotive and Technology Expo 2026 (GATE 2026) officially opened on August 26, spotlighting efforts to deepen Malaysia's local supply chain, accelerate technology adoption and position the country as ASEAN's leading automotive and smart mobility hub. Cooperation between China, Malaysia and other ASEAN countries drew particular attention at the event.
Wednesday 26 August 2026
China chip equipment maker Naura posts 25% revenue growth, but R&D and margins squeeze profit
Naura Technology Group posted faster revenue growth than profit in the first half of 2026, with stronger semiconductor equipment sales offset by heavier R&D spending, higher sales costs and weaker gross margins.
Wednesday 26 August 2026
India's AI buildout accelerates as Vera Rubin demand meets data center expansion
India's AI infrastructure push is gaining pace, with implications that extend far beyond the country's borders. According to Bloomberg, AM Intelligence has ordered 9,000 Nvidia Vera Rubin systems as global demand for advanced computing continues to strain supply, underscoring how power, data centers, and chip access are becoming strategic priorities worldwide.
Wednesday 26 August 2026
SK hynix production union rejects stock-heavy pay deal by 25 votes
SK hynix's production-worker union has rejected the company's tentative 2026 wage and collective bargaining agreement by just 25 votes, sending the two sides back to the negotiating table as production workers push back against a proposed shift from cash-heavy profit sharing toward stock-based compensation.
Wednesday 26 August 2026
Samsung's 3-year shareholder returns seen topping KRW600T
AI memory excess profits are beginning to change Samsung Electronics' capital-allocation logic. The company recently said that, under its current 2024-2026 shareholder return policy, the remaining funds available for shareholder returns in 2026 are estimated at about KRW90 trillion-KRW110 trillion (about US$65 billion-US$79 billion), a record high, while the market has already started looking to the next three-year period.