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Tuesday 8 September 2026
Analysis: Taiwan manufacturers put 78.9% of new investment into machines as hiring fails
Taiwan's traditional manufacturers are warning that the island's growth story is widening a long-running labor gap, as semiconductor and AI server demand lifts the economy even as factories struggle to hire and retain skilled workers. In the auto supply chain, where smart vehicle electronics are increasingly essential, companies say the workforce shortage is becoming a structural risk.
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Wednesday 9 September 2026
Exclusive Interview: WG Tech sees a faster route for TGV beyond displays

WG Tech (Jiangxi) Group is accelerating its shift from display glass into semiconductor applications, targeting through-glass via (TGV) substrates for optical communications and advanced packaging as AI demand expands.

Wednesday 9 September 2026
US security agencies tell AI firms to degrade answers to suspected Chinese distillation traffic in secret
The NSA, CISA, and the FBI are asking American frontier AI developers to treat model outputs themselves as an exfiltration surface, in a joint Cybersecurity Advisory that names six China-based AI companies as running what the agencies call industrial-scale knowledge distillation campaigns against US models. The most operationally striking recommendation is not a block or a ban: the agencies want providers to subtly alter responses to high-confidence malicious distillation requests, without telling the user.
Wednesday 9 September 2026
Chinese automakers face globalization test in overseas push
China's auto industry has moved from capacity expansion and price competition into a final round of competition, as the decisive factor shifts to how each brand performs overseas. The reason is simple: overseas markets offer more rational margins, making the global expansion of Chinese brands increasingly important.
Wednesday 9 September 2026
China GPU developer Biren expands AI chip R&D into optical interconnects, advanced cooling
Chinese GPU developer Biren Technology has teamed up with Shanghai University to establish an Integrated Circuit Intelligent Chip Joint Laboratory, expanding their cooperation into joint research on AI-chip optical interconnects and advanced thermal management.
Wednesday 9 September 2026
Taiwanese suppliers are being demoted to second tier as Xiaomi squeezes prices
Xiaomi Auto moved aggressively in September 2026, officially launching its second product line, the SkyNomad extended-range SUV series, on September 7. The company also said cumulative deliveries have surpassed 800,000 vehicles and laid out a timetable to enter the European market in 2027. But behind the upbeat headlines, Taiwanese suppliers are settling for secondary-supplier roles.
Wednesday 9 September 2026
Samsung's Taylor fab reportedly fully booked before 2nm production begins
Samsung Electronics' Taylor foundry fab in Texas has reportedly reached full booking before 2nm volume production begins, signaling stronger demand for the company's incoming US advanced-node capacity as the site moves toward trial operations.
Wednesday 9 September 2026
Lotte Energy Materials pivots from EV weakness to AI, ESS copper foil
Cooling electric vehicle demand is forcing South Korean copper foil makers to rethink capital and capacity. Lotte Energy Materials has sold a 90% stake in its architectural exterior contracting subsidiary Lotte EcoWall for KRW170.8 billion (approx. US$120 million), and is redirecting the proceeds into its core copper foil business.
Wednesday 9 September 2026
Analysis: When 72% of the world's EV batteries are Chinese, one defect travels
A battery quality controversy involving GAC Aion has put supplier CALB, the world's fourth-largest EV battery maker, under scrutiny and highlighted a less comfortable side of China's breakneck expansion in new energy industries.
Tuesday 8 September 2026
Xiaomi debuts 18 fold to challenge Huawei and Samsung in wide-screen foldable race
The flagship foldable market has reached a pivotal turning point as tech giants abandon tall, narrow cover screens in favor of wider aspect ratios and custom processing hardware. Xiaomi's newly launched Xiaomi 18 Fold brings direct competition to top-tier rivals such as the Huawei Pura X Max and Samsung Galaxy Z Fold 8, while setting the stage for Apple's anticipated entry into the category later this week. For prospective buyers evaluating these premium devices, the ultimate purchasing decision hinges on core trade-offs including display usability and internal hardware performance.
Tuesday 8 September 2026
US chip investment push puts ownership at center of Korea's $200 billion deal

A US push for additional Korean semiconductor manufacturing investment has entered bilateral negotiations just as the first project under South Korea's US$200 billion strategic-investment mechanism approaches selection.

Tuesday 8 September 2026
Xiaomi debuts Xiaomi 18 Fold and mid-to-high-end lineup to defend 100M shipment target amid rising memory costs
Xiaomi unveiled its new wide-fold Xiaomi 18 Fold on the evening of the 7th to address demand and competition in the foldable smartphone market. Despite a recent smartphone market slowdown caused by surging memory prices, Xiaomi has kept up a rapid launch pace, including the new Redmi Note 17 series and the Poco F9 series.
Tuesday 8 September 2026
Huawei shifts AI battle to HarmonyOS 7, turning Celia into system-level agent

Huawei's September 7 product launch was more than a Mate XT 2 and Kirin 9050 Pro refresh. HarmonyOS 7 and an upgraded Celia reveal a broader strategy: make the operating system the control layer connecting on-device AI, applications, user data, and multiple devices.

Tuesday 8 September 2026
CIOE 2026 opens in Shenzhen: 5,000 exhibitors chase the AI-driven optics boom
The 27th China International Optoelectronic Exposition (CIOE 2026) will run September 9-11 in Shenzhen, bringing together more than 5,000 exhibitors from over 30 countries and regions as AI infrastructure, high-speed optical communications and AR/VR applications reshape the optoelectronics industry.
Tuesday 8 September 2026
Samsung allocates more than half of 4nm foundry capacity to HBM4
Samsung Electronics is allocating more than half of its 4nm foundry capacity to base dies for sixth-generation high-bandwidth memory (HBM4) as it accelerates shipments to major AI chip customers. The share is estimated at 50–60% as of August, according to ZDNet Korea.
Tuesday 8 September 2026
iPhone 18 Pro prices tipped to cross CNY10,000 as Apple faces China pricing test
Apple's fall product launch is approaching, and leaked pricing for the iPhone 18 lineup is beginning to circulate in China, pointing to higher prices for the company's next-generation flagship smartphones.