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.
Sharp is developing a compact satellite communications antenna capable of connecting to multiple satellite networks, aiming to commercialize terminals around 2030 for applications including defense, autonomous driving, and remote operation of construction machinery, according to Nikkei Asia.
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.
Online rumors that Huawei founder Zhengfei Ren and his family had disappeared from public view have reignited concern over the fate of Chinese technology executives. Ren's younger daughter, Annabel Yao, appeared at a Beijing press conference on September 14, but China's new exit-and-entry rules took effect the next day, drawing fresh attention to executives who have fled, vanished, or faced restrictions.
China's leading AI developers are scaling revenue rapidly, but the gap with their US rivals remains substantial — and the cost of keeping pace is rising even faster. Rhodium Group estimates that seven major Chinese AI companies had combined annualized recurring revenue (ARR) of about US$10.7 billion, based on estimates dated between March and August 2026, roughly one-tenth of the more than US$100 billion attributed to OpenAI and Anthropic combined.
Vivo unveiled its new X500 series imaging flagship phones in Shanghai on September 21, 2026, aiming to build a stronger moat in mobile imaging and break through more aggressively in the premium smartphone market. As rising memory prices force handset makers to lift retail prices, IDC expects worldwide smartphone shipments to fall 16.7% in 2026 to just over 1 billion units.
DeepSeek CEO Liang Wenfeng said during a call with investors that he aims to rely on Huawei chips to train the startup's models in the future, and that a batch of training chips from Huawei are set to begin arriving at his company as early as the fourth quarter of 2026.
