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Wednesday 23 September 2026
US, China diverge on AI guardrails ahead of Trump-Xi summit
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.
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Thursday 24 September 2026
CXMT gains ground in DRAM as Samsung, SK Hynix shift more capacity to HBM
China's ChangXin Memory Technologies (CXMT) is gaining ground in the global DRAM market as Samsung Electronics and SK Hynix allocate more production capacity to high-bandwidth memory (HBM), tightening conventional memory supply and giving the Chinese supplier more room to expand without competing primarily on price.
Thursday 24 September 2026
China AI's new moat: low-cost models meet a rapidly localising hardware stack
China's AI industry is moving beyond policy-driven technological catch-up into a new phase centered on commercialization and ecosystem competition. Localization is no longer confined to replacing individual components; it is evolving towards full-stack, system-level optimization.
Thursday 24 September 2026
Peking University Dean's rare Intel China appearance hails AI-plus edge adoption

Chinese macroeconomist Justin Lin, dean of Peking University's Institute of New Structural Economics, made a rare appearance at a tech industry event on September 22, speaking at the 2026 Intel Technology Innovation and Industry Ecosystem Conference about the AI revolution from an economic development perspective. Intel China used the event to showcase AI applications spanning edge AI, enterprise AI, and physical AI, underscoring its push to accelerate AI deployment in China.

Thursday 24 September 2026
Chinese foundry CanSemi seeks US$918M ChiNext listing
Guangzhou-based wafer foundry CanSemi Technology has set its initial public offering (IPO) price at CNY12.01 per share on Shenzhen's ChiNext board. The company aims to raise CNY6.16 billion (approx. US$917.9 million) by issuing 512.6 million new shares.
Thursday 24 September 2026
Alibaba Cloud accelerates AI infrastructure buildout with 20GW target, eight-market expansion

AI adoption is accelerating, prompting global cloud providers to step up data center investment. Alibaba Cloud, the cloud computing arm of Alibaba, announced a new round of global infrastructure expansion at the 2026 Apsara Conference, with plans to broaden its data center footprint across eight countries and regions over the next 12 months.

Thursday 24 September 2026
South Korea chip, panel lines stay on as AI, iPhone demand surges

South Korea's major semiconductor, display, and electronics parts factories are staying open through the Chuseok holiday as AI-driven memory demand and new Apple iPhone panel production keep lines running. Samsung Electronics and SK Hynix are continuing output at key plants, while display and MLCC makers are also maintaining round-the-clock operations.

Thursday 24 September 2026
Beijing Eswin heads for HK IPO as RISC-V growth shifts to autos, industrial chips
Beijing Eswin Computing Technology has cleared its Hong Kong Stock Exchange listing hearing, moving closer to becoming the market's first listed RISC-V-focused chip company.
Thursday 24 September 2026
Commentary: Apple's M8 Ultra AI server plan could pull Apple Silicon into Nvidia's enterprise infrastructure game

After more than a decade away, Apple may be preparing to return to the enterprise server market. According to The Information, as reported by Reuters, the company is developing an enterprise AI server powered by its planned M8 Ultra chip and has discussed adopting Nvidia's NVLink Fusion interconnect technology.

Thursday 24 September 2026
Huawei founder Zhengfei Ren reappears in Shenzhen — Dongfeng smart vehicle alliance moves into focus

Huawei founder Zhengfei Ren made a public appearance in Shenzhen on September 22 for talks with Dongfeng Motor general manager Changjun Feng that also included other Huawei executives. The two sides discussed deeper strategic cooperation in smart vehicles, alongside coordinated product development and technology innovation.

Thursday 24 September 2026
LG Display scraps Nanjing automotive LCD module sale to Top Run
LG Display has scrapped the planned sale of its automotive LCD module business in Nanjing, China, to Top Run Total Solution after the companies failed to reach a final agreement on transaction terms, derailing a plan to shift the operation from in-house production to outsourcing.
Thursday 24 September 2026
Taiwan's Yusin pivots China OE brake pad business from BYD to JV automakers
Taiwan-listed Yusin Holding Corp. said on September 23 that its Chinese subsidiary Fuzhou Assured Brake Systems is reducing its reliance on BYD and shifting its China original-equipment (OE) brake pad business toward joint-venture automakers including Volkswagen, Nissan and Honda. The subsidiary is targeting an 11% share of China's OE brake pad market by 2027.
Thursday 24 September 2026
Xi's US visit stirs alarm over a possible Chinese auto push into America

Chinese President Xi Jinping's visit to the US is heightening anxiety across the global auto industry, where suppliers, dealers, and lawmakers fear it could open the door to Chinese carmakers in America. For readers worldwide, the issue matters because it could reshape EV pricing, supply chains, jobs, and trade tensions far beyond the US market.

Thursday 24 September 2026
Alibaba Zhenwu V900 joins Huawei Ascend 960 in race to fill Nvidia's China AI compute gap
Alibaba has formally unveiled its self-developed Zhenwu V900 AI chip at the 2026 Apsara Conference, with CEO Eddie Wu describing the T-Head Semiconductor-designed processor as "China's most powerful AI chip to date." The V900 is intended to fill part of the computing gap left by restrictions on access to Nvidia's high-end accelerators.
Thursday 24 September 2026
Intel puts CPU-GPU coordination at center of agentic AI strategy
Intel is positioning closer coordination between CPUs, GPUs and other computing resources as a key requirement for the next phase of AI, as agentic AI shifts workloads from model inference toward complex task execution.
Thursday 24 September 2026
Trump-Xi pre-summit watch: H20 setbacks and Ascend gains reshape China's Nvidia calculus
Ahead of the Trump-Xi summit, the key semiconductor question is no longer simply how much Nvidia hardware Washington will allow China to buy.