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Saturday 5 September 2026
Commentary: China builds three-pronged memory strategy around CXMT, YMTC, XMC
China's memory industry is shifting from a single-champion model towards a three-pronged structure. ChangXin Memory Technologies (CXMT) is building its position in DRAM, Yangtze Memory Technologies (YMTC) in 3D NAND, while Wuhan Xinxin Semiconductor Manufacturing (XMC) is concentrating its next phase on NOR Flash, 3D integration and optoelectronics.
Saturday 5 September 2026
Taiwan auto parts makers face exit-or-overseas dilemma
Taiwan's auto market remains under pressure in 2026, and even as recent months have shown signs of bottoming out, auto parts makers remain cautious or outright pessimistic about the outlook. The gap between the headline recovery and the reality on the ground underscores how slowly and unevenly the industry is healing.
Friday 4 September 2026
South Korea taps chip windfall for next tech push
South Korea is turning a semiconductor-driven tax windfall into a broader technology investment push, directing record fiscal firepower toward chips, Nvidia's Vera Rubin computing platform, AI data centers, robotics and the power and water infrastructure needed to support them.
Friday 4 September 2026
G20 approves guidelines calling for more business-friendly AI regulation
Delegates to the G20 summit have agreed to support proposed guidelines for a light touch on AI regulation. The framework, proposed by the US, appeared to show a rare moment of consensus as countries race to gain a foothold in the booming AI industry, all while grappling with how to strike a balance between encouraging innovation and preventing harm.
Friday 4 September 2026
India tablet market grows as business demand shifts toward premium devices
India's tablet market posted modest growth in the second quarter of 2026, a sign that enterprise demand and higher-spec devices are gaining importance for buyers worldwide. The shift toward detachable and productivity-focused tablets suggests vendors are adapting to rising costs, changing purchase patterns, and broader demand for more versatile computing options.
Friday 4 September 2026
K&S targets CPO, CoPoS growth with expanded TCB advanced packaging roadmap
Singapore-based semiconductor packaging equipment maker Kulicke and Soffa (K&S) said AI demand is spreading into adjacent applications, lifting 2026 orders for wire bonding equipment and driving shipments to a record high, while the company continues to expand its advanced packaging business.
Friday 4 September 2026
China interconnect chipmaker Montage enters Samsung, SK Hynix CXL 3.2 supply chains and begins DDR6 development

Montage Technology is accelerating its move beyond traditional DDR memory interfaces, with CXL 3.2, DDR6 and PCIe products positioning the Chinese interconnect chipmaker deeper in AI data center infrastructure.

Friday 4 September 2026
Xiaomi Auto maps 2027 Europe entry with German dealer network and four-country vehicle testing
Xiaomi Auto has formally begun laying the groundwork for its overseas expansion. Xiaomi Group partner and CEO William Lu said on September 4 that the automaker had signed agreements with eight major German dealership groups during IFA 2026 in Berlin, establishing an initial sales and service network ahead of its planned entry into Europe.
Friday 4 September 2026
Moonshot AI reportedly files for Hong Kong IPO, targets US$3B
Chinese AI startup Moonshot AI has reportedly filed confidentially for an initial public offering in Hong Kong, potentially setting up one of the city's most closely watched technology listings and one of the largest Chinese AI IPOs in recent years.
Friday 4 September 2026
Sumitomo Chemical starts mass production of 4-inch InP wafers for AI data centers
Sumitomo Chemical has started mass production and sales of indium phosphide (InP) epitaxial wafers, a core material for optical semiconductors used in next-generation data centers and high-speed networks. The move could help ease power and data bottlenecks facing AI infrastructure worldwide, as demand rises for faster, more efficient computing and communications.
Friday 4 September 2026
LB Semicon starts Qualcomm shipments as DDI dependence fades
South Korean OSAT player LB Semicon has begun shipments to Qualcomm Inc., marking a key step in its effort to move beyond a business structure long centered on display driver ICs (DDI) and expand into system and power semiconductors.
Friday 4 September 2026
K-Safety Expo 2026: South Korea's safety AI moves from watching danger to acting on it
At first glance, many of the technologies spread across the K-Safety Expo 2026 show floor in Busan looked familiar: CCTV cameras, industrial sensors, warning lights and control panels. But after moving from booth to booth on September 2, a more consequential shift became clear. South Korea's emerging safety systems are increasingly being built not simply to record what went wrong, but to recognize risk early enough to intervene.
Friday 4 September 2026
K-Safety Expo 2026: Inside Korea's push to make safety smarter, faster, more predictive
K-Safety Expo 2026 opened at BEXCO Exhibition Center 1 in Busan on September 2. An hour-long opening ceremony beginning at 11 a.m. brought together South Korean government officials, international organization representatives and industry participants to mark the start of the three-day safety-industry exhibition. The 12th edition is jointly hosted by the Ministry of the Interior and Safety and Busan Metropolitan City.
Friday 4 September 2026
India PC shipments rise as channel buying lifts second quarter sales
India's PC market grew steadily in the second quarter of 2026, but the gain appears to reflect stocking by retailers, businesses, and distributors as much as end-user demand. The trend signals how supply pressures and pricing changes can reshape device markets far beyond India.
Friday 4 September 2026
China speed hits brakes as regulators tighten safety rules
The global auto industry is being jolted by "China speed," as Chinese regulators move to slow an extreme race to launch vehicles that has crossed quality and safety red lines. The Ministry of Industry and Information Technology (MIIT) and other watchdogs have launched special enforcement actions and tightened rules to prevent carmakers from sacrificing safety in the rush for speed.