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Tuesday 13 October 2026
E-Life Mall expands Digital City stores, surpassing 80 locations without chasing density
E-Life Mall is upgrading its physical stores, deepening digital membership management, and adopting generative AI (GenAI) and data analytics as consumer habits change. Physical retail remains its core operating foundation, with its large-format Digital City (DC) stores now exceeding 80 locations, accounting for more than one-quarter of its 318 stores across Taiwan.
Tuesday 13 October 2026
Hamada Labs targets Taiwan, Japan manufacturing with AI platform
South Korean AI startup Hamada Labs is targeting traditional manufacturers and distributors in Taiwan and Japan with its WindyFlo platform, which connects enterprise data and workflows to extend AI applications to inventory, order, and logistics management. The company, which has accumulated experience in South Korea in areas including medical devices and established a Japanese subsidiary, is also seeking proof-of-concept (PoC) opportunities with Taiwanese businesses.
Tuesday 13 October 2026
SmartSens targets automotive CIS, robot vision growth with US$478M funding
Chinese CMOS image sensor (CIS) maker SmartSens completed a CNY3.2 billion (approx. US$478 million) capital increase in September 2026 to expand into automotive electronics and AI vision. The investment targets high-performance imaging, intelligent driving and on-device AI computing, extending its sensing technology into image processing and edge applications as demand for environmental perception grows in vehicles and robots.
Tuesday 13 October 2026
Foxconn partners on Taiwan-made battery storage systems for 2027 rollout
Tun Green Power partnered with Foxconn, Billion Watts, NoonSpare Energy Technology, and Rich Electric to develop behind-the-meter energy storage systems (ESS) using Taiwan-made lithium battery cells. The companies signed a cooperation agreement in Taiwan on October 12, 2026, targeting mass production and deliveries in the first half of 2027, with a deployment goal of 100 megawatt-hours (MWh) as corporate customers seek more options for localized storage equipment.
Tuesday 13 October 2026
Samsung, SK Hynix NAND profits seen surging on enterprise SSD demand
Samsung Electronics and SK Hynix are expected to see a sharp increase in NAND flash profits in 2026 as surging demand for enterprise solid-state drives (SSDs) drives up memory prices and improves profitability, adding another earnings boost beyond high-bandwidth memory (HBM).
Tuesday 13 October 2026
Toyota rewires China JV structure as GAC takes control of FAW Toyota stake
As the push toward smarter vehicle systems and full electrification intensifies alongside China's strengthening position in the EV market, these trends are increasingly prompting overseas automakers to enter a new phase of operational restructuring.
Tuesday 13 October 2026
China's AI revenue gap with US exposes deeper monetisation divide
China's leading artificial intelligence companies are gaining users and global recognition, but their commercial returns remain far behind those of US rivals. The growing disparity raises a question for China's AI industry: can low-cost, open-weight models generate sustainable profits, or will the greatest financial rewards flow to the platforms distributing them?
Tuesday 13 October 2026
Samsung to pay chip workers special bonuses in stock, pending shareholder approval
Samsung Electronics plans to pay its semiconductor employees special bonuses entirely in company shares in late March or early April 2027, with two-thirds of the stock subject to selling restrictions for up to two years. The payments, funded by 10.5% of the chip division's operating profit, remain subject to shareholder approval.
Tuesday 13 October 2026
China's Jinai Tech backed by state, targets 2027 advanced process pilot-line launch with ambition laid upon SEA
China's 15th Five-Year Plan and the Ministry of Industry and Information Technology's strong chip project are accelerating the domestic replacement of semiconductor equipment and materials amid intensifying US-China competition. Xiamen-based Jinai Tech, which integrates resources from both sides of the Taiwan Strait, is leveraging plasma, chemical vapor deposition (CVD), and atomic layer deposition (ALD) technologies to enter the advanced process equipment market, with its pilot production line scheduled to begin operations in mid-2027.
Tuesday 13 October 2026
Taiwan's ICT sector enjoys 3-year boom as US debt swells
Driven by robust demand for AI, high-performance computing (HPC), and cloud data services, Taiwan's information and communications technology (ICT) production momentum has soared for three consecutive years. Meanwhile, mounting US and global debt levels are driving up real financing costs and tightening international financial conditions.
Tuesday 13 October 2026
Geothermal power too costly for chipmakers? Taiwan's semiconductor industry sees value beyond electricity prices
As geothermal energy prepares to enter Taiwan's semiconductor renewable electricity market, the most immediate question is how much each kilowatt-hour (kWh) will cost compared with solar, wind, and conventional power generation.
Monday 12 October 2026
China proposes physical controls and tougher testing for new vehicles
China proposed tighter vehicle design and safety requirements that would restrict fully hidden door handles, virtual controls for critical functions and several interior features in new vehicles. The draft rules, issued by the Ministry of Industry and Information Technology and three other government departments, are intended to reduce safety risks associated with rapidly developed vehicle models and would affect automakers seeking approvals in China.
Monday 12 October 2026
EU caps annual HEV imports at 350,000 to curb trade deficit with China
The European Union plans to cap imports of hybrid electric vehicles (HEVs) at 350,000 units per year, with safeguard measures potentially taking effect as early as December 1, 2026. The four-year framework sets a 350,000-unit limit in its first year, followed by a 6% annual quota expansion starting in the second year, while both sides commit to complying with World Trade Organization (WTO) rules.
Monday 12 October 2026
Samsung reportedly secures long-term contracts covering up to 80% of 2027 memory supply
Samsung Electronics has committed 75–80% of its 2027 memory supply, including high-bandwidth memory (HBM), to long-term agreements (LTAs), the Korea Economic Daily reported on October 9, 2026, citing industry sources. Nvidia, Google and Microsoft were among the major customers that had largely finalized contracts. Samsung has not confirmed the allocation or named the buyers.
Monday 12 October 2026
Moonshot AI's Hong Kong IPO faces a critical ownership dispute ahead of US$50 billion debut
China's Moonshot AI is seeking to settle a shareholder dispute involving claims potentially exceeding US$700 million ahead of a potential US$5 billion Hong Kong initial public offering (IPO). Allegations concerning asset transfers and corporate governance could complicate the AI startup's listing preparations.