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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
LCD supply could tighten by 2028 as Taiwan sells its fabs to chipmakers
LCD panel supply could tighten around 2028 as Taiwan manufacturers exit the segment faster than expected, while China uses profits from LCD to ramp OLED investment. The shift is being driven by shrinking LCD line capacity, rising demand for advanced semiconductor packaging, and continued growth in large-screen TVs.
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.
Wednesday 9 September 2026
Syrma SGS Elemaster opens electronics plant in southern India to serve global markets
A new electronics factory in Bengaluru is set to strengthen India's role in global supply chains, with potential benefits for customers in railways, industrial systems, energy, and medical devices worldwide. The facility highlights rising demand for high-reliability manufacturing and deeper India–Italy industrial ties.
Wednesday 9 September 2026
Indonesia bets on a full EV supply chain as BYD opens its Subang plant

Indonesia's industry minister said the country has the resources to build a complete domestic electric vehicle chain, speaking in Subang, West Java, on September 3, as BYD inaugurated an IDR16 trillion assembly plant, joining the Chinese carmaker's operating plants in Thailand, Uzbekistan, and Brazil.

Tuesday 8 September 2026
Kian Shen eyes stronger 3Q26 on chassis, lightweight frames, Lean3
Taiwan's Kian Shen is counting on chassis, lightweight panel frames, and the Lean3 electric vehicle to drive growth, with third-quarter 2026 performance expected to improve from the previous quarter as July returned to profitability and non-operating income provided additional support.
Tuesday 8 September 2026
AIDC wins 20-year Bombardier contract to expand business jet work
Aerospace Industrial Development Corporation (AIDC) said on September 7 that it won a 20-year full-life-cycle contract from Canadian aerospace group Bombardier for the Challenger 3500 business jet. The award was described as AIDC's most important recent breakthrough in civil aviation and was tied to Taiwan's aerospace supply chain.
Tuesday 8 September 2026
LG's robot actuator push turns appliance know-how into a physical AI supply-chain bet
As humanoid robots increasingly move from demonstrations toward factories and commercial deployments, competition is expanding beyond finished robots into the components that determine their cost, weight and ability to move precisely.
Tuesday 8 September 2026
US chip tariffs raise stakes for Samsung, SK Hynix's US memory plans
South Korea and the US are discussing semiconductor investments in the US as part of broader bilateral negotiations, bringing US chip tariff policy closer to the investment decisions facing Samsung Electronics and SK Hynix.
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
What to expect at CIOE, Shenzhen's optoelectronics mega-expo
This week, DIGITIMES heads to Shenzhen to cover an expo showcasing the world of optoelectronics, a class of technologies that serves as the link between electricity and light. In today's era of pervasive digital connectivity, from smart glasses to cars to phones, this event is expected to give us a glimpse into the hardware supply chain behind these devices, and increasingly behind the global AI infrastructure build-out.
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
CXMT sees tight DRAM supply through 2H26, accelerates server memory and China-made tool validation
Chinese DRAM maker ChangXin Memory Technologies (CXMT) expects global memory supply to remain tight through the second half of 2026, with AI-driven demand supporting prices while the company expands capacity, upgrades processes and pushes further into server memory.
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.