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Tuesday 1 September 2026
China specialty foundry XMC plans fourfold capacity growth around 3D integration, silicon photonics
Wuhan Xinxin Semiconductor Manufacturing Company (XMC) has laid out a 10-year expansion strategy centered on 3D integration, silicon photonics (SiPh), and specialty processes, targeting a fourfold increase in production capacity while building a broader semiconductor ecosystem around Wuhan.
Tuesday 1 September 2026
SK Hynix explores Intel as second source for HBM base dies
SK Hynix is reportedly considering adding Intel Foundry as a second manufacturing source for high-bandwidth memory (HBM) base dies, a move that could reduce its reliance on TSMC as the logic layer beneath HBM becomes increasingly important to cost, performance and accelerator design.
Monday 31 August 2026
China urges pragmatism over hype in rapidly expanding humanoid robotics market
According to OFweek Robotics, China's National Development and Reform Commission (NDRC) has issued a clear warning to the country's booming robotics sector: focus on practical applications and sustainable growth rather than blind speculation. Speaking at an August 28 press conference, NDRC spokesperson Chao Li called for a disciplined approach to development, urging governments and tech firms to build on local resource endowments and industrial strengths rather than blindly following trends.
Monday 31 August 2026
Taiwan drone bill dispute leaves NT$240 billion procurement plan in limbo
The Executive Yuan's proposed Special Act for Indigenous Defense Unmanned Vehicle Procurement failed to win approval in the Legislative Yuan, which instead adopted a version proposed by opposition caucuses, leaving a six-year, NT$240 billion (approx. US$7.6 billion) procurement framework facing uncertainty.
Monday 31 August 2026
Update: SK Hynix breaks silence on Japan expansion rumors
To capture surging global demand for memory chips driven by artificial intelligence (AI), SK Hynix is actively exploring manufacturing and investment options in Japan.
Monday 31 August 2026
The 72.4% dominance: China's battery lead is now a chemistry problem for South Korea
The global battery space has long been characterized by China's overwhelming dominance, leaving other established players subdued and struggling to establish a foothold in the industry for years.
Monday 31 August 2026
Gudeng chairman says trust underpins Taiwan supply chains amid Unimicron row
Gudeng Precision Industrial chairman Bill Chiu said on August 31, 2026, that trust is the core foundation of Taiwan's place in the global supply chain, as he commented on sensitive issues including alleged country-of-origin labeling violations involving PCB maker Unimicron. He said Taiwanese firms gain opportunities in global markets because of Western customers' trust, warning that undermining that trust would be self-defeating.
Monday 31 August 2026
Unimicron stock prices fall 10% daily limit, says origin probe covers PCBs, not substrates

Unimicron Technology shares plunged to Taiwan's 10% daily downside limit on August 31, the first trading session after prosecutors disclosed an investigation into alleged false country-of-origin labeling. The stock opened at NT$999 (approx. US$31.5), dropping out of Taiwan's NT$1,000-plus share club, with sell orders briefly approaching or exceeding 100,000 lots while only a few thousand lots changed hands during early trading.

Monday 31 August 2026
US weighs limits on China's access to chips in overseas data centers
US restrictions on China's access to advanced computing could expand beyond physical chip shipments to the remote use of computing resources, potentially increasing compliance requirements for cloud providers and data center operators in Southeast Asia.
Monday 31 August 2026
The architect of Apple's China machine also built its hardest problem
What Tim Cook leaves John Ternus on September 1 is best measured not by margin but by geography. Cook spent twenty-eight years concentrating Apple's manufacturing in one country, then a decade trying to make that concentration politically survivable. Both halves are unfinished, and both are now Ternus's responsibility to bear.
Monday 31 August 2026
Taiwan vendors chase India's wireless broadband opportunity, with Alpha Networks in the lead
India's market for Wi-Fi millimeter-wave (mmWave) fixed wireless access (FWA) remains at an early stage, with formal commercial standards still dependent on operators completing field trials and the country's Department of Telecommunications (DoT) advancing the regulatory process.
Monday 31 August 2026
MetaX posts first-half profit while China's AI GPU rivals split
MetaX posted its first half-year profit since listing, with rising GPU shipments and the mass production of its C600 accelerator strengthening its commercial position while China's domestic AI chip sector increasingly splits between profitable vendors and peers still absorbing heavy R&D costs.
Monday 31 August 2026
CXMT's global DRAM push runs into US curbs

ChangXin Memory Technologies (CXMT) is suing the Pentagon to overturn its designation as a Chinese military company as the Chinese DRAM maker seeks to turn a global memory shortage into overseas growth.

Monday 31 August 2026
Shanghai's 15th Five-Year Plan bets on chips, AI, advanced packaging
On August 26, the Shanghai municipal government released its 15th Five-Year Plan for the Development of Strategic Emerging Industries, setting a target for added value in strategic emerging industries to reach CNY2.1 trillion (approx. US$312.5 billion) by 2030. The plan puts ICs, biopharmaceuticals, and artificial intelligence (AI) at the center of the city's industrial strategy, while shifting policy focus from expansion to higher-value areas such as advanced chips, advanced packaging, industrial software, and critical materials.
Monday 31 August 2026
South Korea risks 'HBM 2.0' trap in emerging CPO market
Co-packaged optics (CPO) is emerging as a critical next-generation technology for AI infrastructure, but unless South Korea strengthens its integration and validation capabilities, it risks being left with component-level capabilities while overseas players retain control of platforms and higher-value parts of the ecosystem.