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Wednesday 9 September 2026
Kioxia rules out deeper SK Hynix ties, resists further NAND price hikes

Kioxia has ruled out deeper manufacturing ties with SK Hynix while resisting another round of aggressive NAND price increases, leaning instead on longer customer contracts and disciplined capacity expansion as data-center demand keeps memory supply tight.

Wednesday 9 September 2026
China's up to 99.2% anti-dumping duty on Japan DCS boosts local chip material suppliers
China has imposed provisional anti-dumping measures on Japanese dichlorosilane (DCS), a semiconductor material used in thin-film deposition, potentially accelerating Chinese wafer fabs' shift toward domestic suppliers.
Wednesday 9 September 2026
CXMT's 10% DRAM share intensifies debate over South Korea's 52-hour workweek

China's rapid advance in DRAM is intensifying debate in South Korea over whether rigid working-hour rules could make it harder to preserve one of the country's remaining technology advantages over China.

Wednesday 9 September 2026
Ability Enterprises August revenue hits 10-year high on AI vision, drones, robot cameras
Ability Enterprise reported August 2026 revenue of NT$1.313 billion, its highest monthly level since December 2015, as three new product lines entered volume shipments. The Taiwanese optics and imaging maker said the gain followed a first-half earnings jump and reflected progress in its shift from traditional imaging manufacturing toward AI-enabled visual systems.
Wednesday 9 September 2026
JD.com's real target with 3 million robots: physical AI
JD.com is accelerating its expansion in physical AI, announcing a new "Physical AI Acceleration Plan" at the 2026 JD Global Technology Explorers Conference on September 9. Over the next five years, the company plans to establish 80 RoboBase robotics industry hubs across China, while JD Logistics intends to procure 3 million robots, 1 million autonomous vehicles, and 100,000 drones to advance automation across its logistics supply chain.
Wednesday 9 September 2026
Sysgration expands Taiwan, US drone manufacturing as procurement plans advance
Sysgration said in August 2026 that rising demand for artificial intelligence, industrial PCs, and drone systems continued to expand its operating scale, while Taiwan's government moved closer to large-scale drone procurement. The company said the policy push is shifting into budget and purchasing stages, positioning 2026 as a key year for domestic drone buying in Taiwan.
Wednesday 9 September 2026
Thailand pauses 49 data center projects
Thailand has suspended construction on 49 data center projects while stressing that it is not trying to "close the door" to investment. The move comes as the government works to draft a regulatory framework amid public concern over energy use and environmental impacts, Bloomberg reported.
Wednesday 9 September 2026
Axcelis to build new Korea manufacturing site in US$35 million expansion
Axcelis Technologies plans to invest US$35 million in a new semiconductor equipment manufacturing facility in Pyeongtaek, South Korea, a move that could help strengthen global chip supply chains. The project underscores how leading suppliers are expanding production capacity to meet rising demand from manufacturers worldwide.
Wednesday 9 September 2026
China's AI meets photonics: CIOE, IICIE, and elexcon open together in Shenzhen
The 27th China International Optoelectronic Exposition (CIOE) opened at the Shenzhen World Exhibition & Convention Center, taking place alongside the International Integrated Circuit Innovation Expo (IICIE) and the 23rd Shenzhen International Electronics and Embedded Exhibition (elexcon). Together, the co-located events highlight the accelerating convergence of AI, photonics, and semiconductor technology.
Wednesday 9 September 2026
Huawei orchestrates China's DUV lithography push to cut reliance on ASML
Huawei is emerging as a central organiser of China's effort to build a domestic semiconductor equipment supply chain, backing critical lithography suppliers and helping connect them with major chipmakers including SMIC.
Wednesday 9 September 2026
Commentary: Huawei's Kirin comeback, Xiaomi's Xring entry widen China's chipmaking race
In September 2020, Huawei's smartphone business suffered a severe blow.
Wednesday 9 September 2026
LG Innotek tackles glass substrate microcrack issue as 2028 production race heats up

LG Innotek is applying internally developed artificial intelligence to semiconductor glass substrate manufacturing, targeting microcracks, one of the technology's toughest yield challenges. The move comes as industry forecasts and supplier roadmaps increasingly point to around 2028 as an early window for initial glass-core substrate production.

Wednesday 9 September 2026
Huawei Qiankun turns 2 million cars into its next assisted-driving advantage

Huawei's automotive technology business has crossed a new scale threshold, with both Huawei Qiankun Intelligent Driving and HarmonySpace surpassing 2 million installations, while the Huawei Qiankun app has also reached 2 million users.

Wednesday 9 September 2026
SEMIFIVE begins HyperAccel chip production on Samsung 4nm as capacity tightens
SEMIFIVE has begun mass production of HyperAccel's data center inference accelerator using Samsung Foundry's 4nm process, marking the Korean custom-silicon company's first large-scale production program on the node as Samsung's Pyeongtaek SF4 line remains at full utilization.
Wednesday 9 September 2026
India's HCLTech opens semiconductor lab in Bengaluru to serve global chip supply chains
HCLTech has opened a new semiconductor laboratory in Bengaluru, a move that could matter for chipmakers and device makers worldwide as they look for faster testing, qualification, and failure analysis. The facility is designed to shorten development cycles, support production quality, and strengthen India's role in the global semiconductor ecosystem.