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    CIOE: Luxshare bets on flat optics to solve AR glasses' weight problem
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    Samsung turns to Japan for packaging edge, narrows HBM gap with SK Hynix
    7min ago
    Getac sees growing drone orders, with 2027 revenue contribution reaching up to 12%
    29min ago
    Realtek expands cloud AI push with ASIC and SSD chips
    30min ago
    Ample Electronic hits 120% utilization as MLCC customers step up copper paste orders
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    HomeRegionsEast Asia
    Tuesday 8 September 2026
    SK Hynix weighs Gwangju investment as Yongin buildout continues
    SK Hynix is considering accelerating investment in South Korea's planned Gwangju semiconductor cluster so that development proceeds alongside its ongoing Yongin buildout, rather than waiting for Yongin to advance further, according to Dealsite, citing industry sources. The potential overlap is raising a key question for semiconductor equipment suppliers: whether Gwangju will generate additional orders or absorb some spending previously expected for later stages of Yongin.
    Tuesday 8 September 2026
    South Korea's UBATT targets 500 Wh/kg lithium-metal batteries for drone and defense markets
    South Korean battery startup UBATT is targeting aerospace and defense applications such as drones and unmanned aerial vehicles (UAVs) with high-energy-density lithium-metal batteries, aiming at applications that require 400–500 Wh/kg or more and are difficult for conventional lithium-ion batteries to serve.
    Tuesday 8 September 2026
    BYD weighs US$1B car-carrier order to support surging EV exports
    BYD is extending its global expansion beyond factories and sales networks into ocean transport, building greater control over the car-carrier capacity needed to support rapidly rising overseas electric vehicle exports.
    Tuesday 8 September 2026
    US-China space race expands from Moon landings to LEO satellite constellations and orbital computing
    The US-China space race is broadening beyond rocket launches and crewed lunar missions into a growing array of strategic arenas, including lunar resources, low-Earth-orbit (LEO) satellite constellations, space computing and military capabilities in orbit.
    Tuesday 8 September 2026
    Black Sesame, Horizon Robotics unveil China's smart driving chip race

    China's intelligent driving market continues to surge, with Black Sesame Technologies and Horizon Robotics both reporting solid top-line revenue growth for the first half of 2026. Highlighting the rapid commercialization curve, Horizon Robotics announced on September 3 that cumulative mass production of its Journey series smart driving processors surpassed 15 million units—signaling that competition in China's automotive IC sector is shifting from raw computing battles to large-scale mass deployment and market penetration.

    Tuesday 8 September 2026
    LG bets on in-cabin AI agents as South Korea races to catch China in autonomous driving
    Rapid advances in China's autonomous-driving technology are increasing pressure on South Korea's auto industry to catch up, and LG Electronics is responding by expanding its push from in-cabin AI experiences and AI agents to an AI-SDV platform as it seeks a foothold in the emerging AI-defined vehicle (AIDV) market.
    Monday 7 September 2026
    SK Hynix reportedly ends LG eSSD talks as ASICLAND deal expands
    SK Hynix reportedly ended talks with LG Electronics over outsourcing part of the backend design for a next-generation enterprise SSD (eSSD) controller, but the memory maker told DIGITIMES that it had not discussed commissioning eSSD controller design work.
    Monday 7 September 2026
    South Korea secures US$2B from Air Products, Axcelis, Corning, Pacifico Energy to bolster supply chains
    Four major US technology companies have committed a combined US$2 billion to investments across South Korea's semiconductor materials, equipment, and clean energy sectors. The move is expected to reinforce critical supply chain resilience between the US and South Korea while providing momentum for the South Korean government's three strategic "Mega Projects."
    Monday 7 September 2026
    HBM4 squeezes DRAM supply as Samsung, SK Hynix inventories fall below 10 days
    Memory inventories at Samsung Electronics and SK Hynix have fallen below 10 days of supply as AI infrastructure spending drives simultaneous demand for HBM, server DRAM and enterprise SSDs, according to a Sept. 7 report from KB Securities.
    Monday 7 September 2026
    Huawei Kirin 9050 Pro revives flagship chip launches with reported LogicFolding architecture in Mate XT 2
    Huawei has unveiled the Kirin 9050 Pro in its new Mate XT 2 tri-fold smartphone, marking the commercial debut of the LogicFolding architecture behind its Tau Scaling Law and Huawei's first new high-performance Kirin chip introduced at a flagship launch in six years.
    Monday 7 September 2026
    Model fatigue, China's price pressure, and a profit horizon still years away
    The AI industry's release calendar has compressed to the point where a single week can carry five frontier or near-frontier launches, but the acceleration is not a sign of confidence. It is a defensive reflex in a market where a rival's announcement can bury your own, where Chinese labs have closed most of the quality gap at a fraction of the price, and where neither the American nor the Chinese side of the race expects to earn back its spending for years.
    Monday 7 September 2026
    Inside K-Safety Expo 2026: AI is disappearing into safety — and that changes everything
    By the final afternoon of K-Safety Expo 2026, after three days of threading my way through BEXCO's sprawling exhibition halls in Busan, one impression had become difficult to ignore: AI was no longer sitting beside the safety industry as an adjacent technology. It was increasingly becoming part of safety's definition.
    Monday 7 September 2026
    NEC reportedly ends quantum computer hardware development, shifts focus to annealing
    Japan's NEC has halted development of gate-based quantum-computer hardware, marking a strategic retreat from a field the company helped pioneer, while continuing to invest in quantum annealing and quantum-inspired computing services.
    Monday 7 September 2026
    DeepSeek plans to buy 160,000 Huawei chips as China aims to wean itself off Nvidia
    DeepSeek is reportedly planning to purchase 160,000 Huawei chips for its large 1 GW data center currently under construction in the Chinese province of Inner Mongolia. This would make it among the largest clusters of Huawei chips deployed to date, as the Chinese authorities attempt to wean the country off Nvidia chips, but still struggle with insufficient domestic manufacturing capacity.
    Monday 7 September 2026
    China smart driving chips hit bottlenecks in mass production, cost, in-house auto R&D
    China's intelligent driving market is advancing rapidly, but the true trial has only just begun for domestic smart driving chipmakers.
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    BIZ FOCUS
    Sep 9, 08:00
    IDA Partners with Taiwan's Semiconductor Industry to Advance Global Talent Strategy
    Tuesday 8 September 2026
    Shining a Light on the Precision Behind AI and Data Infrastructure
    Wednesday 2 September 2026
    World Diamond Technology accelerates mass production of 300 mm diamond wafers
    Wednesday 2 September 2026
    Beyond Language: Indonesian Engineers Bridging Cultures in Taiwan's Semiconductor Industry
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