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    Analysis: CXMT's US$11.5B profit surge raises the stakes in China's AI memory race
    24min ago
    NEWS TAGGED EAST ASIA
    Tuesday 1 September 2026
    Chinese OSAT earnings surge on AI packaging demand, but recurring profit tells a narrower story
    Five listed Chinese outsourced semiconductor assembly and test providers reported first-half 2026 results in the last two weeks of August, showing net profit growth of up to 317%,...
    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...
    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...
    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...
    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...
    Monday 31 August 2026
    SK Hynix explores Japanese expansion to meet global AI chip demand
    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...
    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...
    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...

    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...
    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...
    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...
    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...

    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...
    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,...
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    BIZ FOCUS
    Sep 1, 08:00
    Rising Packaging Complexity Elevates Glass in Semiconductor Manufacturing
    Monday 31 August 2026
    NewPower Worldwide expands credit facility to $750M for growth
    Monday 31 August 2026
    Tescan Connects Buried Defect Localization to Nanoscale Analysis at SEMICON
    Thursday 27 August 2026
    ASMPT Showcases Advanced Packaging Innovation at SEMICON Taiwan 2026
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