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.

Montage Technology is accelerating its move beyond traditional DDR memory interfaces, with CXL 3.2, DDR6 and PCIe products positioning the Chinese interconnect chipmaker deeper in AI data center infrastructure.

Foxconn chairman Young Liu on September 2 called on Taiwan's supply chain to shift from "Made in Taiwan" to "Made with Taiwan," saying the island should become a partner that exports technology and know-how across the global industrial chain. He made the remarks at the closing fireside chat of the SEMICON Taiwan 2026 Masters Forum, alongside MediaTek CEO Rick Tsai, Advanced Semiconductor Engineering (ASE) CEO Tien Wu, and Xinxing chairman C.C. Hsien.