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Sep 10
China's Nvidia rivals raise prices as HBM shortage bites
Chinese chipmakers challenging Nvidia are sharply raising prices for current and next-generation accelerators as high-bandwidth memory (HBM) becomes scarcer and more expensive, adding another cost constraint to China's push for domestic computing hardware.
Micron has announced its FY26 pay package for more than 60,000 employees worldwide, the largest in the company's history. For the first time, every employee will receive merit-based stock awards, making the entire workforce shareholders.
Apple has unveiled its latest iPhone 18 Pro and the A20 Pro, its first 2nm chip. According to Apple's official specifications, the A20 Pro features a six-core CPU, seven-core GPU, and two 16-core Neural Engines totaling 32 cores.

SK Hynix has increased the cash portion of its profit-sharing bonus in a revised tentative wage agreement, after production workers rejected an earlier stock-heavy proposal by just 25 votes.

National Science and Technology Council (NSTC) Minister Cheng-Wen Wu visited the UK and Belgium in early September to advance Taiwan-Europe cooperation on advanced semiconductor packaging, silicon photonics (SiPh), and talent exchange, while also strengthening supply chain resilience. The trip included undisclosed government assignments as well as public events.

Jensen Huang used a Goldman Sachs conference appearance to argue that the constraints on AI's build-out are expanding from silicon into finance, and that Nvidia's next unlock is getting its systems recognized as collateral rather than as depreciating equipment. "We're moving Nvidia Compute from technology to an investable asset," the founder and chief executive told the Goldman Sachs Communacopia + Technology Conference, calling it "a huge untapped opportunity" that "at the moment, none of it is being valued."

The clearest read yet on whether the AI build-out is still accelerating arrived this week in a batch of unaudited Taipei filings, and it accelerated. The 49 Taiwan-listed companies spanning AI server assembly, cooling, power, substrates, materials, networking, test, and optics reported combined August revenue of NT$2.84 trillion (US$89.74 billion), up 76.5% from a year earlier and 9.9% from July, according to their filings to the Market Observation Post System. Both the total and the growth rate are the highest of the cycle, and the year-on-year rate is a step up from July's 61.3%.

MediaTek reported August 2026 revenue of NT$64.183 billion (approx. US$2.03 billion), up 32.41% from July and 44.08% year-over-year. Industry sources said the chipmaker's August performance came in well above expectations and puts its third-quarter revenue guidance within reach, with a chance to beat it.

Rayzher Industrial, a high-tech factory gas supply system solutions provider, reported consolidated revenue of NT$369 million (approx. US$11.7 million) in August 2026, up 83.26% year-over-year and a record monthly high. Cumulative consolidated revenue for the first eight months of 2026 reached NT$1.993 billion, up 27.91% from the same period in 2025 and also a record for the period.

Breaking from the industry's mainstream reliance on III-V compound semiconductors, Taiwanese startup Taiwan Nano & Micro-Photonics (N&M) is using complementary metal-oxide-semiconductor (CMOS) processes to develop a single chip capable of emitting more than four wavelengths of mid- to far-infrared light.

Chinese electronics manufacturer Shenzhen Kaifa Technology, also known as Shenzhen Kaifa or Kaifa, plans to invest CNY1.85 billion (about US$260 million) to expand high-end memory-chip packaging and testing capacity through its wholly owned subsidiary Payton Technology (Shenzhen), according to a company announcement.
AI chip startup d-Matrix is adopting Nvidia's NVLink Fusion technology to integrate its next-generation Raptor inference processors directly into Nvidia MGX racks, giving the company a deployment path for the heterogeneous computing architecture it says will become increasingly important as the economics of GPU-based inference come under pressure.