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Monday 21 September 2026
Physical AI opens a new growth window for FD-SOI as China builds domestic supply chain

AI's shift from data centers into cars, robots, wearables, and connected devices is widening the market for fully depleted silicon-on-insulator...

Monday 21 September 2026
Apple, Xiaomi, Qualcomm each eye edge AI ecosystem gains
Market sources say Apple is developing an enterprise AI server that could use 2-4 unreleased M8 Ultra processors, aimed at AI developers, large enterprises and government agencies...
Monday 21 September 2026
First Solar withdraws 337 case, shifts TOPCon patent fight

US-based First Solar, best known for thin-film solar production, plans to withdraw its Section 337 complaint under the Tariff Act of...

Monday 21 September 2026
Z.ai's ZCode crisis exposes AI coding's enterprise trust gap
Chinese AI developer Z.ai has open-sourced its ZCode coding tool and is preparing a zero-data-retention option for its Model-as-a-Service (MaaS) platform after ZCode was found packaging...
Monday 21 September 2026
Chinese image sensor maker GalaxyCore raises the stakes in high-end CIS
GalaxyCore Inc. plans to raise up to CNY4.2 billion (US$627 million) to expand 12-inch CMOS image sensor (CIS) capacity and develop 100MP and 200MP sensors, doubling down on higher-value...
Monday 21 September 2026
EV battery demand is going global, yet material supply remains overwhelmingly Chinese

For years, the global EV industry has been characterized by a persistent trend to diversify its manufacturing footprint beyond China...

Monday 21 September 2026
China sets first national perovskite solar testing standard

China has introduced its first national standard for perovskite photovoltaics, a move...

Monday 21 September 2026
ByteDance's China AI chip push hits substrate shortage

China's fast-rising AI models are running into a compute supply bottleneck as demand for advanced packaging substrates surges, with...

Monday 21 September 2026
DB HiTek gains pricing power as 8-inch supply tightens

South Korea's DB HiTek is gaining pricing power as tightening 8-inch foundry supply, high utilization, and stronger demand for power-management...

Monday 21 September 2026
China monitor market splits as commercial demand holds up, premium displays gain ground

China's PC monitor market is entering a period of sharper structural divergence, with commercial demand offsetting part of a weakening...

Monday 21 September 2026
CXMT closes in on DRAM leaders with G5 process breakthrough

China's CXMT has begun mass production of its fifth-generation DRAM platform, or G5, claiming process capabilities comparable with the...

Monday 21 September 2026
Weekly news roundup: AI boom strains chips; Google's TPUs pay off, China eyes 3nm without EUV
This week's reports centered on intensifying competition and bottlenecks across the semiconductor and AI supply chains, from Sandisk's unusual engineering push in Korea and Google's...
Monday 21 September 2026
Samsung reportedly cuts QD TV output 80% as Neo QLED phaseout looms

Samsung Electronics will reportedly slash quantum-dot (QD) LCD TV production in 2026 to 2 million to 3 million units, down as much as...

Monday 21 September 2026
Podcast highlights: Apple could take the lead in foldable share
DIGITIMES analyst Luke Lin said on his podcast that the foldable's pricing is more consumer-friendly than expected, but Apple's across-the-board price hikes on older models...
Monday 21 September 2026
ACM Research's Shanghai unit leans on overseas installs, panel-level plating for its next leg of growth

ACM Research Shanghai is staking its growth case on two developments: planned tool installations at customers outside mainland China...