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Monday 19 October 2026
SiC powering the future: market scaling meets IDM synergies
The global silicon carbide (SiC) market stands at a critical juncture of industrial scaling, driven by rising demand across the automotive, AI data center, and renewable energy sec...
Monday 19 October 2026
China's 420GWh storage boom enters a quality reset as Beijing reins in overcompetition
The rapid advancement of energy-storage technologies in China is enabling the country to capture a formidable share of the global market, with the domestic industry continuing to post...
Monday 19 October 2026
Sanan Optoelectronics faces corp governance turmoil amid Micro LED breakthroughs
Sanan Optoelectronics Co., a leading player in China's compound semiconductor and LED chip industry, finds itself at a critical juncture, marked by severe corporate governance challenges...
Monday 19 October 2026
Von Ardenne's flexible equipment targets unsettled panel-level packaging market
German equipment maker Von Ardenne is entering the semiconductor industry with coating technology aimed at panel-level packaging, a segment where the choice among competing panel dimensions...
Monday 19 October 2026
Toyota to deploy gigacasting in China as Shanghai Lexus plant targets 2027
Toyota Motor will introduce its proprietary gigacasting technology in China to produce premium vehicles, while it has not disclosed whether it will use equipment from local Chinese...
Monday 19 October 2026
China probes Huawei-JAC Maextro V800 over brake pedal failure
China's premium electric vehicle (EV) market is facing renewed safety scrutiny following product defect concerns. Maextro, an ultra-luxury automotive brand jointly developed by Huawei...
Monday 19 October 2026
Lens Technology enters AI server cooling market with US$25 million PMG takeover
China's precision manufacturing giant Lens Technology is expanding into AI server infrastructure through a proposed US$25 million acquisition of a controlling stake in PMG International,...
Monday 19 October 2026
Memory giants lock in up to 70% of capacity under long-term deals as AI demand reshapes industry cycles
AI-driven memory demand is growing exponentially, pushing the industry into a structural supply shortage. As supply tightens and contract prices surge in 2026, major AI companies and...
Monday 19 October 2026
AUO, Largan Micro LED debate highlights optical communications uncertainty
AUO chairman Paul Peng said Micro LED remains a potential option for optical communications, despite Largan Technology's doubts about pairing it with multimode fiber in co-packaged...
Monday 19 October 2026
China proposes tighter export controls on AI and solar technologies
China is moving to tighten oversight of technology transfers that support its companies' overseas expansion, proposing export bans and licensing requirements for artificial intelligence...
Monday 19 October 2026
CXMT eyes nearly US$20 billion profit as AI-driven DRAM shortages fuel earnings turnaround
China's leading DRAM manufacturer, ChangXin Memory Technologies (CXMT), expects to report net profit of CNY131 billion to CNY132.5 billion (≈ US$19.58 billion to US$19.8 billion)...
Monday 19 October 2026
TECO shifts toward integrated solutions as AI drives demand for power, infrastructure
TECO Electric & Machinery is shifting from a motor-focused manufacturer to a platform-based provider of integrated power, energy, drive-system, and AI infrastructure solutions,...
Monday 19 October 2026
EU eyes AI defense as it tests China's open-weight models
The European Union is strengthening its response to cybersecurity risks posed by artificial intelligence, planning to use automated measures to accelerate incident response while testing...
Monday 19 October 2026
AI memory demand lifts Samsung, SK Hynix 2027 outlook
AI data center investment continues to expand, keeping the global memory market undersupplied in the fourth quarter of 2026. Rising DRAM and NAND Flash contract prices are boosting...
Monday 19 October 2026
Exclusive: Chinese energy storage giants reportedly exit US as two-way tech restrictions open door for non-Chinese suppliers
Major Chinese energy storage system suppliers that once dominated the US market have reportedly withdrawn almost entirely from US operations in 2026, amid mounting regulatory restrictions,...