China's 6-inch silicon carbide (SiC) substrate market is undergoing a structural supply-demand reversal. Driven by strengthening downstream demand and limited production restarts, supply has turned tight. In addition to refusing orders beyond existing contracts, suppliers are set to formally raise prices once current contracts are fulfilled.
South Korea is turning a semiconductor-driven tax windfall into a broader technology investment push, directing record fiscal firepower toward chips, Nvidia's Vera Rubin computing platform, AI data centers, robotics and the power and water infrastructure needed to support them.
Samsung is expanding its Vietnam footprint beyond smartphones, with semiconductor testing, high-end chip substrates, OLED displays and R&D emerging as the next pillars of its presence in one of its largest global manufacturing bases.
Delegates to the G20 summit have agreed to support proposed guidelines for a light touch on AI regulation. The framework, proposed by the US, appeared to show a rare moment of consensus as countries race to gain a foothold in the booming AI industry, all while grappling with how to strike a balance between encouraging innovation and preventing harm.
India's tablet market posted modest growth in the second quarter of 2026, a sign that enterprise demand and higher-spec devices are gaining importance for buyers worldwide. The shift toward detachable and productivity-focused tablets suggests vendors are adapting to rising costs, changing purchase patterns, and broader demand for more versatile computing options.
Singapore-based semiconductor packaging equipment maker Kulicke and Soffa (K&S) said AI demand is spreading into adjacent applications, lifting 2026 orders for wire bonding equipment and driving shipments to a record high, while the company continues to expand its advanced packaging business.
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.
Micron is reportedly preparing to roughly double its high-bandwidth memory capacity by the end of 2026, targeting about 100,000 wafers a month while sharply increasing 12-high HBM4 output for Nvidia's Vera Rubin AI platform.
China may remain 10–15 years away from developing domestic extreme ultraviolet (EUV) lithography, according to assessments from UBS and Zeiss, highlighting the technological gap Beijing still faces in replicating the chipmaking equipment required for leading-edge AI processors.
For years the quantum industry has worked on a discouraging assumption: that a machine capable of doing anything commercially useful would need a million qubits or more. Fujitsu told a Taipei audience that the number is coming down sharply, and that its own work is part of the reason.
Xiaomi Auto has formally begun laying the groundwork for its overseas expansion. Xiaomi Group partner and CEO William Lu said on September 4 that the automaker had signed agreements with eight major German dealership groups during IFA 2026 in Berlin, establishing an initial sales and service network ahead of its planned entry into Europe.
Chinese AI startup Moonshot AI has reportedly filed confidentially for an initial public offering in Hong Kong, potentially setting up one of the city's most closely watched technology listings and one of the largest Chinese AI IPOs in recent years.
Sumitomo Chemical has started mass production and sales of indium phosphide (InP) epitaxial wafers, a core material for optical semiconductors used in next-generation data centers and high-speed networks. The move could help ease power and data bottlenecks facing AI infrastructure worldwide, as demand rises for faster, more efficient computing and communications.
South Korean OSAT player LB Semicon has begun shipments to Qualcomm Inc., marking a key step in its effort to move beyond a business structure long centered on display driver ICs (DDI) and expand into system and power semiconductors.
At first glance, many of the technologies spread across the K-Safety Expo 2026 show floor in Busan looked familiar: CCTV cameras, industrial sensors, warning lights and control panels. But after moving from booth to booth on September 2, a more consequential shift became clear. South Korea's emerging safety systems are increasingly being built not simply to record what went wrong, but to recognize risk early enough to intervene.
K-Safety Expo 2026 opened at BEXCO Exhibition Center 1 in Busan on September 2. An hour-long opening ceremony beginning at 11 a.m. brought together South Korean government officials, international organization representatives and industry participants to mark the start of the three-day safety-industry exhibition. The 12th edition is jointly hosted by the Ministry of the Interior and Safety and Busan Metropolitan City.
