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Monday 31 August 2026
Unimicron stock prices fall 10% daily limit, says origin probe covers PCBs, not substrates
Unimicron Technology shares plunged to Taiwan's 10% daily downside limit on August 31, the first trading session after prosecutors disclosed an investigation into alleged false country-of-origin labeling. The stock opened at NT$999 (approx...
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Tuesday 1 September 2026
China's Xenomi LLM brings quantum computing into AI agent decision-making
China is testing a new route for combining quantum computing with generative AI, moving beyond model training toward the decision layer used by AI agents. Beijing Guoguang Liangchao Technology has introduced Xenomi, a family of large language models that uses quantum annealing for selected routing, tool-selection, and task-decision workloads while leaving language understanding to conventional AI models.
Tuesday 1 September 2026
Buima returns to profit in the second quarter on battery module demand
Buima swung back to profitability in the second quarter of 2026 as a recovery in its battery module shipments and gains from asset disposal lifted results. The company said demand tied to low Earth orbit satellites, wearable devices, and other applications helped improve profitability, while margin measures and earnings per share reached quarterly records.
Tuesday 1 September 2026
Commentary: Why America fell behind on Open models — and how Nvidia plans to close the gap
When DeepSeek burst onto the scene in early 2025, it wiped nearly US$600 billion from Nvidia's market value in a single day. By the summer of 2026, Moonshot AI's Kimi K3 had triggered another wave of anxiety, sharpening divisions in Silicon Valley over the growing strength of China's open models.
Tuesday 1 September 2026
Taiwan workplace AI use reaches 96% as employers push skills upgrades
Ninety-six percent of professionals in Taiwan use AI in the workplace, topping the Asia-wide average of 93%, according to a new survey released by Robert Walters. The report, which covered nearly 5,000 professionals and employers across 10 Asian markets, showed that Taiwanese companies are already using AI far beyond basic tasks and are preparing for broader changes in job design and skills.
Tuesday 1 September 2026
AI server cooling specialist Nidec expands Vietnam capacity, forms liquid-cooling team
Nidec Chaun-Choung Technology plans to establish a dedicated liquid-cooling team and deepen cooperation with major cloud service providers, citing rising thermal-management demand from AI servers. The company also plans to expand cooling capacity beyond its existing operations in Kunshan, China, to Hanoi, Vietnam, with mass production and shipments expected to begin in 2028.
Tuesday 1 September 2026
Humanoid robots gain a sense of touch, lifting tactile sensor adoption above 60%
If vision serves as a robot's eyes, tactile sensors function as its skin and peripheral nerves. In China, leading dexterous-hand makers have increasingly begun treating tactile sensing as a standard feature. The shift was particularly visible at the 2026 World Robot Conference, where queues formed throughout the day at tactile-glove demonstration areas as visitors took turns grasping objects and watching real-time changes in touch data. According to Chinese market research estimates, tactile-sensor penetration in dexterous robotic hands has risen from about 20% in early 2025 to more than 60% in 2026.
Tuesday 1 September 2026
Taiwan manufacturing moves into the prosperity zone as US export growth slows
Taiwan’s manufacturing business-climate indicator moved into the index’s red “prosperity” category in July, with the Taiwan Institute of Economic Research (TIER) saying on August 31 that a sharper rise in optimism among local manufacturers lifted its operating environment index. At the same time, year-over-year export growth to the US fell to 28.0% from 267.6% in January, the lowest level since February 2025.
Tuesday 1 September 2026
Chinese OSAT earnings surge on AI packaging demand, but recurring profit tells a narrower story
Five listed Chinese outsourced semiconductor assembly and test providers reported first-half 2026 results in the last two weeks of August, showing net profit growth of up to 317%, yet the figures that strip out one-off items reveal a far more uneven recovery — one in which two companies are carrying most of the operating improvement, one is still losing money on its core business, and the sector's capital commitments now run well ahead of what it currently earns.
Tuesday 1 September 2026
China specialty foundry XMC plans fourfold capacity growth around 3D integration, silicon photonics
Wuhan Xinxin Semiconductor Manufacturing Company (XMC) has laid out a 10-year expansion strategy centered on 3D integration, silicon photonics (SiPh), and specialty processes, targeting a fourfold increase in production capacity while building a broader semiconductor ecosystem around Wuhan.
Tuesday 1 September 2026
SK Hynix explores Intel as second source for HBM base dies
SK Hynix is reportedly considering adding Intel Foundry as a second manufacturing source for high-bandwidth memory (HBM) base dies, a move that could reduce its reliance on TSMC as the logic layer beneath HBM becomes increasingly important to cost, performance and accelerator design.
Monday 31 August 2026
China urges pragmatism over hype in rapidly expanding humanoid robotics market
According to OFweek Robotics, China's National Development and Reform Commission (NDRC) has issued a clear warning to the country's booming robotics sector: focus on practical applications and sustainable growth rather than blind speculation. Speaking at an August 28 press conference, NDRC spokesperson Chao Li called for a disciplined approach to development, urging governments and tech firms to build on local resource endowments and industrial strengths rather than blindly following trends.
Monday 31 August 2026
Taiwan drone bill dispute leaves NT$240 billion procurement plan in limbo
The Executive Yuan's proposed Special Act for Indigenous Defense Unmanned Vehicle Procurement failed to win approval in the Legislative Yuan, which instead adopted a version proposed by opposition caucuses, leaving a six-year, NT$240 billion (approx. US$7.6 billion) procurement framework facing uncertainty.
Monday 31 August 2026
Gudeng chairman says trust underpins Taiwan supply chains amid Unimicron row
Gudeng Precision Industrial chairman Bill Chiu said on August 31, 2026, that trust is the core foundation of Taiwan's place in the global supply chain, as he commented on sensitive issues including alleged country-of-origin labeling violations involving PCB maker Unimicron. He said Taiwanese firms gain opportunities in global markets because of Western customers' trust, warning that undermining that trust would be self-defeating.
Monday 31 August 2026
US weighs limits on China's access to chips in overseas data centers
US restrictions on China's access to advanced computing could expand beyond physical chip shipments to the remote use of computing resources, potentially increasing compliance requirements for cloud providers and data center operators in Southeast Asia.
Monday 31 August 2026
Taiwan vendors chase India's wireless broadband opportunity, with Alpha Networks in the lead
India's market for Wi-Fi millimeter-wave (mmWave) fixed wireless access (FWA) remains at an early stage, with formal commercial standards still dependent on operators completing field trials and the country's Department of Telecommunications (DoT) advancing the regulatory process.