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Monday 14 September 2026
DIGITIMES Insight: China's GaN challengers are no longer playing catch-up
Chinese GaN power semiconductor maker Innoscience gained direct access to capital markets after listing in Hong Kong at the end of 2024, giving it fresh funding to expand GaN capacity and technology development.
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Tuesday 15 September 2026
Chinese chip tools reach 35% of equipment installed at local fabs
Chinese-made semiconductor equipment accounted for roughly 35% of tools installed at fabs in China in 2025, up from about 25% a year earlier, as domestic suppliers gain ground in key process-equipment markets.
Tuesday 15 September 2026
AI's next bottleneck may be profitability, not compute, SK chair warns
For years, as the heat surrounding AI continued to build, competitiveness across the industry was largely measured by brute-force computing power. The broader infrastructure race was dominated by a frenzy of data-center buildouts, where speed, scale and safety emerged as the three core thresholds to meet in the agentic AI era.
Tuesday 15 September 2026
South Korean firms hold 80% of the automotive OLED market
South Korean panel makers command about 80% of the automotive OLED market, according to Sigmaintell, as electrification and smarter vehicles keep demand for car displays stable and drive growth in new applications such as head-up displays. Competition is set to intensify as China's LCD makers press into higher-end automotive screens.
Tuesday 15 September 2026
XPeng's Turing chip expands beyond cars
XPeng Motors is extending its self-developed Turing AI chip from intelligent electric vehicles (EVs) into humanoid robots, broadening the processor's role in the company's Physical AI strategy. Originally designed for intelligent driving, the chip is now also used in XPeng's IRON humanoid robot. On September 8, the company launched its robot production line, with the first IRON completing automated final assembly.
Tuesday 15 September 2026
China sets first AI-brain-computer interface medical device standard

China has introduced what it says is the world's first medical-device standard for brain-computer interfaces (BCIs) that use AI to process electroencephalogram (EEG) data, marking a step toward tighter regulation and commercialization of the emerging technology.

Tuesday 15 September 2026
Hyundai Motor Group bets on data, Nvidia, and in-house AI to speed autonomous driving rollout
Hyundai Motor Group is moving to standardize its autonomous driving hardware, deepen its data pipeline, and accelerate in-house AI development as it prepares a staggered rollout of mass-production vehicles from 2028 through 2029. The strategy highlights how the group plans to compete not only on vehicle features, but also on learning speed, data scale, and software iteration.
Tuesday 15 September 2026
Xiaomi-backed Nuclei Sys tests public markets with RISC-V expansion still costly

Chinese RISC-V chip designer Nuclei System Technology has formally begun its IPO process, seeking fresh capital while heavy R&D spending continues to outweigh revenue despite gross margins above 80%.

Tuesday 15 September 2026
Trump calls AI slowdown a conspiracy that helps China, closing off Washington support
Calls from leading US AI developers to slow frontier model development are colliding with the rivalry they were partly meant to manage. Within days of Anthropic CEO Dario Amodei's proposal, US President Donald Trump cast the push as a conspiracy that benefits China, Chinese state media called it a US containment strategy, and European governments said halting AI was not an option, leaving little common ground for the coordinated slowdown its backers say is needed.
Tuesday 15 September 2026
Wuliangye skips carmaking, turns liquor waste into silicon-carbon anodes

Chinese baijiu (white liquor) producer Wuliangye, or "Five Grain Liquid," is moving into battery materials by turning distillers' grains, a liquor-production by-product, into biomass porous carbon for silicon-carbon anodes.

Tuesday 15 September 2026
China reshapes cockpit display race, set to produce 84% of global AR-HUDs by 2031

S&P Global Mobility senior research analyst for connected cars and user experience in Asia-Pacific Quan Zhang shared the latest forecasts for the cockpit display and head-up display (HUD) markets.

Tuesday 15 September 2026
Edimax, Comtrend 1H26 operations under pressure from weaker India orders, rising component costs
Network equipment maker Edimax Technology and its subsidiary Comtrend were affected by changes in customers' shipping cycles in the first half of 2026. Coupled with rising costs for key components such as memory and passive components, both revenue and gross margin fell from the same period in 2025. The group plans to seek a turnaround through product mix adjustments and expansion into new markets.
Tuesday 15 September 2026
Commentary: CIOE 2026 reveals the harder race behind AI optical interconnects

The 2026 China International Optoelectronic Exposition (CIOE) closed with 800G and 1.6T optical modules still dominating the show floor, while near-packaged optics (NPO), co-packaged optics (CPO), and eXtra-dense Pluggable Optics (XPO) gained a visibly larger presence.

Tuesday 15 September 2026
Sigmaintell: Memory shortage to ease in 2027 before chip growth hits 2029 wall

After months of tight supply and sharp price increases in 2026, the global memory market is expected to see its supply-demand gap narrow significantly in 2027 as DRAM capacity expands and demand patterns shift, according to Beijing-based Sigmaintell Consulting. The consultancy expects the memory and broader semiconductor markets to continue growing through 2028, but forecasts a potential pullback in 2029 as evolving AI applications reshape demand.

Tuesday 15 September 2026
CXMT rides AI boom to 80% operating margin

China's leading DRAM maker, CXMT Corporation (CXMT), formerly known as ChangXin Memory Technologies, is reaping a windfall from price gains in general-purpose memory as the AI boom reshapes the market. In the second quarter of 2026, CXMT posted an operating margin of about 82% on an EBIT basis, ranking near the top among major memory vendors and underscoring how Samsung Electronics, SK Hynix, and Micron's shift of more resources into HBM has made CXMT one of the biggest beneficiaries of the current price surge.

Tuesday 15 September 2026
Swiss drone maker shifts production to Taiwan

Shinkong Synthetic Fibers Corporation (SSFC) is working with Swiss drone company Jedsy through its investment in Earthbook, bringing in a medical logistics service that has won approval from Taiwan's Civil Aviation Administration and the Ministry of Health and Welfare. Jedsy also plans to increase investment in Taiwan and is reportedly preparing to move its main production base from Europe to Taiwan.