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Tuesday 25 August 2026
Insight: One Nexperia, two supply chains? China-Europe split tests automotive chip model
Nexperia China is accelerating its separation from the Dutch chipmaker's traditional European manufacturing network, raising the prospect that one of the world's largest suppliers of automotive and industrial semiconductors could operate through increasingly distinct China- and Europe-based supply chains.
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Wednesday 26 August 2026
Waymo's 320 million-km milestone exposes the next robotaxi challenge: scaling the silicon
As robotaxi services expand beyond individual cities into wider regions, the growing appeal of AI-assisted driving and the technological vision that AV developers are eager to realize have raised industry expectations for the economic viability of full autonomy.
Wednesday 26 August 2026
China's EV giants redraw their boundaries as physical AI becomes its own business
The surprising convergence at the intersection of two fundamental applications of embodied AI — EVs and robotics — has given rise to an intensifying trend across both sectors. The supply chain is witnessing a major power imbalance unfold, alongside increasingly blurred lines in product lifecycles and, ultimately, an economic restructuring of broader supply-chain dynamics.
Wednesday 26 August 2026
China has plenty of indium but not enough InP wafers for AI data centers
China accounts for more than 70% of the world's primary indium output but only about 10% of finished indium phosphide substrates, leaving a gap between its strength in raw materials and the qualified wafer capacity increasingly needed for AI data-center optics.
Wednesday 26 August 2026
China's advanced-chip gap could close well before its lithography gap does
As China enters a near-frenzied state of continuous production-capacity expansion, it is easy to see that the main driver behind these aggressive, purpose-built movements in the domestic chip-manufacturing space is rooted in a national need to maintain sovereign control over critical process nodes, where access to the surrounding supply chain has proved increasingly constrained.
Wednesday 26 August 2026
TSMC's 310mm push threatens Samsung's PLP lead
Samsung Electronics commercialized fan-out panel-level packaging (FOPLP) before rivals, using the technology in mobile and wearable chips and now preparing to extend it into AI and high-performance computing. But the next phase of PLP competition may depend less on who moved first than on which rectangular panel format equipment makers, materials suppliers and OSATs ultimately build around, and activity around 310×310mm is growing in Taiwan.
Wednesday 26 August 2026
SK hynix adds second major customer as Nvidia misses Samsung's top five
SK hynix added a second customer accounting for more than 10% of revenue in the first half of 2026, while Nvidia remained outside Samsung Electronics' five largest customers, highlighting the contrast in how the two Korean memory makers are exposed to the AI accelerator leader.
Tuesday 25 August 2026
Nexperia China rebuilds 12-inch local supply chain after 330 days
Nexperia China said it has rebuilt a domestic 12-inch wafer supply chain after 330 days of overseas wafer supply disruptions, unveiling the new platform at a press conference outlining its new direction. The company said complete China-based manufacturing supply chains have now been established for metal-oxide-semiconductor field-effect transistor (MOSFET) and logic IC products.
Tuesday 25 August 2026
China foundry Nexchip breaks beyond display chips: CIS reaches 25% of revenue
Nexchip Semiconductor reported higher first-half 2026 revenue as broadening demand for CMOS image sensors, power management chips and display drivers diversified its product mix, even though profit declined.
Tuesday 25 August 2026
Samsung Foundry sees higher 4nm volumes as Nvidia ramps Groq 3
Nvidia's Groq 3 ramp is adding meaningful 4nm volume to Samsung Electronics' foundry business, with monthly wafer input estimated at about 10,000 and expected to rise above 15,000 in 2027. The increase comes as reported yields improve, Samsung's 4nm capacity remains tight, and pricing on the node moves higher.
Tuesday 25 August 2026
China power chip makers CRM, Silan post sharp 1H profit gains
China Resources Microelectronics (CRM) and Hangzhou Silan Microelectronics (Silan), two of China's leading integrated device manufacturers, reported strong first-half 2026 results as firmer semiconductor demand, higher utilisation and improved product mix lifted earnings.
Tuesday 25 August 2026
OmniVision's CIS business slips, but machine vision and robotics surge 71%
OmniVision Group reported a sharp drop in first-half 2026 profit as weakness in consumer electronics and automotive electronics weighed on its core image sensor business, even as machine vision, robotics and edge AI emerged as faster-growing sources of revenue.
Tuesday 25 August 2026
China opens satellite IoT to private players as Geespace wins two-year commercial trial

China's Ministry of Industry and Information Technology (MIIT) has approved Geely-backed Zhejiang Geespace Technology to conduct a two-year commercial satellite Internet of Things (satellite IoT) trial, making it the first privately owned Chinese company authorized to advance such services and signaling a further opening of China's satellite communications market to private-sector players.

Tuesday 25 August 2026
Samsung, SK Hynix step up China NAND upgrades as US tool risks grow

Samsung Electronics and SK Hynix are stepping up equipment spending at their NAND flash plants in China through 2027, upgrading existing production lines even as future access to Western chipmaking tools becomes less predictable.

Tuesday 25 August 2026
Novosense encoder launch highlights China's push into robot joint sensing
Chinese analog and mixed-signal chipmaker Novosense Microelectronics has introduced the NSM350x series, a Hall-based magnetic encoder designed for high-precision angular measurement in robot joints and industrial motion-control systems, reports Sina Finance.
Tuesday 25 August 2026
China launches record auto recall over electronic door safety
China has launched its largest-ever auto recall, involving about 4.27 million vehicles over risks tied to electronic door emergency unlocking. The action is led by Tesla and a group of Chinese EV startups, including Xiaomi, Leapmotor and Xpeng, while joint ventures backed by European, US and Japanese automakers were left out.