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Tuesday 8 September 2026
Analysis: Taiwan manufacturers put 78.9% of new investment into machines as hiring fails
Taiwan's traditional manufacturers are warning that the island's growth story is widening a long-running labor gap, as semiconductor and AI server demand lifts the economy even as factories struggle to hire and retain skilled workers. In the auto supply chain, where smart vehicle electronics are increasingly essential, companies say the workforce shortage is becoming a structural risk.
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Wednesday 9 September 2026
Axcelis to build new Korea manufacturing site in US$35 million expansion
Axcelis Technologies plans to invest US$35 million in a new semiconductor equipment manufacturing facility in Pyeongtaek, South Korea, a move that could help strengthen global chip supply chains. The project underscores how leading suppliers are expanding production capacity to meet rising demand from manufacturers worldwide.
Wednesday 9 September 2026
Huawei orchestrates China's DUV lithography push to cut reliance on ASML
Huawei is emerging as a central organiser of China's effort to build a domestic semiconductor equipment supply chain, backing critical lithography suppliers and helping connect them with major chipmakers including SMIC.
Wednesday 9 September 2026
Commentary: Huawei's Kirin comeback, Xiaomi's Xring entry widen China's chipmaking race
In September 2020, Huawei's smartphone business suffered a severe blow.
Wednesday 9 September 2026
LG Innotek tackles glass substrate microcrack issue as 2028 production race heats up

LG Innotek is applying internally developed artificial intelligence to semiconductor glass substrate manufacturing, targeting microcracks, one of the technology's toughest yield challenges. The move comes as industry forecasts and supplier roadmaps increasingly point to around 2028 as an early window for initial glass-core substrate production.

Wednesday 9 September 2026
Huawei Qiankun turns 2 million cars into its next assisted-driving advantage

Huawei's automotive technology business has crossed a new scale threshold, with both Huawei Qiankun Intelligent Driving and HarmonySpace surpassing 2 million installations, while the Huawei Qiankun app has also reached 2 million users.

Wednesday 9 September 2026
SEMIFIVE begins HyperAccel chip production on Samsung 4nm as capacity tightens
SEMIFIVE has begun mass production of HyperAccel's data center inference accelerator using Samsung Foundry's 4nm process, marking the Korean custom-silicon company's first large-scale production program on the node as Samsung's Pyeongtaek SF4 line remains at full utilization.
Wednesday 9 September 2026
China's AI computing plan targets sixfold growth and 100,000-card clusters
China is accelerating the large-scale deployment of AI computing infrastructure. On September 7, the Ministry of Industry and Information Technology (MIIT) released its 15th Five-Year Plan for the information and communications industry, setting out CNY3.8 trillion (US$566.3 billion) in cumulative information infrastructure investment from 2026 to 2030.
Wednesday 9 September 2026
Exclusive Interview: WG Tech sees a faster route for TGV beyond displays

WG Tech (Jiangxi) Group is accelerating its shift from display glass into semiconductor applications, targeting through-glass via (TGV) substrates for optical communications and advanced packaging as AI demand expands.

Wednesday 9 September 2026
US security agencies tell AI firms to degrade answers to suspected Chinese distillation traffic in secret
The NSA, CISA, and the FBI are asking American frontier AI developers to treat model outputs themselves as an exfiltration surface, in a joint Cybersecurity Advisory that names six China-based AI companies as running what the agencies call industrial-scale knowledge distillation campaigns against US models. The most operationally striking recommendation is not a block or a ban: the agencies want providers to subtly alter responses to high-confidence malicious distillation requests, without telling the user.
Wednesday 9 September 2026
Chinese automakers face globalization test in overseas push
China's auto industry has moved from capacity expansion and price competition into a final round of competition, as the decisive factor shifts to how each brand performs overseas. The reason is simple: overseas markets offer more rational margins, making the global expansion of Chinese brands increasingly important.
Wednesday 9 September 2026
China GPU developer Biren expands AI chip R&D into optical interconnects, advanced cooling
Chinese GPU developer Biren Technology has teamed up with Shanghai University to establish an Integrated Circuit Intelligent Chip Joint Laboratory, expanding their cooperation into joint research on AI-chip optical interconnects and advanced thermal management.
Wednesday 9 September 2026
Taiwanese suppliers are being demoted to second tier as Xiaomi squeezes prices
Xiaomi Auto moved aggressively in September 2026, officially launching its second product line, the SkyNomad extended-range SUV series, on September 7. The company also said cumulative deliveries have surpassed 800,000 vehicles and laid out a timetable to enter the European market in 2027. But behind the upbeat headlines, Taiwanese suppliers are settling for secondary-supplier roles.
Wednesday 9 September 2026
Samsung's Taylor fab reportedly fully booked before 2nm production begins
Samsung Electronics' Taylor foundry fab in Texas has reportedly reached full booking before 2nm volume production begins, signaling stronger demand for the company's incoming US advanced-node capacity as the site moves toward trial operations.
Wednesday 9 September 2026
Lotte Energy Materials pivots from EV weakness to AI, ESS copper foil
Cooling electric vehicle demand is forcing South Korean copper foil makers to rethink capital and capacity. Lotte Energy Materials has sold a 90% stake in its architectural exterior contracting subsidiary Lotte EcoWall for KRW170.8 billion (approx. US$120 million), and is redirecting the proceeds into its core copper foil business.
Wednesday 9 September 2026
Analysis: When 72% of the world's EV batteries are Chinese, one defect travels
A battery quality controversy involving GAC Aion has put supplier CALB, the world's fourth-largest EV battery maker, under scrutiny and highlighted a less comfortable side of China's breakneck expansion in new energy industries.