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Thursday 13 August 2026
Longsys profit soars 715-fold on AI memory boom, enterprise storage, 5nm chips
Chinese memory supplier Longsys reported a dramatic earnings rebound for the first half of 2026, benefiting from rising memory prices, stronger AI data center demand, and a shift toward higher-value storage products.
Wednesday 12 August 2026
Manus breaks from Meta, returns to independence after China blocks US$2B AI deal

Chinese AI agent startup Manus is returning to independent operations, marking a concrete break from Meta months after Chinese regulators forced the US tech group to unwind its acquisition of the company.

Wednesday 12 August 2026
Tesla emerges as biggest winner from Germany's EV subsidies, while China-made models gain ground
Whether Germany's renewed electric vehicle (EV) subsidies are inadvertently helping Chinese brands accelerate their push into Europe has become a closely watched issue across the global auto industry.
Wednesday 12 August 2026
CXMT DDR5 yield tops 90%, narrowing gap with Samsung

China's leading DRAM maker CXMT has reportedly raised its DDR5 production yield above 90%, narrowing the gap with Samsung Electronics and strengthening its position in the global PC memory supply chain.

Wednesday 12 August 2026
Japan's US$430B 2040 chip plan hinges on Rapidus 2nm

Japan has drawn up a plan for more than JPY370 trillion (approx. US$2.33 trillion) in combined public and private investment across 17 strategic sectors, including AI and space, through fiscal 2040, which runs from April 2040 to March 2041.

Wednesday 12 August 2026
DB HiTek profit jumps 43% as TSMC, Samsung scale back 8-inch capacity
DB HiTek posted a 43% jump in second-quarter operating profit as tighter 8-inch foundry supply and stronger power semiconductor demand kept its fabs running near full capacity, with industry reports saying the company plans another round of price increases in the second half of 2026.
Wednesday 12 August 2026
China's polysilicon makers draw cost floor after solar losses top US$1.9 billion
China's solar industry may be nearing a turning point after more than two years of price warfare, with major polysilicon producers drawing a line under below-cost sales.
Wednesday 12 August 2026
South Korea deepens semiconductor ceramics collaboration amid chip industry expansion

South Korea is moving to reinforce its semiconductor materials and components ecosystem as chipmakers accelerate capacity expansion and the government increases financial support for suppliers.

Wednesday 12 August 2026
Fudan's single-electron memory breakthrough opens new path for 2D chip scaling
China's effort to advance memory technology has gained a new research avenue, with a Fudan University team developing a room-temperature single-electron non-volatile memory device based on two-dimensional materials.
Tuesday 11 August 2026
China's Long March 7A rocket explodes 85 seconds after liftoff in rare launch failure
China's Long March 7A Y18 rocket exploded in mid-air shortly after launching from Wenchang, Hainan, on the evening of August 10, with its ChinaSat-4B satellite payload believed to have been completely lost. Chinese authorities later confirmed that the mission had failed because of an in-flight anomaly but have yet to disclose the cause, leaving uncertainty over whether the incident stemmed from a system malfunction or the activation of the flight termination system.
Tuesday 11 August 2026
Amkor reportedly weighs China stake sale as multinationals reassess footprint
Amkor Technology is exploring options, including the sale of a stake in its China business, according to people familiar with the matter, adding the US chip packaging and testing giant to a growing list of multinationals reassessing their presence in the country, Bloomberg reported.
Tuesday 11 August 2026
Samsung races to qualify Taylor fab as 2nm demand turns US capacity into a strategic asset

Following growing momentum behind large-scale infrastructure buildouts in South Korea, the industry is witnessing an aggressive wave of AI-related initiatives aimed at expanding the nation's semiconductor production capacity. But the broader objective extends beyond capacity ramps alone toward building a more self-reinforcing semiconductor ecosystem across some of the most critical stages of advanced chip manufacturing.

Tuesday 11 August 2026
China silicon wafer expansion accelerates: Eswin scales 12-inch capacity, Lion Micro consolidates 6- and 8-inch assets

China's silicon wafer industry is entering a new phase of simultaneous capacity expansion and consolidation, with Xi'an Eswin Material Technology investing further in a 12-inch wafer base in Wuhan while Hangzhou Lion Microelectronics moves to take full control of Zhejiang Jinruihong Technologies.

Tuesday 11 August 2026
Weak China auto demand sends parts maker Hiroca deeper into North America, Japan
Hiroca Holdings reported consolidated revenue of NT$370 million (approx. US$11.5 million) for July, down 17.2% from the previous month and 16.7% from a year earlier. Consolidated revenue for the first seven months of 2026 reached NT$2.89 billion, down 2.07% year-over-year.
Tuesday 11 August 2026
China's AMIES lands repeat orders for 350nm lithography system

Shanghai-based AMIES Technology has secured repeat volume orders for its domestically developed AST6200 350nm stepper projection lithography system after passing process validation at a leading Chinese compound-semiconductor customer, extending the company's reach beyond its established advanced-packaging equipment business.