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    China's OLED capacity expansion threatens South Korea's auto and IT panel lead
    Sep 8, 17:29
    China plans 6x AI computing expansion in five years, eyes 100,000-card clusters
    Sep 8, 17:29
    Exclusive: European automakers reportedly expand China software teams despite layoffs
    Sep 8, 17:29
    Chinese automakers face a crucial test in global localization
    Sep 8, 17:29
    Analysis: Huawei and Xiaomi push China’s chipmaking race into a new phase
    Sep 8, 17:29
    Mature-node chip shortages may last until 2028, turning supply chain management into a pricing lever
    Sep 8, 17:29
    HomeRegions
    Tuesday 8 September 2026
    SK Hynix weighs Gwangju investment as Yongin buildout continues
    SK Hynix is considering accelerating investment in South Korea's planned Gwangju semiconductor cluster so that development proceeds alongside its ongoing Yongin buildout, rather than waiting for Yongin to advance further, according to Dealsite, citing industry sources. The potential overlap is raising a key question for semiconductor equipment suppliers: whether Gwangju will generate additional orders or absorb some spending previously expected for later stages of Yongin.
    Tuesday 8 September 2026
    South Korea's UBATT targets 500 Wh/kg lithium-metal batteries for drone and defense markets
    South Korean battery startup UBATT is targeting aerospace and defense applications such as drones and unmanned aerial vehicles (UAVs) with high-energy-density lithium-metal batteries, aiming at applications that require 400–500 Wh/kg or more and are difficult for conventional lithium-ion batteries to serve.
    Tuesday 8 September 2026
    BYD weighs US$1B car-carrier order to support surging EV exports
    BYD is extending its global expansion beyond factories and sales networks into ocean transport, building greater control over the car-carrier capacity needed to support rapidly rising overseas electric vehicle exports.
    Tuesday 8 September 2026
    India's IndieSemiC targets 3 to 5 million Wi-Fi camera modules as local CCTV rules spur demand
    Indian chip design company IndieSemiC is targeting shipments of 3 to 5 million locally made Wi-Fi modules in FY27-28, betting that security requirements for CCTV equipment will encourage camera makers to replace imported connectivity modules with products sourced in India.
    Tuesday 8 September 2026
    Black Sesame, Horizon Robotics unveil China's smart driving chip race

    China's intelligent driving market continues to surge, with Black Sesame Technologies and Horizon Robotics both reporting solid top-line revenue growth for the first half of 2026. Highlighting the rapid commercialization curve, Horizon Robotics announced on September 3 that cumulative mass production of its Journey series smart driving processors surpassed 15 million units—signaling that competition in China's automotive IC sector is shifting from raw computing battles to large-scale mass deployment and market penetration.

    Tuesday 8 September 2026
    Innolux, AUO take display technology into AI chips with FOPLP, glass substrates, Micro LED CPO
    AI demand is accelerating advanced packaging and high-speed optical interconnect development, pushing Taiwan display makers Innolux and AUO deeper into the semiconductor supply chain.
    Tuesday 8 September 2026
    LG bets on in-cabin AI agents as South Korea races to catch China in autonomous driving
    Rapid advances in China's autonomous-driving technology are increasing pressure on South Korea's auto industry to catch up, and LG Electronics is responding by expanding its push from in-cabin AI experiences and AI agents to an AI-SDV platform as it seeks a foothold in the emerging AI-defined vehicle (AIDV) market.
    Tuesday 8 September 2026
    Shield AI, AeroVironment deepen ties with Taiwan drone supply chain
    US drone tech companies Shield AI and AeroVironment have strengthened ties with Taiwan's defense sector, and they have opened offices in Taiwan in recent years. At Semicon Taiwan 2026, both companies updated their cooperation plans and outlook for the island's drone industry.
    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.
    Tuesday 8 September 2026
    Acer India tablet deal points to deeper push in Asia-Pacific
    Acer has landed a nearly US$200 million tablet order from the state of Uttar Pradesh in India, underscoring the company's growing public-sector business in one of its fastest-expanding markets. Acer Pan-Asia Pacific operations president Andrew Hou said India revenue exceeded US$700 million in 2025 and could top US$800 million in 2026 as the company moves closer to a US$1 billion revenue target.
    Monday 7 September 2026
    SK Hynix reportedly ends LG eSSD talks as ASICLAND deal expands
    SK Hynix reportedly ended talks with LG Electronics over outsourcing part of the backend design for a next-generation enterprise SSD (eSSD) controller, but the memory maker told DIGITIMES that it had not discussed commissioning eSSD controller design work.
    Monday 7 September 2026
    South Korea secures US$2B from Air Products, Axcelis, Corning, Pacifico Energy to bolster supply chains
    Four major US technology companies have committed a combined US$2 billion to investments across South Korea's semiconductor materials, equipment, and clean energy sectors. The move is expected to reinforce critical supply chain resilience between the US and South Korea while providing momentum for the South Korean government's three strategic "Mega Projects."
    Monday 7 September 2026
    HBM4 squeezes DRAM supply as Samsung, SK Hynix inventories fall below 10 days
    Memory inventories at Samsung Electronics and SK Hynix have fallen below 10 days of supply as AI infrastructure spending drives simultaneous demand for HBM, server DRAM and enterprise SSDs, according to a Sept. 7 report from KB Securities.
    Monday 7 September 2026
    Huawei Kirin 9050 Pro revives flagship chip launches with reported LogicFolding architecture in Mate XT 2
    Huawei has unveiled the Kirin 9050 Pro in its new Mate XT 2 tri-fold smartphone, marking the commercial debut of the LogicFolding architecture behind its Tau Scaling Law and Huawei's first new high-performance Kirin chip introduced at a flagship launch in six years.
    Monday 7 September 2026
    India frames its chip build-out as redundancy for the world, and Taiwan as its partner in building it
    India's most senior semiconductor policymakers came to Taipei with an argument aimed squarely at the Taiwanese supply chain: the country's chip program is meant to add redundancy to an over-concentrated global industry, not to substitute imports behind a wall. For Taiwanese materials, gas, equipment and packaging firms, that reframes India from a distant end market into a second production base their own customers are already asking them to staff.
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    BIZ FOCUS
    Sep 8, 08:00
    Shining a Light on the Precision Behind AI and Data Infrastructure
    Wednesday 2 September 2026
    World Diamond Technology accelerates mass production of 300 mm diamond wafers
    Wednesday 2 September 2026
    Beyond Language: Indonesian Engineers Bridging Cultures in Taiwan's Semiconductor Industry
    Wednesday 2 September 2026
    Keywave Technology innovative radar sensors spark a smart sensing revolution
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