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Wednesday 19 August 2026
Samsung moves ahead of SK Hynix in 1d DRAM development race

Samsung Electronics is reportedly on track to complete development of 10-nanometer-class seventh-generation DRAM, also known as 1d DRAM, before SK hynix. According to The Bell, citing industry sources, Samsung is targeting September 2026 for completion, while SK hynix is aiming for December 2026, giving Samsung a lead of about one quarter.

Wednesday 19 August 2026
Hanmi Semiconductor scales up bonding capacity with US$91.4 million plant buy amid AI packaging boom

Amid a global shortage of AI semiconductor equipment, Hanmi Semiconductor announced on August 18 that it will acquire a factory owned by Mercury in the Juan National Industrial Complex in Incheon, South Korea. The site, covering 221,683 square feet, will become Hanmi Semiconductor's eighth and largest production base.

Wednesday 19 August 2026
Shikhar Malhotra named chairman of HCL-Foxconn chip venture as Jewar plant advances

India Chip Private Limited, the semiconductor joint venture between HCL Group and Hon Hai Technology Group (Foxconn), has appointed Shikhar Malhotra as its chairman, according to tele.net.in. Malhotra, who also chairs HCL Capital and serves on the board of HCL Corporation, will lead the venture as it works toward commissioning its outsourced semiconductor assembly and test (OSAT) facility in Jewar, Uttar Pradesh.

Wednesday 19 August 2026
ams OSRAM sues distributor over alleged infringement by Refond automotive LEDs
ams OSRAM said it filed two patent infringement lawsuits in Germany against Shenzhen Refond Optoelectronics over automotive LED products. The move adds to a broader wave of intellectual property disputes in the LED sector and targets ceramic-packaged and EMC-packaged vehicle lighting products sold by the Chinese supplier.
Wednesday 19 August 2026
Humanoids become Rainbow Robotics' biggest revenue source as Korean robot makers post mixed results

Mobile humanoids became Rainbow Robotics' biggest revenue source in the first half of 2026, while ROBOTIS posted rapid actuator growth and Doosan Robotics expanded its North American automation business, showing how South Korea's physical AI push is beginning to generate sales even as profitability remains uneven across robot makers.

Wednesday 19 August 2026
US pushes South Korea to prioritize memory chip investment in trade talks
US officials have pressed South Korea to make memory chip manufacturing its first strategic investment in the US, according to a report cited by JoongAng Daily. The claim added fresh uncertainty to an investment package that Seoul had expected to unveil by the end of August 2026, even as the South Korean government quickly denied that semiconductors were being treated as the first candidate.
Wednesday 19 August 2026
Z.ai says GLM-5.3 lifts coding and cyber tests, flags Cursor vulnerability

Z.ai has released GLM-5.3, a new AI model that it said delivers major gains in coding and cybersecurity through post-training alone. The Chinese startup also said the model uncovered a potentially serious vulnerability in Cursor, the AI coding company recently acquired by SpaceX.

Tuesday 18 August 2026
LG Electronics lands first OSAT order for chip packaging LDI

LG Electronics has secured its first order for laser direct imaging (LDI) equipment used in semiconductor packaging, marking an early commercial milestone as it expands into chip packaging.

Tuesday 18 August 2026
Rockchip profit jumps 62% as edge AI chips scale across devices

China AIoT chip designer Rockchip posted record first-half 2026 results, with revenue rising 40.6% year on year to CNY2.88 billion (US$427 million) and net profit surging 61.73% to CNY859 million, supported by accelerating edge AI adoption.

Tuesday 18 August 2026
2,056 humanoid robots march to Beijing for China's biggest real-world test

China's humanoid robot industry is entering a larger real-world test of AI, mobility and performance, with 2,056 robots set to compete in Beijing as domestic makers including Unitree Robotics accelerate development of faster and more capable machines.

Tuesday 18 August 2026
VeriSilicon revenue surges 91% as AI ASIC backlog swells to US$1.85B

VeriSilicon posted record first-half 2026 revenue of CNY1.86 billion (US$276 million), up 91.37% year-on-year, as AI computing demand lifted custom silicon and mass-production services.

Tuesday 18 August 2026
Huawei Hubble builds China's InP optical chip stack for the AI interconnect era
Huawei's semiconductor investment arm is seeing an earlier optical-chip strategy line up with the AI infrastructure boom. Since 2019, Hubble Technology Investment Co. has backed a string of Chinese photonics and high-speed interconnect companies, including Vertilite, Yuanjie Semiconductor, North Ocean Photonics (NOP), and Newport Coast (Beijing) Technology, covering lasers, optical components, and transmission chips. The portfolio is now increasingly exposed to the same 800G, 1.6T, and 3.2T interconnect demand reshaping AI data centers.
Tuesday 18 August 2026
Tokyo University's satellite legacy helped build Japan's space startup wave—now comes the harder part
Japan may not possess the industrial scale or launch economics of satellite giants such as SpaceX, but the country has established its own development mechanism around persistent experimentation, research-driven breakthroughs, and a growing concentration of aerospace talent.
Tuesday 18 August 2026
Russia fuels China's ICE exports while Europe's NEV figures mask transshipment demand
China's accelerating auto export boom reveals two trends that challenge conventional assumptions. First, Russia—China's largest single export market—is still overwhelmingly driven by internal combustion engine (ICE) vehicles. Second, while new energy vehicle (NEV) exports are concentrated in South America and Europe, some headline export figures do not necessarily reflect actual end-market demand.
Tuesday 18 August 2026
China AI chip sales scale: Biren's revenue rockets up to 21-fold

Chinese AI chipmaker Biren expects first-half 2026 revenue to reach CNY1.15-1.3 billion (US$171-193 million), up about 1,852% to 2,107% from a year earlier, as demand for GPGPU computing expands across AI coding, long-horizon AI agents and generative AI workloads, according to Cninfo data cited in a report by the Hong Kong Economic Times (HKET).