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Friday 21 August 2026
Korean display makers step up OLED patent push as China narrows technology gap
Korean display makers are stepping up patent licensing and cross-border enforcement as Chinese rivals have sharply narrowed the technology and market-share gap in OLED since 2020, just as competition expands into higher-value panels for notebooks and monitors.
Friday 21 August 2026
China silicon wafer maker NSIG nears 1.2 million monthly 300mm capacity after 90% shipment jump
National Silicon Industry Group (NSIG) reported a 36.51% rise in first-half 2026 revenue as shipments of 300mm semiconductor silicon wafers increased more than 90%, though continued R&D spending, currency movements and inventory impairments widened its net loss.
Friday 21 August 2026
Samsung holds off on High-NA EUV until 1nm production
Samsung Electronics does not expect to move High-NA EUV lithography into volume production until its 1nm-class generation, a timeline that points to around 2030, after it had earlier hoped to introduce the technology at the 2nm and 1.4nm nodes.
Friday 21 August 2026
China's humanoid robot shipments hit 40,000 in the first half of 2026
China shipped more than 40,000 humanoid robots in the first half of 2026, lifting its share of global shipments to 97%, according to a development report released on August 20 at the 2026 World Robot Conference in Beijing. The figure marked the highest share ever recorded in the report's historical data and underscored China's growing role in the global humanoid robot supply chain.
Friday 21 August 2026
DIGITIMES's Colley Hwang warns Taiwan AI data center capacity lags South Korea

The inference economy has arrived, and Taiwan's tech industry must transition from the "knowledge economy" to the "inference economy," DIGITIMES chairman Colley Hwang said on August 20 at a forum exploring future trends in the semiconductor industry. He also warned that Taiwan's AI data center capacity is about one-sixth of South Korea's.

Friday 21 August 2026
Longcheer and Luxshare move into robot ODM
China consumer electronics ODMs are extending their R&D, supply chain integration and mass production capabilities into the embodied AI robot market. Longcheer announced on August 19 that it had signed an agreement with the Nanchang High-tech Zone in Jiangxi, officially establishing an embodied AI robot R&D and manufacturing base. The company said it will build end-to-end capabilities from product definition and R&D design to engineering delivery, offering ODM solutions for embodied AI products.
Thursday 20 August 2026
Why Chinese automakers are racing into humanoid robots
As subsidies for China's new energy vehicle market gradually wind down and automaker margins continue to narrow, Beijing is shifting policy support toward embodied AI and humanoid robotics. That change is encouraging Chinese automakers to redeploy technologies originally developed for smart EVs and accelerate their push into humanoid robots.
Thursday 20 August 2026
Samsung gains foundry pricing power as 4nm capacity stays tight through 2027

Samsung Electronics is gaining pricing power in its foundry business as AI and high-bandwidth memory (HBM) demand tightens advanced-node capacity, with its 4nm lines reportedly fully booked through 2027 and some customers being steered toward 5nm production.

Thursday 20 August 2026
China reportedly delays germanium, quartz clearances, impacting Taiwan optics and aerospace suppliers
China has reportedly delayed customs clearance for critical materials — including germanium, quartz-based materials and neodymium magnets — since 2025, lengthening delivery times for Taiwanese aerospace and optical suppliers and, in some cases, costing them orders.
Thursday 20 August 2026
China tightens grip on global LCD market as TV panel share tops 70%
The global LCD panel industry continues to consolidate around Chinese manufacturers, whose share of the LCD TV panel market has remained firmly above 70% and is gradually approaching 80%. Their presence in LCD monitor panels is expanding just as rapidly, having surpassed 70% in the first half of 2026.
Thursday 20 August 2026
Nvidia physical AI executive Madison Huang appears at Beijing WRC after LG Seoul visit
Two days after visiting LG Electronics' robotics hub in Seoul, Nvidia executive Madison Huang was in Beijing on August 20 for the 2026 World Robot Conference (WRC), highlighting the increasingly visible role she is playing in Nvidia's physical AI and robotics partnerships across Asia.
Thursday 20 August 2026
Unitree post-IPO: Chairman Wang weighs profit, scale and 80% home-robot threshold

Unitree Robotics' August 19 listing on China's STAR Market brought the humanoid robot maker into the public-market spotlight, but attention quickly spread beyond its share price. The company's listing reception that evening drew investors, technology figures and venture capital executives, reflecting how Unitree has accumulated interest across technology, capital markets and the broader public.

Thursday 20 August 2026
AMEC profit jumps 300%: China chip equipment maker expands beyond etch with US$520M plan
Advanced Micro-Fabrication Equipment Inc. China (AMEC) posted a 300% surge in first-half 2026 profit and announced a CNY3.5 billion (US$520 million) capacity expansion, accelerating its shift from an etch specialist into a broader semiconductor equipment supplier.
Thursday 20 August 2026
SK Hynix's new HBM team lands in Nvidia and AMD's backyard — co-design is becoming the way to win HBM4 orders
SK Hynix is reported to be assembling a high-bandwidth memory (HBM) design team in Silicon Valley, a move that would deepen its co-design work with major US chip customers. Analysts see it as evidence that HBM competition is shifting into a customized, jointly developed phase.
Thursday 20 August 2026
Jusung, PSK China sales plunge over 40% amid China's chip self-sufficiency drive

Jusung Engineering and PSK each lost more than 40% of their China revenue in 2025. The similarity ends there.