China may remain 10–15 years away from developing domestic extreme ultraviolet (EUV) lithography, according to assessments from UBS and Zeiss, highlighting the technological gap Beijing still faces in replicating the chipmaking equipment required for leading-edge AI processors.
South Korea's safety-tech sector may be increasingly filled with AI cameras, robots, drones, and predictive systems, but BEXCO general manager Tom Choi argues that the force pushing many of those technologies toward actual deployment begins somewhere less glamorous: government policy.
Samsung Electronics Chairman Jay Y. Lee and SK Group Chairman Tae-won Chey are traveling to New York at the end of September 2026 to meet Nvidia CEO Jensen Huang again as Washington presses South Korean companies to expand US investment. The planned trip is drawing market attention because Samsung Electronics and SK Hynix are already pursuing large-scale spending in the US and could discuss further business ties on the sidelines of the event.
"Demo is not a product," Jingwei Hirain president Chengjian Fan told DIGITIMES in an interview, arguing that China's new-energy vehicle industry has learned hard lessons as fast-moving startups, deep in-house development, and tougher supplier scrutiny reshape the market. He said software demand has increased more than tenfold compared with the internal combustion engine era, while the fastest mass-production delivery cycle in China has been as short as 12 months.
Reports that Samsung SDI's procurement team recently visited the Chinese production facilities of battery material maker Tinci Materials have drawn significant attention within China's industry. As Samsung SDI prepares to initiate mass production of all-solid-state batteries in the second half of 2027, its supply chain strategy and upcoming moves are rapidly becoming a major focal point in the Chinese market.
Silicon photonics (SiPh) is emerging as a core theme at SEMICON Taiwan 2026, and while the sector is still in an early, fast-growing stage, production-line investments are already under way. As optical makers move into co-packaged optics (CPO), the source and capability of laser equipment are becoming critical to whether they can secure market share.
China's memory industry is shifting from a single-champion model towards a three-pronged structure. ChangXin Memory Technologies (CXMT) is building its position in DRAM, Yangtze Memory Technologies (YMTC) in 3D NAND, while Wuhan Xinxin Semiconductor Manufacturing (XMC) is concentrating its next phase on NOR Flash, 3D integration and optoelectronics.
Taiwan's auto market remains under pressure in 2026, and even as recent months have shown signs of bottoming out, auto parts makers remain cautious or outright pessimistic about the outlook. The gap between the headline recovery and the reality on the ground underscores how slowly and unevenly the industry is healing.
South Korea is turning a semiconductor-driven tax windfall into a broader technology investment push, directing record fiscal firepower toward chips, Nvidia's Vera Rubin computing platform, AI data centers, robotics and the power and water infrastructure needed to support them.
Delegates to the G20 summit have agreed to support proposed guidelines for a light touch on AI regulation. The framework, proposed by the US, appeared to show a rare moment of consensus as countries race to gain a foothold in the booming AI industry, all while grappling with how to strike a balance between encouraging innovation and preventing harm.
India's tablet market posted modest growth in the second quarter of 2026, a sign that enterprise demand and higher-spec devices are gaining importance for buyers worldwide. The shift toward detachable and productivity-focused tablets suggests vendors are adapting to rising costs, changing purchase patterns, and broader demand for more versatile computing options.
Singapore-based semiconductor packaging equipment maker Kulicke and Soffa (K&S) said AI demand is spreading into adjacent applications, lifting 2026 orders for wire bonding equipment and driving shipments to a record high, while the company continues to expand its advanced packaging business.
Montage Technology is accelerating its move beyond traditional DDR memory interfaces, with CXL 3.2, DDR6 and PCIe products positioning the Chinese interconnect chipmaker deeper in AI data center infrastructure.
Xiaomi Auto has formally begun laying the groundwork for its overseas expansion. Xiaomi Group partner and CEO William Lu said on September 4 that the automaker had signed agreements with eight major German dealership groups during IFA 2026 in Berlin, establishing an initial sales and service network ahead of its planned entry into Europe.
Chinese AI startup Moonshot AI has reportedly filed confidentially for an initial public offering in Hong Kong, potentially setting up one of the city's most closely watched technology listings and one of the largest Chinese AI IPOs in recent years.
