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Wednesday 19 August 2026
Baidu's AI cloud engine accelerates as advertising drag deepens
Baidu's second-quarter 2026 results confirm a business in the midst of a wrenching handover: an AI-powered core that is scaling faster than almost any other line item at the company, while the total revenue base is still shrinking...
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Wednesday 19 August 2026
GigaDevice profit surges 1,092% on memory upcycle, niche DRAM and NAND gains
GigaDevice Semiconductor posted record first-half 2026 results, with tight memory supply and rising prices across niche products lifting earnings well beyond its full-year 2025 level.
Wednesday 19 August 2026
Socionext taps Intel 18A-P process for high-performance compute chiplet development
Custom System-on-Chip (SoC) designer Socionext has selected Intel Foundry's 18A-P process node to build its next-generation custom silicon, aiming to accelerate workloads across data centers, edge computing, and artificial intelligence (AI).
Wednesday 19 August 2026
EU tightens recycled-content rules as material traceability becomes a new battery market barrier
The European Union is moving to tighten recycling requirements for rechargeable batteries, including electric vehicle batteries, industrial energy storage batteries, and automotive starting batteries.
Wednesday 19 August 2026
Baidu's AI business drives growth as robotaxi expansion accelerates
Baidu is deepening its shift toward an AI-first business, with AI-powered operations accounting for half of its general business revenue in the second quarter as demand for computing infrastructure and AI applications continued to grow.
Wednesday 19 August 2026
Google to move all Pixel production out of China in 2027, Nikkei Asia says
Google has told suppliers it plans to move all production of Pixel smartphones, smartwatches and wireless earbuds out of China starting in 2027, after making progress developing and producing high-end Pixel phones in Vietnam this year.
Wednesday 19 August 2026
Alibaba's Lingxi sale shows how AI is redrawing China's Big Tech priorities

As AI infrastructure increasingly absorbs both capital and management attention across China's technology sector, even profitable businesses are finding themselves vulnerable when they sit outside the strategic core.

Wednesday 19 August 2026
China's new automotive chip rules target the last mile to vehicle adoption

China has introduced five automotive chip certification and accreditation industry standards aimed at easing a key obstacle to domestic semiconductor adoption: getting locally designed chips qualified for production vehicles.

Wednesday 19 August 2026
LG's raw material costs jump by over KRW1 trillion in 1H26, auto components hit hardest

Rising chip and copper prices are rapidly increasing cost pressure on LG Electronics.

Wednesday 19 August 2026
South Korea looks beyond chips and AI with bets on SMRs, fusion and quantum

South Korea is looking beyond semiconductors and artificial intelligence for its next generation of strategic industries, naming seven technology fields it plans to cultivate over the next 10 to 20 years.

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
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.
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.