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Wednesday 23 September 2026
US, China diverge on AI guardrails ahead of Trump-Xi summit
The US and China are moving toward different models for governing increasingly capable artificial intelligence, even as the US proposes a limited safety mechanism with China ahead of President Donald Trump and Chinese President Xi Jinping's September 24 summit in Washington. AI is expected to be among the issues discussed at the meeting.
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Thursday 24 September 2026
Beijing Eswin heads for HK IPO as RISC-V growth shifts to autos, industrial chips
Beijing Eswin Computing Technology has cleared its Hong Kong Stock Exchange listing hearing, moving closer to becoming the market's first listed RISC-V-focused chip company.
Thursday 24 September 2026
Commentary: Apple's M8 Ultra AI server plan could pull Apple Silicon into Nvidia's enterprise infrastructure game

After more than a decade away, Apple may be preparing to return to the enterprise server market. According to The Information, as reported by Reuters, the company is developing an enterprise AI server powered by its planned M8 Ultra chip and has discussed adopting Nvidia's NVLink Fusion interconnect technology.

Thursday 24 September 2026
Huawei founder Zhengfei Ren reappears in Shenzhen — Dongfeng smart vehicle alliance moves into focus

Huawei founder Zhengfei Ren made a public appearance in Shenzhen on September 22 for talks with Dongfeng Motor general manager Changjun Feng that also included other Huawei executives. The two sides discussed deeper strategic cooperation in smart vehicles, alongside coordinated product development and technology innovation.

Thursday 24 September 2026
LG Display scraps Nanjing automotive LCD module sale to Top Run
LG Display has scrapped the planned sale of its automotive LCD module business in Nanjing, China, to Top Run Total Solution after the companies failed to reach a final agreement on transaction terms, derailing a plan to shift the operation from in-house production to outsourcing.
Thursday 24 September 2026
Taiwan's Yusin pivots China OE brake pad business from BYD to JV automakers
Taiwan-listed Yusin Holding Corp. said on September 23 that its Chinese subsidiary Fuzhou Assured Brake Systems is reducing its reliance on BYD and shifting its China original-equipment (OE) brake pad business toward joint-venture automakers including Volkswagen, Nissan and Honda. The subsidiary is targeting an 11% share of China's OE brake pad market by 2027.
Thursday 24 September 2026
Xi's US visit stirs alarm over a possible Chinese auto push into America

Chinese President Xi Jinping's visit to the US is heightening anxiety across the global auto industry, where suppliers, dealers, and lawmakers fear it could open the door to Chinese carmakers in America. For readers worldwide, the issue matters because it could reshape EV pricing, supply chains, jobs, and trade tensions far beyond the US market.

Thursday 24 September 2026
Alibaba Zhenwu V900 joins Huawei Ascend 960 in race to fill Nvidia's China AI compute gap
Alibaba has formally unveiled its self-developed Zhenwu V900 AI chip at the 2026 Apsara Conference, with CEO Eddie Wu describing the T-Head Semiconductor-designed processor as "China's most powerful AI chip to date." The V900 is intended to fill part of the computing gap left by restrictions on access to Nvidia's high-end accelerators.
Thursday 24 September 2026
Intel puts CPU-GPU coordination at center of agentic AI strategy
Intel is positioning closer coordination between CPUs, GPUs and other computing resources as a key requirement for the next phase of AI, as agentic AI shifts workloads from model inference toward complex task execution.
Thursday 24 September 2026
Trump-Xi pre-summit watch: H20 setbacks and Ascend gains reshape China's Nvidia calculus
Ahead of the Trump-Xi summit, the key semiconductor question is no longer simply how much Nvidia hardware Washington will allow China to buy.
Thursday 24 September 2026
Trump-Xi pre-summit watch: China charts a sovereignty-first path for frontier AI
When Donald Trump and Xi Jinping discuss artificial intelligence, the deeper divide may not be over whether AI needs rules, but over what those rules are designed to protect.
Thursday 24 September 2026
LSTC links with Rapidus to revive Japan's advanced chipmaking

Japan's Leading-edge Semiconductor Technology Center (LSTC) is building a public-private-academic framework around Rapidus, which plans to mass-produce 2-nanometer chips in 2027, to advance next-generation semiconductor research and talent development and give Japan a unique edge in the global race for advanced process technology.

Wednesday 23 September 2026
SKC raises Absolics stake to 82% as glass substrates remain in testing
SKC is increasing its investment in its US glass substrate subsidiary Absolics, raising its stake to more than 82%, as the South Korean materials group commits more capital to a business that remains in customer evaluation and testing ahead of volume production.
Wednesday 23 September 2026
With Xi's Washington visit incoming, trade data show how the tariff war has reshaped US-China tech flows

When Chinese President Xi Jinping meets US President Donald Trump at the White House on September 24, trade will be the most measurable front of their rivalry. Since the first Section 301 tariffs took effect in July 2018, US imports of Chinese technology hardware have fallen sharply. Rare earth magnets are the exception: Washington cannot easily replace them, which gives Beijing leverage as the one-year Busan truce nears its November 10 expiry.

Wednesday 23 September 2026
YMTC wins German injunctions against Micron in latest round of NAND patent battle
Micron is facing fresh pressure on multiple fronts after Germany's Munich I Regional Court sided with Chinese memory maker YMTC and issued two injunctions over alleged infringement. Industry sources said enforcement of the injunctions could restrict Micron's supply in Germany and reshape the European automotive and industrial-control NAND market.
Wednesday 23 September 2026
Biwin Storage commits US$672M to double down on 2.5D packaging, compute-memory integration

Biwin Storage Technology plans to invest CNY4.5 billion (approx. US$672 million) in the third phase of its wafer-level advanced packaging and testing project, expanding 2.5D integration and compute-memory co-packaging capacity as AI and high-performance computing lift demand for advanced packaging.