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Monday 7 September 2026
Model fatigue, China's price pressure, and a profit horizon still years away
The AI industry's release calendar has compressed to the point where a single week can carry five frontier or near-frontier launches, but the acceleration is not a sign of confidence...
LATEST STORIES
Tuesday 8 September 2026
Chinese smartphone price hikes squeeze Southeast Asia: shipments fall 23%, low-end demand retreats
Rising smartphone prices are spreading beyond China, with Southeast Asia already showing the strain from rising handset costs and weaker replacement demand.
Tuesday 8 September 2026
Huawei Mate XT 2 debuts Kirin 9050 Pro at unchanged price
Huawei held a product launch event on the afternoon of September 7, with the tri-fold Mate XT 2 and its Kirin 9050 Pro chip in the spotlight. The company also rolled out a HarmonyOS 7 upgrade.
Tuesday 8 September 2026
Huawei Kirin 9050 Pro puts LogicFolding to the test with 55% density gain, 66% lower NPU power
Huawei's Kirin 9050 Pro is the first commercial test of its Tau Scaling Law, with the company claiming a 55% increase in transistor density at the same process node while cutting NPU, GPU and CPU performance-core power by 66%, 58% and 41%, respectively.
Tuesday 8 September 2026
Privacy displays become a premium smartphone battleground as Huawei brings one to a foldable

Huawei's Mate XT 2 combines an inward-folding tri-fold design with a built-in hardware privacy display, bringing two concepts already prominent in Samsung's premium smartphones into one device. The overlap reflects a broader shift in foldables toward screen protection, privacy and everyday usability.

Tuesday 8 September 2026
SK Hynix weighs Gwangju investment as Yongin buildout continues
SK Hynix is considering accelerating investment in South Korea's planned Gwangju semiconductor cluster so that development proceeds alongside its ongoing Yongin buildout, rather than waiting for Yongin to advance further, according to Dealsite, citing industry sources. The potential overlap is raising a key question for semiconductor equipment suppliers: whether Gwangju will generate additional orders or absorb some spending previously expected for later stages of Yongin.
Tuesday 8 September 2026
South Korea's UBATT targets 500 Wh/kg lithium-metal batteries for drone and defense markets
South Korean battery startup UBATT is targeting aerospace and defense applications such as drones and unmanned aerial vehicles (UAVs) with high-energy-density lithium-metal batteries, aiming at applications that require 400–500 Wh/kg or more and are difficult for conventional lithium-ion batteries to serve.
Tuesday 8 September 2026
BYD weighs US$1B car-carrier order to support surging EV exports
BYD is extending its global expansion beyond factories and sales networks into ocean transport, building greater control over the car-carrier capacity needed to support rapidly rising overseas electric vehicle exports.
Tuesday 8 September 2026
US-China space race expands from Moon landings to LEO satellite constellations and orbital computing
The US-China space race is broadening beyond rocket launches and crewed lunar missions into a growing array of strategic arenas, including lunar resources, low-Earth-orbit (LEO) satellite constellations, space computing and military capabilities in orbit.
Tuesday 8 September 2026
Black Sesame, Horizon Robotics unveil China's smart driving chip race

China's intelligent driving market continues to surge, with Black Sesame Technologies and Horizon Robotics both reporting solid top-line revenue growth for the first half of 2026. Highlighting the rapid commercialization curve, Horizon Robotics announced on September 3 that cumulative mass production of its Journey series smart driving processors surpassed 15 million units—signaling that competition in China's automotive IC sector is shifting from raw computing battles to large-scale mass deployment and market penetration.

Tuesday 8 September 2026
LG bets on in-cabin AI agents as South Korea races to catch China in autonomous driving
Rapid advances in China's autonomous-driving technology are increasing pressure on South Korea's auto industry to catch up, and LG Electronics is responding by expanding its push from in-cabin AI experiences and AI agents to an AI-SDV platform as it seeks a foothold in the emerging AI-defined vehicle (AIDV) market.
Monday 7 September 2026
SK Hynix reportedly ends LG eSSD talks as ASICLAND deal expands
SK Hynix reportedly ended talks with LG Electronics over outsourcing part of the backend design for a next-generation enterprise SSD (eSSD) controller, but the memory maker told DIGITIMES that it had not discussed commissioning eSSD controller design work.
Monday 7 September 2026
South Korea secures US$2B from Air Products, Axcelis, Corning, Pacifico Energy to bolster supply chains
Four major US technology companies have committed a combined US$2 billion to investments across South Korea's semiconductor materials, equipment, and clean energy sectors. The move is expected to reinforce critical supply chain resilience between the US and South Korea while providing momentum for the South Korean government's three strategic "Mega Projects."
Monday 7 September 2026
HBM4 squeezes DRAM supply as Samsung, SK Hynix inventories fall below 10 days
Memory inventories at Samsung Electronics and SK Hynix have fallen below 10 days of supply as AI infrastructure spending drives simultaneous demand for HBM, server DRAM and enterprise SSDs, according to a Sept. 7 report from KB Securities.
Monday 7 September 2026
NEC reportedly ends quantum computer hardware development, shifts focus to annealing
Japan's NEC has halted development of gate-based quantum-computer hardware, marking a strategic retreat from a field the company helped pioneer, while continuing to invest in quantum annealing and quantum-inspired computing services.
Monday 7 September 2026
DeepSeek plans to buy 160,000 Huawei chips as China aims to wean itself off Nvidia
DeepSeek is reportedly planning to purchase 160,000 Huawei chips for its large 1 GW data center currently under construction in the Chinese province of Inner Mongolia. This would make it among the largest clusters of Huawei chips deployed to date, as the Chinese authorities attempt to wean the country off Nvidia chips, but still struggle with insufficient domestic manufacturing capacity.