SICC reported stronger first-half 2026 revenue and margins as its 8-inch silicon carbide substrate business gained scale, highlighting how the industry's migration to larger wafers is beginning to reshape SiC economics across electric vehicles and AI power infrastructure.
Unitree Robotics' August 19 debut on Shanghai's STAR Market did more than crown China's first mainland-listed humanoid robot maker. It marked a shift in the industry from competition between robot brands to a harder contest over supply-chain cost, AI capability, and mass production.
As artificial intelligence expands from digital environments into physical operations, embodied intelligence is emerging as a new frontier for technology companies. Xiaomi's latest earnings call offered a glimpse into how the company is approaching this field, with robotics positioned not as a standalone product category, but as a capability designed to enhance manufacturing, automation, and future industrial applications.
The 2026 World Robot Conference (WRC) recently opened in Beijing, with humanoid robots remaining the event's biggest focus. With China continuing to lead global humanoid robot shipments and the conference reaching new highs in scale each year, WRC has become a key showcase for humanoid robot makers to demonstrate their latest capabilities.
AI vision company Solomon is presenting new factory automation tools at Automation Taipei 2026, including an agentic physical AI platform, AR smart wiring guidance, and a next-generation 3D vision camera. The demonstrations are aimed at smart manufacturing, autonomous robotics, and AI server assembly use cases.
South Korean export data showed a sharp shift in high-bandwidth memory, or HBM, shipments toward Malaysia and away from Taiwan, according to SemiAnalysis ChipBook. The shift suggested that some HBM shipments previously sent to Taiwan for TSMC's CoWoS packaging might be redirected to packaging plants in Malaysia.
Chinese commercial space startup LandSpace successfully launched its Zhuque-3 Y2 carrier rocket on August 19 from the Dongfeng Commercial Space Innovation Pilot Zone (part of the Jiuquan Satellite Launch Center), placing Hongqing Technology's independently developed Honghu-03 satellite into its designated orbit. The rocket's first stage then completed a soft landing at a recovery site in Minqin County, Gansu, marking a successful mission.
The Gujarat government's approval of 12-hour work shifts at Micron Technology's Sanand assembly and test plant is more than just a single-factory ruling. It is the clearest sign yet that Indian states are willing to reshape decades-old labor rules to fit the round-the-clock demands of semiconductor manufacturing, as they compete for a slice of a global chip supply chain shifting away from China.
Samsung Electronics fully repaid a KRW20 trillion unsecured loan from Samsung Display ahead of schedule in the second quarter of 2026, according to South Korean publication ZDNet Korea and filings in the Financial Supervisory Service's DART system. The early repayment came as AI-related demand lifted memory prices and strengthened the company's cash position.
