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Tuesday 1 September 2026
Analysis: CXMT's US$11.5B profit surge raises the stakes in China's AI memory race
China's leading DRAM maker CXMT has gone from years of accumulated losses to one of the most profitable companies on the mainland market, propelled by an extraordinary memory upcycle. The more consequential question is what it does with the windfall.
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Wednesday 2 September 2026
Meta reportedly taps SeeYA for Phoenix OLEDoS panels as BOE fails to qualify

Meta has reportedly tapped Chinese microdisplay maker SeeYA Technology to supply OLED-on-silicon (OLEDoS) panels for its next-generation lightweight mixed-reality headset, codenamed Phoenix, while rival BOE failed to obtain supplier qualification, according to South Korea's The Elec.

Wednesday 2 September 2026
Manus resumes independent operations after Meta deal collapses
Manus has resumed independent operations under its founding team, closing a turbulent chapter that began with Meta Platforms' multibillion-dollar acquisition of the AI agent startup and ended after Chinese regulators ordered the transaction canceled.
Wednesday 2 September 2026
ByteDance-ZTE Nubia NaviX Ultra clears launch hurdle, takes agentic AI beyond smartphone assistants
ByteDance and ZTE are preparing to launch the Nubia NaviX Ultra in September after the AI smartphone received China's network access approval, clearing the regulatory process from large-model filing to device certification.
Wednesday 2 September 2026
Chinese foundry Hua Hong Grace adds 55,000-wpm Wuxi capacity in US$4.17 billion Phase III buildout
Chinese foundry Hua Hong Grace Semiconductor (HHGrace) is preparing another major expansion of its 12-inch wafer capacity, reinforcing its specialty-process footprint after a sharp earnings rebound and record shipments in the first half of 2026.
Wednesday 2 September 2026
China moves to curb overseas price wars as automakers accelerate global expansion

China has introduced new guidelines aimed at steering its automotive industry toward more orderly competition overseas as domestic automakers and suppliers expand rapidly into international markets.

Wednesday 2 September 2026
Panasonic reportedly raises CCL and PP prices again as IC substrate costs jump 30%
Japan's Panasonic has raised PCB material prices for the second time in 2026, broadening the increases to copper-clad laminate (CCL), pre-preg (PP) and other products, including IC substrate materials. Some items will rise by as much as 30%, with the new pricing taking effect on shipments starting September 1.
Wednesday 2 September 2026
China memory-module makers report surging profits, strained cash flow
Seven listed Chinese memory-module and memory-distribution companies have filed first-half 2026 results, and the headline numbers are the largest the tier has ever reported. The more useful number is further down each statement: four of the seven reported negative operating cash flow, as inventory purchases and other working-capital demands absorbed cash even as profits rose.
Wednesday 2 September 2026
Commentary: Malaysia wants foreign automotive investment to leave more behind
The 2026 Global Automotive and Technology Expo (GATE 2026), held August 26-28 at the Malaysia International Trade and Exhibition Centre (MITEC) in Kuala Lumpur, was ostensibly about the future of mobility. But the stronger message from the three-day event was about something more fundamental: Malaysia wants foreign automakers to build an industrial ecosystem, not simply sell cars.
Wednesday 2 September 2026
Chinese MRAM chipmaker ICY Tech rethinks HBM for rack-scale AI inference
China-based ICY Tech has introduced its uHBM and uLPU AI inference architectures, extending persistent MRAM computing from validation silicon into a product roadmap spanning compute-memory dies, chips, modules, 2U trays, and racks.
Wednesday 2 September 2026
'Chinamaxxing' fuels China tech tourism as visitors flood Huaqiangbei
In the summer of 2026, the term "Chinamaxxing" has gone viral on overseas social media, reflecting a trend among young people, especially Gen Z in the West, who openly praise China and a China-style way of life. The trend is drawing foreign visitors to sites such as Xiaomi's EV superfactory, Wenchang Beach rocket launches, and Shenzhen's Huaqiangbei, where they shop for "Made in China" tech.
Wednesday 2 September 2026
Taiwan eyes satellite communications to cut sea cable reliance
More than 90% of Taiwan's external communications rely on subsea cables, raising concerns over resilience and pushing policymakers and experts to call for satellite communications to be brought onshore as a backup. At a forum on July 31, the Ministry of Digital Affairs said the island's 4G and 5G networks together cover 99% of the population, but its international connectivity remains vulnerable to cable cuts.
Wednesday 2 September 2026
Global quantum industry accelerates as Taiwan eyes Asia hub
As quantum commercialization gathers pace worldwide, Taiwan is linking up with multiple countries to push for an Asia hub for quantum technology, industrial applications, international cooperation, and capital. On August 31, the Taiwan Association of Quantum Computing and Information Technology (TAQCIT), SEMI, and the Taiwan Institute of Economic Research invited representatives from eight countries based in Taiwan to share details of the upcoming "2026 Taiwan Quantum Forum" and discuss whether Taiwan can become such a hub.
Tuesday 1 September 2026
Safety rewired: AI, robots on the front line at K-Safety Expo 2026
Hard hats and fire extinguishers will certainly have their place at K-Safety Expo 2026, but visitors arriving at BEXCO in Busan from September 2–4 may find that the modern safety industry increasingly speaks the language of AI, robots, sensors and connected infrastructure.
Tuesday 1 September 2026
Japan's chip materials makers reportedly deepen Taiwan ties as AI reshapes supply chains
Japanese semiconductor materials suppliers Ajinomoto and Daikin Industries are expanding their presence in Taiwan as the AI boom fuels demand for advanced chip materials and encourages closer cooperation between suppliers and manufacturers.
Tuesday 1 September 2026
K-Safety Expo 2026 to open in Busan, spotlighting AI-driven safety technologies
K-Safety Expo 2026, South Korea's leading dedicated safety-industry exhibition, will open September 2 at BEXCO in Busan, bringing together companies, government agencies, research institutions and overseas buyers across disaster prevention, industrial safety, public security, fire and rescue, and transportation and maritime safety.