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Tuesday 1 September 2026
China specialty foundry XMC plans fourfold capacity growth around 3D integration, silicon photonics
Wuhan Xinxin Semiconductor Manufacturing Company (XMC) has laid out a 10-year expansion strategy centered on 3D integration, silicon photonics (SiPh), and specialty processes, targeting a fourfold increase in production capacity while building a broader semiconductor ecosystem around Wuhan.
Tuesday 1 September 2026
SK Hynix explores Intel as second source for HBM base dies
SK Hynix is reportedly considering adding Intel Foundry as a second manufacturing source for high-bandwidth memory (HBM) base dies, a move that could reduce its reliance on TSMC as the logic layer beneath HBM becomes increasingly important to cost, performance and accelerator design.
Monday 31 August 2026
China urges pragmatism over hype in rapidly expanding humanoid robotics market
According to OFweek Robotics, China's National Development and Reform Commission (NDRC) has issued a clear warning to the country's booming robotics sector: focus on practical applications and sustainable growth rather than blind speculation. Speaking at an August 28 press conference, NDRC spokesperson Chao Li called for a disciplined approach to development, urging governments and tech firms to build on local resource endowments and industrial strengths rather than blindly following trends.
Monday 31 August 2026
Taiwan drone bill dispute leaves NT$240 billion procurement plan in limbo
The Executive Yuan's proposed Special Act for Indigenous Defense Unmanned Vehicle Procurement failed to win approval in the Legislative Yuan, which instead adopted a version proposed by opposition caucuses, leaving a six-year, NT$240 billion (approx. US$7.6 billion) procurement framework facing uncertainty.
Monday 31 August 2026
Gudeng chairman says trust underpins Taiwan supply chains amid Unimicron row
Gudeng Precision Industrial chairman Bill Chiu said on August 31, 2026, that trust is the core foundation of Taiwan's place in the global supply chain, as he commented on sensitive issues including alleged country-of-origin labeling violations involving PCB maker Unimicron. He said Taiwanese firms gain opportunities in global markets because of Western customers' trust, warning that undermining that trust would be self-defeating.
Monday 31 August 2026
US weighs limits on China's access to chips in overseas data centers
US restrictions on China's access to advanced computing could expand beyond physical chip shipments to the remote use of computing resources, potentially increasing compliance requirements for cloud providers and data center operators in Southeast Asia.
Monday 31 August 2026
Taiwan vendors chase India's wireless broadband opportunity, with Alpha Networks in the lead
India's market for Wi-Fi millimeter-wave (mmWave) fixed wireless access (FWA) remains at an early stage, with formal commercial standards still dependent on operators completing field trials and the country's Department of Telecommunications (DoT) advancing the regulatory process.
Monday 31 August 2026
MetaX posts first-half profit while China's AI GPU rivals split
MetaX posted its first half-year profit since listing, with rising GPU shipments and the mass production of its C600 accelerator strengthening its commercial position while China's domestic AI chip sector increasingly splits between profitable vendors and peers still absorbing heavy R&D costs.
Monday 31 August 2026
Shanghai's 15th Five-Year Plan bets on chips, AI, advanced packaging
On August 26, the Shanghai municipal government released its 15th Five-Year Plan for the Development of Strategic Emerging Industries, setting a target for added value in strategic emerging industries to reach CNY2.1 trillion (approx. US$312.5 billion) by 2030. The plan puts ICs, biopharmaceuticals, and artificial intelligence (AI) at the center of the city's industrial strategy, while shifting policy focus from expansion to higher-value areas such as advanced chips, advanced packaging, industrial software, and critical materials.
Monday 31 August 2026
South Korea risks 'HBM 2.0' trap in emerging CPO market
Co-packaged optics (CPO) is emerging as a critical next-generation technology for AI infrastructure, but unless South Korea strengthens its integration and validation capabilities, it risks being left with component-level capabilities while overseas players retain control of platforms and higher-value parts of the ecosystem.
Monday 31 August 2026
CXMT starts LPDDR6 mass production for Xiaomi 18 Fold, claiming global first
China's CXMT has begun mass production of its LPDDR6 memory and will supply the first batch to Xiaomi's upcoming 18 Fold flagship, marking what the company says is the first commercial deployment of LPDDR6 worldwide.
Monday 31 August 2026
China silicon wafers enter AI-led upcycle: prices rise, 12-inch capacity expands

Hangzhou Lion Microelectronics plans to invest about CNY3 billion (approx. US$446 million) in a new 12-inch silicon wafer project in Jiaxing, expanding into a market where AI demand is lifting volumes and prices while China still relies heavily on imported large-diameter wafers.

Monday 31 August 2026
Commentary: Malaysia's China dilemma sits at the heart of GATE 2026
The 2026 Global Automotive and Technology Expo (GATE 2026) closed on August 28 at the Malaysia International Trade and Exhibition Centre (MITEC) in Kuala Lumpur. It highlighted Malaysia's contradictory but pragmatic stance toward China in the auto sector. Over the three-day event, the main story for ASEAN's auto industry was not a new car or new technology. It was Malaysia's balancing act around the "China factor."
Monday 31 August 2026
Chinese robotaxis head for Seoul as Pony.ai and FutureLink plan a 200-vehicle fleet
A Chinese autonomous driving vendor is set to take a commercial position in a market whose own robotaxi industry has yet to clear the hurdle to commercialization. Pony.ai and South Korea's FutureLink signed a strategic cooperation agreement on August 28 at the Conrad Seoul in Yeouido to introduce 200 seventh-generation robotaxis, targeting fully driverless operation in Seoul by 2028, The Asia Business Daily reported. Pony.ai co-founder and chief executive James Peng attended the signing alongside FutureLink chairman Nam Kyung-pil and chief executive Cha Doo-won, according to SBS.
Monday 31 August 2026
China's silicon wafer makers report profit gains of varying quality
Seven Chinese silicon wafer producers reported first-half 2026 results in the second half of August, indicating an uneven sector recovery. Several semiconductor-grade wafer makers swung from losses to reported profits, though how much of that improvement came from core operations rather than one-off items varies widely by company. The two solar-wafer producers in the group, meanwhile, remain far deeper in the red amid a separate, unrelated downturn.