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Wednesday 9 September 2026
Samsung, LG secure roles as key suppliers for Apple's foldable iPhone
Apple's expected first foldable iPhone is set to channel a significant share of its component value to South Korean suppliers, with Samsung Display (SDC), LG Innotek, Samsung Electro-Mechanics (Semco), Samsung Electronics, and SK Hynix securing positions across displays, cameras, substrates, passive components, and memory.
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Wednesday 9 September 2026
Cambricon wins PyTorch Foundation board seat in bid to strengthen China AI chip software ecosystem
Chinese AI chip developer Cambricon said on September 8 that it has formally joined the PyTorch Foundation as a platinum member, the organisation's highest membership tier, securing a seat on its governing board.
Wednesday 9 September 2026
Jin Lian Cheng expands into semiconductor wafer fab UPS battery recycling
Jin Lian Cheng Resources completed an upgrade to its desulfurization production line as demand increased for lead-acid battery recycling tied to high-spec uninterruptible power supply (UPS) systems used by semiconductor plants. The Taiwanese waste lead-acid battery processor said the upgrade restored normal operations while improving sulfur oxide treatment, real-time monitoring, and environmental management.
Wednesday 9 September 2026
China expands OLED capacity, challenging South Korea in IT and automotive display markets
South Korea's long-standing dominance in the global display market is facing an aggressive challenge as major Chinese panel makers—including BOE, China Star Optoelectronics Technology (CSOT), and Visionox—rapidly expand their organic light-emitting diode (OLED) production capacity. While South Korea maintains a firm lead in mobile and TV displays, industry analysts warn that a massive volume offensive from China threatens to erode South Korea's footing in fast-growing sectors, particularly IT devices like laptops and tablets alongside automotive displays.
Wednesday 9 September 2026
China reportedly tightens humanoid robot IPO rules as market mania meets reality
China is tightening scrutiny of initial public offerings by humanoid robotics companies as regulators seek to curb excessive valuations and distinguish commercially viable businesses from a crowded field of startups, according to The Information.
Wednesday 9 September 2026
China's up to 99.2% anti-dumping duty on Japan DCS boosts local chip material suppliers
China has imposed provisional anti-dumping measures on Japanese dichlorosilane (DCS), a semiconductor material used in thin-film deposition, potentially accelerating Chinese wafer fabs' shift toward domestic suppliers.
Wednesday 9 September 2026
Ability Enterprises August revenue hits 10-year high on AI vision, drones, robot cameras
Ability Enterprise reported August 2026 revenue of NT$1.313 billion, its highest monthly level since December 2015, as three new product lines entered volume shipments. The Taiwanese optics and imaging maker said the gain followed a first-half earnings jump and reflected progress in its shift from traditional imaging manufacturing toward AI-enabled visual systems.
Wednesday 9 September 2026
JD.com's real target with 3 million robots: physical AI
JD.com is accelerating its expansion in physical AI, announcing a new "Physical AI Acceleration Plan" at the 2026 JD Global Technology Explorers Conference on September 9. Over the next five years, the company plans to establish 80 RoboBase robotics industry hubs across China, while JD Logistics intends to procure 3 million robots, 1 million autonomous vehicles, and 100,000 drones to advance automation across its logistics supply chain.
Wednesday 9 September 2026
Sysgration expands Taiwan, US drone manufacturing as procurement plans advance
Sysgration said in August 2026 that rising demand for artificial intelligence, industrial PCs, and drone systems continued to expand its operating scale, while Taiwan's government moved closer to large-scale drone procurement. The company said the policy push is shifting into budget and purchasing stages, positioning 2026 as a key year for domestic drone buying in Taiwan.
Wednesday 9 September 2026
Thailand pauses 49 data center projects
Thailand has suspended construction on 49 data center projects while stressing that it is not trying to "close the door" to investment. The move comes as the government works to draft a regulatory framework amid public concern over energy use and environmental impacts, Bloomberg reported.
Wednesday 9 September 2026
Axcelis to build new Korea manufacturing site in US$35 million expansion
Axcelis Technologies plans to invest US$35 million in a new semiconductor equipment manufacturing facility in Pyeongtaek, South Korea, a move that could help strengthen global chip supply chains. The project underscores how leading suppliers are expanding production capacity to meet rising demand from manufacturers worldwide.
Wednesday 9 September 2026
China's AI meets photonics: CIOE, IICIE, and elexcon open together in Shenzhen
The 27th China International Optoelectronic Exposition (CIOE) opened at the Shenzhen World Exhibition & Convention Center, taking place alongside the International Integrated Circuit Innovation Expo (IICIE) and the 23rd Shenzhen International Electronics and Embedded Exhibition (elexcon). Together, the co-located events highlight the accelerating convergence of AI, photonics, and semiconductor technology.
Wednesday 9 September 2026
Commentary: Huawei's Kirin comeback, Xiaomi's Xring entry widen China's chipmaking race
In September 2020, Huawei's smartphone business suffered a severe blow.
Wednesday 9 September 2026
LG Innotek tackles glass substrate microcrack issue as 2028 production race heats up

LG Innotek is applying internally developed artificial intelligence to semiconductor glass substrate manufacturing, targeting microcracks, one of the technology's toughest yield challenges. The move comes as industry forecasts and supplier roadmaps increasingly point to around 2028 as an early window for initial glass-core substrate production.

Wednesday 9 September 2026
Huawei Qiankun turns 2 million cars into its next assisted-driving advantage

Huawei's automotive technology business has crossed a new scale threshold, with both Huawei Qiankun Intelligent Driving and HarmonySpace surpassing 2 million installations, while the Huawei Qiankun app has also reached 2 million users.

Wednesday 9 September 2026
SEMIFIVE begins HyperAccel chip production on Samsung 4nm as capacity tightens
SEMIFIVE has begun mass production of HyperAccel's data center inference accelerator using Samsung Foundry's 4nm process, marking the Korean custom-silicon company's first large-scale production program on the node as Samsung's Pyeongtaek SF4 line remains at full utilization.