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Wednesday 23 September 2026
Li Auto opens Mach chips, SiC modules to external customers

Li Auto's move to open its in-house technologies to outside customers marks a broader shift in the electric vehicle maker's strategy, turning years of internal research into a possible new revenue stream. The company is now seeking external buyers for its Mach intelligent-driving chip, silicon carbide (SiC) power modules, and range-extender system, according to Chinese media reports.

Wednesday 23 September 2026
India's Dixon looks beyond smartphones to crack global EMS top 10
Dixon Technologies is expanding into components, IT hardware, and new manufacturing categories as it seeks a place among the world's 10 largest electronics manufacturing services (EMS) companies within five years, making diversification central to its next growth phase.
Wednesday 23 September 2026
Commentary: Zhengfei Ren rumors expose a deeper chill across China's tech sector

Online rumors that Huawei founder Zhengfei Ren and his family had disappeared from public view have reignited concern over the fate of Chinese technology executives. Ren's younger daughter, Annabel Yao, appeared at a Beijing press conference on September 14, but China's new exit-and-entry rules took effect the next day, drawing fresh attention to executives who have fled, vanished, or faced restrictions.

Wednesday 23 September 2026
US energy storage faces a costly China battery exit
The US is accelerating its shift toward domestic battery manufacturing as the energy storage market expands, but the market's current growth still depends heavily on low-cost Chinese cells.
Wednesday 23 September 2026
Trump rejects global AI controls, urges US to press ahead with "superintelligence"

US President Donald Trump used his September 22 address to the United Nations General Assembly to reject international efforts to control artificial intelligence, argue that the US must maintain its lead over China, and urge officials to call the technology "superintelligence." The remarks sharpen a policy divide over whether rapid development can be reconciled with safeguards—and whether Washington and Beijing can cooperate on risks even as they compete.

Wednesday 23 September 2026
China rare earth giant builds moat Western rivals struggle to cross

Rare earths have become a key bargaining chip for China in its contest with the US. As Chinese President Xi Jinping prepares to visit Washington, rare earths are at the center of the trade agenda, and China is weighing whether to expand export controls in the autumn.

Wednesday 23 September 2026
Malaysia reviews data centre benefits after 40-plus 2026 applications
Malaysia has received more than 40 applications to develop or expand data centres so far in 2026, underscoring the region's continued boom in data centre investment. But officials in Malaysia said the focus should go beyond the headline numbers to the value these projects deliver to local communities and to whether they meet environmental standards.
Wednesday 23 September 2026
Taiwan courts Indian IIT chief in bid to boost chip talent ties
Taiwan is stepping up outreach to India's engineering sector as global competition for chip and artificial intelligence talent intensifies. The planned cooperation could affect supply chains, university links, and where skilled graduates build careers, with implications for chipmaking hubs in Asia and beyond.
Wednesday 23 September 2026
Micron's Taiwan fab took 300,000 cubic meters of concrete. Its supplier sees more coming

Taiwanese concrete-maker Goldsun Building Materials said its Miaoli plant has benefited from rising construction demand tied to AI, semiconductor, and data center projects in Taiwan's Miaoli County. The company expects the government-backed Taoyuan-Hsinchu-Miaoli Silicon Valley plan to bring more factory work and support steady revenue growth.

Wednesday 23 September 2026
Seven Chinese AI companies hit US$10.7 billion ARR, but the harder race is paying for scale

China's leading AI developers are scaling revenue rapidly, but the gap with their US rivals remains substantial — and the cost of keeping pace is rising even faster. Rhodium Group estimates that seven major Chinese AI companies had combined annualized recurring revenue (ARR) of about US$10.7 billion, based on estimates dated between March and August 2026, roughly one-tenth of the more than US$100 billion attributed to OpenAI and Anthropic combined.

Wednesday 23 September 2026
Ascend 950 clears higher security bar in China's latest chip assessment: who else qualified?
China has tightened the security and reliability framework around its domestic computing stack, with the latest official evaluation placing Huawei's Ascend 950 at Level II and Kunlunxin's M100 at Level I among AI training and inference chips. The same assessment also gave the highest Level III rating to several general-purpose CPUs, including Loongson and HiSilicon Kunpeng products, signalling that certification is becoming a more structured gatekeeper for China's locally developed compute infrastructure.
Tuesday 22 September 2026
Vivo unveils X500 strategy to bolster premium phone push

Vivo unveiled its new X500 series imaging flagship phones in Shanghai on September 21, 2026, aiming to build a stronger moat in mobile imaging and break through more aggressively in the premium smartphone market. As rising memory prices force handset makers to lift retail prices, IDC expects worldwide smartphone shipments to fall 16.7% in 2026 to just over 1 billion units.

Tuesday 22 September 2026
Tmytek lists on Taiwan Innovation Board, pushes 5G/6G, satellite, defense

Millimeter-wave communications technology and solutions provider TMY Technology (Tmytek) officially listed on Taiwan's Innovation Board on September 22 at an offering price of NT$60 (approx. US$1.90) per share. The company said its products, which span millimeter-wave R&D and validation instruments, Lego-like phased-array antennas and subsystem modules, have moved from development and verification into commercial delivery and mass production.

Tuesday 22 September 2026
Unitree targets humanoid robots' next bottleneck with 22-DoF Dex5-S hand
Humanoid robot makers are accelerating investment in dexterous hands as the component becomes increasingly important to fine manipulation. Chinese robotics company Unitree Robotics launched its new Dex5-S dexterous hand on September 21, raising the degrees of freedom to 22 and adopting dimensions close to those of a human hand. Prices start at CNY39,900 (approx. US$6,000), underscoring a shift from demonstration-focused products toward practical tasks and deeper integration with complete humanoid robot systems.
Tuesday 22 September 2026
Microsoft opens fourth India cloud region, casting Hyderabad as an AI hub for Asia and the Global South
Microsoft has turned a headline slice of its US$20.5 billion India commitment into operating infrastructure, opening a Hyderabad cloud region it intends to serve customers well beyond India's borders. The move positions the country as a supply base for AI compute at a moment when it generates far more data than it can process at home.