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Monday 5 October 2026
US appoints new AI czar, task force; seeks balance between safety, competition
The US Trump administration has appointed a new AI czar and task force, which will have 120 days to report on AI's risks and opportunities and recommend the federal government's role...
Monday 5 October 2026
SDC, LGD seek longer tax credits, cash refunds for OLED investment amid intensifying China competition
Samsung Display (SDC) and LG Display (LGD) are calling on the South Korean government to strengthen tax incentives for OLED investment and research as intensifying competition from...
Monday 5 October 2026
AI system integration eclipses chip specs
As AI develops rapidly across both cloud and edge environments, major chipmakers are devoting less attention to chip specifications and more to system-level design and ecosystems....
Friday 2 October 2026
Micron eyes NVHBM profits with TSMC custom HBM push
Micron is using an externally manufactured base die in NVHBM, a custom high-bandwidth memory (HBM) product it is co-developing with Nvidia, as the company bets that customization can...
Friday 2 October 2026
FAW, GAC formalize partnership as Toyota's China joint ventures face possible overhaul
China's state-owned FAW and GAC's controlling shareholder, Guangzhou Automobile Industry Group, have signed a strategic cooperation framework that could reshape Toyota's long-standing...
Friday 2 October 2026
Onsemi revises Synaptics takeover deal after rival bid
Onsemi has amended its agreement to buy Synaptics in an all-cash deal, a move that could reshape semiconductor competition and affect global technology supply chains. The revised cash...
Thursday 1 October 2026
Google skips Gemini 3.5 Pro, launches Gemini 4 Argon at US$2/$10 per million tokens
Google has unveiled Gemini 4 Argon, its new top-tier AI model, after months of delays and the cancellation of Gemini 3.5 Pro, launching it at introductory prices of US$2 per million...
Wednesday 30 September 2026
China's battery race enters post-scale era: Beijing shifts focus to solid-state and quality
One of the most pronounced factors behind China's ferocious rise in the global technology landscape has been its unparalleled strength in the EV sector, where fierce competition over...
Wednesday 30 September 2026
Micro LED smartwatches set back as costs remain a fatal hurdle
Micro LED has reached mass production in several end-market applications in recent years, but it is still facing intense competition from OLED. Garmin's new fenix 9 smartwatch has...
Monday 28 September 2026
Weekly news roundup: China gains ground in memory and AI hardware as supply stays tight
China's AI sector is shifting from catch-up to commercialization, with value concentrating in hardware bottlenecks and large platforms rather than independent model labs. Across memory,...
Saturday 26 September 2026
Trump-Xi summit yields few concessions but keeps the rivals talking
Neither Washington nor Beijing gave much ground during Chinese President Xi Jinping's September 23-25 state visit, and analysts in both countries largely agree. The summit did deliver...
Friday 25 September 2026
Taiwan keeps door open for Chinese parts in drones

Taiwan is leaving room for Chinese-made components in parts of its commercial drone supply chain, with non-critical items such as passive...

Thursday 24 September 2026
China AI's new moat: low-cost models meet a rapidly localising hardware stack
China's AI industry is moving beyond policy-driven technological catch-up into a new phase centered on commercialization and ecosystem competition. Localization is no longer confined...
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...
Monday 21 September 2026
Weekly news roundup: AI boom strains chips; Google's TPUs pay off, China eyes 3nm without EUV
This week's reports centered on intensifying competition and bottlenecks across the semiconductor and AI supply chains, from Sandisk's unusual engineering push in Korea and Google's...