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Thursday 13 August 2026
China AI chip market nears 90% domestic share in 2026—Huawei on course to eclipse Nvidia

China's high-end AI chip market could become almost entirely domestic in 2026, with local solutions expected to take nearly 90% of...

Thursday 13 August 2026
Samsung SDI-GM battery reset shows how ESS is reshaping the US EV supply chain

Samsung SDI is ending its battery manufacturing partnership with General Motors (GM) in Indiana, terminating a major EV joint venture...

Thursday 13 August 2026
AI inference surge lifts NAND market to record revenue: Counterpoint
The global NAND market tightened sharply in the second quarter of 2026 as AI workloads shifted from training to inference, driving demand for enterprise SSDs and squeezing consumer...
Thursday 13 August 2026
PC 2H26 pull-forward correction hits peripheral chip makers
As 2026 enters its second half, the PC market is facing pressure from both demand and supply. Rising memory and CPU prices are pushing up system prices and weighing on end-market demand,...
Thursday 13 August 2026
Ledlink swings to profit in 2Q26

Ledlink Optics Inc. posted consolidated revenue of NT$353 million (US$10.97 million) in the second quarter of 2026, up 16% quarter-over-quarter...

Thursday 13 August 2026
409.6T switches could push industry toward CPO, Arista says
Co-packaged optics (CPO) has become a major focus of the optical networking industry, but pluggable modules remain the mainstream choice for optical interconnects. At a silicon photonics...
Thursday 13 August 2026
Exclusive: US makers accelerate sodium battery plans as shared lithium-ion lines draw investment
US battery makers are moving more quickly into sodium-ion technology to gain production flexibility, fresh capital, and reduced exposure to lithium supply shocks. Industry sources...
Thursday 13 August 2026
Taiwanese makers see humanoid robot supply-chain gains as technical hurdles linger

The humanoid robot market is opening new AI supply-chain opportunities for Taiwanese manufacturers, while lifting broader robotics...

Thursday 13 August 2026
South Korea widens chip strategy beyond Samsung and SK Hynix with KRW5 trillion ecosystem fund
As market momentum spirals into an intensifying race over AI infrastructure buildouts, the global landscape has entered a more aggressive round of AI-centered investment, with national-scale...
Thursday 13 August 2026
AgiBot overtakes Unitree as China expands its lead in humanoid robots
Global humanoid robot shipments nearly quadrupled in the first half of 2026, with Chinese suppliers accounting for more than 97% of the market and AgiBot moving ahead of Unitree Robotics,...
Thursday 13 August 2026
Apogee turns profitable in 2Q26 on AI data center demand

Optical communications filter manufacturer Apogee Optocom turned a profit in the second quarter of 2026, reporting net income of NT$86...

Wednesday 12 August 2026
Electronic paper sheds niche label as ESL demand surges

Electronic paper, once a niche technology overlooked by the display industry, is gaining momentum as E Ink continues to expand its...

Wednesday 12 August 2026
OCP photonics panel warns CPO packaging is still unsettled as pluggables fade

Pluggable front-panel optics still own the market, but Arista co-founder Andy Bechtolsheim gave them a deadline at an OCP APAC panel...

Wednesday 12 August 2026
SK Hynix reportedly revives China NAND expansion as YMTC and global rivals race to meet AI storage demand

SK Hynix is restarting a long-frozen expansion of its Dalian, China, NAND flash plant, adding capacity that will lift output at the...

Wednesday 12 August 2026
Tesla FSD faces key EU review over regulations and transparency

Tesla's Full Self-Driving (FSD) system has entered a critical stage in seeking European Union (EU) market approval, but the review...