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Tuesday 4 August 2026
Analysis: Tesla's driverless ambitions get regulatory reality check

Tesla's latest quarterly results fell short of market expectations, but another development attracted equal attention: CEO Elon Musk...

Tuesday 4 August 2026
AI's payback math: how long can servers last?

Amazon's second-quarter 2026 results beat market expectations by a wide margin, but rapidly expanding investment in artificial intelligence...

Tuesday 4 August 2026
MediaTek sees SerDes 448G as copper's final battleground
The question of where the limits of cloud AI high-speed interconnects will fall has been a major market focus over the past six months. MediaTek addressed the issue for the first time...
Tuesday 4 August 2026
2027 memory capacity reportedly sold out as buyers quietly lock in supply

Tight memory supply is expected to persist into 2027, with industry sources saying manufacturers have already completed much of their...

Tuesday 4 August 2026
Interview: Rising material costs and FOUP shortages threaten semiconductor supply chains
AI-driven demand, new fab construction, and conflict-led raw material inflation are combining to squeeze semiconductor suppliers in 2026, according to Topco Scientific Co. senior CEO...
Tuesday 4 August 2026
CXMT listing fuels concerns over DRAM prices and global memory competition
China's CXMT drew fresh attention after its parent ChangXin Memory Technology (CXMT) went public, with market estimates of the firm's future valuation ranging from US$160 billion to...
Tuesday 4 August 2026
Roborock beats Samsung, LG to win over 70% of South Korea's robot vacuum market
Roborock Technology has grown from its roots in China to become the world's leading robot vacuum brand, securing the top spot in the global market for three years in a row and beating...
Monday 3 August 2026
Chinese display makers reportedly double down on large LCDs and OLED expansion

China's leading display manufacturers are stepping up investments across both LCD and OLED technologies, targeting larger TV panels...

Monday 3 August 2026
Korean OLED makers double down on premium tech as Chinese rivals move upmarket

The display industry is edging toward a new competitive phase as South Korea and China intensify their rivalry over next-generation...

Monday 3 August 2026
MA-tek sells Shanghai unit, expands AI market push in Japan and the US

MA-tek announced on July 31, 2026, that it will sell 80% of its Shanghai subsidiary for about CNY1.9 billion (US$281.4 million), as...

Monday 3 August 2026
Commentary: AUO's stalled transformation comes under fire after Frank Ko's sudden exit

AUO, Taiwan's largest display panel maker, has spent recent years shifting away from consumer LCD panels toward higher-value markets...

Monday 3 August 2026
German carmakers turn defensive in China as sales and margins fall
Germany's three biggest automakers have taken a cautious stance on China after reporting second-quarter 2026 results, as the market that once generated outsized profits becomes harder...
Monday 3 August 2026
Taiwan auto market braces for second-half sales push as new models arrive
Taiwan's auto market is entering its traditional second-half sales season with a wave of new models, but expectations for 2026 remain divided. Mainstream automakers are betting that...
Monday 3 August 2026
Samsung's GaN rumored setbacks threaten foundry launch, leaving it racing to close reliability gap
Samsung Electronics' gallium nitride (GaN) foundry effort has reportedly suffered another setback, with high-temperature reliability failures potentially pushing mass production into...
Monday 3 August 2026
FCC robot restrictions cast uncertainty over Unitree and China's consumer robotics exports

Chinese robotics companies are assessing the impact of new US regulatory measures after the US Federal Communications Commission (FCC)...