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Tuesday 8 September 2026
Shining a Light on the Precision Behind AI and Data Infrastructure

Discussion around advances in AI will often focus on model performance, chip launches, and compute scale. In practice, however, progress increasingly depends on something...

Tuesday 8 September 2026
South Korea's UBATT targets 500 Wh/kg lithium-metal batteries for drone and defense markets
South Korean battery startup UBATT is targeting aerospace and defense applications such as drones and unmanned aerial vehicles (UAVs) with high-energy-density lithium-metal batteries,...
Tuesday 8 September 2026
SST market grows 32% as global players race to secure position
As AI server computing power and per-rack power density continue to rise, traditional 54VDC power architectures are hitting bottlenecks such as excessive current, higher copper usage,...
Tuesday 8 September 2026
FitTech shifts from LED to optical communications, eyes InP relief
FitTech is pivoting away from the crowded LED market into optical communications, with outsourced chip testing and sorting orders set to rise month by month from the third quarter...
Tuesday 8 September 2026
Black Sesame, Horizon Robotics unveil China's smart driving chip race

China's intelligent driving market continues to surge, with Black Sesame Technologies and Horizon Robotics both reporting solid top-line...

Tuesday 8 September 2026
Shield AI, AeroVironment deepen ties with Taiwan drone supply chain
US drone tech companies Shield AI and AeroVironment have strengthened ties with Taiwan's defense sector, and they have opened offices in Taiwan in recent years. At Semicon Taiwan 2026,...
Tuesday 8 September 2026
Acer India tablet deal points to deeper push in Asia-Pacific
Acer has landed a nearly US$200 million tablet order from the state of Uttar Pradesh in India, underscoring the company's growing public-sector business in one of its fastest-expanding...
Monday 7 September 2026
Yaho rides TSMC, Micron expansion wave to tap facility integration, equipment installation market
Artificial intelligence (AI) and high-performance computing (HPC) are driving the global semiconductor industry into a new expansion cycle, with fabs extending from Taiwan to the US,...
Monday 7 September 2026
Largan expects higher September output after sixth land acquisition
As the countdown to Apple's latest iPhone launch enters its final stretch, market attention is zeroing in on Taiwanese optical component suppliers. Leading lens maker Largan Precision...
Monday 7 September 2026
Phison snaps up low-cost China NAND inventory, AI revenue share set to top 40%
Phison CEO K.S. Pua expects NAND Flash supply to remain tight into 2027 despite capacity expansion across major memory makers, arguing that forecasts of a rapid return to oversupply...
Monday 7 September 2026
China smart driving chips hit bottlenecks in mass production, cost, in-house auto R&D
China's intelligent driving market is advancing rapidly, but the true trial has only just begun for domestic smart driving chipmakers.
Monday 7 September 2026
China's power battery sector maintains strong growth momentum as global market presence expands
China's power battery industry has reported robust growth through the first seven months of 2026, driven by rising demand across both electric vehicles and stationary energy storage...
Monday 7 September 2026
Xiaomi warns of more India price hikes as AI squeezes the phone from both sides
The same AI boom that is filling handsets with new features is draining the memory supply that makes cheap phones possible—and in India, the world's second-largest smartphone...
Monday 7 September 2026
Weekly news roundup: AI memory race heats up, Taiwan manufacturing rebounds, Nexperia rift deepens
AI infrastructure and semiconductor supply chains led reader interest this week, from Taiwan's manufacturing recovery and Nexperia's legal battle to Sandisk's HBF, Micron's HBM expansion,...
Monday 7 September 2026
AI is driving force behind 'Moore's Law on steroids,' says Merck's Benjamin Hein
AI is driving a new wave of technological demand and changing how the semiconductor industry innovates, according to Benjamin Hein, member of the executive board and CEO of the Electronics...