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Friday 10 July 2026
China's AI talent demand spreads into chips, rare earths, and new materials
China's graduate job market is shifting toward semiconductors, materials, and manufacturing, with global implications for supply chains, AI development, and critical minerals. Fresh...
Friday 10 July 2026
Malaysia solar firms rush to secure stock before China tax breaks end
Malaysia's renewable energy market is expected to keep expanding in 2026 as data center construction and rising solar adoption support demand, while Chinese policy changes are already...
Friday 10 July 2026
Global Mixed-mode Technology says second-quarter revenue met expectations as it sees seasonal demand in late 2026
Global Mixed-mode Technology reported June revenue of NT$743 million (US$23.16 million), down 0.71% from May but up 7.19% from a year earlier. The Taiwanese PMIC maker said second-quarter...
Friday 10 July 2026
LGES turns idled US EV battery lines toward AI data centers as storage demand fills the EV gap
LG Energy Solution's move to convert part of an idled US electric-vehicle battery plant into a line making lithium iron phosphate (LFP) cells for energy storage shows how South Korea's...
Friday 10 July 2026
Xiaomi Auto launches new sub-brand for long-range SUVs

Xiaomi Auto has unveiled a new brand aimed at long-range SUVs, a move that could broaden its appeal beyond China and intensify competition...

Friday 10 July 2026
Thunder Tiger sees Taiwan's edge in drone supply chains
Drones should be seen as "flying computers," and Taiwan has an edge in the drone market with its supply chain advantages, according to Thunder Tiger chairman William Chen. Moreover,...
Friday 10 July 2026
Z.ai widens lead over MiniMax: China's AI model race shifts from scale to staying power

China's AI model race is moving beyond parameter size, benchmark rankings and user buzz. Investors are now asking which companies can turn...

Friday 10 July 2026
Realtek 2Q26 revenue driven by networking demand, 3Q26 set to gain from price hikes
Realtek Semiconductor reported June 2026 revenue of NT$12.31 billion (approx. US$383.67 million), down 1.7% from the previous month but up 20.6% from a year earlier. Second-quarter...
Thursday 9 July 2026
Phison 1H26 revenue tops NT$100B as AI orders extend to 1H27
Phison Electronics, a NAND controller maker, said first-half consolidated revenue in 2026 surpassed NT$100 billion (US$3.1 billion) for the first time. CEO Khein-Seng Pua said June...
Thursday 9 July 2026
Release of GPT-Live and Grok 4.5 shows boundaries of the new AI frontier

OpenAI and SpaceX have released new models laden with features that show the direction of frontier AI model development, including...

Thursday 9 July 2026
Tesla skips the AIDV talk—it already owns SDVs

AI-defined vehicles (AIDVs) are built on software-defined vehicles (SDVs), and Tesla is arguably the world's most representative company...

Thursday 9 July 2026
CXMT IPO leaves HBM off the funding list, tempering China AI memory hype

CXMT's STAR Market IPO suggests China's largest DRAM maker is prioritizing commodity memory over an aggressive near-term push into...

Thursday 9 July 2026
Power-Win sees stronger momentum as battery recycling market expands
Taiwan's largest waste battery processor, Power-Win Technology, reported stronger first-half momentum as rising waste battery volumes, higher recycled-material prices, and more electric-vehicle...
Thursday 9 July 2026
Rebellions' IPO plan tests market appetite for inference chips
South Korean AI chip startup Rebellions is preparing for a domestic listing in the first half of 2027, offering a test of whether investor enthusiasm for inference chips can move from...
Thursday 9 July 2026
GlobalWafers says wafer demand is improving as chip cycle heals
GlobalWafers reported a rebound in second-quarter revenue as semiconductor demand improved across advanced and mature nodes, a sign that recovery trends in the global chip market could...