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Monday 17 August 2026
TSMC overseas fabs see profit flip in 1H26

Since 2020, when TSMC began its overseas manufacturing buildout, the company has tracked financial results at its foreign subsidiaries...

Monday 17 August 2026
Samsung's China sales overtake US; Nvidia not among top five customers
Samsung Electronics' sales to China and the US surged in the first half of 2026 as an AI-driven memory upcycle boosted its semiconductor business, while Nvidia did not rank among the...
Monday 17 August 2026
China's Vertilite commits US$741M to InP laser chips for AI optical interconnects
Chinese optical chipmaker Jiangsu Vertilite Semiconductor Technology is investing CNY5 billion (approx. US$741 million) in a new communications chip and device R&D and manufacturing...
Monday 17 August 2026
China battery makers rework costs as lithium prices fall and taxes rise
China's lithium battery industry is entering a new phase of cost restructuring as falling lithium carbonate prices, uncertain supply conditions and higher taxes squeeze manufacturers'...
Monday 17 August 2026
Nokia axes 1,600 jobs and Hangzhou R&D center in deepening China telecom retreat

Nokia is accelerating its retreat from China, closing its Hangzhou R&D center and cutting about 1,600 jobs as shrinking market access,...

Monday 17 August 2026
Fallout from Wingtech's Nexperia rupture: the price of rebuilding China's chip supply chain

Wingtech is entering a sharply different phase after dismantling much of its product-integration business and losing effective control...

Monday 17 August 2026
US drone tariff tests whether allies can truly replace China

Washington has spent years tightening controls on Chinese technology across strategically important supply chains. That playbook is...

Monday 17 August 2026
Apple reportedly builds China-specific AI model with Alibaba as Qwen partnership deepens
Apple has trained a large language model (LLM) specifically for the Chinese market with support from Alibaba, according to Reuters, marking a shift from its previous reliance...
Sunday 16 August 2026
China's AI supernode build-out turns more chips into more computing power

China is accelerating construction of its national computing network, and a growing share of new capacity is likely to use supernodes...

Saturday 15 August 2026
Research Insight: Unitree IPO reveals humanoid robot commercialization still in early innings
Chinese humanoid robot maker Unitree Robotics has drawn significant market attention with its IPO. Based on DIGITIMES' review of the company's three-hour IPO roadshow and Q&A session...
Saturday 15 August 2026
Tripod posts record second-quarter margins on strong server and memory demand
Tripod Technology said revenue and profit both hit record highs in the second quarter of 2026, driven by strong shipments of server and memory products and the continued effect of...
Friday 14 August 2026
Memory supply crunch pushes long-term contracts beyond the big three
The global memory supply shortage is intensifying, with long-term agreements (LTAs) rapidly expanding beyond the three major memory manufacturers—Samsung Electronics, SK hynix,...
Friday 14 August 2026
China AI chip demand lifts Hygon revenue 67%, Sugon profit 34% as domestic computing expands

Hygon Information posted a 66.5% increase in first-half 2026 revenue as accelerating artificial intelligence deployment and stronger...

Friday 14 August 2026
Alibaba Cloud's 6-year evolution: five super data centers pivoting to AI compute

Alibaba Cloud's Lingjun Zhenwu M890 supernode has officially gone live, with its initial commercial deployment in Ulanqab, Inner Mongolia—the...

Friday 14 August 2026
Alibaba Cloud races ahead with Ulanqab AI infrastructure
Since early 2026, AI upstarts such as DeepSeek have increasingly pivoted toward building or co-owning their own data centers. This reflects a broader shift across China's AI sector:...