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Tuesday 10 March 2026
Taiwan-US memory, foundry, and packaging expansions surge; Malaysia and India reportedly face delays
The global semiconductor industry is rapidly expanding production capacity, with Taiwan, the US, and China accelerating memory, advanced packaging, and wafer foundry construction plans...
Tuesday 10 March 2026
TSMC's Arizona fab turns profitable, validating US chipmaking push
TSMC's Arizona facility posted strong profitability in the fourth quarter of 2025, underscoring the commercial viability of advanced chip manufacturing in the US, according to DIGITIMES...
Tuesday 10 March 2026
China's EV charging war: BYD strikes back at CATL
China's electric vehicle industry is shifting its competitive focus from driving range to charging speed, as automakers and battery suppliers race to cut recharging times and improve...
Tuesday 10 March 2026
BOE capex slowdown raises concerns for Korean display equipment suppliers
Chinese display maker BOE has signaled that its capital spending will decline in the coming years, raising concerns among South Korean display equipment suppliers that have relied...
Tuesday 10 March 2026
AI short drama 'Huo Qubing' goes viral, Seedance 2.0 cuts video generation cost below US$0.14/sec
AI-generated video technology is rapidly disrupting the film and television industry. The recent AI-generated Chinese short drama Huo Qubing has gone viral on social media,...
Monday 9 March 2026
US lawmakers seek to extend Huawei sanctions to US subsidiary Futurewei

Bipartisan US lawmakers are pressing the Trump administration to extend Huawei sanctions to its US research subsidiary, Futurewei...

Monday 9 March 2026
China warns Nexperia dispute could trigger new global chip shortage
China's commerce ministry has warned that the conflict between Dutch chipmaker Nexperia and its Chinese subsidiary could trigger another global semiconductor supply chain crisis, raising...
Monday 9 March 2026
China's new Five-Year Plan pairs tech push with consumption pivot
China's draft 15th Five-Year Plan for 2026–2030 signals that Beijing is seeking to rebalance its economic model while keeping technological development at the center of national...
Monday 9 March 2026
Research Insight: Global EV charging stations to surpass 9 million by 2026 as China, Europe expand

Global public electric vehicle (EV) charging infrastructure is projected to reach 9.01 million stations worldwide by 2026, according to...

Monday 9 March 2026
Tungsten prices surge nearly 6x amid China export controls and geopolitical tensions with Japan
Geopolitical strains between China and Japan have intensified following Japanese Prime Minister Sanae Takaichi's remarks on "Taiwan contingencies," impacting Japanese firms' access...
Monday 9 March 2026
Nvidia halts China-bound H200 production, shifts TSMC capacity to Vera Rubin

Nvidia has halted production of artificial intelligence (AI) chips intended for the Chinese market and redirected manufacturing capacity...

Sunday 8 March 2026
Defense chips, satellite systems now "100% localized," Chinese academics say

As conflict in the Middle East intensifies and geopolitical risks rise, governments worldwide are paying closer attention to the resilience...

Saturday 7 March 2026
Qwen shake-up sparks AI talent war with Z.ai and DeepMind
According to TechWeb, on March 5, 2026, Alibaba CEO Eddie Wu formally approved Alibaba's core Qwen team member Jun-Yang Lin's resignation in an internal letter to Tongyi Lab,...
Friday 6 March 2026
Alibaba faces questions over Qwen continuity after sudden departures and structural shift
Alibaba Group Holding Ltd.'s core team behind its Qwen large language model faced renewed turbulence after the abrupt resignation of its original technical lead prompted an emergency...
Friday 6 March 2026
South Korean Academia: NAND scaling nears ceiling; China seen closing gap
The rapid expansion of artificial intelligence is driving strong growth in the memory market. Compared with DRAM, which still has room for structural innovation, NAND flash has largely...