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Thursday 20 August 2026

AMEC profit jumps 300%: China chip equipment maker expands beyond etch with US$520M plan

Advanced Micro-Fabrication Equipment Inc. China (AMEC) posted a 300% surge in first-half 2026 profit and announced a CNY3.5 billion (US$520 million) capacity expansion, accelerating...

Thursday 20 August 2026

AI drives network equipment demand as parts shortages deepen

AI data center expansion and rising demand for enterprise network upgrades continue to lift the network equipment market, giving several vendors better order visibility. But surging...

Thursday 20 August 2026

Qualcomm targets NT$10,000 entry-level PCs as 4 brands adopt

Qualcomm is moving into the entry-level PC market with its Snapdragon C platform as Apple's US$599 MacBook Neo and surging DRAM and NAND costs squeeze low-priced Windows laptops from...

Thursday 20 August 2026

Commentary: How iPad Air became a catalyst for IT OLED expansion

Apple kicked off the tablet OLED era in 2024, introducing Tandem OLED in the iPad Pro to overcome bottlenecks in display lifespan and brightness. The iPad mini followed, set to adopt...

Thursday 20 August 2026

Jusung, PSK China sales plunge over 40% amid China's chip self-sufficiency drive

Jusung Engineering and PSK each lost more than 40% of their China revenue in 2025. The similarity ends there.

Thursday 20 August 2026

OpenAI signals IPO could wait until 2027 as Anthropic weighs listing

OpenAI told employees it could go public in 2027, though an earlier listing remains possible if operating conditions improve. According...

Thursday 20 August 2026

Chinese SiC substrate maker SICC hits record Q2; 8-inch wafers top 50% of core revenue

SICC reported stronger first-half 2026 revenue and margins as its 8-inch silicon carbide substrate business gained scale, highlighting...

Thursday 20 August 2026

Analysis: Unitree IPO exposes the economics behind China's humanoid robot boom

Unitree Robotics' August 19 debut on Shanghai's STAR Market did more than crown China's first mainland-listed humanoid robot maker....

Thursday 20 August 2026

Taiwan chip designers see automotive demand rebound

Major European and US companies and Taiwan-based IC design firms are seeing a notable recovery in automotive chip demand so far in 2026, spanning smart cockpit platforms, advanced...

Thursday 20 August 2026

Xiaomi's robotics ambitions reveal the next battleground for industrial AI

As artificial intelligence expands from digital environments into physical operations, embodied intelligence is emerging as a new frontier...

Thursday 20 August 2026

WRC 2026: Unitree GD01 mecha, Ubtech bionic U1 headline China's humanoid robot showcase

The 2026 World Robot Conference (WRC) recently opened in Beijing, with humanoid robots remaining the event's biggest focus. With China...

Thursday 20 August 2026

Nvidia and AMD chase US open model lead as China shifts race

Hugging Face's latest summer 2026 open model report says Chinese labs have continued to lead in frontier open-model parameter scale since 2026, while the US center of competition has...

Thursday 20 August 2026

Fudan Microelectronics profit jumps 339%, FPGA localisation gains traction

Shanghai Fudan Microelectronics Group reported a sharp first-half earnings increase in 2026, helped by stronger semiconductor demand, rising sales across its chip portfolio and investment...

Thursday 20 August 2026

CXMT planned to use Samsung process data to develop DRAM, ex-engineer says

A former Samsung Electronics researcher has testified that ChangXin Memory Technologies (CXMT) intended from its earliest days to develop DRAM using Samsung process data, an account...

Thursday 20 August 2026

Beyond Starlink: the LEO satellite market enters a multi-constellation race

For years, SpaceX's Starlink has defined the commercial low-Earth-orbit (LEO) satellite market, transforming satellite connectivity from a niche communications technology into a global...

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