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Thursday 17 September 2026

DIGITIMES Insight: SiC substrate capacity expansion continued; 6-inch substrate prices expected to rebound in 2027

DIGITIMES has observed that demand for silicon carbide (SiC) power devices has climbed rapidly in recent years as the EV market expands, triggering a massive wave of capacity expansion...

Thursday 17 September 2026

Huawei's 3D data center redesign targets the next AI compute density wall

Huawei has unveiled what it calls the world's first 3D data center, introducing a vertically stacked four-layer architecture designed for increasingly dense AI computing clusters and...

Thursday 17 September 2026

Huawei aims to become 'China's Nvidia,' rules out building satellites or spacecraft

Huawei's internal Heart Voice Community recently published minutes from a discussion between Guo Ping, chairman of Huawei's supervisory...

Wednesday 16 September 2026

Analysis: Jensen Huang is in Trump's ear; what it means for Taiwan's chip supply chain

"The narrative is much more practical," Nvidia CEO Jensen Huang said of China's approach to artificial intelligence (AI) at the All-In Summit 2026, contrasting it with US warnings...

Wednesday 16 September 2026

Nvidia's Jensen Huang expected to attend Trump-Xi Summit as tech and trade take center stage

US President Donald Trump and Chinese President Xi Jinping are scheduled to meet on September 24 in Washington for a state dinner now dubbed the "G2 Summit". The meeting follows a...

Wednesday 16 September 2026

EV batteries cannot simply power humanoid robots, with energy density and costs posing key hurdles

Power battery technology has reached maturity in the new energy vehicle (NEV) market, but transferring it to humanoid robots presents two major barriers: the need for significant technological...

Wednesday 16 September 2026

Soaring memory costs threaten Netronix's e-reader growth, even as new display markets stay on track

Netronix said rapidly rising memory prices are squeezing the consumer electronics supply chain, raising e-book reader costs and slowing some e-paper display projects. Even so, the...

Wednesday 16 September 2026

Samsung Exynos regains share as Galaxy phones test 2nm

Samsung Electronics' in-house Exynos application processors (APs) are steadily regaining lost ground in the global smartphone market...

Wednesday 16 September 2026

Physical AI could reshape industrial computing as Ennoconn sees a long growth cycle

Artificial intelligence is moving beyond software and into physical systems, and Ennoconn Technology says that shift could create a...

Wednesday 16 September 2026

AI efficiency fuels Jevons Paradox debate over HBM demand

As artificial intelligence (AI) models move from answering questions to autonomously completing multi-step tasks, OpenAI's new model GPT-6 Astra, or Astra, is drawing fresh market...

Wednesday 16 September 2026

MediaTek keeps Dimensity 9600 Pro on HBPoP as cost drives decisions

MediaTek officially unveiled the Dimensity 9600 Pro on September 15, 2026, drawing significant industry attention to its choice of packaging...

Wednesday 16 September 2026

Huawei reportedly scales back AITO role as Seres takes greater control

Huawei and Seres, a Chongqing-based premium manufacturer of high-end electric NEVs, are reportedly adjusting their smart vehicle partnership in the AITO brand. Huawei would shift toward...

Wednesday 16 September 2026

Apple, Intel links sharpen focus on Lens Technology's next glass growth markets

Lens Technology is pushing its precision-glass expertise into two higher-value markets that could reshape its growth profile: Apple-linked foldable devices and Intel-linked through-glass-via...

Wednesday 16 September 2026

Commentary: China's US$4.5 trillion electronics target confronts the limits of manufacturing scale

Where will China's electronics manufacturing industry find growth over the next five years? The answer is taking shape in the 15th Five-Year...

Wednesday 16 September 2026

FSC teams with South Korean maker on TGV equipment for glass substrates

Fu Chun Shin Machinery Manufacture (FSC), a major plastic injection molding machine maker, is expanding further into semiconductors by teaming up with Korean-Chinese joint venture...

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