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Thursday 27 August 2026
Research Insight: US humanoid supply chains pivot away from China as Taiwan moves from parts to actuator modules
As the humanoid robot supply chain moves closer to mass-production readiness, Taiwan's precision manufacturing sector is gaining new opportunities to enter the US market, according to DIGITIMES observations.
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Thursday 27 August 2026
Trump declares emergency over foreign grid equipment, likely eyeing Chinese power hardware
US President Donald Trump signed an executive order on August 26 declaring a national emergency over the security of America's electrical grid. It restricts the purchase, import, and installation of certain foreign-made "bulk-power system" equipment on cybersecurity and national-security grounds.
Thursday 27 August 2026
MiniMax revenue surges 283% as enterprise adoption increases
Chinese AI startup MiniMax Group reported a 283.1% increase in revenue, rising from US$30.4 million for the six months ended June 30, 2025, to US$116.6 million for the six months ended June 30, 2026. This growth was primarily driven by the continued expansion of its global user base, surging demand for model inference, and the company's ability to translate model advancements into commercial products and services for global enterprises, developers, and individual users.
Thursday 27 August 2026
Rebellions targets 100-plus NPU racks as UK steps up chip spending
Rebellions is pursuing deployment of more than 100 NPU-based computing racks in the UK through a partnership with British AI infrastructure startup Callosum, giving the South Korean chipmaker a potential entry point into Europe's emerging sovereign computing market.
Thursday 27 August 2026
Driving measurable sustainability: CIDB Malaysia's blueprint for carbon accountability
At Sustainability Environment Asia Conference 2026, Suhaimi Mansor, deputy chief executive of the Construction Industry Development Board (CIDB) Malaysia, delivered a clear mandate for the nation's built environment: sustainability must transition from simple assessment to measurable, lifecycle-wide performance across buildings and infrastructure.
Thursday 27 August 2026
Japan bets on launch frequency as H3 moves from national program to commercial contender
The current aerospace landscape is increasingly marked by a push into satellite connectivity and space-based infrastructure, as SpaceX daringly edges deeper into the more intricate layers underpinning the construction of a proprietary space economy.
Thursday 27 August 2026
Malaysia's charging shortfall opens the door for Chinese hardware players
Southeast Asia's EV market is expected to reach US$23.58 billion by 2031, with a 2026-2031 CAGR of 31.55%. But Malaysia's charging infrastructure is falling well behind government targets, creating an opening for Chinese hardware suppliers.
Thursday 27 August 2026
HBM hybrid bonding delayed by 300°C heat and CMP dishing
As high-bandwidth memory (HBM) stack counts continue to rise, the industry originally anticipated that hybrid bonding (HB), a next-generation packaging solution, would be officially introduced with HBM5. However, process control challenges and cost barriers are threatening to delay that timeline. Simultaneously, thermal management is emerging as the central bottleneck for the memory sector.
Thursday 27 August 2026
Malaysia's EV market sharpens, local brands face off against Chinese rivals
Hybrid and plug-in hybrid demand continues to grow across ASEAN, with Malaysia, Indonesia and Thailand posting the strongest sales gains. The shift is drawing local Southeast Asian automakers and Chinese brands into a tougher fight for share.
Thursday 27 August 2026
Kioxia weighs third Kitakami fab as NAND demand rises
Kioxia Holdings is weighing construction of a new manufacturing building at its Kitakami plant in northern Japan, as rising NAND demand pushes the memory maker toward its next phase of capacity expansion beyond 2029.
Thursday 27 August 2026
Foxconn reportedly weighs major India expansion as global manufacturing footprint grows
Hon Hai Technology Group, better known as Foxconn, is expanding its global manufacturing footprint through new land acquisitions, factory development, and capacity upgrades as demand for artificial intelligence infrastructure accelerates and electronics supply chains become more geographically distributed.
Thursday 27 August 2026
Washington's silicon-anode bet tests whether battery innovation can break China's graphite grip
The years-long tug-of-war between the US and China has witnessed a head-on showdown over technological might, as stringent export controls and tightening restrictions continue to push the world's two largest economies into increasingly tense competition across critical technology infrastructure.
Thursday 27 August 2026
Nvidia H200 China sales stall, with US$400M inventory charge
Nvidia said in its fiscal 2027 second-quarter results on the 27th that it sold a small number of H200 artificial intelligence (AI) processors to Chinese customers last quarter, marking its first renewed AI chip sales to China since shipping about US$60 million of H20 chips in early 2025. But shipments fell short of the total approved by US President Donald Trump and licenses cleared by the US government in January, amid opposition from Beijing.
Thursday 27 August 2026
China shifts autonomous driving liability to automakers in draft traffic law
China is moving to address one of autonomous driving's most contentious and long-unresolved questions: when a Level 3 advanced automated driving system is engaged and a traffic violation or crash occurs, should the driver or the automaker bear responsibility? Beijing appears inclined to align with the classification standards set by SAE International (Society of Automotive Engineers), shifting liability to the automaker while Level 3 functions are active.
Thursday 27 August 2026
CXMT DDR5 closes in on SK Hynix at 8,000 MT/s, benchmark gap falls below 1%
CXMT is narrowing the performance gap with SK Hynix in high-speed DDR5 memory, with new benchmark tests showing CXMT chips running stably at 8,000 MT/s and delivering productivity and gaming performance within about 1% of SK Hynix's latest M-die.
Thursday 27 August 2026
CXMT lands early LPDDR6 opportunity with Xiaomi Xring O3, eyes China flagship phones
China's smartphone and memory supply chains are moving closer together, with Xiaomi's new Xring O3 processor potentially providing CXMT with an early commercial entry into the LPDDR6 era.