The first-half 2026 accounts now on file from China's listed semiconductor equipment makers describe an industry that has largely settled the question of whether domestic tools can be built and has moved on to a harder one: whether they can be built profitably. Nine of the ten grew revenue by between 13.9% and 49.1% year on year...
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.
Yangtze Memory Technologies (YMTC) has officially kicked off its STAR Market IPO process. In the first quarter of 2026, China's largest 3D NAND Flash manufacturer delivered an impressive performance, generating CNY47.042 billion (approx. US$7 billion) in revenue and CNY33.379 billion (approx. US$5 billion) in net profit attributable to the parent company. Remarkably, its profit in a single quarter eclipsed its cumulative net earnings from prior years. This has turned YMTC's CNY33 billion (approx. US$4.9 billion) fundraising plan into one of the most anticipated semiconductor IPO in China since ChangXin Memory Technologies (CXMT).
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.
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.
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.
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.
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.
China is placing artificial intelligence, industrial software and open-source ecosystems at the centre of its next phase of manufacturing digitalisation, seeking to strengthen domestic software capabilities while extending platforms such as Huawei's HarmonyOS (HMOS) across consumer and industrial devices.
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.
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.
Tesla once tried to license its electrification and automated driving technologies to mainstream automakers through tech-transfer agreements, but none of those deals materialized. Today, the company is charting a different course, building out its own cloud service provider (CSP) capabilities and its Grok model while pushing into Robotaxis and Optimus humanoid robots. In China, though, regulatory reality has forced a pivot: Tesla is setting aside Grok in favor of ByteDance's localized large language model (LLM), Doubao.
Chinese panel makers' investment in next-generation OLED production is beginning to translate into reported sales at South Korean equipment suppliers, with several vendors posting sharp first-half revenue gains and large order backlogs providing further visibility as new Chinese fabs move through installation and ramp-up.
CG Power and Industrial Solutions is targeting 70% utilization at its larger semiconductor packaging facility within about four years, with the unit potentially generating around US$500 million in annual revenue once it reaches scale, according to CNBC.
Uber and its partner fleets expanded ride-hailing coverage in July 2026 to 19 counties and cities across Taiwan proper, underscoring how mobility platforms are reaching farther beyond major urban centers. The move comes as global transport markets balance convenience, safety, and regulation, while demand grows for more flexible options in both cities and smaller communities.
Proton said its vehicle sales rose 38.7% in the first seven months of 2026, as the Malaysian automaker highlighted new electrification and connected mobility technologies at GATE 2026. The company tied the growth to a broader push to strengthen its engineering and manufacturing capabilities while supporting Malaysia's automotive industry competitiveness.
