Taiwanese display driver IC (DDI) maker Fitipower Integrated Technology's Chairman Young Lin said the company will roll out several new products for sampling and mass production in 2026, laying the groundwork for continued revenue growth. He added that the e-paper and electronic label markets are a major focus, with Fitipower hoping for sequential quarterly growth this year. However, he said end-market demand is not yet strong and still requires caution.
Chinese AI GPU developer Moore Threads is preparing a Hong Kong listing after first-half revenue jumped 147.42% year on year to CNY1.74 billion (approx. US$258 million), supported by stronger AI infrastructure demand and faster commercialization of its computing platforms. Its net loss narrowed 95.73% to CNY11.56 million, from CNY271 million a year earlier.
China's State Council has released a revised version of the regulations on the protection of IC layout designs, set to take effect on October 15, 2026. It is the first full overhaul since the rules were issued in 2001, adding protection for photonic and quantum IC designs, increasing punitive damages for intentional infringement, and improving systems for layout design registration, licensing, and rights enforcement.
Memory IC designer AP Memory posted higher revenue and profit in the second quarter and expects to enter a new growth cycle beginning in 2026, driven by continued expansion in IoTRAM demand and a rapid ramp-up of its Stack Silicon Capacitor (S-SiCap) product line for AI advanced packaging.
Samsung Electronics is considering opening its flagship Galaxy S display driver IC (DDI) supply chain to an outside supplier, a move that could break System LSI's long-standing exclusive hold on the business.
LG Electronics plans to develop premium, midrange and entry-level on-device AI chips for products ranging from refrigerators and washing machines to smart-home hubs and service robots, according to ETNews.
SpaceX's earnings call — the first since its IPO disclosure — beat expectations on Aug 4, but the line that moved markets wasn't a revenue figure.
AMD said on August 6 that it has agreed to buy Taalas, a Toronto-based startup focused on specialized AI inference silicon, in a move aimed at improving the efficiency of AI systems worldwide. The deal could help AMD compete in a rapidly growing market where companies need faster, lower-cost computing for real-time applications.
On August 5, Taiwan's National Science and Technology Council said it had completed the central government's 2027 budget plan, with NT$182.3 billion (US$5.7 billion) earmarked for technology spending, up about 9.5% from 2026. The biggest increase goes to sovereign AI computing power and infrastructure as Taipei pushes ahead with its Smart Nation 2.0 initiative.
Parade said its second-quarter 2026 results were squeezed by a sudden increase in back-end testing and packaging costs, but the high-speed interface chip designer remains confident about demand going forward. For global readers, the takeaway is that rising memory prices are reshaping notebook and PC supply chains, yet AI-driven upgrades could still support growth ahead.
Anthropic is building an in-house team to design custom chips for its Claude AI models, according to Reuters, moving ahead with a plan first reported in April as the startup responds to a shortage of processors needed to run and develop more advanced AI systems.
