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IN THE NEWS
Wednesday 8 July 2026
China's AI labs race to build custom AI chips while ASICs threaten Nvidia's dominance
China's leading AI model developers are moving deeper into custom chip design, a shift that could reshape the country's AI hardware market as inference demand rises, US export controls...
Wednesday 8 July 2026
Sodium batteries to cut below LFP costs in 2027, reshaping energy storage economics

China is increasingly viewing 2026 as the launch year for sodium-ion batteries, as the technology's cost advantages in the energy storage...

Wednesday 8 July 2026
As Synopsys exits legacy manufacturing software, chipmakers may move toward in-house factory tools
Synopsys is preparing to discontinue a suite of manufacturing process control software used by semiconductor manufacturers, marking a strategic shift that reflects changing priorities...
Wednesday 8 July 2026
Tesla starts public road tests of Cybercab
Tesla has begun engineering tests of its production Cybercab on public roads in Austin, Texas, putting the two-seat robotaxi into real-world city traffic for the first time. The move...
Wednesday 8 July 2026
Meituan open-sources LongCat-2.0 as China's domestic AI stack gains momentum

Meituan has open-sourced LongCat-2.0, a trillion-parameter AI model trained and deployed entirely on Chinese computing infrastructure,...

Wednesday 8 July 2026
Foxsemicon June, 1H26 revenue hits record on AI orders
Foxsemicon Integrated Technology (FITI) posted record consolidated revenue of NT$2.451 billion (US$76.3 million) in June 2026, up 24.22% from May and 39.75% year-over-year. First-half...
Wednesday 8 July 2026
Foxconn pivots to strategic investing, says timing and team trump tech

Speaking at the Taiwan Venture Capital and Private Equity Annual Conference on July 7, Foxconn Chairman Young Liu outlined the company's...

Wednesday 8 July 2026
Foxconn chair: Two of four AI customer groups yet to reach full-scale demand

Speaking at the Taiwan Venture Capital and Private Equity Annual Conference on July 7, Foxconn Chairman Young Liu said demand for AI...

Wednesday 8 July 2026
Wistron sees AI demand holding up as sovereign AI gains traction
Skepticism about the durability of AI demand continues to surface, but the supply chain remains confident in the sector's outlook. Wistron chairman Simon Lin said on July 7 that internal...
Wednesday 8 July 2026
WinWay's record June revenue driven by full AI test interface orders
WinWay Technologies said that its June revenue rose to a record NT$1.5 billion (US$454.8 million), supported by demand from AI, high performance computing, ASICs, GPUs, CPUs, and other...
Tuesday 7 July 2026
Exec pleads no guilty in Singapore over alleged smuggling of Nvidia chips to China

Alan Wei Zhaolun, an executive at Aperia Group, pleaded not guilty in a fraud case alleging that he and three others illegally misrepresented...

Tuesday 7 July 2026
China's sodium battery boom faces supply risk

China's sodium-ion battery sector is drawing intense attention as surging lithium carbonate prices lift lithium battery production costs...

Tuesday 7 July 2026
Exclusive: Geckos bets on AI materials beyond nano copper powders and CPO waveguides
As generative AI drives rapid growth in high-performance computing (HPC) demand, the semiconductor industry is shifting from process-node competition to materials competition. Geckos...
Tuesday 7 July 2026
Microsoft AI data center faces Wisconsin lawsuit over noise and light pollution
Microsoft's US$7.3 billion Fairwater AI data center in Wisconsin is facing a class-action lawsuit from nearby residents over alleged noise, light pollution, dust and heavy truck traffic...