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Thursday 10 September 2026
Murata to stop some MLCC lines as AI server demand strains supply
Murata Manufacturing said it will gradually end production of several multilayer ceramic capacitor (MLCC) part numbers as AI demand continues to pressure supply chains. The Japanese passive components leader said the move was aimed at stabilizing deliveries, improving customer support, and reallocating capacity to other products.
Thursday 10 September 2026
STMicroelectronics sets 2027 AI revenue plan with fiber chips at 80%
STMicroelectronics said in New York on September 9 that about 80% of its target for more than US$2 billion in artificial intelligence data-center revenue in 2027 will come from fiber-optic data transmission chips. The disclosure marked the first time the company broke out the mix behind its AI outlook after lifting its forecast in July.
Thursday 10 September 2026
Taiwan quantum leap expands scope to drug and finance
Taiwan's five-year National Quantum Team program is set to conclude in December 2026, and the government's second-stage quantum research initiative will begin in January 2027. The new phase will continue developing quantum computers, quantum communications and quantum software, while also dedicating several years to advancing cross-domain applications in drug discovery, materials simulation, fintech and smart logistics.
Thursday 10 September 2026
US Justice Department probes Nvidia-Groq deal over antitrust concerns
The US Department of Justice has opened a probe into Nvidia's deal with AI chip startup Groq, according to reports from The New York Times and Reuters. Regulators are examining whether the transaction was structured to avoid antitrust review, with potential fines possible if wrongdoing is found.
Thursday 10 September 2026
Gem Terminal rides China plug rule shift for 8.8% sales growth
Gem Terminal Industry said its August 2026 consolidated revenue continued to show steady growth, helped by the approaching conversion deadline for China's new insulation requirements for plug pins under GB 1002-2024 and by stronger orders and a broader customer base for its specialty copper materials business.
Thursday 10 September 2026
Enflame to list on Septemper 11 as China's four major domestic GPU makers complete IPOs

Chinese AI chipmaker Enflame will list on the STAR Market of the Shanghai Stock Exchange on September 11, 2026, becoming the last of China's "four little GPU dragons" to go public. Enflame is grouped with Moore Threads, MetaX, and Biren Technology as China's "four little GPU dragons," and with Enflame's listing, all four companies will have entered the capital market.

Thursday 10 September 2026
Powerlogic revenue rises for 3rd straight month on niche demand
Fan maker Powerlogic posted its third straight month of revenue growth in August 2026, with consolidated revenue reaching NT$82 million (US$2.6 million), up 2.47% month-over-month, as niche applications helped support operations in the second half of the year. Cumulative revenue for the first eight months came to NT$707 million, down 41.75% year-over-year.
Thursday 10 September 2026
Wistron, Wiwynn hit record August revenue as board approves US$200 Million for US, Vietnam expansion
Wistron and Wiwynn both posted record-high monthly revenue in August 2026 as shipments of artificial intelligence (AI) servers continue to expand. Both companies remain highly confident in the continued momentum of AI demand.
Thursday 10 September 2026
CIOE: Morphotonics draws on display background to break AR waveguide bottlenecks
At the China International Optoelectronic Expo (CIOE), Morphotonics, a Netherlands-based nanoimprint lithography company, made the case that the quickest way to reach affordable AR glasses runs through the display industry rather than the semiconductor background, where most AR lens-making equipment comes from.
Thursday 10 September 2026
Apple's iPhone Duo raises the stakes for foldable smartphone cameras

Apple's foldable iPhone Duo could reshape the global smartphone market, pushing Android brands to move faster on foldable handsets and camera innovation. Suppliers said the launch may revive competition in a niche still dominated by Android, while underscoring the technical limits, pricing pressure, and profit opportunities facing module makers worldwide.

Thursday 10 September 2026
Loongson raises funds to expand CPU and GPU development as AI inference boosts domestic chip plans
Chinese CPU maker Loongson recently announced a CNY2.3 billion (approx. US$342.7 million) capital increase, with the funds mainly going into information technology chips and core CPU and GPU technologies. More than CNY1.4 billion is allocated to CPU-related projects, making it the largest investment area in the fundraising plan.
Thursday 10 September 2026
Acer's PC, non-PC businesses drive 13-year revenue high
Acer posted NT$30.18 billion in revenue for August 2026, up 38.4% year-over-year, while cumulative revenue for the first eight months reached NT$214.811 billion, up 25.1%. Both August revenue and first-eight-month revenue hit their highest levels in 13 years, as the company's multi-engine business strategy continued to gain traction.
Thursday 10 September 2026
Apple names 2nm node for the first time since 2024 — and raises prices on every iPhone it still sells
Apple used its 2026 iPhone launch to do two things it had avoided for years: name the process node in its flagship chip, and raise the price of phones already on sale. Both moves point to the same pressure. Memory is expensive, the packaging that binds memory to logic has become the hard part of building a phone chip, and Apple has stopped absorbing the cost.
Wednesday 9 September 2026
Huaqin signs Nanchang projects as robotics push widens
Huaqin Technology has signed two new projects in Nanchang High-tech Zone, expanding the smart-hardware ODM group's local manufacturing base into embodied-AI robotics and data collection, according to Hongguan News reporting on Sina Finance.
Wednesday 9 September 2026
China reportedly tightens humanoid robot IPO rules as market mania meets reality
China is tightening scrutiny of initial public offerings by humanoid robotics companies as regulators seek to curb excessive valuations and distinguish commercially viable businesses from a crowded field of startups, according to The Information.
Wednesday 9 September 2026
CIOE: Luxshare bets on flat optics to solve AR glasses' weight problem
At its booth at the China International Optoelectronic Expo (CIOE), Luxshare and its camera-module affiliate Luxvisions showcased the components they believe will define the next generation of smart eyewear, pointing to weight and price as among the industry's biggest remaining obstacles.
Wednesday 9 September 2026
Realtek expands cloud AI push with ASIC and SSD chips
Realtek chairman Sun-Chien Chiu, who received an honorary fellowship from Taiwan's Industrial Technology Research Institute (ITRI) this week, said in a public interview that the company is already generating revenue from ASIC projects and has started expanding into 3nm products. Although Realtek's ASIC business is still far smaller than MediaTek's, Chiu said it will continue to grow as more projects come in.
Wednesday 9 September 2026
Verizon, Corning strike multi-billion-dollar fiber deal for broadband and AI buildout
Verizon and Corning have agreed to a multi-billion-dollar supply deal that could shape broadband access and artificial intelligence infrastructure well beyond the US. The pact underscores how telecom networks are becoming a shared foundation for consumer internet, enterprise connectivity, and the data-heavy systems driving the next wave of AI services.
Wednesday 9 September 2026
Weblink posts record August revenue on AI, premium computing demand
Acer subsidiary Weblink International reported record August consolidated revenue of NT$3.246 billion in 2026, up 41.52% from a year earlier, as demand for mid- to high-end computing and graphics products strengthened. The distributor also said revenue for the first eight months climbed 36.44% year-over-year to NT$25.604 billion, with both periods setting records for their respective periods.
Wednesday 9 September 2026
Smart applications boost AOPEN, Acerpure revenue
Acer subsidiaries AOPEN and Acerpure both posted strong revenue growth in August 2026, driven by rising demand in the smart applications market.
Wednesday 9 September 2026
China's AI meets photonics: CIOE, IICIE, and elexcon open together in Shenzhen
The 27th China International Optoelectronic Exposition (CIOE) opened at the Shenzhen World Exhibition & Convention Center, taking place alongside the International Integrated Circuit Innovation Expo (IICIE) and the 23rd Shenzhen International Electronics and Embedded Exhibition (elexcon). Together, the co-located events highlight the accelerating convergence of AI, photonics, and semiconductor technology.
Wednesday 9 September 2026
Arm expands AI platform strategy across cloud, robotics and mobile
Arm unveiled new platforms and ecosystem programs for cloud data centers, Physical AI and mobile devices on September 8, broadening its role beyond CPU intellectual property into a wider AI computing platform. The company said the push is aimed at supporting agentic AI, which requires systems to plan tasks, retrieve data, coordinate models and take actions on behalf of users.
Wednesday 9 September 2026
IQE returns to profit in 1H26, warns on China InP risk
IQE said first-half 2026 results came in better than expected on an AI data-center buildout boom, but the UK compound semiconductor epitaxy maker also warned that China's grip on indium phosphide, or InP, could become a major industry risk. Bloomberg and Reuters reported that surging demand for next-generation optical communications chips helped IQE post core profit of GBP6 million (about US$8.1 million) in the first half of 2026, swinging the company back into the black.
Wednesday 9 September 2026
LCD supply could tighten by 2028 as Taiwan sells its fabs to chipmakers
LCD panel supply could tighten around 2028 as Taiwan manufacturers exit the segment faster than expected, while China uses profits from LCD to ramp OLED investment. The shift is being driven by shrinking LCD line capacity, rising demand for advanced semiconductor packaging, and continued growth in large-screen TVs.
Wednesday 9 September 2026
Syrma SGS Elemaster opens electronics plant in southern India to serve global markets
A new electronics factory in Bengaluru is set to strengthen India's role in global supply chains, with potential benefits for customers in railways, industrial systems, energy, and medical devices worldwide. The facility highlights rising demand for high-reliability manufacturing and deeper India–Italy industrial ties.