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Wednesday 23 September 2026
Commentary: Zhengfei Ren rumors expose a deeper chill across China's tech sector
Online rumors that Huawei founder Zhengfei Ren and his family had disappeared from public view have reignited concern over the fate of Chinese technology executives...
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Thursday 24 September 2026
Beijing Eswin heads for HK IPO as RISC-V growth shifts to autos, industrial chips
Beijing Eswin Computing Technology has cleared its Hong Kong Stock Exchange listing hearing, moving closer to becoming the market's first listed RISC-V-focused chip company.
Thursday 24 September 2026
Commentary: Apple's M8 Ultra AI server plan could pull Apple Silicon into Nvidia's enterprise infrastructure game

After more than a decade away, Apple may be preparing to return to the enterprise server market. According to The Information, as reported by Reuters, the company is developing an enterprise AI server powered by its planned M8 Ultra chip and has discussed adopting Nvidia's NVLink Fusion interconnect technology.

Thursday 24 September 2026
Xi-Trump summit masks AI rift as Chinese AI leaders stay away
Chinese President Xi Jinping is set to make his first state visit to the US since 2015, with the Trump administration rolling out high-level welcoming ceremonies, a state dinner and other diplomatic pomp. But industry observers and think tanks say the real goal is not to settle structural disputes over trade, AI, rare earths and Taiwan in one shot, but to keep US-China competition from spiraling further out of control.
Thursday 24 September 2026
Huawei founder Zhengfei Ren reappears in Shenzhen — Dongfeng smart vehicle alliance moves into focus

Huawei founder Zhengfei Ren made a public appearance in Shenzhen on September 22 for talks with Dongfeng Motor general manager Changjun Feng that also included other Huawei executives. The two sides discussed deeper strategic cooperation in smart vehicles, alongside coordinated product development and technology innovation.

Thursday 24 September 2026
LG Display scraps Nanjing automotive LCD module sale to Top Run
LG Display has scrapped the planned sale of its automotive LCD module business in Nanjing, China, to Top Run Total Solution after the companies failed to reach a final agreement on transaction terms, derailing a plan to shift the operation from in-house production to outsourcing.
Thursday 24 September 2026
Anthropic joins OpenAI, Google DeepMind in Singapore

Anthropic will open its Singapore office in October, making it the company's fifth office in the Asia-Pacific region after Tokyo, Bengaluru, Seoul, and Sydney. The move underscores the AI company's push into Singapore as demand for Claude surges across startups, large enterprises, and government agencies.

Thursday 24 September 2026
Taiwan's Yusin pivots China OE brake pad business from BYD to JV automakers
Taiwan-listed Yusin Holding Corp. said on September 23 that its Chinese subsidiary Fuzhou Assured Brake Systems is reducing its reliance on BYD and shifting its China original-equipment (OE) brake pad business toward joint-venture automakers including Volkswagen, Nissan and Honda. The subsidiary is targeting an 11% share of China's OE brake pad market by 2027.
Thursday 24 September 2026
Xi's US visit stirs alarm over a possible Chinese auto push into America

Chinese President Xi Jinping's visit to the US is heightening anxiety across the global auto industry, where suppliers, dealers, and lawmakers fear it could open the door to Chinese carmakers in America. For readers worldwide, the issue matters because it could reshape EV pricing, supply chains, jobs, and trade tensions far beyond the US market.

Thursday 24 September 2026
India reportedly probes LG, Samsung over duties on OLED TV display parts
India's Directorate of Revenue Intelligence (DRI) is investigating LG Electronics and Samsung Electronics over whether they underpaid import duties on display parts for OLED televisions, Reuters reported on September 23, citing five unnamed sources. The probe puts a tariff classification question at the center of a premium TV segment both South Korean companies are counting on to grow in India.
Thursday 24 September 2026
Alibaba Zhenwu V900 joins Huawei Ascend 960 in race to fill Nvidia's China AI compute gap
Alibaba has formally unveiled its self-developed Zhenwu V900 AI chip at the 2026 Apsara Conference, with CEO Eddie Wu describing the T-Head Semiconductor-designed processor as "China's most powerful AI chip to date." The V900 is intended to fill part of the computing gap left by restrictions on access to Nvidia's high-end accelerators.
Thursday 24 September 2026
Intel puts CPU-GPU coordination at center of agentic AI strategy
Intel is positioning closer coordination between CPUs, GPUs and other computing resources as a key requirement for the next phase of AI, as agentic AI shifts workloads from model inference toward complex task execution.
Thursday 24 September 2026
Trump-Xi pre-summit watch: H20 setbacks and Ascend gains reshape China's Nvidia calculus
Ahead of the Trump-Xi summit, the key semiconductor question is no longer simply how much Nvidia hardware Washington will allow China to buy.
Thursday 24 September 2026
GMI AI compute leasing business sells out in US as big users lock in long contracts

GMI Technology, a Taiwan-based electronics component distributor and application solutions provider, said its AI computing rental business is booming, with strong demand from US technology companies for computing power. The company said large users tend to secure computing capacity through long-term contracts, leaving the market short of supply.

Thursday 24 September 2026
Trump-Xi pre-summit watch: China charts a sovereignty-first path for frontier AI
When Donald Trump and Xi Jinping discuss artificial intelligence, the deeper divide may not be over whether AI needs rules, but over what those rules are designed to protect.
Thursday 24 September 2026
LSTC links with Rapidus to revive Japan's advanced chipmaking

Japan's Leading-edge Semiconductor Technology Center (LSTC) is building a public-private-academic framework around Rapidus, which plans to mass-produce 2-nanometer chips in 2027, to advance next-generation semiconductor research and talent development and give Japan a unique edge in the global race for advanced process technology.