Tesla CEO Elon Musk has predicted a surge in Chinese memory chip production by 2028, raising questions over Samsung Electronics and SK Hynix's pricing power during an AI-driven dynamic random-access memory (DRAM) shortage. His remarks suggest that China's expanding capacity could offer major technology buyers alternative sources of supply and potentially ease memory costs.
China is proposing to extend AI technology export controls to chip design, memory technologies, and large-scale computing clusters, introducing specific technical thresholds for each.
Zhen Ding Technology Holding announced that it, Elite Material (EMC), Taliang Technology, and Topoint Technology will jointly invest a total of NT$60 million (approx. US$1.85 million) in collaboration with Taiwan's National Central University (NCU) to establish the "Advanced PCB Talent Development Program." The initiative will combine interdisciplinary research capabilities and industry resources to build a long-term industry-academia collaboration platform focused on cultivating talent in advanced printed circuit boards (PCBs) and supporting the industry's development in the artificial intelligence (AI) era.
Nvidia is actively recruiting for a director of government affairs in Taiwan, as it deepens its presence on the island. The role is responsible for developing and executing government relations strategies for Taiwan and reports directly to the company's head of global policy, highlighting its focus on government relations, policy assessment, and geopolitical analysis in Taiwan.
Chinese AI companies expanding overseas could face more clearly defined technology export restrictions under proposed regulations covering foundation models, AI agents, chip design, and large-scale computing clusters.
Global passenger vehicle registrations totaled approximately 46.77 million in the first eight months of 2026, down 6% year-over-year. The market is expected to contract 3.4% for the full year, as China's domestic market plunges, Europe remains the only growth market among China, Europe, and the US, and the war involving Iran drives up oil prices and freight costs, creating both risks and opportunities for Taiwan's automotive suppliers.
Samsung Electronics has transferred 126 of its mobile, display, and home appliance technologies free of charge to 99 small and midsize companies this year, with mobile technologies making up the bulk of the handover, according to South Korea's Ministry of Trade, Industry and Resources, which hosted the 2026 technology-sharing event with Samsung at L Tower in Seoul's Yangjae-dong on October 19, 2026.
SK Hynix has presented the Memory-Centric AI Rack System (MARS) at the Open Compute Project (OCP) Global Summit. The architecture separates memory from individual servers and pools it at the rack level over Compute Express Link (CXL) fabrics. The company says this addresses the capacity and cost limits that are constraining the growth of large AI models.
China’s Luxeed EV brand, jointly developed by Chery Auto and Huawei, has obtained independent vehicle manufacturing qualifications and plans to pursue a standalone listing. Production capacity will be transferred from Chery, with no additional capacity planned, according to Chinese media outlet Yicai.
Toyota plans to transition its entire lineup of approximately 50 vehicle models to software-defined vehicles (SDVs) by 2030, equipping them with advanced software capabilities that allow owners to upgrade vehicle functions through over-the-air (OTA) updates after purchase.
The rapid advancement of energy-storage technologies in China is enabling the country to capture a formidable share of the global market, with the domestic industry continuing to post record levels of capacity growth.
Toyota Motor will introduce its proprietary gigacasting technology in China to produce premium vehicles, while it has not disclosed whether it will use equipment from local Chinese suppliers. The automaker also plans to produce the next-generation Corolla in China from 2028 using a common platform compatible with multiple powertrain systems.
China's premium electric vehicle (EV) market is facing renewed safety scrutiny following product defect concerns. Maextro, an ultra-luxury automotive brand jointly developed by Huawei and JAC Motors, has sparked widespread public debate over vehicle safety and testing standards after its V800 MPV suffered consecutive brake pedal bracket fractures during dynamic braking tests.
Anthropic has opened its fifth Asia-Pacific office in Singapore and signed a memorandum of understanding with the city-state's digital ministry, broadening cooperation on AI safety, security, evaluation, and adoption. The move expands the company's presence in a market where Claude use is among the highest in the world, with implications for governance.
SK Hynix is strengthening its metrology and inspection (MI) capabilities as the transition toward 3D DRAM architectures and increasingly complex NAND stacking creates new challenges for conventional semiconductor inspection technologies.
China's precision manufacturing giant Lens Technology is expanding into AI server infrastructure through a proposed US$25 million acquisition of a controlling stake in PMG International, gaining access to server rack manufacturing and liquid-cooling technologies. The transaction marks a further diversification beyond the company's established consumer electronics and automotive components businesses.
