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Wednesday 12 August 2026
CXMT DDR5 yield tops 90%, narrowing gap with Samsung
China's leading DRAM maker CXMT has reportedly raised its DDR5 production yield above 90%, narrowing the gap with Samsung Electronics and strengthening its position in the global PC memory supply chain.
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Thursday 13 August 2026
Hanmi pulls ahead of Hanwha as HBM4 orders rebound

South Korea's Hanmi Semiconductor is pulling ahead of rival Hanwha Semitech in thermal compression (TC) bonders for high-bandwidth memory (HBM), as HBM4 equipment orders rebound and Hanmi's growing business with Micron helps reduce its reliance on SK Hynix, according to Chosun Biz.

Thursday 13 August 2026
India's state of Odisha sweetens chips, renewable energy incentives to court ISM projects

Odisha's state cabinet has approved a third amendment to its Semiconductor Manufacturing and Fabless Policy, adding fresh capital support to attract projects backed by India's national chip-making push, according to state officials cited by regional outlets on August 12, 2026.

Thursday 13 August 2026
Samsung to expand 2026 TV LCD buys from BOE as TCL orders drop

Samsung Electronics is set to increase its TV LCD panel purchases in 2026, even as global shipments of TV LCDs are forecast to decline. The buying shift will favor BOE Technology Group and reduce Samsung's reliance on TCL China Star Optoelectronics Technology (TCL CSOT), according to ZDNet Korea, citing market research firm Omdia.

Thursday 13 August 2026
Lenovo Capital backs Niobium Optoelectronics in Series B funding for TFLN chips
Jiangsu Niobium Optoelectronics Technology, a Chinese maker of thin-film lithium niobate (TFLN) photonic chips, has closed a Series B funding round worth several hundred million yuan as demand for AI data center interconnects rises. Lenovo Capital joined the investor lineup through its Shanghai Lenovo Future Venture Capital Partnership, adding a technology-sector backer to the round.
Thursday 13 August 2026
TSMC-Sony image sensor venture pushes Japan chip investment to JPY6 trillion

TSMC said on August 11 that it will invest in CMOS image sensor development and mass production with Sony Group in Kumamoto Prefecture, Japan, adding to a wave of foreign chip spending backed by Japanese subsidies. According to Nikkei Asia, Japan's total foreign investment in semiconductor plants has now reached JPY6 trillion (US$380 billion).

Thursday 13 August 2026
Yangtze Memory-backed capital expands into FD-SOI specialty process investment

Changcun Capital, the investment arm backed by Yangtze Memory Technologies Co., has completed a strategic investment in RuiLiPingxin Microelectronics (Guangzhou) Co., Ltd., according to the source material.

Thursday 13 August 2026
India's L&T transfers data center and cloud business to Vyoma.AI for INR14 billion
Larsen & Toubro (L&T) has agreed to transfer its data center and cloud services business to Vyoma.AI, a wholly owned subsidiary, for INR14 billion (approx. US$146.7 million) in a slump sale on a going-concern basis, according to Business Standard and the Economic Times. The consideration will be settled by issuing fully paid-up equity shares in Vyoma.AI rather than cash, thereby keeping the business under L&T's indirect ownership.
Thursday 13 August 2026
Vietnam opens Haiphong free trade zone to court semiconductor investment
Vietnam has launched the Haiphong Free Trade Zone to draw high-value investment into northern port city of Haiphong, with semiconductors, precision manufacturing, and other strategic industries at the center of the plan. Officials said the new zone is part of a broader effort to make the port city a globally competitive coastal hub for logistics and the marine economy.
Thursday 13 August 2026
South Korea widens chip strategy beyond Samsung and SK Hynix with KRW5 trillion ecosystem fund
As market momentum spirals into an intensifying race over AI infrastructure buildouts, the global landscape has entered a more aggressive round of AI-centered investment, with national-scale projects taking shape across many of the world's major technology economies.
Thursday 13 August 2026
Longsys profit soars 715-fold on AI memory boom, enterprise storage, 5nm chips
Chinese memory supplier Longsys reported a dramatic earnings rebound for the first half of 2026, benefiting from rising memory prices, stronger AI data center demand, and a shift toward higher-value storage products.
Thursday 13 August 2026
AgiBot overtakes Unitree as China expands its lead in humanoid robots
Global humanoid robot shipments nearly quadrupled in the first half of 2026, with Chinese suppliers accounting for more than 97% of the market and AgiBot moving ahead of Unitree Robotics, according to Bloomberg, citing data from market researcher Smart Analytics Global. China also remained the largest demand market, responsible for more than 85% of global demand.
Thursday 13 August 2026
Hengs revenue surges 178% as solar EPC projects reach recognition peak
Solar and energy storage systems provider Hengs Technology reported a strong rebound in the first half of 2026, with revenue rising as large engineering, procurement, and construction (EPC) projects entered their peak revenue-recognition period. The company said the momentum that began in the second quarter was driven by progress on major solar and storage contracts in Taiwan and overseas.
Thursday 13 August 2026
Taoyuan plans AI manufacturing park in Guanyin to support server supply chain
Taoyuan is moving to develop Guanyin into an AI computing park as demand for AI servers drives heavier power requirements and a new round of factory expansion. The city said it had coordinated with the Ministry of Economic Affairs and Taiwan Power Company to make full use of the Datan Power Plant and CPC's Third liquefied natural gas receiving terminal to support AI industry development.
Thursday 13 August 2026
Anli-KY lifts July revenue on AI server and drone product shipments
Anli International reported its first-half results on August 11 after announcing the previous day that increased shipments of AI server and drone-related products had pushed July consolidated revenue to NT$199 million, its highest level of 2026 and up 15.38% from a year earlier. The Taiwanese precision metal parts maker said new-product momentum was building and that second-half operations were expected to outperform the first half.
Thursday 13 August 2026
Inventec posts record second-quarter profit as notebook margins narrow
Inventec reported record net profit and earnings per share in 2Q26, even as gross margin declined and supply constraints intensified. The Taiwan-based electronics manufacturer said server products accounted for more than half of revenue in the quarter, while a higher proportion of rack-level shipments pressured profitability.