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Tuesday 11 August 2026
Samsung races to qualify Taylor fab as 2nm demand turns US capacity into a strategic asset
Following growing momentum behind large-scale infrastructure buildouts in South Korea, the industry is witnessing an aggressive wave of AI-related initiatives aimed at expanding the nation's semiconductor production capacity...
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Wednesday 12 August 2026
Manus breaks from Meta, returns to independence after China blocks US$2B AI deal

Chinese AI agent startup Manus is returning to independent operations, marking a concrete break from Meta months after Chinese regulators forced the US tech group to unwind its acquisition of the company.

Wednesday 12 August 2026
Tesla emerges as biggest winner from Germany's EV subsidies, while China-made models gain ground
Whether Germany's renewed electric vehicle (EV) subsidies are inadvertently helping Chinese brands accelerate their push into Europe has become a closely watched issue across the global auto industry.
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.

Wednesday 12 August 2026
FocalTech expects demand to improve in the second half of 2026
Touch controller and display driver IC maker FocalTech Systems said it saw revenue regain quarter-on-quarter momentum in the second quarter of 2026 as the 618 shopping festival, new device launches, and stronger notebook and tablet demand lifted sales. The company, which held an investor briefing, said persistent memory price pressure and weak peak-season demand for high-end Android phones still kept revenue below 2025 levels.
Wednesday 12 August 2026
Zhong Yang ramps up Thailand production as drone orders shift from China

Taiwan-based optical lens maker Zhong Yang Technology is benefiting from redirected orders from Europe and the US as customers seek alternatives to China-made components, a shift the company expects to drive sharp growth in its drone lens business through 2027.

Wednesday 12 August 2026
Japan's US$430B 2040 chip plan hinges on Rapidus 2nm

Japan has drawn up a plan for more than JPY370 trillion (approx. US$2.33 trillion) in combined public and private investment across 17 strategic sectors, including AI and space, through fiscal 2040, which runs from April 2040 to March 2041.

Wednesday 12 August 2026
DB HiTek profit jumps 43% as TSMC, Samsung scale back 8-inch capacity
DB HiTek posted a 43% jump in second-quarter operating profit as tighter 8-inch foundry supply and stronger power semiconductor demand kept its fabs running near full capacity, with industry reports saying the company plans another round of price increases in the second half of 2026.
Wednesday 12 August 2026
China's polysilicon makers draw cost floor after solar losses top US$1.9 billion
China's solar industry may be nearing a turning point after more than two years of price warfare, with major polysilicon producers drawing a line under below-cost sales.
Wednesday 12 August 2026
South Korea deepens semiconductor ceramics collaboration amid chip industry expansion

South Korea is moving to reinforce its semiconductor materials and components ecosystem as chipmakers accelerate capacity expansion and the government increases financial support for suppliers.

Wednesday 12 August 2026
Fudan's single-electron memory breakthrough opens new path for 2D chip scaling
China's effort to advance memory technology has gained a new research avenue, with a Fudan University team developing a room-temperature single-electron non-volatile memory device based on two-dimensional materials.
Wednesday 12 August 2026
Synnex sees strong growth in value-added commercial IT, semiconductors
AI-driven enterprise procurement and a consumer shift toward higher-end products lifted Synnex Technology International's revenue and profit in the second quarter of 2026, with profit growing far faster than revenue, showing that volume growth is increasingly translating into stronger profitability.
Wednesday 12 August 2026
Samsung weighs power subsidiary to secure semiconductor electricity by 2027
Samsung Group was reported to be considering a dedicated in-house power-procurement subsidiary to secure electricity directly for its semiconductor production facilities, with operations targeted to begin in 2027. The move comes as artificial intelligence and chip production drive higher power demand at Samsung Electronics' wafer fabs, making stable electricity supply a growing factor in manufacturing competitiveness.
Wednesday 12 August 2026
DEEPX wins South Korean air base contract for domestic AI surveillance NPU
South Korean IC design firm DEEPX will deploy its neural processing unit in an AI perimeter surveillance system at a South Korean Air Force base. The project is the first in the country’s defense sector to replace foreign-made GPUs with a domestic NPU in AI video surveillance, according to ZDNet Korea.
Wednesday 12 August 2026
South Korea elevates SMR to national strategy, boosts nuclear investment
The South Korean government has proposed adding small modular reactors (SMRs) to its national strategic-technology tax incentive program, a move backed by the country's nuclear industry. In a recent statement issued on behalf of its 561 member companies, the Korea Atomic Industrial Forum noted that the move would help reduce the financial burden on companies investing in R&D and equipment and lay the groundwork for a domestic SMR supply chain and global market expansion.
Wednesday 12 August 2026
AI demand lifts Taiwan software firms as Galaxy, M-Power, Systex post gains
Several Taiwanese software companies reported stronger results in 2026, with generative AI and AI agents supporting rather than disrupting their businesses. Galaxy Software Services, M-Power Information, and Systex cited a combination of AI-related demand, digital transformation projects, and new product launches as growth drivers.