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Thursday 13 August 2026
SK Hynix expands EUV roadmap with High-NA tools and PSM adoption
SK hynix said it is advancing its use of extreme ultraviolet (EUV) lithography for the mass production of next-generation DRAM, with high-numerical-aperture (High-NA) EUV equipment introduced in the second half of 2025 and related research and development beginning in 2026. The memory maker is also adopting phase-shift mask (PSM) technology and other process materials to improve EUV performance as demand rises for higher-capacity, higher-performance chips.
Thursday 13 August 2026
LGES, Lopal sign three-year LFP supply deal worth up to CNY27 billion
LG Energy Solution (LGES) and China's Jiangsu Lopal Tech have signed a three-year framework agreement covering up to CNY27 billion (approx. US$3.8 billion) in lithium iron phosphate (LFP) cathode material sales as the South Korean battery maker rapidly expands its energy storage system (ESS) business.
Thursday 13 August 2026
Samsung SDI-GM battery reset shows how ESS is reshaping the US EV supply chain

Samsung SDI is ending its battery manufacturing partnership with General Motors (GM) in Indiana, terminating a major EV joint venture — and sending ripples across the supply chain.

Thursday 13 August 2026
Tencent starts paying for AI in cash, core business is covering the bill
Tencent Holdings used its second quarter to show what an AI build-out costs a company that can afford one. Capex reached CNY52.8 billion (US$7.81 billion), up 176% from a year earlier, and free cash flow turned negative for the quarter after large prepayments for computing capacity.
Thursday 13 August 2026
ITTS reports first-half growth as ERP and AI projects gain traction
Information Technology Total Services (ITTS) said its business recovered in the first half of 2026 as enterprise resource planning (ERP) implementation work advanced and data governance and other smart applications began going live at customer sites. The Taiwanese SAP consulting and managed-services provider said enterprise demand for AI is now tied to broader work on data integration, governance, and process redesign rather than single-tool deployments.
Thursday 13 August 2026
LX Semicon starts mass producing automotive MCU for Hyundai Motor, Kia
LX Semicon has begun mass production of an automotive microcontroller unit (MCU) and started supplying the chip to Hyundai Motor and Kia, marking the first time the two automakers will use a South Korean-made MCU in vehicles. The move also marks LX Semicon's first mass-production achievement in automotive MCUs, expanding its business beyond the display driver ICs for which it is best known.
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
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
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.