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NEWS TAGGED 2025
Tuesday 15 September 2026
Micron's record Taiwan payout fails to end union demand for 15% of profits
Micron Technology's Taiwan union is pressing for a permanent profit-sharing formula despite the US memory chipmaker announcing its largest employee rewards package to date, leaving...
Tuesday 15 September 2026
DIGITIMES Insight: AI sends the semiconductor market toward US$1.6T, with memory doing the heavy lifting
DIGITIMES Intelligence forecasts the global semiconductor market will expand from US$791.7 billion in 2025 to US$1.6 trillion in 2026, representing year-on-year growth of 109.1%.
Tuesday 15 September 2026
China's humanoid robot race, Part 1: Mass production outruns proven demand

China's humanoid robot industry is moving from prototypes to industrial production. The next test is no longer whether robots can be...

Tuesday 15 September 2026
Global semiconductor revenue hits record US$425B in 2Q26
Global semiconductor revenue reached a record US$425 billion in the second quarter of 2026, surging 31.4% quarter-over-quarter, as AI demand and strong memory pricing continued to...
Tuesday 15 September 2026
Chinese chip tools reach 35% of equipment installed at local fabs
Chinese-made semiconductor equipment accounted for roughly 35% of tools installed at fabs in China in 2025, up from about 25% a year earlier, as domestic suppliers gain ground in key...
Tuesday 15 September 2026
XPeng's Turing chip expands beyond cars
XPeng Motors is extending its self-developed Turing AI chip from intelligent electric vehicles (EVs) into humanoid robots, broadening the processor's role in the company's Physical...
Tuesday 15 September 2026
OpenAI reportedly acquires AI camera startup Glass Imaging for more than US$300M

OpenAI has acquired Glass Imaging, a startup developing artificial-intelligence (AI) technology designed to improve smartphone camera performance,...

Tuesday 15 September 2026
SiPh shifts optical module bottleneck upstream: from device manufacturing to laser-grade substrate supply

The market value of optical modules used in data centers is projected to grow from US$12.6 billion in 2025 to US$45.4 billion by 2030...

Tuesday 15 September 2026
Wuliangye skips carmaking, turns liquor waste into silicon-carbon anodes

Chinese baijiu (white liquor) producer Wuliangye, or "Five Grain Liquid," is moving into battery materials by turning distillers' grains,...

Tuesday 15 September 2026
Edimax, Comtrend 1H26 operations under pressure from weaker India orders, rising component costs
Network equipment maker Edimax Technology and its subsidiary Comtrend were affected by changes in customers' shipping cycles in the first half of 2026. Coupled with rising costs for...
Monday 14 September 2026
AI demand lifts UMC, VIS, PSMC revenue

After mature-node price competition from 2023 to 2025, AI demand has spread from GPUs and HBM to power management ICs (PMICs), power...

Monday 14 September 2026
Behind the BRICS handshake: How far can the China-India reset go?
China and India are again trying to stabilise one of Asia's most consequential bilateral relationships, with Chinese President Xi Jinping and Indian Prime Minister Narendra Modi using...
Monday 14 September 2026
Notebook shipment update, July 2026

Introduction

Monday 14 September 2026
DIGITIMES Insight: China's GaN challengers are no longer playing catch-up
Chinese GaN power semiconductor maker Innoscience gained direct access to capital markets after listing in Hong Kong at the end of 2024, giving it fresh funding to expand GaN capacity...