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NEWS TAGGED 2026
Tuesday 1 September 2026
Micron opens Tainan plant after 6.5 months amid labor dispute
Micron's plant at the Southern Taiwan Science Park, which it purchased from AUO for NT$7.4 billion (US$233.8 million) in August 2024, is now officially in operation, marking a key...
Tuesday 1 September 2026
Marvell CTO: power and density bottlenecks are driving CPO adoption in AI data centers
Speaking at the Silicon Photonics Global Summit ahead of Semicon Taiwan 2026, Marvell Technology CTO Radha Nagarajan highlighted that the core focus for upgrading connectivity in the...
Tuesday 1 September 2026
South Korea CCL exports surge 42% on AI demand
South Korea's copper-clad laminate, or CCL, exports jumped sharply in the first seven months of 2026 as AI infrastructure investment and larger semiconductor packaging lifted demand,...
Tuesday 1 September 2026
Samsung Electro-Mechanics discloses major MLCC supply deal tied to AI server demand
Samsung Electro-Mechanics disclosed on September 1 that it has concluded a single sales and supply contract worth KRW1.072 trillion (about US$778.9 million) for MLCCs, equal to 9.5%...
Tuesday 1 September 2026
K-Safety Expo 2026 to open in Busan, spotlighting AI-driven safety technologies
K-Safety Expo 2026, one of South Korea's leading exhibitions dedicated to the safety industry, will open September 2 at BEXCO in Busan, bringing together companies, government agencies,...
Tuesday 1 September 2026
Commentary: DeepSeek out, SMIC in? TIME100 AI maps China's widening AI battleground
TIME unveiled its 2026 TIME100 AI list on August 27 with a notable change in its China lineup. DeepSeek founder Wenfeng Liang, named among the "Leaders" in 2025, disappeared...
Tuesday 1 September 2026
Samsung Electro-Mechanics takes glass substrates to SEMICON Taiwan
As AI packages grow larger, the next substrate battleground is rapidly extending from traditional organic materials to glass. Samsung Electro-Mechanics (SEMCO) will make its first...
Tuesday 1 September 2026
BYD's overseas business overtakes China for the first time as price war erodes domestic margins
BYD sold more abroad than at home in the first half of 2026, a threshold the company crossed for the first time and the clearest signal yet that the center of gravity of its car business...
Tuesday 1 September 2026
BYD widens overseas lead over Geely, but profits still lag
BYD and Geely Auto were nearly neck and neck in vehicle sales in the first quarter of 2026, raising expectations of a close contest between China's two leading new-energy vehicle makers...
Tuesday 1 September 2026
SEMI lifts 2028 wafer fab equipment forecast to US$220 billion
SEMI has raised its forecast for global wafer fab equipment (WFE) sales in 2028 to US$220 billion, up from about US$200 billion projected in July, as stronger investment in advanced...
Tuesday 1 September 2026
Z.ai runs GLM inference on 100,000 Chinese AI chips, eyes overseas CSPs
Chinese large-model developer Z.ai says it can now support large-scale inference using roughly 100,000 domestically produced AI chips, while its GLM models are also moving closer to...
Tuesday 1 September 2026
China's memory chipmakers post a record 1H — but not all of it came from chips
Nine listed Chinese memory and memory-adjacent chip companies have now filed their first-half 2026 results, and together they measure the depth of the current DRAM and NAND upcycle...
Tuesday 1 September 2026
LG Energy Solution secures long-term US lithium supply
LG Energy Solution has signed a long-term supply agreement with Smackover Lithium for battery-grade lithium carbonate, a move that could strengthen supply chains for energy storage...
Tuesday 1 September 2026
Analysis: CXMT's US$11.5B profit surge raises the stakes in China's AI memory race
China's leading DRAM maker CXMT has gone from years of accumulated losses to one of the most profitable companies on the mainland market, propelled by an extraordinary memory upcycle...
Tuesday 1 September 2026
JCET lifts 2026 capex to CNY10 billion as AI packaging demand outruns forecasts
JCET Group is sharply increasing spending as demand for artificial intelligence strains advanced packaging capacity worldwide. The Chinese chip tester and assembler said the shift...