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Friday 2 October 2026
Micron eyes NVHBM profits with TSMC custom HBM push
Micron is using an externally manufactured base die in NVHBM, a custom high-bandwidth memory (HBM) product it is co-developing with Nvidia, as the company bets that customization can...
Friday 2 October 2026
FAW, GAC formalize partnership as Toyota's China joint ventures face possible overhaul
China's state-owned FAW and GAC's controlling shareholder, Guangzhou Automobile Industry Group, have signed a strategic cooperation framework that could reshape Toyota's long-standing...
Friday 2 October 2026
Onsemi revises Synaptics takeover deal after rival bid
Onsemi has amended its agreement to buy Synaptics in an all-cash deal, a move that could reshape semiconductor competition and affect global technology supply chains. The revised cash...
Thursday 1 October 2026
Google skips Gemini 3.5 Pro, launches Gemini 4 Argon at US$2/$10 per million tokens
Google has unveiled Gemini 4 Argon, its new top-tier AI model, after months of delays and the cancellation of Gemini 3.5 Pro, launching it at introductory prices of US$2 per million...
Wednesday 30 September 2026
China's battery race enters post-scale era: Beijing shifts focus to solid-state and quality
One of the most pronounced factors behind China's ferocious rise in the global technology landscape has been its unparalleled strength in the EV sector, where fierce competition over...
Wednesday 30 September 2026
Micro LED smartwatches set back as costs remain a fatal hurdle
Micro LED has reached mass production in several end-market applications in recent years, but it is still facing intense competition from OLED. Garmin's new fenix 9 smartwatch has...
Monday 28 September 2026
Weekly news roundup: China gains ground in memory and AI hardware as supply stays tight
China's AI sector is shifting from catch-up to commercialization, with value concentrating in hardware bottlenecks and large platforms rather than independent model labs. Across memory,...
Saturday 26 September 2026
Trump-Xi summit yields few concessions but keeps the rivals talking
Neither Washington nor Beijing gave much ground during Chinese President Xi Jinping's September 23-25 state visit, and analysts in both countries largely agree. The summit did deliver...
Friday 25 September 2026
Taiwan keeps door open for Chinese parts in drones

Taiwan is leaving room for Chinese-made components in parts of its commercial drone supply chain, with non-critical items such as passive...

Thursday 24 September 2026
China AI's new moat: low-cost models meet a rapidly localising hardware stack
China's AI industry is moving beyond policy-driven technological catch-up into a new phase centered on commercialization and ecosystem competition. Localization is no longer confined...
Wednesday 23 September 2026
Taiwan courts Indian IIT chief in bid to boost chip talent ties
Taiwan is stepping up outreach to India's engineering sector as global competition for chip and artificial intelligence talent intensifies. The planned cooperation could affect supply...
Monday 21 September 2026
Weekly news roundup: AI boom strains chips; Google's TPUs pay off, China eyes 3nm without EUV
This week's reports centered on intensifying competition and bottlenecks across the semiconductor and AI supply chains, from Sandisk's unusual engineering push in Korea and Google's...
Thursday 17 September 2026
Apple's foldable phone puts thinness, weight in focus

Apple's first foldable phone has sharpened global attention on smartphone design trade-offs, with weight, thickness, and component miniaturization...

Wednesday 16 September 2026
Apple exits Musk's AI lawsuit, but the fight over iPhone AI access is only getting bigger
The recent AI antitrust case between two of the high-tech landscape's most powerful camps appears to have quietly ended following Elon Musk's legal retreat from Apple. But the battle...
Tuesday 15 September 2026
2nm capacity crunch may keep smartphone SoC makers on split-node strategy through 2027

In 2026, major smartphone system-on-chip (SoC) vendors began moving selected flagship processors to 2nm technology, seeking not only...