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    China moves to rein in booming energy storage and lithium battery overcapacity
    Sep 10, 18:52
    NEWS TAGGED COST
    Friday 11 September 2026
    Nvidia's US$13 billion Hugging Face deal bets physical AI can start at US$400, not US$40,000
    Humanoid robotics has become one of the most visible fronts of the physical-AI race, but the industry's path to scale may depend as much on lowering the cost of experimentation as...
    Friday 11 September 2026
    Oracle's AI cloud build-out is now rewriting its cost structure

    Oracle has passed the point where its artificial-intelligence infrastructure business is large enough to reshape the company's entire...

    Friday 11 September 2026
    d-Matrix brings Raptor chips to Nvidia racks as falling token prices pressure GPU economics
    AI chip startup d-Matrix is adopting Nvidia's NVLink Fusion technology to integrate its next-generation Raptor inference processors directly into Nvidia MGX racks, giving the company...
    Thursday 10 September 2026
    Navigating economies of scale: how South Korea and China are reshaping the OLED market
    Economies of scale occur when a company's average cost per unit falls as overall production volume increases. In the competitive display industry, reaching this state relies on either...
    Thursday 10 September 2026
    China's Nvidia rivals raise prices as HBM shortage bites
    Chinese chipmakers challenging Nvidia are sharply raising prices for current and next-generation accelerators as high-bandwidth memory (HBM) becomes scarcer and more expensive, adding...
    Thursday 10 September 2026
    Europe's BEV running costs now 33% below ICE
    Daily operating and maintenance costs for battery electric vehicles (BEVs) in Europe are now 33% lower per kilometer than those for comparable internal combustion engine (ICE) cars,...
    Thursday 10 September 2026
    CIOE: Morphotonics draws on display background to break AR waveguide bottlenecks
    At the China International Optoelectronic Expo (CIOE), Morphotonics, a Netherlands-based nanoimprint lithography company, made the case that the quickest way to reach affordable AR...
    Thursday 10 September 2026
    Samsung India reportedly cuts jobs as memory costs squeeze electronics unit
    Samsung Electronics' Indian unit has reportedly started cutting jobs in its TV and home-appliance businesses as higher memory-chip prices, currency weakness, and soft consumer demand...
    Thursday 10 September 2026
    Analysis: China chases EUV as chipmakers move to High-NA
    The extreme ultraviolet (EUV) lithography race is splitting into two tracks. Intel has moved High-NA EUV into production, Samsung Electronics and SK Hynix are targeting DRAM production...
    Wednesday 9 September 2026
    Apple yields to memory suppliers in historic strategy shift, with Kioxia tipped as NAND long-term agreement recipient
    Apple, historically known for wielding unmatched leverage in component price negotiations, has reportedly been trading pricing leverage for long-term supply guarantees from memory...
    Tuesday 8 September 2026
    LG's robot actuator push turns appliance know-how into a physical AI supply-chain bet
    As humanoid robots increasingly move from demonstrations toward factories and commercial deployments, competition is expanding beyond finished robots into the components that determine...
    Tuesday 8 September 2026
    Nvidia reportedly shifts Rubin Ultra toward 8-high HBM as memory costs rise

    Nvidia is reportedly shifting its Rubin Ultra AI accelerator toward an eight-high high-bandwidth memory (HBM) configuration, down from...

    Monday 7 September 2026
    China smart driving chips hit bottlenecks in mass production, cost, in-house auto R&D
    China's intelligent driving market is advancing rapidly, but the true trial has only just begun for domestic smart driving chipmakers.
    Monday 7 September 2026
    SK Hynix 1c DRAM production share to reach 34% by year-end ahead of HBM4E
    SK Hynix is accelerating its shift to sixth-generation 10nm-class 1c DRAM, with the process expected to account for roughly 34% of its DRAM production by the fourth quarter as the...
    Monday 7 September 2026
    Weekly news roundup: AI memory race heats up, Taiwan manufacturing rebounds, Nexperia rift deepens
    AI infrastructure and semiconductor supply chains led reader interest this week, from Taiwan's manufacturing recovery and Nexperia's legal battle to Sandisk's HBF, Micron's HBM expansion,...
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    BIZ FOCUS
    Sep 11, 08:00
    DAS Expands in Taiwan and Unveils World First at SEMICON
    Friday 11 September 2026
    Toward Technologies Redefines Relay Solutions at SEMICON Taiwan 2026
    Thursday 10 September 2026
    Stress, Sleep, and Lifestyle Balance: Perspectives from Traditional Chinese Medicine
    Wednesday 9 September 2026
    IDA Partners with Taiwan's Semiconductor Industry to Advance Global Talent Strategy
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