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Wednesday 30 September 2026
Commentary: What risks does China's DRAM capacity face amid tightening market?
China's continued expansion of DRAM capacity has raised a key question for the global memory market: will supply and demand flip?
Wednesday 30 September 2026
Geely-NIO deal signals consolidation in China's fragmented EV battery-swapping market
A new partnership between Zhejiang Geely Holding Group and NIO in electric vehicle (EV) battery swapping is signaling potential consolidation in China's fragmented market. With multiple...
Wednesday 30 September 2026
Chinese EV tech is set to challenge US market barriers over time
The Washington summit between Donald Trump and Xi Jinping did not produce the speculated auto deal that would have allowed Chinese automakers to manufacture vehicles in the US. While...
Wednesday 30 September 2026
Taiwan upgrades Circular Redesign Center as govt pushes top-down circular economy ecosystem
Taiwan's Resource Circulation Administration (RECA), under the Ministry of Environment, has launched an upgraded version of its Circular Redesign Center, with Environment Minister...
Wednesday 30 September 2026
Foundry 2.0 revenue hits record as growth spreads beyond TSMC
Global Foundry 2.0 market revenue reached a record US$96.6 billion in the second quarter of 2026, up 25% year-over-year and 11% sequentially, as semiconductor demand tied to data-center...
Wednesday 30 September 2026
CXMT expansion meets surging GigaDevice DRAM demand, sharpening China's memory supply-chain buildout
CXMT's continued DRAM capacity expansion is coinciding with stronger demand from China's domestic memory sector.
Wednesday 30 September 2026
Googlebook, QwenBook bring agentic AI to the PC system layer, opening new chip opportunities

Qualcomm unveiled no new PC chips at Snapdragon Summit 2026, but its PC strategy remained firmly in focus.

Wednesday 30 September 2026
Qualcomm sees smart glasses leading AI wearables boom; AI pins, pendants follow

Among personal AI devices beyond smartphones, smart glasses remain the fastest-growing category, according to Ziad Asghar, senior vice...

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...
Wednesday 30 September 2026
Dat Bike challenges VinFast with simpler EV scooter strategy
Vietnamese electric scooter brand Dat Bike has launched its family-oriented ERA model with a starting price of VND29.9 million (US$1,151.22), pairing it with a self-developed "integrated...
Wednesday 30 September 2026
Powering Next-Gen AI: Materials Enabling Advanced Packaging's Future

As artificial intelligence (AI) and high-performance computing (HPC) drive unprecedented demands on semiconductor performance, materials are playing an increasingly critical...

Tuesday 29 September 2026
Foxtron writes a new chapter in Taiwan auto history
Taiwan's auto market has faced plenty of challenges in recent years, from broader industry headwinds to continued scrutiny of domestic car production. Against that backdrop, Foxconn-backed...
Tuesday 29 September 2026
Samsung Foundry nears 60% 2nm yield, shifts focus to power efficiency to win customers
Samsung Electronics' foundry business has reportedly raised yield on its 2-nanometer (2nm) SF2 process to nearly 60% and is now shifting engineering work toward power efficiency and...
Tuesday 29 September 2026
Exclusive: Inside Tesla's playbook for dodging First Solar's TOPCon patent traps
Cadmium telluride (CdTe) thin-film solar giant First Solar is widely viewed across the global solar supply chain as the most aggressive litigant in US TOPCon patent infringement disputes...
Tuesday 29 September 2026
LG expands AI data center cooling ties with Microsoft, SK Enmove
LG Electronics has expanded its push into the AI data center cooling market through cooperation with Microsoft, SK Enmove, and overseas heating, ventilation, and air conditioning (HVAC)...