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Thursday 1 October 2026
Apple Pay arrives in India with a limited card rollout
Apple's entry into India's payments market gives its device users a new way to pay by card, but its initial reach will depend on bank and merchant integrations in a country where a...
Thursday 1 October 2026
Lip-Bu Tan calls TSMC a partner rather than a rival
Intel CEO Lip-Bu Tan stated that Intel's relationship with TSMC is built on partnership rather than rivalry. He noted that a collaborative mindset guides key industry leaders, including...
Thursday 1 October 2026
How a TSMC veteran is steering Singapore's lab-to-fab chip strategy
Yee-Chia Yeo, vice president for innovation and enterprise at A*STAR, returned to Singapore in 2022 and has since turned years of industry experience into a strategy for advancing...
Thursday 1 October 2026
ASIC shipments top GPUs in 2027 as ABF substrate bottlenecks shift
The high-end cloud AI accelerator market will see a structural shift in 2027, with total ASIC shipments surpassing GPU shipments for the first time, driven by rising output from Google,...
Thursday 1 October 2026
Trump-Xi talks leave chip policies unchanged; US guards AI advantage while China pursues self-reliance
Following the summit between US President Donald Trump and Chinese President Xi Jinping, market observers broadly agreed that the talks yielded few surprises. The meeting produced...
Wednesday 30 September 2026
'I tell myself every day it'll ease': Phison CEO sees years of memory shortage
Phison Electronics CEO Pua Khein-Seng says he tells himself every day that the memory shortage will ease tomorrow. In reality, he says, AI-driven demand has opened a gap between memory...
Wednesday 30 September 2026
China auto market cools as Taiwan suppliers brace for 2H26 inventory cuts
China's auto market is under pressure from high oil prices and shrinking subsidies, weakening domestic sales even as exports keep growing. Taiwanese supply-chain companies are responding...
Wednesday 30 September 2026
Samsung SDI targets AI data centers with cylindrical LFP batteries and fire-propagation safeguards
Samsung SDI is accelerating its push into the artificial intelligence (AI) data center battery market, unveiling, for the first time, a cylindrical lithium iron phosphate (LFP) battery...
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.