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Tuesday 15 September 2026
Tesla's rare-earth-free Cybercab challenges China's grip on EV magnets
With Tesla's EV ambitions growing amid a years-long push toward full electrification, the deployment of the Cybercab has emerged as a major experiment testing the boundaries of autonomous...
Tuesday 15 September 2026
Beyond H100: China's GPU makers chase scale, not just parity

China's domestic GPU industry is entering a tougher phase: matching high-end accelerator performance is no longer enough. Vendors must...

Tuesday 15 September 2026
OEM/EMS AI servers: August revenue trends, operational outlook

Taiwan's original equipment manufacturer/electronics manufacturing services (OEM/EMS) sector is witnessing a structural split between...

Tuesday 15 September 2026
XPeng's Turing chip expands beyond cars
XPeng Motors is extending its self-developed Turing AI chip from intelligent electric vehicles (EVs) into humanoid robots, broadening the processor's role in the company's Physical...
Tuesday 15 September 2026
OpenAI reportedly acquires AI camera startup Glass Imaging for more than US$300M

OpenAI has acquired Glass Imaging, a startup developing artificial-intelligence (AI) technology designed to improve smartphone camera performance,...

Monday 14 September 2026
Kokusai Electric gains from Hitachi split as AI memory demand surges
Kokusai Electric, the semiconductor equipment maker spun off from Hitachi and later acquired by KKR, has emerged as one of the clearest winners from Hitachi's restructuring. According...
Monday 14 September 2026
Notebook shipment update, July 2026

Introduction

Monday 14 September 2026
Sandisk recruits engineers in Korea as memory talent race heats up

Sandisk is making an unusual push into engineering recruitment in South Korea, seeking talent across NAND system architecture, NAND...

Sunday 13 September 2026
China's robot champions can run; now they have to prove they can earn

China's humanoid robot boom is entering a harder phase. After years of headline-grabbing demonstrations and heavy private funding, companies...

Friday 11 September 2026
Samsung Electro-Mechanics, LG Innotek vie in AI package substrates
At South Korea's recent KPCA Show 2026, Samsung Electro-Mechanics and LG Innotek showcased their next-generation package substrate technologies. As AI semiconductors evolve toward...
Friday 11 September 2026
Apple's new chip packaging boosts A20 Pro AI power, pushing MediaTek, Qualcomm to follow suit
Apple has unveiled its latest iPhone 18 Pro and the A20 Pro, its first 2nm chip. According to Apple's official specifications, the A20 Pro features a six-core CPU, seven-core GPU,...
Friday 11 September 2026
MediaTek August revenue beats expectations, boosts 3Q outlook

MediaTek reported August 2026 revenue of NT$64.183 billion (approx. US$2.03 billion), up 32.41% from July and 44.08% year-over-year...

Friday 11 September 2026
Nuvoton sees robots driving MCU demand over next decade

Nuvoton Technology sees robots and other physical AI applications becoming an important source of demand for microcontrollers (MCUs)...

Thursday 10 September 2026
MicroIP lands NT$630 million AI smart-building contract in northern Taiwan
MicroIP said on Sept. 10 that it secured a systems integration contract worth about NT$630 million for a major AI smart residential project in northern Taiwan. The agreement is expected...
Thursday 10 September 2026
Firmus, OpenAI strike compute deal for Malaysia AI factories
Firmus and OpenAI have announced a multi-year strategic partnership that will add dedicated AI compute capacity in Malaysia, underscoring how Asia-Pacific is becoming central to global...