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Thursday 13 August 2026
AI inference surge lifts NAND market to record revenue: Counterpoint
The global NAND market tightened sharply in the second quarter of 2026 as AI workloads shifted from training to inference, driving demand for enterprise SSDs and squeezing consumer...
Thursday 13 August 2026
LX Semicon starts mass producing automotive MCU for Hyundai Motor, Kia
LX Semicon has begun mass production of an automotive microcontroller unit (MCU) and started supplying the chip to Hyundai Motor and Kia, marking the first time the two automakers...
Thursday 13 August 2026
NXP expands Malaysia factory to bolster global chip supply resilience

NXP Semiconductors has begun expanding its Petaling Jaya assembly and test site in Malaysia, a move that could support semiconductor...

Thursday 13 August 2026
Exclusive: US makers accelerate sodium battery plans as shared lithium-ion lines draw investment
US battery makers are moving more quickly into sodium-ion technology to gain production flexibility, fresh capital, and reduced exposure to lithium supply shocks. Industry sources...
Thursday 13 August 2026
Lenovo Capital backs Niobium Optoelectronics in Series B funding for TFLN chips
Jiangsu Niobium Optoelectronics Technology, a Chinese maker of thin-film lithium niobate (TFLN) photonic chips, has closed a Series B funding round worth several hundred million yuan...
Thursday 13 August 2026
TSMC-Sony image sensor venture pushes Japan chip investment to JPY6 trillion

TSMC said on August 11 that it will invest in CMOS image sensor development and mass production with Sony Group in Kumamoto Prefecture,...

Thursday 13 August 2026
Anli-KY lifts July revenue on AI server and drone product shipments
Anli International reported its first-half results on August 11 after announcing the previous day that increased shipments of AI server and drone-related products had pushed July consolidated...
Wednesday 12 August 2026
Foxconn's profit growth outpaces capex; no equity raise planned for 2027 buildout
Foxconn told investors on August 12 that its earnings are now growing faster than the spending required to expand AI server capacity — and that it can fund a bigger 2027 buildout...
Wednesday 12 August 2026
Aleees wins Tesla supply deal as new LFP plant eyes Tainan

Taiwanese lithium battery materials maker Aleees said it secured a 20-year supply contract with Tesla Inc. and plans to deliver at least...

Wednesday 12 August 2026
OCP APAC 2026: Nvidia SVP Shainer on taking CPO to mass production —'can't release something just because it's cool'

Nvidia's Spectrum-6 co-packaged optics (CPO) switches are in production and shipping, Gilad Shainer, senior vice president of networking...

Wednesday 12 August 2026
CXMT DDR5 yield tops 90%, narrowing gap with Samsung

China's leading DRAM maker CXMT has reportedly raised its DDR5 production yield above 90%, narrowing the gap with Samsung Electronics...

Wednesday 12 August 2026
Zhong Yang ramps up Thailand production as drone orders shift from China

Taiwan-based optical lens maker Zhong Yang Technology is benefiting from redirected orders from Europe and the US as customers seek alternatives to China-made components,...

Wednesday 12 August 2026
Japan's US$430B 2040 chip plan hinges on Rapidus 2nm

Japan has drawn up a plan for more than JPY370 trillion (approx. US$2.33 trillion) in combined public and private investment across 17 strategic...

Wednesday 12 August 2026
MediaTek, Realtek, Himax, Elan eye optical communications boom in 2027
The use of optical communications in cloud AI data-center interconnect architectures is rising sharply, and Taiwan IC design firms including MediaTek, Realtek Semiconductor, Himax...
Wednesday 12 August 2026
OCP APAC 2026: Nvidia, Broadcom diverge on how to scale AI networks beyond the rack
Nvidia and Broadcom outlined different paths for scaling AI networks at the OCP APAC Summit in Taipei on Aug. 11, as clusters expand from rack-scale systems to entire data centers...