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Wednesday 15 July 2026
CATL redraws AI ambitions with DeepSeek, VNET and an energy-first strategy

CATL is rapidly expanding into AI infrastructure. Through strategic investments in DeepSeek, data centres and power systems, the company...

Wednesday 15 July 2026
Taiwan auto market rebounds as replacement demand lifts second-half outlook
Taiwan's auto market showed signs of recovery in June, and industry players expect replacement demand from the AI supply chain to support sales in the second half of 2026. The shift...
Wednesday 15 July 2026
Huawei to unveil largest Ascend SuperPoD at Xi-opened WAIC , scaling China's AI infrastructure

Huawei will publicly display its Atlas 950 SuperPoD AI computing system for the first time at the 2026 World Artificial Intelligence...

Wednesday 15 July 2026
China's Orient Computing unveils 14nm AI chip designed to bypass HBM constraints

Shanghai Orient Computing Core Technology has launched the DF1000, a 14-nanometre AI accelerator that uses software-defined computing...

Wednesday 15 July 2026
Huawei's US$11B clean energy business turns Brazil into its next growth engine

Huawei Technologies is becoming an increasingly important supplier to the global energy transition, expanding beyond telecommunications...

Wednesday 15 July 2026
South Korea moves to secure power for new chip cluster

South Korea is accelerating plans to supply electricity to a new semiconductor cluster in the country's southwest by 2030, potentially...

Wednesday 15 July 2026
Taiwan auto parts makers look to overseas expansion as turmoil in China's auto market worsens

China's auto market remained volatile in the second quarter of 2026, even though new energy vehicles (NEV) and emerging brands continued...

Wednesday 15 July 2026
CXMT's US$4.3B IPO powers China's HBM challenge to global memory giants

CXMT is preparing China's largest chip-sector IPO of 2026, seeking up to US$4.3 billion to expand DRAM and HBM capacity, deepen vertical...

Wednesday 15 July 2026
AI image sensor chip makers accelerate shift to algorithms, modules
AI image sensor chips have become a key market for Taiwan's IC design firms, with major players such as Novatek Microelectronics, Realtek Semiconductor, and Himax Technologies, as...
Wednesday 15 July 2026
China's 1H26 IC exports jump 96% on AI hardware demand
China's IC exports surged in the first half of 2026, underscoring strong demand for AI, data center, and HPC hardware that lifted electronics supply-chain momentum. The General Administration...
Wednesday 15 July 2026
Rebound in North American AM market lifts Taiwanese auto parts suppliers
The market for aftermarket (AM) automotive parts in North America is showing signs of recovery, prompting Taiwanese suppliers to strike a cautiously optimistic tone in recent shareholder...
Tuesday 14 July 2026
Treading the market slowdown: IT panel demand cools as Taiwan display makers pivot to AI

As early inventory stocking by brand customers winds down, China's 618 Shopping Festival delivers weaker-than-expected sales, and LCD...

Tuesday 14 July 2026
Nvidia cuts list of approved Asian chip buyers by more than half to prevent diversion to China

Nvidia has removed more than half of the Asian customers it previously authorized to buy its advanced chips, after creating a new internal...

Tuesday 14 July 2026
China rare-earth price dip ends seven-quarter rally, tight supply keeps magnets in focus

China's largest rare-earth suppliers have cut their third-quarter 2026 concentrate transfer price for the first time in eight quarters,...

Tuesday 14 July 2026
Huaqin expects first-half net profit to jump over 50%, but core earnings growth stays modest
Chinese contract-manufacturing giant Huaqin Technology expects its net profit for the first half of 2026 to rise between 53.5% and 61.5% year-over-year, to a range of CNY2.9 billion...