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Wednesday 14 October 2026
China's AI chipmakers target 3D packaging, optical interconnects and software ecosystems
China's domestic AI chipmakers are shifting their competitive focus from individual GPU performance to system-level integration as AI models grow increasingly complex. Three priorities—3D...
Wednesday 14 October 2026
Applied Materials lifts 2030 margin goals, but a missing industry forecast sends a disappointing signal
Applied Materials used its investor day to argue that AI will let it outgrow the chip equipment market through 2030. Investors, however, focused on what the company left out: a forecast...
Wednesday 14 October 2026
Analysis: China's EV rebate cut pushes exporters from volume to value
China's planned cut to export tax rebates for new energy vehicles could ripple through global auto markets, intensifying pressure on low-cost exporters while reshaping trade tensions...
Wednesday 14 October 2026
Apple COO visits Foxconn as iPhone Duo production ramps up
Days before preorders open for Apple's first foldable smartphone, the iPhone Duo, Apple Chief Operating Officer Sabih Khan visited China to inspect its supply chain. On October 11,...
Wednesday 14 October 2026
AI memory boom pushes smartphone market into premium-first reset
While the rapid advancement of AI has driven steadily growing investment in large-scale infrastructure, one of its downstream effects is becoming increasingly visible in the memory...
Wednesday 14 October 2026
Huawei accelerates ASEAN data center hardware supply as Kunpeng chip exports surge
Leveraging Singapore as its regional hub, Huawei has expanded hardware deployments, such as servers, across data centers in the Association of Southeast Asian Nations (ASEAN) region...
Wednesday 14 October 2026
Smartphone costs surge as brands take divergent action
Memory prices have surged 4–5x in recent years, and smartphone brands' efforts to pass those costs on to consumers have already hurt sales of new devices in 2026. With large-scale...
Wednesday 14 October 2026
China's wafer-scale graphene breakthrough brings quantum rectifiers closer to semiconductor integration
Chinese researchers have demonstrated wafer-scale graphene quantum rectifiers that convert weak radio-frequency signals into DC electricity at room temperature without an external...
Tuesday 13 October 2026
Uber consolidates Taiwan, HK and Macau operations under one GM
Uber Technologies appointed a single general manager for Taiwan, Hong Kong and Macau on October 13, combining leadership across the three markets as the ride-hailing company seeks...
Tuesday 13 October 2026
CXMT's server DRAM push raises margin concerns for Samsung, SK Hynix
China's ChangXin Memory Technologies (CXMT) is raising concerns over the future pricing power of Samsung Electronics, SK Hynix, and Micron as its plans for next-generation server DRAM...
Tuesday 13 October 2026
Taiwan panel makers enter semiconductor fight as structural challenges persist
Entering the fourth quarter of 2026, panel makers face pressure from rising component costs and weakening demand. However, price hikes and production cuts led by Chinese panel manufacturers...
Tuesday 13 October 2026
Energy law overhaul drives Taiwan storage demand
Taiwan's Energy Management Act is undergoing its first major revision in nearly a decade, driving businesses to reassess self-generation and energy storage systems (ESS) as the market...
Tuesday 13 October 2026
Stellantis rejects brand split, urges EU to reward local carmaking
At the Paris Motor Show, Stellantis NV CEO Antonio Filosa rejected proposals to split the company's European and US brands and said the company would not sell Maserati. The automaker...
Tuesday 13 October 2026
AMEC chairman warns of AI bubble risk, sees consolidation ahead for China's chip equipment industry
Advanced Micro-Fabrication Equipment (AMEC) chairman and general manager Gerald Yin has warned of a potential AI investment bubble, cautioning that surging demand for chipmaking equipment...
Tuesday 13 October 2026
China's Blue Core Computing secures nearly US$300 million to challenge x86, Arm in AI servers
Shenzhen-based Blue Core Computing (Shenzhen) Technology has raised nearly CNY2 billion (≈ US$298.7 million) in Series B financing to accelerate production of its RISC-V server...