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11 Aug

South Korean minister warns about CXMT capex as semiconductor profits debate heats up

August 11, 2026
By jeff

South Korean Minister of Trade, Industry and Resources Jung-kwan Kim has warned that the country should not rush to redistribute semiconductor profits throughout society just as AI-driven memory demand is lifting earnings at Samsung Electronics and SK Hynix to record highs. Instead, he said South Korea must help companies reinvest in facilities and R&D to protect its edge as China speeds up semiconductor investment.

11 Aug

Latest News and Trends

Europe and US IDM giants expand China EV share on capacity, tech edge

August 11, 2026
By jeff

Major European and US integrated device manufactures (IDM) have faced strong competition from Chinese players within China’s electric vehicle (EV) market in recent years, but many are now offering a positive outlook for their business there. In recent earnings calls, several companies said their technology lead remains difficult for local rivals to catch up with, while others said AI-related foundry-capacity bottlenecks have left some Chinese integrated circuit (IC) design firms unable to secure enough production for auto customers, allowing IDMs with in-house manufacturing to win back some market share.

10 Aug

Latest News and Trends

SK Hynix weighs stake sale in US$3B Chongqing chip packaging plant

August 10, 2026
By jeff

SK Hynix is considering options for its semiconductor packaging and testing facility in Chongqing, China, including bringing in an outside investor or selling a stake in the operation, which could be valued at about US$3 billion, as the memory chipmaker ramps up investment in South Korea.

10 Aug

Latest News and Trends

Hotai Leasing to debut on the Taiwan stock market on August 11

August 10, 2026
By jeff

Hotai Motor’s all-round mobility services unit, Hotai Leasing, will officially launch its public listing on August 11. Hotai Leasing posted NT$2.7 billion (US$83.8 million) in consolidated revenue for July 2026, up 7.0% from the same period in 2025, reflecting strong profitability and a solid financial position.

10 Aug

Latest News and Trends

Sony, TSMC to spend US$6.3 billion on Japan image sensor venture, Nikkei says

August 10, 2026
By jeff

Sony Group and Taiwan Semiconductor Manufacturing Company (TSMC) plan to invest around JPY1 trillion (approx. US$6.3 billion) in a joint venture to mass-produce next-generation image sensors in Kumamoto, Japan, with commercial production starting as early as 2029, Nikkei reported on August 10. Sony would own about 60% of the venture and TSMC about 40%.

10 Aug

Latest News and Trends

Acer Gadget lifts revenue on smart-life peripherals and plans 2H expansion

August 10, 2026
By jeff

Acer Gadget, a subsidiary of Acer Group, reported strong second-quarter results for 2026 and said it expects growth to continue in the second half of 2026 as smart-life peripherals gained traction. The Taiwan-based maker said smart safes and smart door locks were supporting performance even as the PC market faces headwinds.

10 Aug

Latest News and Trends

Unitree CEO eyes embodied AI and robot expansion

August 10, 2026
By jeff

Chinese humanoid robotics company Unitree said on August 7, 2026, it will continue boosting R&D in core embodied AI technologies, focusing on large embodied AI models, reinforcement learning, self-developed core components, and high-performance actuators. The company also plans to expand its humanoid robot, quadruped robot, and mecha product lines to deploy robots into high-intensity and high-risk tasks.

10 Aug

Latest News and Trends

Commentary: What the DeepSeek-Unitree tie-up reveals about China’s hard-tech financing

August 10, 2026
By jeff

DeepSeek’s participation in Unitree’s Shanghai STAR Market IPO was made at the corporate level, not personally by founder Liang Wenfeng or a fund associated with him.

10 Aug

Latest News and Trends

TSMC July revenue jumps 44.7% to record US$14.5B, 2026 growth forecast tops 40%

August 10, 2026
By jeff

Taiwan Semiconductor Manufacturing Company (TSMC) reported record monthly revenue of NT$467.58 billion (approx. US$14.5 billion) for July 2026, up 5.6% from June and 44.7% from a year earlier, extending strong growth fueled by artificial intelligence and high-performance computing demand.

10 Aug

Latest News and Trends

SuperAlloy boosts profit and expands into semiconductor green supply chains

August 10, 2026
By jeff

SuperAlloy Industrial said after its August 7 board meeting that second-quarter 2026 results showed steady improvement in core profitability, even though foreign exchange losses tied to a weaker yen weighed on net income. The Taiwan-based manufacturer is also moving into the semiconductor front-end equipment supply chain in a bid to build a second growth engine alongside high-end automotive and green materials.

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