Samsung Foundry nears full utilization, but 2nm yields remain a hurdle
China’s chip output jumps nearly 350% in a decade as semiconductor supply chain expands
China claims 8 in 10 robots worldwide are made at home
China’s National Development and Reform Commission (NDRC) said humanoid robots have become a key symbol of the country’s emerging manufacturing sector, claiming that 8 of every 10 humanoid and quadruped robots sold globally are produced by Chinese companies. The remarks came at a July 31 press briefing and also highlighted progress in IC design, semiconductor equipment, wafer fabrication, and packaging and testing.
HP, Asus and Acer reportedly turn to CXMT for laptop memory
HP, Asus and Acer have begun using limited quantities of DRAM from China’s ChangXin Memory Technologies (CXMT) in selected budget notebooks sold outside the US, Nikkei Asia reported, as a global memory shortage pushes PC makers to widen their supplier base.
Taiwan classifies semiconductors, AI as high-energy industries, launches decarbonization project
Taiwan’s government has recently begun classifying the semiconductor and AI industries as high-energy consumption industries in recent documents. This marks a notable development, as the manufacturing sector in general moves toward improving energy efficiency and eliminating toxic materials and waste products in pursuit of more eco-friendly measures to lessen the impact of climate change.
Factorial, SK On sign pact to assess solid-state battery manufacturing
Factorial Energy and SK On have agreed to study whether existing battery plants could be adapted for solid-state cells, a move that could affect how next-generation batteries reach global markets. The deal underscores a broader industry push to scale cleaner, denser energy storage through established manufacturing networks, rather than entirely new factories.
Wistron backs Taiwan’s sovereign AI effort with 2.4 million computing hours
Wistron will provide 2.4 million hours of AI computing capacity in 2026 and support Taiwan’s first open-source language model for three years as it steps up efforts to strengthen Taiwan’s sovereign AI capabilities.
Analysis: Tesla’s driverless ambitions get regulatory reality check
Tesla’s latest quarterly results fell short of market expectations, but another development attracted equal attention: CEO Elon Musk adopted a noticeably more cautious tone when discussing the company’s Robotaxi ambitions.
Onsemi details AI data center momentum, pricing strategy in Q2 earnings call
Onsemi’s leadership fielded a wide range of investor questions following the company’s second-quarter 2026 results, with much of the discussion centered on its accelerating AI data center business, capacity utilization, and how the company is managing rising input costs.