Infineon Technologies’ acquisition of GaN Systems has bolstered its wide bandgap semiconductor portfolio. The move, combined with its shift to 12-inch gallium nitride (GaN) manufacturing, positions the company to extend its edge over rivals in cost efficiency, production capacity, and technological capability.
As AI shifts from the “information space” into the physical world, China’s leading robotics firms Unitree Robotics and Beijing Galbot are strengthening ties with Nvidia to speed the rollout of humanoid robots and embodied AI systems. Their target is a robotics market projected to be worth trillions of US dollars over the next decade.
China’s humanoid robot industry is entering a rapid commercialization phase, with IPO pipelines expanding and capital inflows surging, as domestic manufacturers intensify competition while matching advances from US counterparts.
Taiwan Semiconductor Manufacturing Company (TSMC) held a board meeting on August 12, during which several key resolutions were made. Of particular interest was the approval to increase the capital of its wholly owned subsidiary TSMC Global by up to US$10 billion to reduce foreign exchange hedging costs.
Samsung Electronics is doubling down on its bet to regain leadership in high-bandwidth memory (HBM), the ultra-fast chip architecture powering next-generation artificial intelligence. The company has begun major equipment investments to mass-produce sixth-generation 10-nanometer-class DRAM (1c DRAM) — the core component of its upcoming HBM4 chips.
US President Donald Trump is imposing steep tariffs on Chinese lithium batteries to limit Beijing’s market dominance, but soaring short-term demand from the electric vehicle (EV) and energy storage sectors is revealing weaknesses in the trade barrier.
The LCD sector continues to face prolonged challenges, prompting transformation across nearly the entire supply chain. In backlight modules, Coretronic Corporation, Radiant Opto-Electronics Corp., and Darwin Precisions Corp. have each forged distinct strategies after years of investment and restructuring. While emerging businesses remain in their early stages, all three companies are betting on strong long-term growth.