23
May
The perovskite solar cell (PSC) market is still in its early stages, and in an effort to secure leadership, five major Japanese companies have announced the establishment of the Japan Association for the Promotion of Perovskite Solar Cells (JPSC). The initiative aims to take the lead in establishing standardized product specifications, safety guidelines, and recycling protocols while promoting industry-wide adoption and preventing low-quality products from entering the market.
23
May
Huawei continues to erode Nvidia’s market share as China remains closed despite hopes of reopening
Nvidia CEO Jensen Huang said he expects Chinese authorities to eventually allow imports of US artificial intelligence (AI) chips, according to Bloomberg Television. Still, the remarks also underscored the growing implications of export controls that have weakened Nvidia’s position in China while creating opportunities for domestic rival Huawei Technologies and other local suppliers.
23
May
CXMT IPO puts China’s DRAM supply-chain push in focus
CXMT’s planned Shanghai listing is becoming more than a test of investor appetite for China’s top DRAM maker. It is also putting a spotlight on whether the company’s next phase of expansion can accelerate China’s push to localize semiconductor equipment and materials.
23
May
Hotai to build Taiwan production for Toyota Noah and Voxy, exports to Japan start October 2026
Hotai Motor Co. said it will produce Toyota’s Noah and Voxy models in Taiwan and begin exporting them to Japan in October 2026, a move aimed at deepening Taiwan’s role in the global automotive supply chain and supporting Japan’s vehicle demand. According to Japanese media reports and Hotai statements, Toyota will add a dedicated production line in Taiwan, with output currently built at Toyota Auto Body’s Fujimatsu plant and set to expand to Kuozui Motors’ Guanyin plant from October 2026.
23
May
Research insight: China’s auto industry turns to robotaxis and AI at Beijing Auto Show
The 2026 Beijing Auto Show, which concluded on May 3, offered a glimpse into what may become the next defining chapter of China’s automotive industry: not simply electric vehicles, but intelligent mobility powered by artificial intelligence, autonomous driving, and deeply localized innovation.
23
May
Trump revives chip theft claim, heaping pressure on Taiwan semiconductor firms
US President Donald Trump has again repeated the false claim that Taiwan stole America’s chip industry after his meeting with Chinese President Xi Jinping earlier this month, sparking concerns that he is renewing pressure on Taiwanese chipmakers to invest further in America in a bid to reshore semiconductor production.
23
May
Analysis: AMD bets the future of AI runs on CPUs as much as GPUs
Under CEO Lisa Su, AMD is reshaping itself for the age of artificial intelligence. To describe AMD today simply as a hardware company is no longer accurate. As Jensen Huang has often said of Nvidia, his company is “not just a GPU company.” AMD is making a similar argument about its own future.
22
May
AMD’s Lisa Su says AI demand is ‘absolutely real’ as CPUs return to focus
AMD CEO Lisa Su pushed back against concerns of an AI bubble on May 22, saying demand is “absolutely real” and that the industry remains in an early phase of growth.
22
May
AMD’s Lisa Su says memory is becoming another pressure point for AI chips
AMD CEO Lisa Su said the company is satisfied with its current CoWoS supply from TSMC, while noting that memory has become another pressure point in the AI chip supply chain.
22
May
Taiwan broadband CPE industry, 1Q 2026: 10G upgrades drive volume but pricing pressures linger
Global broadband CPE shipments in the second quarter of 2026 are estimated to see a yearly growth of 3.4%, with PON CPE supporting shipment growth.