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2026-09-21

[News] China’s MLCC Market Splits: AI-Grade Orders Reportedly Stretch Into 2Q27 While Consumer Spot Prices Slide

Surging AI server deployments are tightening the market for high-capacitance multilayer ceramic capacitors (MLCCs), as higher component requirements drive demand for high-end products. According to Commercial Times, citing CCTV Finance, some Chinese suppliers have already seen orders for high-end AI...

2026-09-21

[News] TSMC Plans Mini-Loop at Kaohsiung to Speed CoWoS Tool Validation; Reportedly Eyes AUO Site for CoPoS

As AI demand drives growth in advanced packaging, TSMC is strengthening equipment and materials validation across its supply chain. According to Commercial Times, construction of Kaohsiung’s Baipu Industrial Park began on September 21, with TSMC expected to anchor the cluster. The company plans to...

2026-09-21

[News] CXMT G5 DRAM Enters Mass Production with 50%+ Higher Dies Per Wafer; SAQP Enables 11.95nm Half-Pitch

Fresh off announcing LPDDR6 mass production and its debut in Xiaomi’s 18 Fold, CXMT has reached another major milestone. According to Reuters, citing the company’s press release, the Chinese memory giant said its fifth-generation DRAM technology, or G5 Platform, has entered mass production along...

2026-09-21

[News] Chinese Researchers Achieve Breakthrough in Superconducting Quantum Computer Architecture

Researchers from Origin Quantum, in collaboration with the University of Science and Technology of China (USTC) and the Institute of Artificial Intelligence at the Hefei Comprehensive National Science Center, have developed a coherent quantum routing system for bucket-brigade Quantum Random Access M...

2026-09-21

[News] Tesla Reportedly Audits China Suppliers for Optimus Gen 3 Ramp, Eyes $20,000 Price Target

Tesla’s next-gen Optimus may be moving closer to mass production, with Chinese suppliers set to play a key role. According to 21st Century Business Herald, a Tesla team arrived in Ningbo on September 16 and began a new round of supplier audits the following day to assess production readiness. I...

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