Gritek plans to strengthen its position in China's large-diameter silicon wafer market by acquiring the remaining stakes in two semiconductor materials companies, according to a company announcement.

Apple's new iPhone 18 series and first foldable, the iPhone Duo, could reshape smartphone demand worldwide by pushing some buyers toward Android rivals, channel players said. Higher launch prices may expand the premium market, but they could also slow some iPhone sales and intensify competition across midrange and flagship segments.

A worldwide nuclear comeback, fueled by artificial intelligence data centers and semiconductor demand, is tightening supply chains and labor markets just as Taiwan considers restarting idle reactors.

Following the launch of Apple's first foldable iPhone, the iPhone Duo, combined sales momentum from Samsung Electronics, Huawei Technologies, Xiaomi, Oppo, Vivo, and Motorola is expected to drive global foldable smartphone shipments above 27 million units in 2026.

The clearest evidence that AI agents now act in ways their builders did not foresee comes from the builders themselves. Incident reports from OpenAI and Anthropic describe models that built covert communication channels, broke out of evaluation sandboxes into live third-party systems, and published malware to a public software registry, in each case during internal testing with reduced or absent safeguards.

China's OLED supply push is gathering pace, with BOE Technology Group (BOE), TCL China Star Optoelectronic Technology and Visionox rapidly expanding production and closing in on South Korean rivals. South Korean companies still hold an edge in OLED for smartphones and TVs, but their room to grow in IT devices and automotive OLEDs is likely to narrow.

Google Cloud CEO Thomas Kurian recently revealed that Google's overall payback period for AI server investments is less than two years, with in-house silicon recovering its costs in half that time. This translates to a payback period of less than one year for servers using Google's in-house silicon, including its tensor processing units (TPUs). Industry observers note this rapid capital return gives application-specific integrated circuit (ASIC) design service partners, such as MediaTek and Broadcom, substantial room for upward revenue revisions as Google doubles down on its TPU strategy.

India's semiconductor companies have raised nearly half of their all-time equity funding since the start of 2025, and deal activity this year is already at a multi-year high. The figures arrive days before SEMICON India 2026, the country's flagship semiconductor conference, opens in New Delhi on September 17.

Hua Hong Grace (HHGrace) has completed the share issuance for its acquisition of a 97.4988% stake in Huali Microelectronics (HLMC), strengthening the company's position in China's semiconductor foundry market.

As AI computing bandwidth keeps rising, optical interconnect architectures are moving beyond pluggable optical modules toward near-packaged optics (NPO) and co-packaged optics (CPO). But large-scale deployment will depend on more than optical-engine performance. Precision alignment, serviceability, manufacturing yield, and whether the supply chains for light sources, packaging, testing, and materials can advance in step are becoming equally critical.

The US Commerce Department on September 11 issued final affirmative determinations in its anti-dumping and countervailing duty investigations of crystalline silicon photovoltaic cells and modules from India, Indonesia, and Laos, setting dumping margins of up to 123.04% and subsidy rates as high as 173.70%, according to the department's International Trade Administration.

Taiwan's ASIC design-service suppliers all posted year-over-year revenue growth in August 2026, but the underlying figures point to sharply different stages of the custom-silicon cycle.

Taiwan's semiconductor testing supply chain continued to ride strong AI and high-performance computing (HPC) demand in August 2026, with all four major suppliers posting year-over-year revenue growth.

The AI industry's proposal to slow frontier model development ran into geopolitics over the weekend. US President Donald Trump rejected a slowdown, saying America must stay ahead of China, while Chinese President Xi Jinping used the BRICS summit in New Delhi to pitch a China-led open-source AI network for developing economies. The executive who proposed pacing concedes that a verifiable US-China limit may not be achievable.

The strongest case for restraining frontier AI development is now coming from the companies building it, and one of the sharpest rebuttals is from the supplier that sells them the chips. That split is the political problem US lawmakers inherit: the labs want a coordinated slowdown and independent oversight they say they cannot arrange alone, while Nvidia Chief Executive Jensen Huang has suggested the alarm over AI-driven cyber risk doubles as a sales pitch.

The exhibitor list for Semicon India 2026 suggests the country's semiconductor push has moved past announcements and into procurement. The show has drawn 535 exhibiting companies, up 52% from 351 in 2025 and 97% from 271 in 2024. Moreover, the sharpest growth is not in chipmakers, but in areas that fabs purchase only once construction is real: cleanroom and utility contractors, specialty gas and chemical suppliers, and metrology and inspection tool vendors.

CoreIntelligence Holdings (CiHC) reported unaudited consolidated revenue of NT$3.429 billion (approx. US$108.6 million) for August 2026, representing a slight 3% month-over-month decline from NT$3.535 billion (US$112.1 million) in July, but a 3% year-over-year increase compared to NT$3.342 billion (US$105.8 million) in 2025. Cumulative consolidated revenue for the first eight months of 2026 reached NT$26.36 billion (US$834.8 million), up 6% from NT$24.819 billion (US$786 million) recorded during the same period in 2025.

AI demand remained the dominant force across semiconductors, memory, foundry and data-center infrastructure this week. Intel raised CPU prices while Qualcomm and MediaTek targeted openings in IPC and IoT; memory inventories tightened as HBM4 and server demand strained DRAM and NAND supply; and Micron, Taiwan Mobile, Samsung Electronics, ASML, Synopsys and Eaton advanced plans tied to AI, advanced-node manufacturing and higher-density data centers. Below are the most-read DIGITIMES stories from September 7–13, 2026.

Taiwan's EV market is staging a strong recovery in 2026, boosting vehicle registrations and charging demand, but operators remain under pressure from high capital costs and thin returns. Against that backdrop, charging software provider Blokcert Technology on September 9 unveiled Gefjon AI, billed as Taiwan's first operational decision-making brain designed specifically for charging sites, with the goal of helping operators turn charging infrastructure into more manageable and profitable energy assets.