East Asian Technology Intelligence
Japan & China technology, translated and contextualized for Western readers
SanDisk is advancing High Bandwidth Flash (HBF) memory, which stacks NAND flash silicon dies, as a high-capacity, lower-cost, and lower-power alternative to High Bandwidth Memory (HBM) for AI systems.
Taiwanese IC design leader MediaTek reported a record-breaking NT$64.183 billion (approximately US$1.99 billion) in consolidated revenue for August 2026, marking a 32.41% month-on-month and 44.08% year-on-year increase.
Amid tightening US export controls, Chinese AI chip companies are increasingly relying on grey markets for advanced High Bandwidth Memory (HBM), paying several times the price of international buyers.
ASML announced its lithography technology roadmap, detailing the progression from current 0.33 NA (numerical aperture) EUV systems to 0.55 High-NA, and further to 0.75 Hyper-NA EUV, slated for introduction after 2030.
Apple is widely expected to unveil its first foldable iPhone, possibly named ‘iPhone Ultra,’ at its product announcement event on September 10th at 2 AM JST.
Hanmi Semiconductor Chairman Kwak Dong-shin announced an additional personal share acquisition of 700 million Won, bringing his total personal investment in company shares since 2023 to 72 billion Won (approximately $52.7 million USD).
Wistron reported a record NT$460.07 billion (US$14.4 billion) in consolidated revenue for August, up 49.3% month-on-month and 166% year-on-year, driven by strong AI-related product shipments.
Delta Electronics’ August consolidated revenue reached TWD 64.586 billion, a 34.9% year-over-year increase, while Lite-On Technology hit TWD 19.6 billion, up 25% year-over-year and marking a new single-month high for 2026.
Siemens Digital Industries Software announced an expansion of its ‘Fuse EDA AI Agent’ platform, integrating NVIDIA AI technology to enable autonomous and long-running verification in semiconductor design flows.
The Semiconductor Industry Association (SIA) announced that global semiconductor sales for July 2026 reached $146.8 billion, a 135.1% increase year-over-year.
