2026 White Dew to Arrive!
As autumn’s atmosphere grows stronger, September 7, 2026, will mark the arrival of Bailu (White Dew), the third solar term of autumn, signaling the transition from early autumn to mid-autumn. As nature enters a season of cooling temperatures and harvest, the global semiconductor industry is also experiencing a period of transformation, with major breakthroughs emerging in memory chips, edge AI processors, and artificial intelligence partnerships.
About Bailu (White Dew)
Bailu, the fifteenth of China’s 24 traditional solar terms, usually falls between September 7 and September 9 on the Gregorian calendar each year. In 2026, Bailu arrives on September 7. According to ancient Chinese philosophy, the four seasons correspond to the five elements, with autumn associated with the element of metal and the color white. As temperatures decline in autumn, dew begins to condense on plants and appears crystal clear under the morning light, giving rise to the name “White Dew.”
After the arrival of Bailu, summer heat gradually fades as cooler air begins to move southward more frequently. The Northern Hemisphere experiences shorter daylight hours and weaker solar radiation, while clear nights accelerate surface cooling, leading to a noticeable drop in temperatures. This period also brings unique seasonal traditions across China. In regions such as Nanjing, drinking Bailu tea is an important custom, with the folk saying, “Spring tea is bitter, summer tea is astringent, but autumn Bailu tea is the finest.” After experiencing summer heat, tea leaves harvested around Bailu develop a richer aroma and smoother flavor. Meanwhile, Jiangsu and Zhejiang provinces maintain the tradition of brewing Bailu rice wine. Historically, families in rural areas would begin preparing this mildly sweet and warming fermented drink during Bailu to welcome guests and celebrate the autumn harvest.
Bailu Season Meets a New Chapter in the Semiconductor Industry
As nature enters a period of accumulation and harvest during Bailu, the global semiconductor industry is also moving toward a new stage of growth driven by artificial intelligence and advanced computing. From memory technologies to edge AI solutions and global chip collaborations, leading semiconductor companies are accelerating innovation to capture opportunities created by rising AI demand.
Recently, memory chip manufacturer Nanya Technology reported outstanding financial performance, with its August 2026 revenue reaching a record high and surging 560.85% year over year. The strong growth reflects improving demand for DRAM products, driven by AI servers, cloud computing, and high-performance computing applications. As the AI boom continues to reshape the semiconductor supply chain, memory manufacturers are benefiting from stronger market conditions and expanding opportunities.
At the same time, Qualcomm continues to strengthen its position in the edge AI market by launching two new Dragonwing processors designed for AI-powered edge devices. These processors aim to deliver enhanced AI computing capabilities for industrial equipment, smart devices, and embedded applications, highlighting the growing importance of on-device intelligence as AI moves beyond traditional cloud-based systems.
Meanwhile, AI cooperation among global semiconductor giants is entering a deeper phase. NVIDIA plans to subscribe to $3.5 billion worth of MediaTek’s convertible bonds.The two companies will collaborate on AI computing solutions spanning edge devices to cloud platforms, combining NVIDIA’s AI acceleration technology with MediaTek’s system-on-chip expertise to accelerate the adoption of next-generation AI applications.
The Bailu solar term represents harvest, maturity, and the accumulation of energy before a new cycle begins. Similarly, the semiconductor industry’s recent achievements are the result of years of technological investment and innovation. As AI continues to reshape the global technology landscape, chip manufacturers are building the foundation for the next wave of intelligent applications, just as nature quietly prepares for the abundance of autumn.
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