Lam Research is launching its first country-specific semiconductor venture fund in South Korea after shipping its 15,000th locally manufactured processing chamber, deepening its manufacturing and technology ties with one of the world's major chipmaking hubs.

India's outsourced semiconductor assembly and test (OSAT) sector has moved from inaugurations to its first export shipments. The challenge now is scale. The new plants are small, still lean on foreign engineers and partners, and the government's second subsidy round offers less support for conventional packaging than the first. Japanese chipmakers are among the earliest customers, but they are spreading work across several Indian partners rather than building their own plants.

China is accelerating construction of its so-called "six networks" — water, a new power grid, computing, next-generation communications, urban underground pipelines, and logistics — as data centers driven by AI and the digital economy create new demand for electricity and infrastructure. The latest push is turning coordination between computing, power, and telecommunications into a new policy challenge.

India-based engineering firm Sasken Technologies plans to license company-owned semiconductor interconnect intellectual property (IP) to multiple customers, marking an effort to move beyond customer-specific chip engineering work toward a reusable IP business model.

Malaysia's plan to climb the semiconductor value chain is colliding with two constraints: a shortage of land in Penang, the heart of its chip industry, and mounting pressure to pick sides in the US-China technology contest. Off Penang's coast, developers are reclaiming a 2,300-acre Silicon Island from the sea to give the cluster room to expand, even as Washington presses Kuala Lumpur to police advanced chip flows and Chinese-linked firms are setting up in the state to reduce their exposure to scrutiny of China-origin goods.

Taiwan's Gemtek Technology is set to provide the optical know-how behind Dixon Technologies' move into the data center market. The Indian contract manufacturer signed a joint venture agreement with Gemtek on October 7 to make optical transceivers in India and said in a filing with the BSE and the National Stock Exchange of India that the deal is expected to let it enter the data center, telecom, and optical-connectivity ecosystem by combining its large-scale manufacturing with Gemtek's expertise in high-speed optical modules, telecom infrastructure, and networking.

Taiwan has ordered a halt to imports of China-made fiberglass silicone sleeves, saying that opening the market to such products would cause a major adverse impact on related industries.

Huawei executive director and consumer business group chairman Richard Yu said at a recent media roundtable that the company has worked with China's supply chain since US export controls were imposed in 2019 to build an independent supply system spanning chips, operating systems, basic software, and materials. He said Huawei has now essentially broken free from dependence on US technology.

South Korean health tech company Witchbox is extending AI posture analysis into gym operations management, using its iPosture Pro platform to integrate body assessments, workout programs, and member tracking as competition in the category intensifies. The company has already built a Pilates education partnership base in Taiwan and now wants to work with local channels and hospitals to expand brand visibility and use cases.

Samsung Electronics is expanding its memory testing footprint beyond South Korea with a US$4.08 billion project in Vietnam, adding another back-end and export base as tight DRAM and NAND supply increases the value of geographic diversification.

Microloops, a thermal module maker, reported September 2026 consolidated revenue of NT$421 million (approx. US$13.2 million), up 25.12% year-over-year but down 17.88% month-over-month, as component shortages slowed customer pull-ins from cloud service provider orders. The company said underlying demand remained intact and was only delayed, while new products from major cloud clients continued to make a meaningful contribution to sales.

Acer's subsidiary Acerpure reported record quarterly and nine-month revenue for 3Q26, driven by strong demand for air conditioners in India and Indonesia and continued growth in its TV business in India. The company said its overseas home-appliance expansion is gaining traction across Southeast Asia.

An investigation by a South Korean lawmaker's office revealed that former Samsung Electronics and SK Hynix personnel who transitioned to Chinese DRAM maker ChangXin Memory Technologies (CXMT) spanned key stages of semiconductor development and mass production, including circuit design, process integration, and defect analysis. The group notably included engineers with experience in high-bandwidth memory (HBM) design and advanced packaging.

Huawei and Qualcomm announced on Oct. 5 that they had signed a multi-year patent licensing agreement covering technologies including 5G, computing, AI and networking.

AMD CEO Lisa Su moved from supply-chain talks in Taiwan to South Korea this week, broadening the chipmaker's Asia push from efforts to secure more CPU, GPU and advanced-wafer capacity to building an open computing ecosystem around its processors, Korean AI accelerators and software.