Doosan Robotics is focusing its sales efforts on large automotive and semiconductor manufacturers as it develops AI-powered systems capable of handling more complex factory tasks, Hyeonchang Jeon, senior manager of the company's Korea sales team, said in an interview with DIGITIMES at FIX 2026 in Daegu, South Korea.

Samsung Electro-Mechanics (Semco) is gaining pricing power as AI server demand extends multilayer ceramic capacitor (MLCC) lead times beyond a year. Shortages now span consumer, automotive and industrial products, prompting customers to secure 2027 supplies.

Apple has reportedly asked BOE Technology and other panel makers for technical information on LCD panels for a future iMac, raising questions about the pace of its OLED transition. The potential LCD model's launch around 2029 overlaps with industry expectations for the first OLED iMac in 2029-2030.

Rapidus chairman Tetsuro Higashi said the Japanese chipmaker remains broadly on track to begin mass production of 2nm chips in the second half of 2027. Winning customers remains a key challenge, and initial demand is expected to come mainly from the United States, where demand related to artificial intelligence is strong.

Concerns over a potential AI bubble are intensifying. From large language models (LLMs) and AI data centers to humanoid robots, investors are increasingly questioning when massive capital investments will translate into corresponding revenue and profits.

Chinese smartphone brands have brought high-refresh-rate OLED displays to market ahead of Samsung Electronics and Apple, with Visionox and BOE supplying 185Hz panels for the iQOO Neo 12 and RedMagic 12 Pro+, respectively. The move sets a new standard for smartphone applications, where power consumption remains a major concern, and has drawn market attention.

China's weakening car market is challenging automakers, parts suppliers, and dealers as exports rise but domestic demand contracts. For global industry watchers, the downturn is a test of electric-vehicle resilience, subsidy dependence, and manufacturing overcapacity. Over time, planned capacity controls and corporate consolidation could reshape competition and supply chains worldwide.

JCET Group lifted third-quarter revenue 13.53% year-over-year to CNY11.43 billion (approx. US$1.71 billion) and net profit attributable to shareholders 59.99% to CNY773 million. For the first nine months of 2026, revenue rose 7.96% to CNY30.95 billion, while net profit climbed 69.58% to CNY1.62 billion. Profit excluding non-recurring gains and losses increased 99.17% to CNY1.56 billion.

As Taiwan enters a super-aged society, labor shortages and mounting workloads in long-term care are making care robots more than an automation challenge. The key question is how to enable robots to understand the human body, determine appropriate care movements, and remain safe during close contact with patients.

Digital transformation services provider ChainSea Information Integration will list on the Taipei Exchange on October 23 at an underwriting price of NT$60 (US$1.85) per share, as it expands AI-related business to drive revenue growth from 2027.

India's "Make in India" policy is driving demand for smart manufacturing and machinery. As such, Taiwanese machinery manufacturers are positioning themselves to seize the opportunities presented by the country's manufacturing push.

South Korean robot makers are taking different routes into industrial humanoids: Tesollo is building dexterous hands, AeiROBOT is preparing bipedal systems for shipyards and construction sites, and HD Hyundai Robotics is developing a dual-arm platform that may eventually gain wheels and legs.

CleanMax's partnerships with Apple, Meta, and other technology companies highlight how artificial intelligence (AI) data centers are intensifying global demand for renewable power.

LG Electronics is expanding its artificial intelligence (AI) footprint on two fronts: in-house appliance chips and GPU compute services. On one hand, the company is scaling up the deployment of custom AI chips in its home appliances to boost product differentiation. On the other hand, PADO, a startup incubated and spun off by LG NOVA (LG's North American Innovation Center), is entering the GPU compute leasing and brokerage market to explore data center opportunities.