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Friday 23 October 2026
TSMC reportedly surveys suppliers on rare-earth-free motors as China's export-control pause nears legal expiry
The world's largest contract chipmaker is weighing whether the motors inside its factory-automation equipment can run without rare-earth magnets, a sign that China's grip on rare earths now reaches the machinery that keeps fabs running, just as a key Chinese export-control pause approaches its legal expiry date.
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Tuesday 27 October 2026
Tamil Nadu adds independent chip subsidy route as Indian states vie for investment
India's semiconductor drive has largely been led by New Delhi, which selects projects for large central incentives while state governments add their own packages of land, infrastructure and financial support. Tamil Nadu is now giving semiconductor investors another route.
Tuesday 27 October 2026
OPTOELEC seeks AI data center orders as Himax advances CPO optics
South Korean optics maker Optoelec is seeing growing interest from AI data center customers as it seeks to expand its wafer-level optics (WLO) business into high-speed optical communications, a market where Taiwanese suppliers are already moving toward commercial production.
Tuesday 27 October 2026
NT1 plans to assemble Chinese delivery vans in Korea in 2027
South Korean autonomous delivery company NT1 plans to begin assembling Chinese-designed delivery vans locally in 2027, gradually adding Korean-made components as it seeks approval to operate the vehicles on public roads.
Tuesday 27 October 2026
Hyundai supplier SL eyes first overseas robot deployment in US
South Korean automotive supplier SL is considering deploying its mobile dual-arm robot at a US factory in 2027 or 2028, potentially marking the system's first overseas deployment, a company representative said in an interview with DIGITIMES at FIX 2026 in Daegu on October 24.
Tuesday 27 October 2026
Tata Communications plans up to US$450 million fibre network linking India's AI hubs
Tata Communications announced on October 26 that it plans to invest US$400-450 million in approximately 10,000 kilometers of long-haul fiber across India, linking data centers and AI hubs as it expands its connectivity business. The network will connect domestic corridors with its global backbone.
Tuesday 27 October 2026
KAR bets on fleet monitoring as South Korea expands robotaxi trials
South Korean vehicle engineering company KAR plans to develop a monitoring system for the electronic controls it installs in autonomous vehicles, seeking recurring maintenance revenue as the country expands robotaxi trials.
Tuesday 27 October 2026
India sets October 2028 target for homegrown smartphone brand
India's electronics and IT minister, Ashwini Vaishnaw, has set October 23, 2028, as the date by which the country will have mobile phones that are designed, manufactured, and branded domestically, as New Delhi seeks to move beyond assembling devices for foreign brands.
Tuesday 27 October 2026
Samsung Executive Chairman reportedly eyes RX unit visit for humanoid robot push
Samsung Electronics Executive Chairman Lee Jae-Yong is reportedly set to visit the company's Robotics eXperience (RX) business unit in Seoul's Umyeon-dong by the end of October to review humanoid robot development and preparations for CES 2027. If the visit takes place, it will be Lee's first visit since the organization was established, highlighting Samsung's strategy of commercializing robots through manufacturing applications.
Monday 26 October 2026
India roundup: India's tech build-out opens new markets, but foreign suppliers are first in line
India's tech push opens markets unevenly: foreign suppliers get first crack at Tata's fab, Lam courts local vendors, Jio's IPO tests its 5G pitch, and CleanMax powers AI data centers.
Sunday 25 October 2026
China clears DeepSeek, MiniMax for overseas AI deployment
DeepSeek and MiniMax have received approval to deploy their artificial intelligence models overseas, according to a post published October 22 by China Central Television’s Yuyuantantan account. The move signals that Beijing intends to permit Chinese AI companies to pursue global commercialization, even as proposed export controls could raise the threshold for transferring some advanced technologies abroad.
Sunday 25 October 2026
Moonshot's Singapore hiring shows how China's open-model labs plan to get paid abroad
Moonshot AI's first visible overseas sales hire marks a new stage in how Chinese developers of open-weight models compete outside China. They have given away model weights to win developers and earned money through cloud platforms and license terms; Moonshot now appears to be adding staff on the ground to manage partners and large customers.
Saturday 24 October 2026
AIDC launches Taiwan's largest industrial microgrid with 9MW/54MWh energy storage capacity
Aerospace Industrial Development Corporation (AIDC) held an inauguration ceremony for its 9MW/54MWh large-scale microgrid system at its Shuinan facility in Taichung on October 22, marking the official commissioning of what the company describes as Taiwan's largest industrial behind-the-meter energy storage microgrid.
Friday 23 October 2026
Doosan Robotics targets automakers, chipmakers as Chinese rivals cut prices
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.
Friday 23 October 2026
Semco's 61-week MLCC lead times give suppliers upper hand in AI supply chain
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.
Friday 23 October 2026
Apple reportedly taps BOE for LCD iMac development, keeps OLED timetable in question
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.