Samsung Electronics has never had more capital at its disposal. The company reported operating profit of KRW89.5 trillion (approx. US$67 billion) in the second quarter of 2026 and KRW107.4 trillion in the third, when its operating margin reached approximately 55%. Samsung became the first technology company worldwide to post quarterly operating profit exceeding KRW100 trillion. The company is benefiting enormously from the memory boom, but its dependence on the industry has also deepened.

Lite-On Technology reported record net profit for the third quarter of 2026 as demand for AI infrastructure boosted its cloud and power businesses. The Taiwanese electronics supplier posted consolidated revenue of NT$57.4 billion (US$1.8 billion), up 9% quarter-over-quarter and 28% year-over-year, while executives said AI-related revenue had exceeded 30% of the company's year-to-date total.

Nvidia's robotics partnerships in South Korea are moving beyond initial agreements, with LG Electronics beginning partial operations at its robot-training Data Factory and LG Innotek expanding cooperation on sensing technologies. Hyundai Motor Group, another Nvidia partner, has also outlined new steps toward building AI infrastructure for robotics and autonomous driving.

South Korean companies showcased humanoid robot components, dual-arm machines, and autonomous driving systems at FIX 2026 in Daegu, offering a look at how developers are bringing automation into factories and transportation. The technologies ranged from robotic hardware under development for manufacturing applications to an autonomous taxi service already carrying paying passengers.

Taiwan Mobile (TWM) said its buy now, pay later (BNPL) service is expanding beyond e-commerce checkout to travel, pet care, and other consumer scenarios, driven by the growth of atypical employment and rising demand for flexible payments. The service, branded "OP Pay," had 49.9% more cumulative users as of the end of September 2026 than at the end of September 2025.

Ibiden on October 29 raised its fiscal 2026 forecast, projecting consolidated net profit to rise 40% year-over-year to JPY89 billion (US$563 million) and revenue to increase 36% to JPY565 billion. The company also announced an additional JPY151 billion in capital investment to expand advanced IC packaging substrate capacity for generative AI servers and CPUs.

Japan’s Renesas Electronics expects strong demand for AI data centers, industrial applications, and automotive semiconductors to drive 2026 revenue to JPY1.6668 trillion (US$10.55 billion), up 26.4% year-over-year, with its operating margin rising to 33.2%, according to its third-quarter 2026 earnings report.

Vietnamese electric vehicle maker VinFast aims to make India one of its two largest markets alongside Vietnam, Tapan Ghosh, CEO of VinFast Asia, told Nikkei Asia in an interview published on October 28. The Nasdaq-listed company expects Asia, including Vietnam, to account for 90% of its global sales by 2030.

KLA Corporation, the US maker of semiconductor inspection and metrology equipment, is evaluating a manufacturing foray in India and is considering one or two applications under the country's Semicon 2.0 incentive scheme, The Economic Times reported on October 29, citing people familiar with the developments. KLA did not respond to the newspaper's queries.

South Korean AI chip developers HyperAccel and Rebellions are moving beyond standalone accelerators to develop integrated data center systems, seeking to combine domestic processors, memory, and networking technologies into infrastructure capable of handling different AI workloads at lower cost.

Delta Electronics approved plans on October 28 to establish a large manufacturing base in Penang, Malaysia, as the power and thermal management company expands overseas production to support customer demand. The site is expected to ramp up to capacity comparable to that of Delta's Thailand operations over five years, with space reserved for process research and development and a potential future R&D center.

Doosan Enerbility is strengthening its position in the AI-driven power infrastructure market, backed by 12 gas turbine orders in the US and an expanding nuclear energy portfolio. At Smart Energy Plus (SEP) 2026 in South Korea, the company showcased technologies spanning gas turbines, large nuclear reactors, small modular reactors (SMRs), and offshore wind, highlighting delivery speed, manufacturing capacity, and long-term maintenance as increasingly critical competitive factors.

South Korean ultra-thin glass (UTG) maker Dowoo Insys is expanding its smartphone glass technology into the automotive market, developing protective glass for rollable OLED displays with a major South Korean automotive electronics company. The product could enter commercial production as early as the second half of 2027.