South Korean equipment maker Naintech is expanding beyond secondary-battery equipment by entering TCL China Star Optoelectronic Technology’s 8.6-generation inkjet OLED mass-production line. South Korean media reported that Naintech secured a KRW25.4 billion (approximately US$17.5 million) supply contract with LG Electronics.
China Mobile plans procurement exceeding CNY500 billion (≈ US$75.1 billion) in 2027, including more than CNY100 billion for AI computing infrastructure, signaling a shift from conventional telecom services towards large-scale AI infrastructure. Chairman Zhongyue Chen expects intelligent computing capacity to double in each of the next two years, supported by an expanding network of gigawatt-scale data centers.
Madison Huang, Nvidia CEO Jensen Huang's eldest daughter and the company's senior director of marketing for Omniverse and robotics products, has canceled her entire visit to South Korea, including a planned meeting with South Korean Deputy Prime Minister and Minister of Science and ICT (MSIT) Bae Kyung-hoon. Nvidia cited only "family reasons" for the cancellation.
Optical lens maker Genius Electronic Optical (GSEO) reported October 2026 consolidated revenue of NT$2.126 billion (approx. US$64.9 million), down 20.41% from September and 5.78% from the same month in 2025, as China's National Day holiday and delayed customer product launches reduced shipments.
Japan's Nittobo (Nitto Boseki) plans to invest an additional JPY20 billion (approx. US$127 million) to expand production of T-Glass, a specialized low-coefficient-of-thermal-expansion (low-CTE) glass fiber cloth used in advanced semiconductor packaging. The expansion will increase capacity to 3.6 times its fiscal 2025 level by fiscal 2029, reflecting persistent supply shortages and growing demand from AI chipmakers.
The US AI data center expansion is entering a critical phase, with electricity supply and local governance emerging as major constraints. Democrat Gina Hinojosa's victory in the 2026 Texas gubernatorial election has added policy uncertainty to new data center projects already delayed by grid interconnection and environmental reviews.
Samsung Electronics has reportedly agreed to sell approximately 300 semiconductor manufacturing tools from its shuttered 8-inch S7 foundry in Giheung to South Korea's DB Group, as DB HiTek faces tight production capacity and Samsung prepares to withdraw from the 8-inch foundry business.
South Korea's JNTC has joined Nvidia's purchasing supplier list and is supplying paid samples of through-glass via (TGV) substrates, including 2mm-thick glass cores, The Elec reported on November 6.
The 2026 World Internet Conference Wuzhen Summit, which opened on November 4, brought AI agent governance into focus, with leading Chinese technology companies seeking common standards to address cybersecurity risks and potential misuse.
South Korean chip designer LX Semicon posted its first quarterly operating loss since going public in 2010, as weak demand for display chips and pricing pressure from electronics manufacturers weighed on earnings. The company also nominated a new CEO to lead its turnaround efforts.
The global TV panel market entered a period of fragile equilibrium in November 2026 following the end of peak-season inventory replenishment. Although TV brands have become more cautious in procurement, panel manufacturers are adjusting production at advanced-generation LCD fabs to stabilize prices, with rising upstream material costs reinforcing their reluctance to offer discounts.
National Silicon Industry Group (NSIG) expects to complete its expansion to 1.2 million 300mm silicon wafers per month by the end of 2026, positioning the Chinese semiconductor materials supplier to benefit from recovering wafer prices and growing demand for silicon-on-insulator (SOI) substrates used in silicon photonics (SiPh).
Chinese semiconductor equipment makers report record orders extending into 2027, with AI-driven investment in advanced memory, logic chips and packaging strengthening demand for domestic manufacturing tools. The expansion is benefiting suppliers across etching, thin-film deposition, cleaning and electroplating, although component delivery constraints could delay the conversion of orders into revenue.
Samsung Electronics plans to begin structural work at its P5 Fab 2 facility in Pyeongtaek, South Korea, in January 2027, accelerating its memory capacity expansion as chip shortages are expected to persist through 2028, DealSite reported.
YMTC's parent company, CCSH Corporation, had planned to raise CNY33 billion (approx. US$4.93 billion) through an IPO on Shanghai's STAR Market to finance production-line upgrades and next-generation memory research. However, the strategic placement process, originally expected to begin between late October and early November 2026, has reportedly slowed.
