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Wednesday 28 October 2026
Samsung DX division opens Suzhou robotics R&D hub
Samsung Electronics' Device eXperience (DX) division has established its first overseas research and development site for manufacturing technology in Suzhou, China, leveraging the city's robotics and automation ecosystem to develop technologies for Samsung's global factories.
Wednesday 28 October 2026
FarEasTone, Elveo Mobile expand satellite-to-phone connectivity in Taiwan
FarEasTone Telecommunications signed a cooperation agreement with Direct-to-Device (D2D) satellite communications provider Elveo Mobile on October 27 to expand satellite-to-phone services in Taiwan. The partnership will integrate D2D capabilities with FarEasTone's existing terrestrial mobile network, supporting broader coverage, stronger communications resilience, and a future integrated space-and-ground network.
Wednesday 28 October 2026
CXMT reportedly prioritizes China demand, rejecting Apple's DRAM inquiry
China's CXMT has reportedly declined Apple's inquiry about purchasing DRAM, prioritizing supply to domestic customers instead. As global memory supplies tighten and prices rise, the Chinese memory maker's capacity allocation and companies' efforts to secure supply have drawn attention.
Tuesday 27 October 2026
Chinese EVs push imported models ahead of South Korean vehicles
Imported electric vehicles captured more than half of South Korea's new electric passenger-car registrations during the first nine months of 2026, marking the first time the share of domestically made models fell below that threshold. About 258,000 new electric passenger cars were registered from January through September, with imported vehicles accounting for 51.3%, or approximately 132,000 units, according to data from the Korea Automobile Manufacturers Association cited by Money Today and Seoul Economic Daily.
Tuesday 27 October 2026
Anthropic IPO filing shows the US govt is trying to be frontier AI's customer and gatekeeper
Anthropic's IPO filing does more than outline the economics of a rapidly scaling AI company. Its risk disclosures show frontier AI developers becoming increasingly exposed to governments that act not only as regulators, but also as customers, procurement authorities, export-control gatekeepers and national-security actors.
Tuesday 27 October 2026
SoftBank eyes US$50B Malaysia AI data-center expansion
SoftBank Group founder and CEO Masayoshi Son has selected investment sites in Malaysia and plans to invest US$50 billion in technology, Malaysian Prime Minister Anwar Ibrahim said. Following investments in the US and Europe, the group is expanding its AI infrastructure strategy into Asia.
Tuesday 27 October 2026
PSMC capacity crunch holds back Jeju Semiconductor's growth
South Korean memory chip designer Jeju Semiconductor is struggling to secure enough wafer capacity from Taiwan's Powerchip Semiconductor Manufacturing (PSMC), limiting its sales growth as strong memory demand drives up prices and manufacturing costs.
Tuesday 27 October 2026
Mitsubishi Materials scales thermistor capacity sixfold amid AI boom
Mitsubishi Materials will expand production of thermistors, temperature sensors used in optical communications equipment, as the spread of generative AI drives demand for optical transceivers. Its Thailand facility will gradually add equipment and raise monthly capacity to about 12 million units by November 2027, roughly six times its 2025 capacity.
Tuesday 27 October 2026
China AI token debate highlights challenge of monetizing compute
More than half of China's AI token usage is reportedly concentrated in short dramas and video generation, but ByteDance's Doubao has disputed the figure, saying video-generation models account for only about 10% of overall computing resources. The conflicting estimates highlight the difficulty of assessing AI compute consumption and its commercial value.
Tuesday 27 October 2026
US designates helium as critical material amid Middle East supply shock
As military conflict in the Middle East cripples global energy infrastructure, the United States is emerging as the critical anchor for the world's high-tech manufacturing sector. Amid a historic supply crisis for helium, an indispensable element in the production of semiconductors and advanced electronics, as well as in medical imaging, the US Department of Energy has officially designated helium as a critical material under the Energy Act of 2020.
Tuesday 27 October 2026
Fujifilm expands South Korean capacity to meet AI chip demand
Fujifilm Electronic Materials is expanding its advanced semiconductor materials footprint in South Korea by increasing extreme ultraviolet (EUV) photoresist capacity in Pyeongtaek and expanding chemical mechanical polishing (CMP) slurry production in Cheonan. The investments will deepen local support for customers including Samsung Electronics as AI and advanced-process demand grows.
Tuesday 27 October 2026
Malaysia conditionally approves first rare-earth export under new rules
Malaysia has approved its first export of unprocessed rare earths under a new regulatory framework, with the shipment intended for research and development, although officials did not identify the recipient.
Tuesday 27 October 2026
Samsung, SK Hynix eye 2Q27 shipments of 8-layer HBM4 to Nvidia
Samsung Electronics and SK Hynix are targeting the second quarter of 2027 to begin volume shipments of eight-layer HBM4 memory to Nvidia, ZDNet Korea reported on October 26, as the AI chipmaker reassesses its memory strategy for next-generation Rubin Ultra accelerators.
Tuesday 27 October 2026
Inside SKT’s push to turn SK Hynix’s fabs into an AI business
South Korean telecommunications provider SK Telecom (SKT) has reportedly established Hy-TF, a task force dedicated to AI collaboration with SK Hynix, to upgrade its digital-twin and data-platform businesses and develop new B2B services.
Tuesday 27 October 2026
China supply-chain price hikes strain domestic demand
China’s semiconductor and electronics supply chains are reporting a wave of price increases, from Goke Microelectronics raising quotes for hybrid-packaged memory products to Hygon considering higher CPU and deep computing unit (DCU) prices. The moves reflect rising costs for raw materials, components, and upstream supplies, but whether they can help China escape deflationary pressure remains uncertain.