DIGITIMES archived news

Research_Semiconductor

Nov

7

2026

US-China trade truce gains breathing room as BIS extends 50% Affiliates Rule suspension into 2027

WT Microelectronics Chairman says AI growth holds as auto, industrial markets recover

Quantum computing company IonQ raises 2026 revenue forecast above US$500 million on commercial growth

Global AI memory crunch drives Taiwan to launch advanced memory initiative

Solidigm eyes US NAND fab as funding questions linger

US Navy seeks fuel-powered or hybrid drone for Marine Corps resupply

Samsung reportedly sells 300 chipmaking tools to DB Group

Interview: Infineon's first RISC-V automotive MCU is built for a decade-plus production run

DIGITIMES Insight: Cloud LLMs drive sharp increase in KV cache demand; establishes three key directions for SSD development

Analysis: Britain's semiconductor paradox—world-class innovation, but who captures the value?

Nov

6

2026

US lawmakers request briefing with Nvidia's Jensen Huang on dealings with Megaspeed executive

Commentary: US governors target AI data centers as Taiwan firms await Nvidia outlook

Moonshot AI reportedly seeking access to Nvidia GPUs through European neoclouds

YMTC targets up to 70% Chinese tools for new NAND fab

Democrats constrain Trump as scarce AI capacity benefits CSPs

Taiwan Mobile clears Systex tender offer, securing 61.02% ownership

Nvidia reportedly buys glass substrate samples from Korea's JNTC

Vivo and BYD formalize alliance: Why automakers must capitalize on smartphone integration over proprietary apps

Wistron ITS reports record third-quarter profit as AI and semiconductor focus accelerates

US election backlash reshapes AI data center expansion strategies

Huawei, Alibaba among 20 Chinese tech firms confronting AI agent security, algorithmic exploitation

Taiwan science park debt tops NT$160 billion as NSTC targets faster repayment

Tencent launches Hy4 model to boost visual reasoning, AI safety

Qualcomm validates HBC memory architecture, targets AI250 samples in 1H27

EOI posts record nine-month results, readies Mexico plant for 4Q26 production

Democratic Congress set to challenge Trump on energy, AI, and EVs

LX Semicon posts first quarterly operating loss since IPO

TV panel makers hold prices firm in November despite fading demand, with supply cuts proving crucial

China's NSIG sees silicon wafer prices rebound, but profitability remains elusive

China's chip equipment makers ride record AI orders into 2027, but new challenges lie ahead

Samsung speeds P5 Fab 2 construction as memory chip shortage looks to last through 2028

Taiwan-UK tech ties could support Europe's chip autonomy drive

Meta faces political pushback over US data center expansion

Commentary: YMTC's record NAND profits mask bigger risks behind its reported IPO delay

V5 Technologies posts 69.7% revenue growth in first 10 months

Taiwan’s Niching posts 369% operating profit jump after folding in thermal-management maker

Stockpiled in Hong Kong: Beijing limits Nvidia H200 imports as domestic silicon push accelerates

Rehear Audiology partners with Saudi group on AI hearing care

SK Hynix AI arm buys US$377 million stake in Penguin Solutions from SK Telecom

Why US midterm sweep could cost China's AI exports more than it gains

Texas governor-elect Hinojosa seeks data center freeze, SpaceX land review

Primax bets on B2B pivot for double-digit growth through 2029

Memory maker Transcend's operating profit falls 40% from second quarter, but nine-month earnings reach record

Foxtron stresses localized supply chains as protectionism rises

Samsung, SK Hynix eye AI inference boom as South Korea's SSD exports soar 584%

DDR, LPDDR revenue growth outpaces HBM as DRAM market nears US$200 billion

Taiwan-US teams target Navy unmanned boat tender

SDC sees weak 2027 panel demand, eyes foldables for profit

Taiwan targets reusable rocket manufacturing in 2027 strategy to rival SpaceX

ODMs confident Democratic midterm win won't derail AI data centers

Chenbro accelerates new server projects for 4Q26 mass production

US voters' backlash against data centers tests AI growth, Musk's empire

Hua Hong Grace eyes silicon photonics expansion as AI chip shortages lift pricing power

Innolight starts US NPO pilot production with Tower for AI optical interconnects

EnliTech revenue jumps 71% in October as SiPh testing accelerates

China's LCD cuts and price hikes threaten Samsung TV profits

Sumitomo Bakelite raises 2026 profit forecast on AI packaging boom

LG Chem targets cathode growth while advancing petrochemical restructuring

US governors diverge on data center pause policies after election wins

LG Chem's battery growth fails to offset renewed petrochemical losses

Democratic-controlled Congress may curb Trump's auto agenda

Meta acquires AI coding startup Conductor for multi-agent tools

Sony's entertainment businesses lift profit as hardware and sensor demand diverge

WT Microelectronics expects AI pull-in momentum to last through 2027

Acer's 3Q26 net income hits five-year high with all three key margins improved

Eiso Enterprise boosts profit as AI server BBU shipments ramp

Naver's Nvidia-backed AI factory faces crucial test after US$9 billion deal

Samsung SDS begins construction of 60MW AI data center to support factory robots

Ecarx posts higher 3Q revenue, but memory costs squeeze margins

Pluggable optical module forms diverge; rack design emerges as key variable

Macronix chair warns AI will not brake, Taiwan Strait risks persist to 2027

AMD teams up with FuriosaAI, MangoBoost to build Seoul AI cluster

Coupang expands Taoyuan logistics center to improve bulky-item delivery

Murata-Maxscend RF chip patent battle hits Samsung's older Galaxy devices

Macronix chairman pledges US$2 million to link NCKU with Stanford for top tech talent

Foxtron aims to turn Taiwan's automotive supply chain into a global net-zero force

Acer Gadget expands lifestyle accessories as PC market weakens

India's premium shift shields Apple from decade-low smartphone slump

Taiwan panel makers win Tier 1 foothold in automotive displays

SuperAlloy enters semiconductor pilot production in 3Q26

Apple's OLED shift challenges Radiant, but foldable iPhone offers a way forward

DIGITIMES Insight: Foxconn extends AI strategy to data center system integration, targeting modular computing delivery with DSX POD

Chicony shifts toward premium PCs, AI applications as demand weakens

Nscale's US$35 billion IPO faces fresh uncertainty after Microsoft rejects Texas AI capacity expansion

Chunghwa Telecom targets 200,000 Google AI subscribers in consumer-facing AI expansion

Commentary: Marvell's Lumentum deal holds a lesson for smartphone makers on supply chain integration

Taiwan's server makers commit billions to Texas as new governor vows data center moratorium

TI targets next semiconductor supercycle as humanoid robots surge

US midterm elections shake-up leaves Samsung, SK Hynix facing AI data center risks, CHIPS Act opportunities

Nov

5

2026

Micron has paused a Taiwan cleanroom since October amid labor dispute, but keeps EUV plans

Largan consolidates camera actuator unit as optical business expands into CPO

Foxconn October revenue tops NT$1.3T on consumer and AI demand

Taiwan tech firms disclose US$2.9 billion in Texas factory commitments as data center curbs loom

Acer reshuffles executives as Chan-ping Bo takes product, procurement role

Advantech founder to hand CEO role to embedded IoT head

HP names former GSK chief Emma Walmsley as CEO

The 346-GW question: Will anti-data-center votes slow America's AI buildout?

Advantech sees high-double-digit growth through 2027, driven by AI and semiconductor equipment

Advantech sees edge AI growth accelerating beyond semiconductor equipment into robotics

Finance firms reportedly begin seeking investors for SpaceX's US$40B chip financing

NAND prices face pressure as end demand freezes in 4Q26

Toyota, Waymo target Robotaxi market with dual-track strategy

AI demand lifts Kyocera revenue as company raises forecast again

Beijing restricts equity listings amid market slump as YMTC pauses its stock market debut

Coherent pitches itself as the neutral optics supplier after Marvell-Lumentum deal

Qisda revenue rises 13% in October as AI businesses accelerate

Chipmakers rush to secure equipment for 2029 as lead times top two years

EU launches EUR525 million push to close chip design gap

CHT ICT orders surge 84% as 3Q26 results beat guidance

Cirrus Logic rides iPhone content wave, but backend squeeze, PC slump cloud the path ahead

China's Big Fund III pivots to 12-inch chip fabs, equipment acquisitions to close semiconductor supply chain gaps

Price hikes, market saturation curb global telecom, consumer electronics export growth

Qualcomm to debut 6G terminal prototype at China expo, bringing AI memory to smart glasses

SDC auto OLED shortage leads Li Auto to ship new Mega with LCDs

Apple opens AI beta in China with Qwen-integrated Siri

Flexium eyes 2027 breakthrough as PTFE enters mass production in 2028

Ukraine's top unmanned fleet developer looks to Taiwan for critical components

Analysis: Qualcomm's AI server CPU ambitions gain urgency as smartphone slump threatens its core business

Commentary: AOI locks in China's InP substrates for AI optics, but export controls threaten supply

South Korea's Moreh claims AMD MI355X delivers over twice Nvidia B200's inference throughput

Naver Cloud ramps up use of AMD EPYC, citing high Intel CPU costs

Taiwan accelerates unmanned boat fleet as experts urge allied cooperation

US pressure on overseas AI compute squeezes Chinese tenants and Southeast Asian data centers as Beijing pushes domestic chips

ELAN, Thunder Tiger, Gallopwave team up on 11 chips for all-domestic AI drones

TECO deepens robotics push, targets dexterous hands

Pegatron drives Scope 3 decarbonization through digital platforms, supplier engagement

Taiwan digs deep: 2,049-meter geothermal well strikes 140°C in Taitung

Samsung reportedly plans 2nm fab to boost HBM base-die output

Memory surge leaves 8GB iPad Pro behind on AI

SK Hynix leads HBM4 yield at 60%, expands DRAM supply

Arm reports record fiscal 2Q27 revenue on licensing momentum and AGI CPU demand

MUFG, SMBC to renew JPY600 billion credit lines for scandal-hit Nidec

Inventec server demand drives record 10-month revenue

Winbond approves US$2.2 billion fab expansion, seeks long-term deals with 10 customers

Syntec Technology's new factories in India, Malaysia to push capacity to more than double in 2027

QuantumDiamonds targets HBM defects as it develops inline inspection tool

CXMT prepayments surge 16x with DRAM shortage lifting market share

AI doubts mount, but server supply chain still sees strong demand

Anthropic's Claude reportedly cuts custom chip design timelines with a 15-person team

Mitsui Chemicals reportedly plans US$8.2B acquisition of JSR in Japan chip materials push

GlobalFoundries secures nearly US$1 billion in custom chip design wins as it expands into physical AI

Corning starts optical connectivity output in western India, plans larger adjacent plant for 2027

OpenAI moves deeper into software infrastructure with Pierre acquisition plan

Qualcomm wins Starlink Mobile infrastructure deal as SpaceX advances terrestrial network

FPT starts chip-testing plant trials in northern Vietnam, plans packaging expansion

Google commits US$15 billion to expand Malaysian data centers in 2027, 2028

Asia Optical posts record Q3 profit, ramps CPO, AI optics push

GlobalFoundries revenue rises 13% as data center demand offsets mobile decline

Qualcomm's September-quarter revenue falls 8% as handset slump outweighs automotive gains

Arm's quarterly revenue rises 27% as licensing outpaces smartphone-weighed royalties

Taiwan-Netherlands launch four photonics R&D partnerships

oToBrite and Yuan build robot vision chain for Nvidia platform

Chicony Power profit hit by notebooks in Q3 2026

Airoha targets multibillion growth as 100G ramps, 200G tapes out

Empyrean's EDA acquisitions could give Korean chip designers cheaper tools—and stronger Chinese rivals

AI chips need 1.5 years to move beyond cloud: HCLTech

DIGITIMES Insight: TSMC, ASML's 2031 photomask target puts High NA EUV suppliers on the clock

Murata, Samsung Electro-Mechanics reportedly secure Winbond's silicon capacitor capacity

From assembly lines to front lines, defense opens new opportunities for automakers

AI squeezes chip component capacity as Zyxel flags longer lead times, higher memory costs

Nvidia DSX POD leads modular wave as Taiwanese firms race into AI data-center integration

Subsidies pave the way as cheap cells squeeze Taiwan's energy storage players into a profit battle

Taiwan's power density tops Japan, South Korea as AI drives Southern Taiwan Science Park load

Nov

4

2026

Former Intel packaging chief Navid Shahriari joins MediaTek as senior vice president

Waymo fleet crowds San Diego chargers, straining EV access

Ohio voters approve data center ban that could derail Amazon's US$2 billion plan

US midterm election results shift toward AI oversight and data center regulation

Innodisk advances AI data center push with eSSD, DDR5 products

Raydium faces 4Q26 slowdown after AI capacity fears fuel customer stockpiling

Broadcom loses final appeal over Samsung chip supply deal

Onsemi to buy Ferric for US$600M to strengthen AI processor power delivery

Weblink International posts record 3Q26 profit on AI demand

Pegatron chairman says AI crisis fears after Democratic midterm win are overblown

Global chip sales top US$500 billion in a single quarter for first time

Taiwan advances virtual asset governance as FSC unveils new regulatory framework

Marvell's Lumentum deal gives optical DSP rivals until 2028 to court its customers

CHT expands Google partnership with AI services

Intel reportedly targets DDR4 upgrades with Raptor Lake Next

GCS Holdings welcomes Marvell's Lumentum deal, locks in 2027 InP supply

Why defense's blue ocean is no smooth sailing for automakers

Samsung to reportedly make AMD, Nvidia HBM base dies at second Texas fab

PC slump hits Darfon, but MLCCs, green energy keep 2026 growth on track

Reflect Orbital targets 50,000 mirror satellites, sparking light-pollution concerns

AI flash could cost 90% less per GB to make than HBM4 but squeeze NAND supply

Explosion at Panasonic CCL plant in Taiwan injures five, two missing

High-speed optical communications drive demand for mSAP competition among Taiwan PCB makers

Apple eyes sputtered HMO process for next-gen OLED

Supermicro eyes faster cash conversion as turnaround times shrink to 74 days

Darfon to consolidate China, Southeast Asia capacity, shift resources to AIDC components

SpaceX is reportedly building AI data centers faster than anyone

Acer Intelligence Space eyes India growth after strong appliance sales

AEB 3Q26 revenue jumps 70% on AI demand

Acer Taiwan expects significant consumer PC growth in 2026 despite overall market weakness

UTI begins iPhone Duo UTG shipments to Samsung Display

Taiwan launches first maritime unmanned vehicle expo

Zhongji InnoLight revenue and profit more than double in 3Q26

LG Energy Solution expects fourth-quarter profit to slip as storage ramp costs linger

CAS Space's Kinetica-2 joins Spacesail deployment, raising stakes for China's commercial rockets

Solidigm IPO cancellation puts SK Hynix's Kioxia stake in focus

GigaDevice sees tight niche DRAM supply, slower price gains

Decoy processors carry Korean HBM past US export controls into China

Apple China revenue hits record as memory costs test growth

TSMC's acquisition of AUO plant reshapes panel supply chain

Apple expects MacBook Neo shipments to double in 2027, sources say

Rising LEO satellite share cushions Syncmold, PC market misses peak season

Samsung leads Africa smartphone market with installment plans

iPhone Duo opens new growth path as AI, services, costs test Ternus

Nanya Technology's October revenue hits record high for 12th consecutive month as prices rise and shipments decline

Claude's growth surges, but US$895 billion compute burden clouds Anthropic IPO

South Korean chipmakers face financing dilemma behind AI memory demand

Commentary: Apple's results mask uncertain demand as supply constraints ease

US chip curbs on China complicate SK Hynix's US$45 billion NAND plan

OpenAI taps former Uber executive Jill Hazelbaker to lead corporate affairs

Huawei's Hubble builds AI optics supply chain through minority stakes in 22 companies

Onsemi targets every stage of AI power delivery while holding back automotive restocking

Tech giants commit over US$3 trillion as AI infrastructure faces funding, power test

DeepSeek V5 reportedly targets Huawei Ascend 950 training in 2027, a crucial test for a Chinese alternative to Nvidia

AMD expands server CPU ambitions as Helios moves its AI business to rack scale

Nexperia takes Wingtech to court over alleged rival chip supply chain in China

Analysis: Foxtron led Taiwan's EV market during Tesla's delivery lull

AMD expects more than 80% revenue growth in 2027, led by data centers

AMD plans for a weaker PC market in 2027 as embedded growth gains momentum

Why Marvell's Lumentum deal could send more AI optics orders to Taiwan

Winbond profit surges 12-fold in 3Q26 as gross margin tops 70%

Bosch creates semiconductor division to expand in robotics, external chipmaking

Screen doubles investment as Kyoto equipment site takes shape

LG Energy Solution's storage battery surge restores core profit as spending falls

AMD's data center surge shifts growth toward AI systems as cash conversion weakens

Supermicro's record AI server sales put margins and cash conversion in focus

Palantir nearly doubles 3Q26 revenue, riding wave of commercial demand

Samsung Electro-Mechanics' long-term deals top KRW5 trillion

USI to launch Wi-Fi 8 SiP modules in 1Q27 for AI devices

Macronix sees new memory strategy emerging within 6 months

Powerchip stake dispute puts Tatung, Yageo takeover battles in focus

Team Group expands capacity 50% for AI, industrial control as memory shortage peaks through 2Q27

Column: Can post-quantum encryption survive AI's next breakthrough?

Taiwan eyes US FDPR alignment to block AI transshipment

Foxconn's AI infrastructure edge goes beyond assembly — precision manufacturing, vertical integration set a higher bar

Horngyu targets AI power demand with Vietnam plant, North American expansion

MediaTek targets global AI leadership as Nvidia invests US$3.5 billion

Nov

3

2026

CSBC Taiwan, Havoc advance local production of unmanned boats

South Korea urged to link chip fab support to local suppliers

Nvidia uses 8,192 GPUs to set fault-tolerant quantum simulation record, targeting error correction costs

Ceva takes NeuPro NPU into AI data centers, targeting efficiency gaps rather than Nvidia's dominance

Stellantis warns chip shortages could disrupt Fiat production in Italy

Apple's iPhone Duo launch lifts Samsung Galaxy Z Fold 8 sales in South Korea

Foxconn's EV strategy opens new export routes for Taiwan

TDK invests JPY100B in physical AI sensors, targets 2029 production

Thunder Tiger flexes unmanned surface vessel capabilities alongside US companies

Car Quality Automotive targets Southeast Asia expansion, 3Q27 TPEx listing

Google's Suncatcher milestone tests whether AI data centers can leave Earth

Samsung reportedly plans Galaxy-style TV lineup for 2027

OpenAI recruits former US Army secretary Dan Driscoll to strengthen its national security, cybersecurity ambitions

Mitsui Kinzoku raises ultrathin copper foil capacity target for third time as optical demand surges

Onsemi's AI data center revenue surges 175% as 3Q26 earnings outpace sales growth

Motorola taps Taboola to bring trusted-media AI to smartphones

Memory price surge hits smartphones, cutting 2026 mobile SoC shipments nearly 20%

Panasonic Industry to invest JPY92 billion in AI-related circuit board materials and capacitors

Japanese distributor turns away new customers as DDR5 prices double

ESMT sees higher 4Q26 ASP as DDR2, DDR3 supply tightens

Oracle to sell US$20 billion in stocks and bonds as concerns grow over debt-fueled expansion

Apple's US$5 trillion dilemma: iPhone Duo and AI raise stakes for next growth chapter

Gemtek joins three optical standards groups for AI data center development

TSMC's next US chip plant could land in Sherman

Analysis: AI supply chain expansion persists despite concerns over a downturn

Metaage posts 17% revenue growth through 3Q26, eyes AI expansion

Commentary: Foxconn charts its own path beyond humanoid robot hype

Analysis: Beyond iPhone growth, Apple's spending reveals broader cost challenge

China's chip packagers ride AI demand, price hikes, but investment gains, capex cloud the profit picture

Geopolitical risks, sustainability pressures reshape Taiwan's specialty chemicals industry

South Korea aims to speed up chip fab openings by two years

Apple says 2nm transition is easing its advanced-node chip constraints

Samsung to exit 8-inch foundry business by 2030, report says

AI demand, resin shock stretch India PCB shortage into 2027

China's anti-price-war drive fails to ease solar overcapacity as four industry giants remain in the red

China's memory chipmakers extend their boom into the third quarter as capacity, policy risks build

Apple's HomeView launch faces uphill battle as AI struggles delay ambitious HomeView Ultra

Malaysia sets 30% renewable energy rule for data centers as it tightens grid, water access

Sumitomo Electric raises InP substrate capacity target to 4.5 times 2024 levels by FY2029

Micron dismisses 4F-squared DRAM as CXMT presses ahead — why Samsung, SK Hynix remain divided

Nvidia strengthens South Korea ties at AI Day Seoul

Apple's record holiday sales outlook faces costly test from memory inflation, AI spending

AI spending surge puts tech giants’ cash flow under scrutiny

MediaTek, Marvell, Broadcom battle for ASIC supply through 2028

AI boom raises financial crisis fears among US regulators

Samsung's Young Hyun Jun urges humility, customer trust amid semiconductor profit boom

High inventories threaten Taiwan manufacturing PMI expansion

Apple closes record fiscal 2026 with US$114.5 billion in 4Q revenue — but growth remains uneven

Apple's iPhone growth meets a tougher test on costs

Marvell pays up for Lumentum, 33 times forward earnings, to match Broadcom on lasers

SK Hynix ramps up SOCAMM2 as material shortages push up PCB prices

Beyond the robots: Three companies to watch at FIX 2026

Samsung Electro-Mechanics starts mass production of ADAS MLCCs

Samsung reportedly in talks with Nidec to develop robot motors

Nuvoton expects BMC shipments to expand in 2027 as CSPs, startups join

DIGITIMES Insight: Intel's retreat from low-margin industrial chips opens edge AI market to AMD and Arm rivals

Nov

2

2026

Powerchip Investment Holding files suit over NT$13.6B share-buying bid

China's self-improving AI advances towards AGI, but Z.ai founder warns of limits and risks

Taiwan aims to train 60,000 IC specialists by 2030

AI, geopolitics make Taiwan Thailand's third-largest trade partner in 1H26

US backs Anderon, GF quantum foundries as Intel targets QPUs with 18A process

Jinpao taps robotics contest to deepen Thailand ties, develop AI talent

Murata to invest JPY1 trillion in expanding MLCC capacity across Asia plants

Denso sees profits hit by memory costs, seeks price pass-through

TEL sees 90% profit surge as AI chip demand stays strong

AMOLED advances, hitting IT LCD panels

AI data center demand fuels THEIL's optical communications rebound, 4Q26 to buck seasonal downtrend

BenQ Materials targets premium displays and medical growth, seeks semiconductor materials breakthrough

Macronix wins IEEE Milestone — chair reveals how sNOVA transformed Taiwan's chipmaking

AI data center boom in Taiwan faces power, high-voltage line hurdles

Samsung to buy TCL CSOT stake from its own display unit for US$960 million

South Korea builds SMR ecosystem as SK Innovation advances Natrium tech, Samsung C&T pushes modular construction

Iluvatar CoreX Tiangai 300 tops Nvidia H200 in select AI inference tests, with long-context and MoE gains

RichWave sees Wi-Fi 7 reaching 50% share in 2027

Schneider and Foxconn accelerate modular AI factory deployment as token usage surges 60-Fold

Foxconn takes AI beyond clinical software with hospital partnerships and medical robotics

MediaTek pins second ASIC project and customer to 2028

Samsung partners with PXPay to bolster Samsung Wallet in Taiwan

Samsung's Lee bets on Japan for AI chip packaging edge

DIGITIMES chairman: Taiwan-South Korea cooperation beats competition in AI race

Exclusive: How Germany's fast-follower economy reshapes the AI PC race as local AI awaits killer app

Lite-On boosts 2027 capex as AI race raises stakes for CSPs

Sam Altman meets with Samsung, SK as memory crunch deepens

China's Empyrean Tech targets digital EDA gaps with US$32.9 million Easy-Logic acquisition

What CXMT's 3Q26 earnings reveal about DRAM shortages, DDR5 momentum, and 2027 growth strategy

Dixon maps AI hardware expansion through Inventec, Gemtek, prospective packaging partners

Foxconn's FII, FIT join forces to tackle AI data center bottlenecks beyond computing power

Foxconn nears EV JV agreement with Poland's EMP as European expansion gains momentum

Dixon turns to joint ventures, components as price-led growth leaves margins thin

Exclusive: Metal adhesion poses challenge for aluminum nitride in AI optics

Nvidia to become Naver’s third-largest shareholder

Tata Sons injects US$115.7M into Tata Electronics as chip and iPhone arm gains weight in group

FuriosaAI raises US$620 million, quadruples valuation to challenge Nvidia

South Korea's army advances energy transition with microgrids, hydrogen

India's Mivi opens electronics plant in Hyderabad as it moves into smartphones

EasyJet bets on Starlink for full-fleet connectivity by 2027

Apple Intelligence heads toward paid tiers in 2027, yet AI usage limits leave key questions unanswered

Rebuilding the American edge: How TSMC is driving US manufacturing and economic opportunity

Meta reportedly advances humanoid robot development with Chinese partner Fourier

Commentary: China's Nvidia H200 challengers look beyond GPU power, with Huawei and T-Head targeting system-scale AI

Kioxia's AI storage boom faces a test as pricing gains moderate, shipments shift

Canada invests CAD1.6 billion in Cohere to build AI independence

Foxconn sees double-digit growth amid 2027 K-shaped AI market

Foxconn, Mitsubishi Fuso joint venture to launch on November 2 as Japan's auto industry opens up

Weekly news roundup: Taiwan debates talent distribution; SK Hynix looks beyond HBM

Musk may let TSMC run his Texas chip fab as his do-it-alone plan stalls

Column: Samsung's memory boom reshapes its investment strategy

India roundup: India accelerates semiconductor push as states, chipmakers and equipment suppliers expand investment

NearLink looks to chip vendors to expand beyond Huawei ecosystem

Lite-On reports record third-quarter profit as AI revenue exceeds 30%

GigaDevice's massive financial growth in 2026 capitalizing on its A+H listing, memory surge

Nvidia's Korea robotics push gains ground as LG starts data factory operations

Humanoid robots, robotaxis take center stage at Korea's FIX 2026

Nytex targets 35% of sales from high-end materials by 2027

Seoul Viosys begins mass production of rare earth-free white micro LEDs

Analysis: Samsung's own memory unit pushes its foundry toward a 2027 capacity crunch

Nov

1

2026

The 20% problem: why Taiwan's imported equipment parts still carry 70% of the cost

TWM's BNPL users rise 49.9% as Taiwan targets gig-worker demand

Tesla at a historic crossroads as Musk bets on AI, space to revive growth

Foxconn expands AI deployment with smart manufacturing across sites worldwide

Interview: Pactum sees AI as a cybersecurity boon despite public fear

The pioneer behind TSMC's FinFET leap: a personal look at Chenming Hu

Six decades in the making: Why the world can't easily copy Taiwan's chip ecosystem

Oct

31

2026

Nvidia moves beyond GPUs as Meta's Muse agent stack pulls it deeper into AI infrastructure

TSIA 30: The manpower problem behind Taiwan's semiconductor resilience

TSIA 30: Taiwan builds the AI backbone — but can it capture the AI economy?

HHTD26: Foxconn says vertical integration drives 1+1 far beyond 2

Marvell-Lumentum talks put optical supply chain in focus

Radiant targets next-gen CPO above 6.4T, eyes 2028 mass production

AUO targets major revenue contribution from optical engines, glass core substrates within 2 to 3 years

Analysis: Elon Musk, Jensen Huang clash over neocloud survival

Global smartphone shipments fall 14% as brands launch more 5G models

MediaTek raises ASIC outlook as fourth-quarter revenue could jump 32%

TSIA 30: AI is breaking the sequential supply chain — Taiwan may be built for what comes next

Compeq plans sustained investment as AI infrastructure, LEO satellite demand grows

Ibiden expands AI packaging substrate capacity for Intel from 2029

Renesas expands AI data center capacity, targets 33.2% margin in 2026

Infineon's 300mm GaN push turns Europe's power-chip strength into an AI infrastructure bet

DIGITIMES Insight: Arm extends from IP licensing to server CPU products, with strong growth potential in China

Interview: Why this Taiwan mmWave maker chose to sidestep SpaceX and look to niche markets for demand

Oct

30

2026

From living neurons to enterprise AI: TBC pursues faster video generation with AWS

Honda targets Level 4 autonomy by 2027, AI maps by 2030

Micron says 700-plus Taiwan fab workers earned five years' salary in a single year

Realtek targets 30% AI revenue share by 2030

Foxconn, Nvidia target eight-week AI factory deployment as Vera Rubin pushes infrastructure complexity

HHTD 26: Mitsubishi Electric Mobility to join Foxconn in 2027, targeting JPY1T revenue by 2030

Holtek lands major server cooling contract, AI thermal demand soars

HHTD 26: The year robots share the stage with AI infrastructure

Eutelsat eyes EUR10B revenue from IRIS2 as EU seeks homegrown answer to Starlink

Taiwan's economic indicator signals 'booming' for 10th straight month on AI-driven shipments

C Sun Mfg invests in Nemstek to expand advanced packaging equipment

SK Hynix taps HBM veteran to lead new American unit

Google, Foxconn aims to cut AI infrastructure deployment to six months

HHTD 26: Foxconn unveils three new EVs, expanding Model A and K platforms

Foxconn, TECO showcase factory-built infrastructure for AI data center expansion

Foxconn argues it is more than a box mover in AI hardware

China's memory module bellwethers post record profits as 3Q26 momentum fades

Samsung SDI posts 12-quarter high in 3Q26 operating profit

VinFast aims to make India one of its two largest markets as overseas sales trail target

Nvidia secures substrate capacity as FCBGA market targets US$27.3 billion by 2030

BYD sees 28% profit growth for 3Q26, but still falls short of forecasts

HHTD 26: Foxconn Chairman highlights processing and vertical integration strengths

Jinpao targets power cabinets, BBUs in AI-related expansion

ASE expects packaging and testing margins to stay above 30%

Commentary: Why Marvell's rumored Lumentum buy may be hard to pull off but harder to pass up

KLA reportedly weighs India manufacturing entry as Semicon 2.0 opens to equipment makers

HyperAccel, Rebellions look beyond chips to AI data center systems

Nvidia dominates AI robot chips with 69% market share

Amazon 3Q26 earnings call: AWS targets 40%-plus growth through 2028 as satellite costs weigh on near-term profit

Intel tells Taiwan's chip suppliers to build service capacity early

Nvidia weighs credit support for Nscale as data center, IPO face pressure

Jensen Huang calls Megaspeed ties normal amid Washington's spy probe

Sandisk sees 60–90GB of NAND per CPU in AI agent workloads

Yageo plans 10-15% capacity expansion in 2027 as AI demand pushes utilization above 95%

Delta Electronics approves Penang manufacturing base to expand global capacity

Intel's server surge faces a supply setback as PC weakness persists

Analysis: Oracle backs Cerebras as AI cloud shifts to multi-architecture compute

Trump targets foreign robotics imports under Section 232, citing national security risks

In-cabin sensing emerges as automakers' next value-added frontier

Doosan Enerbility expands AI power push with US gas turbine orders, next-gen nuclear

ACM Shanghai ships first 310×310mm panel-level plating tool as order backlog surges 88%

Sandisk says customers are coming back for more NAND

Amazon 3Q26 earnings call: TSMC capacity behind AWS's choice to start selling its own AI chips

Dowoo Insys develops rollable OLED UTG for vehicles

HBM4 cycle faces squeeze as capacity, specs become critical

Luxury EVs face a status test, rivals retreat from full electrification

FCC to bar Chinese testing labs from certifying electronics for US market

Taiwan manufacturing demand rises as bank property loans decline

Episil-Precision fire hits under 10% of capacity, 6- and 8-inch lines to restart within two weeks

JPP Holding wins Airbus certification, targets A350 structural parts

STMicroelectronics rides AI and satellite demand, but margin recovery awaits fab overhaul

Anthropic's multi-platform AI strategy pressures Nvidia pricing power

CoreIntelligence sees in-car projection demand jump 60–70% in 2027

Power shortages slow AI data-center builds as Delta expands HVDC, SOFC

US Drone Dominance Program raises AI supply-chain stakes

Beyond nanometers: AI forces Taiwan's semiconductor ecosystem to compete at system level

Delta Electronics expects 4Q26 to outpace 3Q26 as customer pull-ins drive inventory, profit

Intel increases equipment orders as server demand exceeds supply

Eternal Materials posts record revenue in advanced packaging, precision equipment

Sandisk's data center expansion widens the gap with consumer storage

Amazon's cloud acceleration lifts profitability as AI spending absorbs cash

Alibaba, Tencent, ByteDance reportedly seek 10-year DRAM deals

STMicroelectronics' recovery gains momentum, but power chips lag

Intel slashes 18A costs by 40% as foundry posts US$1.9 billion loss

Intel's AI PCs are selling, but the wider PC recovery is still missing

Samsung, SK Hynix say memory crunch could drag on for years despite spending surge

Taiwan semiconductor output to hit NT$9.1 trillion as TSIA urges stable power

Japan's Nidec reports update on restated financial reports, audit status, and corporate governance reform

Samsung secures Faraday 2nm ASIC order, broadening AI and HPC footprint

AUO returns to a third-quarter loss as panel demand weakens

Memory price surge clouds peak season; Chinese brands' 4Q26 smartphone shipments to drop over 35%

GlobalFoundries bets on FD-SOI for robots and cars

Texas Instruments, NXP point to data centers and robots as industrial chips rebound

Intel CEO sees quantum computing as third pillar

BYD eyes ultra-luxury sedan priced above CNY2 million

Silicon Motion posts fourth straight revenue record, eyes 100% 2026 growth

China AI stock bubble bursts as STAR 50 plunges 40%, erasing billions in market value

Taiflex, E Ink accelerate PTFE development for AI connectivity materials

Elite Material posts record 3Q26 revenue on AI demand

Analysis: Can Kazakhstan really be Europe's AI factory?

ASE Holdings raises 2026 capex to US$11.5 billion after profit surge

Oct

29

2026

LandMark orders surpass 2026 revenue; capacity to expand sixfold

Commentary: fire at Episil threatens tight epitaxial wafer supply

UMT reports 71% revenue growth as LEO satellite demand drives expansion

Qisda's commercial drones enter production as physical AI expands its growth strategy

ADATA posts record 2026 profit as AI demand intensifies memory supply pressure

TSMC buys AUO Taichung plant for NT$38.8B; Quanta deal scrapped

Virgin Galactic moves new spacecraft, targets commercial flights in 2027

DeepSeek, Moonshot accused of distilling OpenAI's Astra

Analysis: Samsung's record quarter came from higher prices, not more chips; expects buyers to get no relief before 2028

Delayed Taiwan drone tenders hit Coretronic unit as it partners with US firm Aevex

Server CPU shipments set to surge 46% in 2027, with AMD eyeing revenue crown

Marvell reportedly in advanced talks to acquire Lumentum in AI optics deal

Nvidia under probe by US justice officials over Hugging Face acquisition

LB Semicon to expand PMIC capacity under 10-year Qualcomm deal

KLA: wafer fab equipment market exceeding US$200B in 2027

SDC chief meets Applied Materials executives amid FMM-free OLED push

NXP wins Volkswagen role in software-defined vehicle architecture

Kuen Tong debuts on TPEx Emerging Board, riding LEO satellite and AI cooling dual engines

CyberLink blasts Apple over developer account suspension

UMC targets 10% ASP growth in 2027 as AI revenue share heads toward 25% within three years

CXMT to start HBM3E production despite low yields amid tight domestic market

Commentary: China's luxury cars reshapes market, causing global brands to lose ground

Starlink V3 rollout lifts Win Semiconductors' 2027 satellite outlook as optical communications ramp up

Taiwan's Ministry of Environment deploys digital twin to simulate urban cooling

Samsung, SK Hynix invest KRW110 trillion as memory supply boost slips to 2028

China's auto supply chain shifts from price wars to value competition

SenseCore captures nearly half of China's neocloud market as heterogeneous chips boost compute efficiency

Samsung targets physical AI as Lee Jae-yong leads robotics push

LGD invests in Guangzhou for world's first 111-inch OLED line

Nvidia trims HBM4 bandwidth for Rubin platform, sources say

Analysis: Google opens its AI chips to rivals but won't say if it makes money

Memory surge leaves CPI stable, hits consumer electronics hardest

Samsung EUV data leak case: researcher in university partnership indicted

Taiwan central bank head deems AI bubble crash scenario extreme

AI, semiconductors drive foreign investor gains, weakening Taiwan dollar

Nvidia's Rubin Ultra cooling: 0.1mm microchannels vs vapor chambers

Team Group earnings per share surges 1,483% in 3Q26 as new plant targets 50% capacity boost

Microsoft cloud and AI revenue in 1QFY27 surge past expectations, driven by robust Copilot and Azure growth

LG Electronics ties AI cooling and robot plans to new plants and a 2030 humanoid target

AUO's microLED setback in smartwatches, comeback in Peugeot cockpit

Macronix halts NOR expansion, phases out ROM, bets NT$30B expansion on eMMC NAND

SiC and GaN demand reshapes design, reliability and supply stability

Foxconn Tech Day 2026: Three EV signals to watch

Global Technology's first automotive chip headed for Hyundai, Kia

Intel CTO: process gap with TSMC down to a few points, but scale still lags

Phison wins Micron supplier awards for third straight year

Parade Technologies faces near-term revenue pressure as notebook demand weakens

Niche memory price rally lifts Ingenic's third-quarter profit 2,595%

Unitree Robotics posts 56% revenue growth in first nine months of 2026

Asus notebook shipments hold steady as commercial PCs offset gaming decline

Huawei deploys Tau Law in base-station design, rolling out new wireless baseband overseas

AerosoarX skips the mega-factory to take on global drone makers

KT turns AI tokens into a telecom utility with 500-model enterprise platform

Samsung's AI memory boom drives record profit as device division stays in loss

SpaceX's AI spending surge opens doors to direct orders for Taiwan ODMs

Chief Telecom's 3Q26 gross margin tops 50%

AerosoarX seeks to reshape Taiwan's drone industry through allied defense networks

Apple ends its touchscreen holdout with OLED MacBook Pro, with Samsung Display reported as sole panel supplier

Google's cloud expansion strengthens AI business but strains cash generation

Samsung's Harman expands China plant for ADAS, automotive computing

Google's Gemini 4 Carbon takes top spot on independent AI index, but most users must wait

Anduril, Qualcomm team up on domestic computing to rebuild the hardware supply chain

ASM's earlier growth target puts supply chain execution in focus

LG's business diversification supports earnings as consumer demand stays weak

KLA's stronger outlook puts process control capacity in focus

Samsung Electro-Mechanics says AI customers are locking up 2027 MLCC and substrate supply

Microsoft's cloud growth outpaces infrastructure spending delays

Japan reportedly moves to hand H3 rocket launches to Mitsubishi Heavy as early as 2027

Lenovo previews CES 2027 lineup focused on AI agents, hybrid AI

Onsemi reportedly in talks to buy AI power-chip startup Ferric for close to US$1 billion

Powertech shifts to advanced packaging as AI demand drives growth

Rokid launches full-color AI glasses with microLED display

Advantech opens Tustin HQ to strengthen North American R&D

DIGITIMES Insight: Kinsus Tech identifies three challenges for larger AI chip packages

iPhone Duo sales beat expectations as first batch sells out

Google launches Genie 4 world model for select game, film teams

Analysis: SpaceX–Tesla merger could reshape AI industry integration, capital allocation, US-China tech rivalry

Kinsus explores AlN ceramics beyond glass for AI advanced packaging

Amazon Leo wins FCC approval for Globalstar acquisition

Taiwan plans carbon fee-ETS dual approach to tackle emissions

Anthropic's IPO filing highlights China AI rivalry as model distillation, chip export controls emerge as key risks

Satellite industry faces major shake-up as data connectivity set to capture 68% of service revenue by 2035

PHP2Shell vulnerabilities expose global websites to severe cybersecurity risks

Kentec sees strong AI data center orders despite financing concerns

Samsung SDI wins 1GWh US battery storage deal

LG Innotek revenue tops KRW6T in 3Q26, profit halves

Taiwan's growth surge nears end; electronics, machinery stay resilient in 2027

Asus sees commercial PC prices rising nearly 10% in 2H26

Oct

28

2026

SFC to keep supplying blue host materials for Apple's OLED MacBook Pro, loses blue dopant orders to rivals

SK Hynix says customers want more than twice the HBM it can supply

UMC utilization tops 90% in 2H26 as AI demand drives expansion

Ex-TSMC CTO says Taiwan's research institutes get too much funding and train too little talent

Transformation in focus as display supply chain kicks off investor briefings

Oracle accelerates AI chip diversification with Cerebras, Google, and SambaNova deals

CHPT posts record 3Q26 results as nine-month profit jumps over 90%

HTC launches Vivee AI companion pet in US

Toyota accelerates robot commercialization as IKKA targets supply-chain opportunities

SK Hynix bets on EUV to extend 6F-squared DRAM as CXMT pushes 4F-squared

Cloud AI costs drive demand for on-premises computing, squeezing Asus RTX Spark supply

AI startups face scrutiny over revenue metrics used to promote rapid growth

Kentec targets CSP opportunities with AIDC infrastructure integration

AI reshapes China wealth rankings as ByteDance's Wenfeng Liang debuts at No. 7

Microsoft medical AI tops 80% accuracy in complex cases

PC makers reportedly shift production back to China as AI boom drives up component costs

India-based Spintronics AI weighs GaN chip fab in Madhya Pradesh

Alibaba wins injunction over Pentagon rule targeting shared lobbying firms

AMD to invest US$1 billion in Meta's stock sale as Helios racks enter testing

SK Hynix's Solidigm ties US$45B US NAND fab to Washington nod on China tool upgrade

SK Hynix's next bet goes beyond memory chips

Fujifilm to boost magnetic tape capacity 5x as AI data storage demand grows

SK Hynix looks beyond IPO to fund Solidigm's US expansion

Google TPUs land Oracle, with OpenAI reportedly next

SK Hynix's next AI memory bet isn't HBM

Unimicron steers resources to Taiwan AI substrates with NT$50.9B equipment orders, Japan unit sale

Corning hits US$20 billion run-rate goal early as optical demand drives next growth phase

IC designers MediaTek, Realtek, and Parade face 3Q26 earnings tests

Celestica says awarded programs already put 2028 demand above its 2027 outlook

Micron recruits in South Korea for Taiwan roles as Taoyuan strike dispute persists

Anthropic's surging compute demand fuels ASIC prospects, favoring Broadcom over MediaTek

Seagate sees a multi-year storage upcycle as long-term deals lock up supply through 2028

Seagate's pricing gains strengthen profitability as HAMR transition advances

NXP's automotive content gains, industrial demand strengthen its growth outlook

Corning's AI fiber growth puts capacity delivery, customer funding in focus

Apple leans on AI silicon as reviewers call its Mac refresh incremental, question iPad mini pricing

NXP lines up software-defined vehicles, industrial AI and data centers for double-digit growth in 2027

SK Hynix's record quarter shows AI demand turning memory into a contracted, supply-limited business

Simmtech steps up SOCAMM investment as BT substrate supply tightens

Nvidia DSX POD targets AI factories as Microsoft and AWS push modular data centers to the edge

Semiconductor equipment is not AI chip growth's biggest bottleneck

Cambricon profit jumps 131%, CEO says firm never gave 1 million-chip forecast

TLB develops SOCAMM3 substrates; Vietnam plant to break ground

Google prioritizes frontier AI as cloud capacity runs short

Huawei elevates consumer chief Gang He to board as consumer unit gains strategic weight

Goke Microelectronics raises KGD packaging prices again

Samsung DX division opens Suzhou robotics R&D hub

MiCo Ceramics acquires idle LGD plant for KRW150 billion to boost semiconductor component capacity

FarEasTone, Elveo Mobile expand satellite-to-phone connectivity in Taiwan

CXMT reportedly prioritizes China demand, rejecting Apple's DRAM inquiry

Germany diversifies transport fuels to cut carbon emissions as HVO 100, eSAF reshape global supply chains

Skymizer partners with Egis to develop 12nm and 6nm AI accelerators

From superconductors to optics: The six Silicon Valley startups bringing AI bottleneck solutions to Taiwan

Macronix posts record 3Q26 profit as gross margin hits 70%

SpaceX turns Nvidia GPUs into long-duration assets with US$40 billion Apollo deal

Analysis: 3M's investment in Genius Electronic Optical puts EBO mass production to the test

Analysis: What happens if Claude demand cools before its compute bills do?

For Taiwan's geothermal sector, institutional barriers outweigh drilling challenges

Oct

27

2026

Jensen and Musk both think aging GPUs are worth more than the books show

Tesla sees Cybercab becoming a new growth bet amid declining auto revenue

Australia's AI build-out hits the grid: how a delayed power line wiped out AUD3 billion

Chinese EVs push imported models ahead of South Korean vehicles

Pat Gelsinger warns AI compute efficiency must jump 10,000x amid power, memory, and fab constraints

Nvidia DSX POD challenges traditional AI data center construction

Infineon and ASMedia team up on end-to-end USB 20Gbps setup for AI cameras

JIMTOF 2026 draws 94 Taiwan machine tool exhibitors

Anthropic IPO filing shows the US govt is trying to be frontier AI's customer and gatekeeper

AI spending surges, Microsoft opens exit door to 60,000 employees

SoftBank eyes US$50B Malaysia AI data-center expansion

AI data centers drive cooling, power, modular infrastructure demand

Anthropic IPO filing exposes massive compute buildout spanning TPUs, GPUs, and dedicated data centers

PSMC capacity crunch holds back Jeju Semiconductor's growth

Broadcom, financial firms agree on US$63 billion funding for Anthropic chip purchases

Mitsubishi Materials scales thermistor capacity sixfold amid AI boom

AI demand squeezes automotive memory, pushing automakers to take control of chip supply

China AI token debate highlights challenge of monetizing compute

The Anthropic IPO filing: 14-fold 1H26 revenue growth behind a US$80.75 billion paper loss

Kazakhstan positions AI infrastructure as a potential export industry after Nvidia CEO's visit

US designates helium as critical material amid Middle East supply shock

Ennostar's optical push could add new growth engine for 2027 and onward

AMD, Nvidia target substrate capacity amid 4x expansion constraints

Fujifilm expands South Korean capacity to meet AI chip demand

FANUC raises forecast as AI, automation demand drives record revenue

Charts: Why German automakers are becoming marginalized in US BEV market

Nvidia says GPUs last 8 years, unlocking AI financing

Meta launches US$35 billion equity raise, funds US$60 billion at-the-market program for AI build-out

Applied Materials to raise Besi stake to 20% as hybrid-bonding orders surge

Nvidia's Berlin keynote highlights AI scaling challenges in Europe

Samsung, SK Hynix eye 2Q27 shipments of 8-layer HBM4 to Nvidia

AWS, Google challenge CUDA as AMD, Intel cut AI switch costs

Inside SKT’s push to turn SK Hynix’s fabs into an AI business

China supply-chain price hikes strain domestic demand

Vietnam's first fab reportedly faces doubts over 2027 target

Fine M-Tec rejects component blame as foldable market outlook remains positive

DRAM price gains fall short as supply shrinks up to 50%

AI data center boom risks squeezing power chip supplies for auto, electronics

Weekly news roundup: iPhone Duo shipment target revised upward amid display issues

Japan sets JPY100 billion push to commercialize perovskite solar cells

HCLTech and Rapidus open India centers to support semiconductor engineering

India's smartphone shipments hit a decade low in 3Q26 amid rising prices

As iPhone Duo inner screens crack, Samsung capitalizes on foldable surge

Intel to acquire quantum computing software firm Classiq

Anthropic's IPO filing puts TSMC, HBM, direct leasing at the center of AI compute risk

Tamil Nadu adds independent chip subsidy route as Indian states vie for investment

OPTOELEC seeks AI data center orders as Himax advances CPO optics

China's Neolix eyes Korean assembly of autonomous delivery vans in 2027

Hyundai supplier SL eyes first overseas robot deployment in US

Tata Communications plans up to US$450 million fibre network linking India's AI hubs

KAR bets on fleet monitoring as South Korea expands robotaxi trials

ByteDance denies AI micro-dramas consume over half of China's AI computing power

Amkor turns to customer prepayments as global packaging investment accelerates

Cadence bets on its own chip design AI models as Synopsys teams up with OpenAI

Cadence says chip design demand is broadening beyond AI as analysts test margins, rival targets

India sets October 2028 target for homegrown smartphone brand

Celestica's AI growth puts capacity in focus as revenue outlook reaches US$40 billion

Cadence raises 2026 outlook as AI design demand drives record backlog

Amkor gross margin climbs to 18.3% as computing mix offsets consumer weakness

Samsung Executive Chairman reportedly eyes RX unit visit for humanoid robot push

DIGITIMES Insights: AI servers move toward 800V DC as vertical power delivery promises higher efficiency, lower transmission losses

Cheng Mei develops materials for advanced packaging glass substrates

Sunic System wins overseas OLEDoS equipment order

Oct

26

2026

Interview: From afterthought to bottleneck, circuit boards move to the heart of AI hardware

Meta prioritizes high-margin AI inference as Wiwynn, Quanta eye CPU server demand

Taiwan wafer-testing supplier Hermes Testing Solutions commits more than US$215 million to advanced chip testing expansion

Podcast highlights: TSMC's 3nm demand story, Samsung HBM shift, and A14 ramp

India roundup: India's tech build-out opens new markets, but foreign suppliers are first in line

Oct

25

2026

Nvidia unveils OOI CPO prototype for post-2028 AI needs

China clears DeepSeek, MiniMax for overseas AI deployment

Namuga expands beyond Samsung with humanoid robot camera modules

Chinese automakers capture record 14.6% Europe market share as looming hybrid import curbs spur shipments

AI data centers drive Taiwan's electrical firms into modular, EPC markets

Meta’s AI commitments surge to US$825 billion, testing financing power

Texas Instruments sees up to $1,000 in chip content per humanoid robot as analog supply tightens

Column: Will general-purpose models overtake Physical AI?

Magnate Technology sees aerospace, semiconductor growth opportunities

Moonshot's Singapore hiring shows how China's open-model labs plan to get paid abroad

Tesla-SpaceX merger tests whether Musk's technology empire is worth more together

Interview: The story of LEACHIM, a working humanoid robot from the 1970s