Taiwan has launched its first maritime unmanned vehicle exhibition, drawing major military unmanned boat makers from the US, UK, Singapore, and other countries to showcase technologies and explore opportunities in the island's expanding defense technology market.

LG Energy Solution expects revenue to keep rising in the fourth quarter while profit dips. On its November 3 earnings call, it told analysts that its North American energy storage system (ESS) business is improving its profitability more slowly than the market expected. Executives also said tighter sourcing rules in the US and Europe are shaping how the battery maker buys materials, chooses customers, and plans its balance sheet.

Chinese commercial launch provider CAS Space launched its Kinetica-2 rocket at 8:15:25am on 3 November from the Dongfeng Commercial Aerospace Innovation Experimental Zone, placing 18 Spacesail Constellation satellites into their designated orbit. It was the rocket's first deployment mission for the low-Earth-orbit network, also known as G60 Starlink.

AI data centers are increasing demand for high-speed optical communications, making optoelectronics supply chains increasingly strategic. Marvell's announced acquisition of Lumentum highlights chipmakers' growing integration of optical technologies. Huawei has pursued its own supply-chain strategy through sustained equity investments by Hubble Technology.

DeepSeek plans to use Huawei's Ascend 950 chips as the core training hardware for its next-generation V5 model, potentially extending the companies' partnership from inference to full model training in 2027.

Screen Holdings is expanding production of semiconductor cleaning equipment with a JPY25 billion (US$157.53 million) site in Nagaokakyo, Kyoto, while raising its capex budget for the year ending March 2027 to JPY58 billion (US$367.33 million). The new facility is scheduled to begin operating in January 2028.

Samsung Electro-Mechanics (Semco) has disclosed more than KRW5 trillion in long-term supply agreements (LTAs) this year after signing another AI server capacitor contract. The company expects such agreements to account for more than half of its multilayer ceramic capacitor (MLCC) revenue in 2027.

Taiwan-based Horngyu Electric is leveraging manufacturing in Vietnam to meet rising demand for electrical equipment from AI data centers (AIDCs), Taiwan makers investing in the US, and new-energy projects. Horngyu's Vietnam plant is scheduled to begin trial production by the end of 2026 and enter mass production in 2027.

South Korea should tie government support for new semiconductor fabs to commitments that benefit domestic chip designers, equipment makers, and packaging suppliers, a state-funded researcher proposed on November 2, a move that could influence chipmakers' sourcing decisions if adopted.

Premier Jung-tai Cho said on November 3 that Taiwan's government provided Nvidia with timely support in three areas—budget, legal frameworks, and policy—to establish its first overseas R&D center and headquarters in Taipei's Beitou-Shilin Technology Park (BSTP). Nvidia's decision has also become a key achievement for Taipei Mayor Wayne Chiang as he seeks reelection.

OpenAI has signed a series of agreements in Abu Dhabi covering energy, investment, and public-sector applications, as the artificial intelligence company expands generative AI deployment across the United Arab Emirates. The initiatives involve the Abu Dhabi government, sovereign investment institutions, and energy companies, while regional funds are also reportedly discussing participation in a potential US$20 billion to US$30 billion financing round.

Samsung Electronics' Galaxy Z Fold 8 weekly sales in South Korea increased by more than 20% in the week after Apple launched its first foldable iPhone Duo, according to Seoul Economic Daily and Financial News. The increase followed the iPhone Duo's South Korean debut on October 23, 2026, as reported problems involving shipment delays and cracked internal displays created additional attention for Samsung's competing foldable device.

Electronic components maker TDK will invest about JPY100 billion (US$633.5 million) to renovate an existing factory in Ojiya, Niigata Prefecture, Japan, and expand magnetic sensor production. The company aims to double capacity by fiscal 2030, which runs from April 2030 to March 2031, to capture demand from humanoid robots and other physical AI applications.

Samsung Electronics is considering a major overhaul of its TV lineup for 2027, replacing technology-based product names with three tiers modeled on its Galaxy smartphones as it looks to increase shipments and expand its services business, South Korea's ETNews reported.

Japan's Mitsui Kinzoku has announced its third capacity expansion plan since the start of fiscal 2026 for MicroThin, its ultrathin copper foil used in optical communications equipment. The company is accelerating production expansion to meet sustained growth in market demand.