Corning's move to begin making optical connectivity products in Pune and add a larger adjacent plant by 2027 shows the AI-driven surge in data center fiber demand, so far strongest in the US, starting to reshape the company's manufacturing footprint in India.

FPT has begun trial operations at a semiconductor testing and packaging plant in Vietnam's Bac Ninh province, initially focusing on chip testing as it prepares to expand into packaging technologies. The facility has six production lines and a maximum designed capacity of 300 million chips annually, the company said in a November 3 release.

Google's plan to invest US$15 billion in Malaysia over 2027 and 2028 deepens its bet on what AFP calls Southeast Asia's fastest-growing data center hub, and ties the expansion to commitments on power, water, and skills as Malaysian authorities scrutinize the facilities' demands on national resources.

China's efforts to build a complete domestic chip-design software stack are gathering pace through acquisitions and strategic investments. Empyrean Technology's latest transactions target gaps in verification, placement and routing, and logic optimisation, strengthening its challenge to established electronic design automation (EDA) suppliers.

AI expansion and rising household electricity demand are pushing Taiwan's power consumption higher, with Taipower forecasting that the Southern Taiwan Science Park's electricity load will reach about 4GW in 2031, accounting for 9% of Taiwan's total power use. Taiwan's electricity consumption per unit of land is already about 2.7 times Japan's and 1.3 times South Korea's, Taipower said.

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.