KLA Corporation, the US maker of semiconductor inspection and metrology equipment, is evaluating a manufacturing foray in India and is considering one or two applications under the country's Semicon 2.0 incentive scheme, The Economic Times reported on October 29, citing people familiar with the developments. KLA did not respond to the newspaper's queries.

South Korean AI chip developers HyperAccel and Rebellions are moving beyond standalone accelerators to develop integrated data center systems, seeking to combine domestic processors, memory, and networking technologies into infrastructure capable of handling different AI workloads at lower cost.

After The New York Times reported that a female executive at Singapore-based Megaspeed International was under investigation for allegedly conducting espionage activities for China, Nvidia CEO Jensen Huang said the company's dealings with Megaspeed were normal and involved no irregularities.

Delta Electronics approved plans on October 28 to establish a large manufacturing base in Penang, Malaysia, as the power and thermal management company expands overseas production to support customer demand. The site is expected to ramp up to capacity comparable to that of Delta's Thailand operations over five years, with space reserved for process research and development and a potential future R&D center.

Doosan Enerbility is strengthening its position in the AI-driven power infrastructure market, backed by 12 gas turbine orders in the US and an expanding nuclear energy portfolio. At Smart Energy Plus (SEP) 2026 in South Korea, the company showcased technologies spanning gas turbines, large nuclear reactors, small modular reactors (SMRs), and offshore wind, highlighting delivery speed, manufacturing capacity, and long-term maintenance as increasingly critical competitive factors.

South Korean ultra-thin glass (UTG) maker Dowoo Insys is expanding its smartphone glass technology into the automotive market, developing protective glass for rollable OLED displays with a major South Korean automotive electronics company. The product could enter commercial production as early as the second half of 2027.

Strong demand for AI applications and cloud services is driving investment in high-performance computing chips and AI servers, prompting Taiwan manufacturers to expand capacity and borrow from banks while retaining cash. At the same time, banks' property-related loan balances continue to decline as credit resources flow into production and the real economy.

Thailand-based precision sheet-metal manufacturer JPP Holding (jpp-KY) has secured more than 20 aerospace special-process certifications from Airbus, including certifications for A350 cockpit structural parts and related subprojects, formally entering the aircraft maker's high-end structural-component supply chain.

Taiwan's semiconductor rise was built on a powerful division of labor: world-class IC design feeding increasingly advanced foundries, supported by packaging, testing, and an unusually dense electronics manufacturing base.

Samsung Electronics and SK Hynix expect memory shortages to persist for years despite rising investment in chip factories, as surging AI demand and increasingly complex manufacturing processes limit how quickly new capacity can come online.

Nidec Corporation has provided an update on its ongoing efforts to resolve the grounds for the disclaimer of opinion issued on its financial statements, missing its initial target to submit restated reports by October 28, 2026. Despite completing several remedial measures, the company continues to address additional verification procedures requested by its independent auditor.

Despite new smartphone launches from Apple, Huawei, Oppo, Vivo, and Xiaomi, rising memory prices are weakening sales momentum and prompting Chinese smartphone brands to adjust their product mix. DIGITIMES Intelligence senior analyst Luke Lin expects smartphone shipments in China to fall more than 13.5% year-over-year in the fourth quarter of 2026, and total shipments by Chinese brands to decline more than 35% year-over-year.

BYD's premium Yangwang brand has named its ultra-luxury flagship sedan "Altior," with the model expected to sell for more than CNY2 million (US$300,027.8). Developed over approximately three years, the sedan is set to debut in the United Arab Emirates as Yangwang seeks to compete with Mercedes-Maybach, Rolls-Royce, and Bentley.

Chinese AI, robotics, and semiconductor stocks have suffered a steep sell-off in less than four months, casting a shadow over Beijing's push to achieve global technology leadership. According to Reuters, the Shanghai STAR 50 Index has fallen about 40% from its June peak, wiping out approximately US$480 billion in market value across AI and semiconductor components.