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.
Denso, Japan's largest auto parts maker, reported falling profits for the first half of fiscal 2026 as surging memory and other component costs, driven partly by the AI boom, offset revenue growth. The company said it will pass some costs on to customers when necessary while securing supplies through long-term contracts.
Tokyo Electron (TEL) forecasts nearly 90% annual operating-profit growth as chipmakers accelerate capital spending to meet demand for AI hardware, despite mounting concerns over an AI bubble. The company also announced a JPY150 billion share buyback program.
Samsung Electronics plans to acquire Samsung Display's entire 10.16% stake in China's TCL CSOT for KRW1.2718 trillion (approx. US$960 million), moving the investment from its OLED-focused subsidiary to the parent company, whose TV business continues to rely on Chinese LCD panel suppliers.
South Korean energy and engineering companies are positioning themselves for the emerging small modular reactor (SMR) market, with SK Innovation (SKI) seeking to build expertise through US demonstration and early commercial projects before pursuing domestic deployment, while Samsung C&T is focusing on modular construction to shorten project timelines, reduce costs, and accelerate commercialization.
Chinese AI chipmaker Iluvatar CoreX has released benchmarks showing its next-generation Tiangai 300 general-purpose GPU outperforming Nvidia's H200 in selected large language model (LLM) inference, long-context processing and multimodal generation workloads.
Samsung Electronics chairman Lee Jae-yong visited the company's Advanced Package Lab (APL) in Yokohama, Japan, on November 1, as the chipmaker looks to Japan's semiconductor materials and equipment industry to strengthen its advanced packaging capabilities for AI processors.
OpenAI CEO Sam Altman met with executives from Samsung Group and SK Group during a brief visit to South Korea on October 31, as tightening memory supplies and growing commitments to major AI customers raise the stakes for the company's semiconductor and data center partnerships.
China's leading electronic design automation (EDA) supplier, Empyrean Technology, plans to acquire a controlling stake in Easy-Logic Technology, a specialist in digital logic optimization, for about CNY219 million (≈ US$32.9 million). The acquisition will address a gap in Empyrean's digital chip design tools and support its development of next-generation solutions for AI chips and 3D integrated circuits (3DIC).
China's leading DRAM manufacturer CXMT expects revenue to continue growing through 2027, supported by tight memory supply, AI server demand and an expanding portfolio of higher-value DDR5 and LPDDR6 products. The company is also negotiating long-term supply agreements with major customers, reflecting efforts to secure demand beyond the current memory market upswing.
Dixon Technologies is pursuing separate partnerships for servers, optical communications, and advanced semiconductor packaging as it seeks a role in AI infrastructure manufacturing, although its most ambitious silicon-photonics plans remain at the evaluation stage.
Dixon Technologies is counting on smartphone joint ventures, expanding IT hardware production, and locally made components to turn a sharp sales increase into stronger earnings, as rising memory costs inflate revenue without a corresponding rise in manufacturing volumes.
Nvidia will invest US$1 billion (KRW1.34 trillion) in South Korean internet company Naver, acquiring an approximately 4.54% stake and surpassing Naver founder and board chairman Hae-jin Lee to become its third-largest shareholder.
Tata Sons has put INR11 billion (US$115.71 million) into Tata Electronics through a rights issue, according to regulatory filings, adding capital to a business that has quickly become one of the largest in the Tata group.
South Korean AI chip startup FuriosaAI has raised US$620 million in its latest funding round, quadrupling its valuation from the previous round to US$2.9 billion and strengthening its challenge to Nvidia.
As AI and unmanned systems see wider adoption, the military's reliance on electricity continues to grow, making energy transition critical to maintaining combat capabilities. The South Korean Army made its debut at Smart Energy Plus (SEP) 2026, showcasing microgrids integrating solar power, energy storage systems (ESS), and hydrogen fuel cells, along with hydrogen-powered tactical vehicles and hydrogen fuel-cell drones to reduce dependence on external power grids.
