AI's shift from data centers into cars, robots, wearables, and connected devices is widening the market for fully depleted silicon-on-insulator (FD-SOI), while China is building a domestic supply chain spanning substrates, foundry capacity, and chip design.
Tower Semiconductor plans to make Japan its largest manufacturing base for optical communications semiconductors after expanding silicon photonics (SiPh), silicon germanium (SiGe), and advanced packaging capacity in the Hokuriku region, as demand from AI data centers accelerates.
China has introduced its first national standard for perovskite photovoltaics, a move that could improve how solar performance is measured and compared worldwide. The new rules are likely to support industry transparency, help investors assess progress more accurately, and speed commercialization by reducing inconsistencies in testing data across markets.
Acer Medical said Taiwan's and South Korea's long-standing health insurance and medical records could underpin a new wave of sovereign healthcare AI as the company moves beyond image recognition into generative AI and AI agents. The company highlighted uses in remote care, motion analysis, and preventive medicine at a Next AI event in Wonju, South Korea.
South Korea's DB HiTek is gaining pricing power as tightening 8-inch foundry supply, high utilization, and stronger demand for power-management chips improve conditions across mature-node manufacturing.
China's PC monitor market is entering a period of sharper structural divergence, with commercial demand offsetting part of a weakening consumer segment while rising component costs push manufacturers toward higher-value products.
China's CXMT has begun mass production of its fifth-generation DRAM platform, or G5, claiming process capabilities comparable with the industry's most advanced mass-production nodes and bringing higher-density LPDDR5X into volume production.
Samsung Electronics will reportedly slash quantum-dot (QD) LCD TV production in 2026 to 2 million to 3 million units, down as much as 80% year-over-year, while it also plans to gradually scale back Neo QLED output and potentially stop production as early as 2028. The move shifts the company's LCD TV focus toward Mini LED models without QD.
Chunghwa Telecom (CHT) announced on September 18 that the nearly 300km-long Taiwan-Matsu submarine cable has been completed, landed, tested, and has officially been added to the Taiwan-Matsu external communications network. The project strengthens communications resilience for the outlying Matsu Islands by adding a third route with redundant backup and improving service stability for residents and public services.
ACM Research Shanghai is staking its growth case on two developments: planned tool installations at customers outside mainland China and orders for panel-level advanced packaging equipment, according to Star Market Daily, Securities Times, and East Money.
