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NEWS TAGGED EAST ASIA
Tuesday 3 November 2026
China's chip packagers ride AI demand, price hikes, but investment gains, capex cloud the profit picture
China's outsourced semiconductor assembly and test (OSAT) companies entered the fourth quarter with rising sales, high utilization, and an industry-wide price upturn. Their third-quarter...
Tuesday 3 November 2026
Samsung to exit 8-inch foundry business by 2030, report says
Samsung Electronics plans to shut down its remaining 8-inch foundry lines by the end of 2030, forcing South Korean chip designers to seek alternative manufacturing capacity as competing...
Tuesday 3 November 2026
China's anti-price-war drive fails to ease solar overcapacity as four industry giants remain in the red
China's leading solar manufacturers have reported their third-quarter 2026 financial results, showing signs of improving profitability but continued heavy losses, underscoring the...
Tuesday 3 November 2026
China's memory chipmakers extend their boom into the third quarter as capacity, policy risks build
China's memory chip industry heads into the final quarter of 2026 riding a global supply shortage: its leading DRAM maker booked more than CNY54 billion (US$8.11 billion) in third-quarter...
Tuesday 3 November 2026
Micron dismisses 4F-squared DRAM as CXMT presses ahead — why Samsung, SK Hynix remain divided
Micron Technology and China's CXMT have taken sharply different approaches to next-generation DRAM scaling, exposing a divide over the commercial viability of 4F-squared memory-cell...
Tuesday 3 November 2026
Nvidia strengthens South Korea ties at AI Day Seoul
Nvidia will showcase its expanding partnerships with South Korean companies at AI Day Seoul, where Samsung Electronics and SK Hynix will present semiconductor development cases using...
Tuesday 3 November 2026
China’s tech self-sufficiency drive keeps overcapacity in place
China’s push for technological self-sufficiency will continue expanding its industrial overcapacity and exporting it worldwide, according to Roy Chun Lee, senior deputy executive...
Tuesday 3 November 2026
Samsung Electro-Mechanics starts mass production of ADAS MLCCs
Samsung Electro-Mechanics (Semco) has begun mass production of a miniature, ultra-high-capacitance multilayer ceramic capacitor (MLCC) for advanced driver assistance systems (ADAS),...
Tuesday 3 November 2026
Samsung reportedly in talks with Nidec to develop robot motors
Samsung Electronics is reportedly in talks with Japanese motor maker Nidec to jointly develop robot motors as the South Korean company expands its humanoid robotics business and pushes...
Monday 2 November 2026
China's self-improving AI advances towards AGI, but Z.ai founder warns of limits and risks
Z.ai co-founder Tang Jie has identified recursive self-improvement (RSI) as a critical pathway towards artificial general intelligence (AGI), arguing that AI systems capable of improving...
Monday 2 November 2026
Denso sees profits hit by memory costs, seeks price pass-through
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...
Monday 2 November 2026
TEL sees 90% profit surge as AI chip demand stays strong
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...
Monday 2 November 2026
Samsung to buy TCL CSOT stake from its own display unit for US$960 million
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...
Monday 2 November 2026
South Korea builds SMR ecosystem as SK Innovation advances Natrium tech, Samsung C&T pushes modular construction
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...
Monday 2 November 2026
Iluvatar CoreX Tiangai 300 tops Nvidia H200 in select AI inference tests, with long-context and MoE gains
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...