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Wednesday 4 November 2026
US chip curbs on China complicate SK Hynix's US$45 billion NAND plan
SK Hynix's plans for a US$45 billion NAND investment in New York face a regulatory hurdle as Washington holds back approval for American chipmaking equipment needed at the company's...
Wednesday 4 November 2026
Huawei's Hubble builds AI optics supply chain through minority stakes in 22 companies
AI data centers are increasing demand for high-speed optical communications, making optoelectronics supply chains increasingly strategic. Marvell's announced acquisition of Lumentum...
Wednesday 4 November 2026
DeepSeek V5 reportedly targets Huawei Ascend 950 training in 2027, a crucial test for a Chinese alternative to Nvidia
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...
Wednesday 4 November 2026
Nexperia takes Wingtech to court over alleged rival chip supply chain in China
Dutch chipmaker Nexperia is seeking US$2 billion in damages from its Chinese owner Wingtech and three other defendants, alleging they established a competing supply chain in China...
Wednesday 4 November 2026
Screen doubles investment as Kyoto equipment site takes shape
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...
Wednesday 4 November 2026
Samsung Electro-Mechanics' long-term deals top KRW5 trillion
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...
Tuesday 3 November 2026
South Korea urged to link chip fab support to local suppliers
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...
Tuesday 3 November 2026
Nvidia selects Taipei tech park for overseas headquarters
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...
Tuesday 3 November 2026
Apple's iPhone Duo launch lifts Samsung Galaxy Z Fold 8 sales in South Korea
Samsung Electronics' Galaxy Z Fold 8 weekly sales in South Korea increased by more than 20% in the week after Apple launched its first foldable iPhone Duo, according to Seoul Economic...
Tuesday 3 November 2026
TDK invests JPY100B in physical AI sensors, targets 2029 production
Electronic components maker TDK will invest about JPY100 billion (US$633.5 million) to renovate an existing factory in Ojiya, Niigata Prefecture, Japan, and expand magnetic sensor...
Tuesday 3 November 2026
Samsung reportedly plans Galaxy-style TV lineup for 2027
Samsung Electronics is considering a major overhaul of its TV lineup for 2027, replacing technology-based product names with three tiers modeled on its Galaxy smartphones as it looks...
Tuesday 3 November 2026
Mitsui Kinzoku raises ultrathin copper foil capacity target for third time as optical demand surges
Japan's Mitsui Kinzoku has announced its third capacity expansion plan since the start of fiscal 2026 for MicroThin, its ultrathin copper foil used in optical communications equipment...
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...