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NEWS TAGGED EXPANSION
Thursday 12 November 2026
AI server tracker: ODM/EMS giants scale up, but optical suppliers show who captures the next wave
Taiwan's AI infrastructure expansion is producing different growth patterns across system manufacturers and optical suppliers. All six original design manufacturers and electronics...
Thursday 12 November 2026
Asia Vital posts record 3Q26 profit on AI server cooling demand
Thermal module manufacturer Asia Vital reported record revenue and profit for the third quarter of 2026, driven by rising demand for high-end cooling products used in AI servers. Its...
Thursday 12 November 2026
HKC’s Mianyang Gen 6 OLED investment faces delays
China’s HKC has again stalled its OLED expansion, with equipment orders for its Gen 6 OLED line in Mianyang, Sichuan, yet to be placed despite plans for deposition equipment...
Thursday 12 November 2026
Kia plans US$1.5 billion India plant expansion, spurring Korean suppliers
Kia is considering investing about US$1.5 billion to expand its plant in Andhra Pradesh, India, while South Korean auto-parts makers have pledged follow-on investments. If approved,...
Wednesday 11 November 2026
TSMC unlikely to enter 3D DRAM; CXMT expansion a bigger threat
Charles Kau, chairman of IEMC, said TSMC "cannot make 3D DRAM," dismissing reports that the foundry is evaluating entry into the next-generation memory market at Nvidia's request....
Wednesday 11 November 2026
Changs Ascending rides semiconductor expansion into AI data-center power
Changs Ascending's October 2026 consolidated revenue rose 3.64% year on year, while revenue for both the month and the first 10 months reached record highs for the same period. The...
Wednesday 11 November 2026
Hiwin sees strong 2027 as orders stretch into midyear
Hiwin Technologies Corp. expects demand from AI, data centers, and semiconductor equipment to keep orders for precision motion components strong into mid-2027, chairman Eddie Cho said...
Wednesday 11 November 2026
OpenAI unveils AI data center pact amid community resistance
US local officials are intensifying scrutiny of data center expansion and artificial intelligence (AI) regulation. Against this backdrop, OpenAI on November 5 unveiled its "National...
Wednesday 11 November 2026
CoreWeave's faster AI capacity rollout lifts outlook as financing costs weigh
CoreWeave's latest results suggest that delivering AI computing capacity is beginning to improve operating performance, while the cost of financing that expansion continues to weigh...
Tuesday 10 November 2026
SoftBank Group, Grab, PETROS commit US$1.85 billion to Malaysian AI infrastructure
SoftBank Group, Grab, and Petroleum Sarawak Berhad (PETROS) have entered into joint development agreements to deploy US$1.85 billion in initial seed capital for large-scale artificial...
Tuesday 10 November 2026
Commentary: China's emerging semiconductor investment empire takes quieter route to dominance
A decade ago, China's Tsinghua Unigroup alarmed Taiwan's semiconductor industry with an aggressive acquisition campaign. Under then-chairman Zhao Weiguo, the group acquired Spreadtrum...
Tuesday 10 November 2026
Trans-Sun Materials Technology sees AI server, robot growth defying US political shifts
Calls to curb artificial intelligence (AI) expansion have intensified after the US Democratic Party's sweeping victory in the midterm elections, but Trans-Sun Materials Technology...
Tuesday 10 November 2026
Taiwanese engineering company Yankey holds NT$57.1 billion orders, Kumamoto wafer fab project to boost 2027 revenue
Yankey Engineering’s order backlog reached a record NT$57.1 billion (US$1.74 billion) as of the end of September, with its subcontracting project for the second wafer fab in...
Tuesday 10 November 2026
Singapore fab set to drive VIS growth as AI interposers reshape output
Vanguard International Semiconductor (VIS) said its Singapore wafer fab is expected to become a growth driver in 2027, with capacity nearly sold out, customer commitments secured,...
Tuesday 10 November 2026
Horngyu targets global grid market with AI, power integration
Global AI data center construction and Taiwan Power's NT$564.5 billion (US$17.23 billion) resilient-grid initiative are driving demand for highly reliable power equipment and intelligent...