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Monday 9 November 2026
SK chief defends Samsung and SK's US$3.5 trillion investment plans
SK Group chairman Chey Tae-won has defended Samsung and SK's combined KRW4,755 trillion (approx. US$3.52 trillion) investment plans, arguing that South Korea cannot keep pace in the...
Monday 9 November 2026
Doosan expands CCL production in China and South Korea to meet AI demand
Doosan is moving ahead with a roughly KRW970 billion (approx. US$716 million) expansion of copper-clad laminate (CCL) production in South Korea and China as demand for AI accelerators,...
Monday 9 November 2026
Samsung, SK Hynix race to secure EUV tools as ASML warns of shortages
Samsung Electronics and SK Hynix are competing to secure extreme ultraviolet (EUV) lithography equipment from ASML as the Dutch supplier warns that its planned capacity will fall short...
Monday 9 November 2026
Chang Wah Technology holds high utilization, boosts China investment
Chang Wah Technology reported October consolidated revenue of NT$1.715 billion (US$52.2 million), up 0.09% month-over-month and 50.83% year-over-year, as demand remained strong despite...
Monday 9 November 2026
Onsemi drops US$2 billion Czech SiC expansion amid pressure from cheaper Chinese wafers
Onsemi has abandoned a plan to invest up to US$2 billion in end-to-end silicon carbide (SiC) production in the Czech Republic, a reversal that Czech media have linked to low-cost Chinese...
Monday 9 November 2026
In US-China AI data center race, America's 118 GW capacity forecast faces China's rapid expansion by 2030
Surging demand for AI computing is accelerating data center construction in both the US and China, although the US is expected to retain a substantial lead in installed capacity through...
Monday 9 November 2026
Alphabet's Qualcomm stake signals deeper partnership as chipmaker targets AI data centers
Alphabet has acquired a stake worth nearly US$548 million in Qualcomm, strengthening the financial ties between the longtime partners as the chipmaker seeks to diversify beyond smartphones...
Monday 9 November 2026
Commentary: AI investment doubts rise, but chip demand keeps surging
Concerns over an overheating AI market have resurfaced, fueled by delays in data center construction, power and permitting bottlenecks, and the potential deferral of hundreds of billions...
Monday 9 November 2026
China Mobile's US$75 billion 2027 procurement plan signals a seismic shift towards AI computing
China Mobile plans procurement exceeding CNY500 billion (≈ US$75.1 billion) in 2027, including more than CNY100 billion for AI computing infrastructure, signaling a shift from...
Monday 9 November 2026
US Department of Defense commits US$75 million to Halo SiC wafer expansion
The Department of Defense's Office of Strategic Capital (OSC) has offered Halo Industries, a semiconductor startup based in Santa Clara, California, a conditional loan commitment of...
Monday 9 November 2026
Wiwynn posts record 3Q26 revenue and profit, boosts US, Malaysia investment
Wiwynn reported record single-quarter revenue and profit for the third quarter of 2026, with consolidated revenue reaching NT$4,346.18 billion (US$132.2 billion), up 62.9% year over...
Monday 9 November 2026
UK chip leader believes US midterms won't disrupt global semiconductor ties
Democrats' sweeping victory in the US midterm elections has raised concerns that the country could slow AI development and data-center construction, but UK technology industry leaders...
Monday 9 November 2026
Taiwanese ICT manufacturer Wah Hong accelerates AI cooling as memory hikes hit electronics
Higher memory prices caused by tight supply weakened demand for consumer electronics, while investment in Wah Hong Industrial's thermal management division weighed on overall third-quarter...
Monday 9 November 2026
Semiconductor testing company KYEC keeps US AI chip testing plant on track despite election shift
King Yuan Electronics (KYEC) general manager Gauss Chang said the company's plan to establish a US testing facility in Texas remains on schedule despite concerns that a shift in control...
Monday 9 November 2026
Adata revenue to dip slightly in 4Q26 as AI investment shifts overseas
Memory module maker Adata reported October 2026 consolidated revenue of NT$17.06 billion (US$521.6 million), up 8.5% month-over-month and 282.3% year-over-year, marking its third-highest...