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Thursday 12 November 2026
Quanta shifts 2027 capex toward power, the new battleground for AI server ODMs
Quanta Computer posted strong revenue and earnings in the third quarter of 2026 and expects operations to continue accelerating in the fourth quarter, driven by AI servers. The company...
Thursday 12 November 2026
Samsung moves up HBM packaging plant opening to June 2028
Samsung Electronics said on November 12 it had moved up the planned opening of its new high-bandwidth memory (HBM) packaging plant in South Korea by one year to June 2028 to meet rising...
Thursday 12 November 2026
DB HiTek 3Q26 shows power-chip demand lifts operating profit, but net income falls
DB HiTek's third-quarter 2026 results point to continued strength in its core foundry operations, even as a steep decline in net income shows that operating momentum did not carry...
Thursday 12 November 2026
The China chip self-sufficiency paradox: YMTC eyes 2027 IPO as restricted Nvidia GPUs reach Chinese universities
China is advancing its domestic semiconductor ambitions while continuing to access restricted US AI processors, exposing the limits of Washington's export controls and the challenges...
Thursday 12 November 2026
TSMC sees surging AI chip demand, highlights advanced packaging and physical AI opportunities
TSMC is facing unprecedented demand for its advanced chips as artificial intelligence (AI) infrastructure investment accelerates, with advanced packaging and emerging physical AI applications...
Thursday 12 November 2026
Mitsui Kinzoku bets on AI copper foil with JPY190 billion investment in Malaysia plant
Mitsui Kinzoku will invest about JPY190 billion (approx. US$1.2 billion) to build a copper foil plant near its existing Malaysia site, targeting demand from optical communications...
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
E Ink invests in Soofa to expand outdoor e-paper signage
E Ink Holdings (EIH) announced on the November 10 that it has invested in US-based Soofa and formed a strategic partnership with the company. The investment will support Soofa’s...
Wednesday 11 November 2026
Acer Synergy Tech rides semiconductor demand to record revenue
Acer subsidiary Acer Synergy Tech benefited from sustained semiconductor industry growth, which drove demand for information technology (IT), operational technology (OT), and workforce...
Wednesday 11 November 2026
China's Nebula project links AI chips to satellites in bid to take computing beyond Earth

Rising AI demand and constraints on power, land and cooling at terrestrial data centers are drawing international interest in space computing....

Wednesday 11 November 2026
Anwar's China remarks threaten Taiwan investment in Malaysia
Malaysia's Prime Minister Anwar Ibrahim's comments supporting the one-China principle and the use of force to unify Taiwan continue to weigh on Taiwan-Malaysia ties nearly three months...
Wednesday 11 November 2026
China's Huaqin looks beyond AI servers with US$150M wafer foundry investment
China's leading smart-device original design manufacturer (ODM), Huaqin Technology, plans to invest CNY1 billion (approx. US$149.86 million) in a wafer foundry venture, strengthening...
Wednesday 11 November 2026
Grab, SoftBank deepen Malaysia's push to become SEA's AI infrastructure hub
Grab and SoftBank Group plan to invest a combined US$1.85 billion in two AI infrastructure projects, including data centers, in Malaysia, as they seek to capitalize on growing demand...
Wednesday 11 November 2026
Taiwan machinery exports rise for 21st month on AI demand, but US election adds uncertainty
Taiwan's machinery exports grew for a 21st consecutive month in October, led by electronic equipment on strong AI and semiconductor demand, according to the Taiwan Association of Machinery...