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Tuesday 3 November 2026
TSMC's next US chip plant could land in Sherman
Sherman, a city north of Dallas, has emerged as a possible site for TSMC's next US chip plant, with Texas development documents describing a proposed US$45 billion investment in two...
Tuesday 3 November 2026
Analysis: AI supply chain expansion persists despite concerns over a downturn
AI chip and data center suppliers continue to announce capacity expansions and stronger earnings in response to surging AI demand, even as concerns grow over the sustainability of...
Tuesday 3 November 2026
Analysis: Beyond iPhone growth, Apple's spending reveals broader cost challenge
Apple is committing more money to research and securing supplies while reducing cash spending on fixed assets, a combination that shows how its AI ambitions and component shortages...
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
South Korea aims to speed up chip fab openings by two years
South Korea plans to bring new semiconductor fabs into operation at least two years ahead of schedule by speeding up construction approvals and infrastructure development, as the government...
Tuesday 3 November 2026
AI boom raises financial crisis fears among US regulators
The expanding artificial intelligence (AI) investment boom is exposing risks tied to financing and returns, with US regulators warning that a failure of AI growth expectations could...
Monday 2 November 2026
AI, geopolitics make Taiwan Thailand's third-largest trade partner in 1H26
Taiwan became Thailand's third-largest trade partner in the first half of 2026 as AI growth and geopolitical shifts accelerate Taiwanese investment in the country, Taiwan Representative...
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
Dixon turns to joint ventures, components as price-led growth leaves margins thin
Dixon Technologies is counting on smartphone joint ventures, expanding IT hardware production, and locally made components to turn a sharp sales increase into stronger earnings, as...
Monday 2 November 2026
Tata Sons injects US$115.7M into Tata Electronics as chip and iPhone arm gains weight in group
Tata Sons has put INR11 billion (US$115.71 million) into Tata Electronics through a rights issue, according to regulatory filings, adding capital to a business that has quickly become...
Monday 2 November 2026
Taiwan’s R&D investment reaches NT$1.13 trillion in 2025
Master’s degree holders remain the backbone of Taiwan’s technology R&D workforce, while locally trained PhD students generally show weaker research capabilities, according...
Monday 2 November 2026
Canada invests CAD1.6 billion in Cohere to build AI independence
The Canadian government plans to invest up to CAD1.6 billion (about US$1.14 billion) in domestic AI startup Cohere, becoming a major investor in the company's latest funding round...
Monday 2 November 2026
Musk may let TSMC run his Texas chip fab as his do-it-alone plan stalls
Elon Musk is reportedly reconsidering his approach to collaborating with TSMC on the Terafab project, signaling a potential shift from his original ambition to independently build...
Monday 2 November 2026
Column: Samsung's memory boom reshapes its investment strategy
Samsung Electronics has never had more capital at its disposal. The company reported operating profit of KRW89.5 trillion (approx. US$67 billion) in the second quarter of 2026 and...
Monday 2 November 2026
India roundup: India accelerates semiconductor push as states, chipmakers and equipment suppliers expand investment

India's semiconductor ambitions are gathering momentum as states launch new subsidies, chipmakers weigh fabs, global suppliers consider manufacturing,...