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Thursday 5 November 2026
Commentary: AOI locks in China's InP substrates for AI optics, but export controls threaten supply
AI data centers are accelerating demand for high-speed optical communications, extending competition in the optical transceiver market beyond chips and module manufacturing to critical...
Thursday 5 November 2026
Mitsui Chemicals reportedly plans US$8.2B acquisition of JSR in Japan chip materials push
Mitsui Chemicals is planning to acquire semiconductor materials maker JSR from state-backed Japan Investment (JIC) in a deal potentially worth more than JPY1.3 trillion (US$8.2 billion),...
Wednesday 4 November 2026
Why defense's blue ocean is no smooth sailing for automakers
Although the defense market has emerged as a new blue ocean for the auto industry, entering it is far from smooth sailing. The main concern remains the national security sensitivities...
Wednesday 4 November 2026
Explosion at Panasonic CCL plant in Taiwan injures five, two missing
Panasonic Industrial Devices Materials Taiwan's Hukou plant experienced an explosion and fire early on November 4, injuring five employees and leaving two others unaccounted for. The...
Wednesday 4 November 2026
Zhongji InnoLight revenue and profit more than double in 3Q26
China-based optical communications module maker Zhongji InnoLight reported strong results for the third quarter of 2026 as global AI infrastructure expansion drove robust demand for...
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
Panasonic Industry to invest JPY92 billion in AI-related circuit board materials and capacitors
Panasonic Industry, the electronic components subsidiary of Panasonic Group, plans to invest approximately JPY92 billion (approx. US$582.8 million) in its AI-related businesses to...
Tuesday 3 November 2026
Geopolitical risks, sustainability pressures reshape Taiwan's specialty chemicals industry
Geopolitical tensions, volatile crude oil prices, and tightening sustainability requirements are reshaping the global chemical industry, creating new challenges and opportunities for...
Tuesday 3 November 2026
AI demand, resin shock stretch India PCB shortage into 2027
The printed circuit board (PCB) shortage that Indian electronics makers expect to worsen in the coming months is part of a global squeeze. AI servers are absorbing high-end laminate,...
Tuesday 3 November 2026
High inventories threaten Taiwan manufacturing PMI expansion
The Chung-Hua Institution for Economic Research (CIER) released Taiwan's purchasing managers' index (PMI) for October 2026 on November 2, showing continued expansion, with the outlook...
Tuesday 3 November 2026
SK Hynix ramps up SOCAMM2 as material shortages push up PCB prices
SK Hynix is increasing orders for small outline compression attached memory module 2 (SOCAMM2) printed circuit boards (PCBs) as production ramps up for Nvidia's Vera Rubin AI platform,...
Monday 2 November 2026
BenQ Materials targets premium displays and medical growth, seeks semiconductor materials breakthrough
BenQ Materials is targeting higher-value, faster-growing segments across its display, medical and semiconductor materials businesses. Chairman ZC Chen said the company's transformation...
Monday 2 November 2026
Samsung's Lee bets on Japan for AI chip packaging edge
Samsung Electronics chairman Lee Jae-yong visited the company's Advanced Package Lab (APL) in Yokohama, Japan, on November 1, as the chipmaker looks to Japan's semiconductor materials...
Monday 2 November 2026
Nytex targets 35% of sales from high-end materials by 2027
Nytex Composites, a Taiwan-based specialty plastics compounder, aims to increase high-end materials' share of revenue to 35% in 2027, up from 25.76% in the first half of 2026, as demand...
Monday 2 November 2026
Seoul Viosys begins mass production of rare earth-free white micro LEDs
A South Korean company says it has begun mass-producing white-light micro LED chips without rare earth materials, potentially reducing costs and environmental concerns in a market...