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Monday 9 November 2026
AI chip testing demands lift Taiwan's wafer testing specialist HTSI as October revenue surges 62%
Taiwanese semiconductor wafer testing solutions provider Hermes Testing Solution Inc. (HTSI) reported sustained revenue growth in October, supported by steady demand for high-power...
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
South Korean equipment maker Naintech supplies TCL CSOT via LG for 8.6-generation inkjet OLED line
South Korean equipment maker Naintech is expanding beyond secondary-battery equipment by entering TCL China Star Optoelectronic Technology’s 8.6-generation inkjet OLED mass-production...
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
Nittobo's T-Glass supply crunch deepens despite 3.6-fold capacity expansion plan for AI chips
Japan's Nittobo (Nitto Boseki) plans to invest an additional JPY20 billion (approx. US$127 million) to expand production of T-Glass, a specialized low-coefficient-of-thermal-expansion...
Saturday 7 November 2026
Analysis: Britain's semiconductor paradox—world-class innovation, but who captures the value?
As artificial intelligence reshapes global chipmaking, the UK's strength in design, materials and research is being tested by a longstanding challenge: turning technological breakthroughs...
Friday 6 November 2026
China's NSIG sees silicon wafer prices rebound, but profitability remains elusive
National Silicon Industry Group (NSIG) expects to complete its expansion to 1.2 million 300mm silicon wafers per month by the end of 2026, positioning the Chinese semiconductor materials...
Friday 6 November 2026
Sumitomo Bakelite raises 2026 profit forecast on AI packaging boom
Sumitomo Bakelite reported a 47.2% year-over-year increase in attributable net profit to JPY19.561 billion (US$123 million) for the first half of fiscal 2026, as AI server demand drove...
Friday 6 November 2026
LG Chem targets cathode growth while advancing petrochemical restructuring
LG Chem is pursuing a recovery in battery materials and expanding its semiconductor and automotive materials while seeking a year-end decision on petrochemical restructuring, with...
Friday 6 November 2026
LG Chem's battery growth fails to offset renewed petrochemical losses
LG Chem's expanding battery business is cushioning the group against another petrochemical downturn, but its latest results show that stronger shipments alone are insufficient to restore...
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...