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Monday 12 October 2026
Largan signals early peak-season cut, challenging phone chips in 4Q26
Largan chairman and CEO Adam Lin said October 2026 orders are tracking at roughly the same level as September's, but will begin declining in November as customers cut their forecasts...
Monday 12 October 2026
South Korea's Nucode targets US drone identification market with Realtek-based module
South Korean wireless communications module maker Nucode has signed a memorandum of understanding (MOU) with US drone identification and airspace intelligence provider Zing Drone Solutions...
Monday 12 October 2026
Sumitomo Bakelite expands packaging material production across Singapore, China
Sumitomo Bakelite announced that it is expanding production capacity for encapsulation materials used in advanced chip packaging at its facilities in Singapore and Suzhou, China. This...
Monday 12 October 2026
South Korean startup Helios targets Taiwan supply chains and Taiwan Strait risk analysis
As US defense procurement restrictions and European Union (EU) supply-chain due diligence requirements advance, South Korean risk-intelligence startup Helios is targeting verification...
Monday 12 October 2026
AITO doubles down on CATL as China's battery supply chain shifts toward selective diversification
As efforts to curb CATL's dominance accelerate across China's automotive landscape, the domestic battery market is beginning to move away from single-supplier dependence and toward...
Monday 12 October 2026
Leadsun Greentech enters EV charging with three DC fast-charging sites
Leadsun Greentech has entered Taiwan's electric vehicle charging market by acquiring equipment at three supercharging sites in Hsinchu, Taichung and Yunlin, expanding its renewable...
Monday 12 October 2026
Cook makes first post-CEO visit to China, lauds Guangdong's role in Apple supply chain
Apple Executive Chairman Tim Cook made his first visit to China since stepping down as Apple CEO. He visited Guangdong Province, a manufacturing hub that contains much of the iPhone...
Monday 12 October 2026
Audi's defense pivot mirrors Taiwan supply chain's AI shift
German automaker Audi has launched a flexible workforce program allowing employees to voluntarily transfer to aerospace and defense companies such as Airbus, with Audi reporting strong...
Monday 12 October 2026
Taiwan semiconductor industry eyes landmark geothermal power deal exceeding 20MW
Taiwan's geothermal energy market could be approaching a major breakthrough as the semiconductor industry seeks new sources of reliable renewable electricity amid surging AI-driven...
Monday 12 October 2026
ELAN Microelectrics's 3Q26 PC momentum stalls on shortages, inventory overhang
Touch IC leader Elan Microelectronics recently announced its September 2026 consolidated revenue of NT$602 million (approx. US$18.9 million), down 18.74% month-over-month and 46.9%...
Monday 12 October 2026
Rapidus targets customers underserved by TSMC, but can it convince them to take the risk?
Backed by US$15 billion in Japanese government funding, Rapidus announced an alliance with 17 semiconductor design-related companies, including US-based Synopsys and India's Infosys,...
Monday 12 October 2026
India's festive smartphone sales may slow as memory costs lift prices
India's key festive smartphone season is set to matter far beyond its borders, as higher memory costs reshape pricing, buying habits, and brand competition in a major emerging market...
Monday 12 October 2026
Lumentum says AI laser capacity is sold out into 2029 as hyperscalers help fund expansion
The shortage of indium phosphide (InP) lasers that feed AI data center optics is lengthening, not easing. Lumentum now says its capacity is spoken for into early 2029, and its largest...
Monday 12 October 2026
Commentary: Could a 65% US-content rule redraw China's 3.2T optical supply chain?
AI data centers are shifting toward faster networking architectures, with optical transceivers advancing from 800G and 1.6T toward 3.2T. Yet China's ability to retain its position...
Monday 12 October 2026
CyberTAN enters 1.6T AI switch race with Marvell-backed platform
CyberTAN Technology is moving into the fast-growing AI data center switch market, joining Marvell Technology on a new 3nm Pallas 1.6T platform. The effort underscores rising global...