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Monday 19 October 2026
Terafab exposes Tesla's growing tensions with Samsung and TSMC
Tesla's dealings with Samsung and Taiwan Semiconductor Manufacturing Co. (TSMC) are highlighting tensions between chip designers and foundries as demand for AI processors accelerates...
Monday 19 October 2026
Interview: Zeiss SMO president says High-NA EUV ready for mass production, orders booked through 2027
Surging AI-driven chip demand has extended order visibility for Zeiss, a key supplier of extreme ultraviolet (EUV) lithography optics. Christoph Hensche, president of Zeiss Semiconductor...
Monday 19 October 2026
AUO, Largan Micro LED debate highlights optical communications uncertainty
AUO chairman Paul Peng said Micro LED remains a potential option for optical communications, despite Largan Technology's doubts about pairing it with multimode fiber in co-packaged...
Monday 19 October 2026
CXMT eyes nearly US$20 billion profit as AI-driven DRAM shortages fuel earnings turnaround
China's leading DRAM manufacturer, ChangXin Memory Technologies (CXMT), expects to report net profit of CNY131 billion to CNY132.5 billion (≈ US$19.58 billion to US$19.8 billion)...
Monday 19 October 2026
Hanmi targets 2027 Wide TC Bonder launch, expands 2.5D AI chip packaging lineup
South Korean semiconductor equipment maker Hanmi Semiconductor showcased its high-bandwidth memory (HBM) and AI chip packaging equipment at SEDEX 2026, including the TC Bonder 4 for...
Monday 19 October 2026
US defense startups turn to Taiwan for local production partnerships
US defense companies are increasingly setting up partnerships in Taiwan, moving beyond component procurement to joint development, system integration, local manufacturing, maintenance...
Monday 19 October 2026
Hyundai creates RX team to accelerate Atlas humanoid robot production
Hyundai Motor Group is accelerating plans to mass-produce and sell its Atlas humanoid robot while establishing an RX Business Strategy Team to oversee its global robotics strategy...
Monday 19 October 2026
Memory squeeze leaves Brightek short on chips; Chinese automakers line up for Nantong plant
LED packaging manufacturer Brightek Optoelectronic expects its automotive revenue share to exceed 60%, up from around 50%, following the opening of its Nantong plant and higher shipments...
Monday 19 October 2026
Exclusive: Chinese energy storage giants reportedly exit US as two-way tech restrictions open door for non-Chinese suppliers
Major Chinese energy storage system suppliers that once dominated the US market have reportedly withdrawn almost entirely from US operations in 2026, amid mounting regulatory restrictions,...
Monday 19 October 2026
Weekly news roundup: Tata's Dholera fab faces test; how Intel's CEO helped reshape its comeback
This week's coverage (October 12 to October 18, 2026) highlights semiconductor capacity, AI infrastructure, and the commercialization challenges behind ambitious technology strategies...
Monday 19 October 2026
India roundup: Tata chip bets face execution test as India semiconductor ecosystem expands

Tata's Dholera fab faces customer and shareholder tests as India's semiconductor push broadens, with packaging, chip services, AI hardware and...

Saturday 17 October 2026
TSMC's 3nm Kumamoto plan wins Japan's approval, qualifying for up to US$4.1 billion in aid
On October 16, Japan's Ministry of Economy, Trade and Industry (METI) approved a revised plan from Taiwan Semiconductor Manufacturing Co. (TSMC) to build 3nm logic chips at its second...
Saturday 17 October 2026
Taiwan Mask targets Japan's Kyushu chip expansion with US$4.75 million TCK acquisition
Taiwan Mask Corporation (TMC) is expanding its presence in Japan through the acquisition of semiconductor equipment services provider TCK, extending its business beyond precision photomask...
Saturday 17 October 2026
XPeng's Paris push turns China's full-stack EV know-how into exportable AI engineering business
Chinese EV giant and AI mobility manufacturer XPeng has made a major appearance at the Paris Automotive Summit by bringing not just its automotive expertise into the European collaborative...
Saturday 17 October 2026
Samsung Electro-Mechanics' US$5.1 billion expansion faces equipment supply constraints
Samsung Electro-Mechanics (Semco) faces potential equipment procurement bottlenecks in its KRW6.78 trillion (approx. US$5.1 billion) expansion of semiconductor substrate production...