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Tuesday 27 October 2026
Ennostar's optical push could add new growth engine for 2027 and onward
Ennostar Holdings is expanding into optical communications as Micro LED and Micro VCSEL products move into customer sample-validation stages. The company expects the business to enter...
Tuesday 27 October 2026
Fujifilm expands South Korean capacity to meet AI chip demand
Fujifilm Electronic Materials is expanding its advanced semiconductor materials footprint in South Korea by increasing extreme ultraviolet (EUV) photoresist capacity in Pyeongtaek...
Tuesday 27 October 2026
Charts: Why German automakers are becoming marginalized in US BEV market
German automakers maintained overall sales in the US during the third quarter, but that momentum came mainly from gasoline-powered vehicles. In the battery electric vehicle (BEV) market,...
Tuesday 27 October 2026
Samsung, SK Hynix eye 2Q27 shipments of 8-layer HBM4 to Nvidia
Samsung Electronics and SK Hynix are targeting the second quarter of 2027 to begin volume shipments of eight-layer HBM4 memory to Nvidia, ZDNet Korea reported on October 26,...
Tuesday 27 October 2026
Vietnam's first fab reportedly faces doubts over 2027 target
Vietnam's first wafer fab may miss its 2027 trial-production target, Reuters reported on October 26, citing concerns about project execution and equipment procurement. Developer...
Tuesday 27 October 2026
Japan sets JPY100 billion push to commercialize perovskite solar cells
Japan plans to provide about JPY100 billion (US$634.1 million) over four years to support mass production of next-generation perovskite solar cells, seeking to establish a domestic...
Tuesday 27 October 2026
OPTOELEC seeks AI data center orders as Himax advances CPO optics
South Korean optics maker Optoelec is seeing growing interest from AI data center customers as it seeks to expand its wafer-level optics (WLO) business into high-speed optical communications,...
Tuesday 27 October 2026
Hyundai supplier SL eyes first overseas robot deployment in US
South Korean automotive supplier SL is considering deploying its mobile dual-arm robot at a US factory in 2027 or 2028, potentially marking the system's first overseas deployment,...
Tuesday 27 October 2026
Amkor turns to customer prepayments as global packaging investment accelerates
Amkor Technology is using customer prepayments and longer-term commitments to support an expanding manufacturing network across the US, South Korea, and Vietnam, as demand for advanced...
Tuesday 27 October 2026
Celestica's AI growth puts capacity in focus as revenue outlook reaches US$40 billion
Celestica's latest results suggest that its next challenge will be expanding production fast enough to serve AI infrastructure customers while keeping cash requirements under control...
Tuesday 27 October 2026
Amkor gross margin climbs to 18.3% as computing mix offsets consumer weakness
Amkor Technology's latest quarter shows how a shift toward advanced packaging can strengthen profitability even when overall sales barely grow. Computing and automotive demand lifted...
Monday 26 October 2026
Podcast highlights: TSMC's 3nm demand story, Samsung HBM shift, and A14 ramp
Following TSMC's third-quarter 2026 earnings call, DIGITIMES analyst Luke Lin provided in a podcast additional analysis of several details that received limited attention in market...
Sunday 25 October 2026
Namuga expands beyond Samsung with humanoid robot camera modules
South Korean image-sensing module maker Namuga is accelerating its physical AI strategy after securing a supply deal with a global humanoid robot company. The company is preparing...
Saturday 24 October 2026
LGES Poland plant nears breakeven as utilization rebounds
LG Energy Solution (LGES)'s Wroclaw plant in Poland, long viewed as a major drag on the business, is nearing profitability after posting an operating loss of nearly KRW600 billion...
Friday 23 October 2026
Samsung reportedly orders final tools for first Taylor fab as Texas site nears 2nm output cap
Samsung Electronics has ordered additional equipment to fill the remaining space at its first foundry fab in Taylor, Texas, a move that would lift the plant's 2nm capacity to 20,000...