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Thursday 12 November 2026
Foxconn sees high-double-digit AI rack growth in 2027
Foxconn reported third-quarter 2026 revenue of more than NT$3 trillion (US$91 billion) and raised its full-year outlook, while taking a "cautiously optimistic" view of 2027 and forecasting...
Thursday 12 November 2026
Aleees makes Tainan plant launchpad for North American LFP expansion
Advanced Lithium Electrochemistry (Aleees), a lithium iron phosphate (LFP) cathode-material maker, signed a memorandum of understanding (MOU) with a North American partner on November...
Thursday 12 November 2026
India's Tata Electronics reportedly seeks up to US$2 billion in loans
Tata Electronics is lining up fresh debt at a moment when nearly every leg of its expansion has run into friction: a flagship chip fab whose production start has moved from the end...
Thursday 12 November 2026
China's AI short-drama boom opens new token revenue opportunity for ByteDance's Seedance, Volcengine
China's AI-generated short-drama market is expanding rapidly, with surging content production and viewership making the sector an increasingly significant source of demand for AI computing...
Thursday 12 November 2026
Kwang-Hwa swings to profit in 3Q26 as EPF film line nears launch
Kwang-Hwa Electronic reported consolidated revenue of NT$1.315 billion in the third quarter of 2026, down 2.78% quarter-on-quarter and 3.01% year-on-year. Gross profit was NT$324 million,...
Thursday 12 November 2026
Samsung moves up HBM packaging plant opening to June 2028
Samsung Electronics said on November 12 it had moved up the planned opening of its new high-bandwidth memory (HBM) packaging plant in South Korea by one year to June 2028 to meet rising...
Thursday 12 November 2026
DIGITIMES Insight: Entering glass substrate era, core layers are no longer an exclusive process for substrate makers
DIGITIMES observes that as AI accelerators continue to grow in size, substrate dimensions are gradually moving beyond 100x100mm. Warpage issues in organic substrates have...
Thursday 12 November 2026
Taiwan PCB equipment maker Ta Liang's four-digit backlog sets stage for high-margin TM4 growth
Taiwan-based Ta Liang Technology, a printed circuit board (PCB) equipment manufacturer, said its order visibility for PCB and semiconductor equipment extends through 2027, with its...
Thursday 12 November 2026
Mitsubishi Gas Chemical bets on AI packaging with Thailand BT materials line
Mitsubishi Gas Chemical (MGC) announced on November 10 that it will expand manufacturing and shipment-inspection equipment at its Thailand subsidiary to increase capacity for BT (Bismaleimide-Triazine)...
Thursday 12 November 2026
Tekscend's cost strategy and global edge
As global foundry capacity expands and market dynamics shift, competitive pressures have intensified significantly across major manufacturing regions, particularly in mature process...
Thursday 12 November 2026
Samsung Display, BOE weigh low-cost OLED panels as phone sales fall
Samsung Display, BOE Technology Group and Tianma Microelectronics are considering cheaper OLED panels for budget smartphones to boost factory utilization as handset sales decline,...
Thursday 12 November 2026
Apple, Samsung reportedly developing new foldable glass for 2028
Apple and Samsung Electronics are working with suppliers on foldable phone glass that is thinner at the hinge and thicker elsewhere, a design they are considering for 2028 models,...
Thursday 12 November 2026
Wolfspeed returns to GaN as CEO touts vertical integration
US silicon carbide (SiC) giant Wolfspeed will re-enter the gallium nitride (GaN) market through a vertically integrated model and expand into the GaN-on-silicon (GaN-on-Si) power device...
Thursday 12 November 2026
Mitsui Kinzoku bets on AI copper foil with JPY190 billion investment in Malaysia plant
Mitsui Kinzoku will invest about JPY190 billion (approx. US$1.2 billion) to build a copper foil plant near its existing Malaysia site, targeting demand from optical communications...
Thursday 12 November 2026
HKC’s Mianyang Gen 6 OLED investment faces delays
China’s HKC has again stalled its OLED expansion, with equipment orders for its Gen 6 OLED line in Mianyang, Sichuan, yet to be placed despite plans for deposition equipment...