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Tuesday 6 October 2026
LG lands 5GW North American data center cooling deal
LG Electronics has signed a long-term agreement to supply chillers for data center projects totaling more than 5GW of capacity in the US and Canada, giving the South Korean company...
Tuesday 6 October 2026
AMD to expand Taiwan supply chain investment as AI demand drives capacity needs
AMD CEO Lisa Su said the company plans to further increase investment in Taiwan's semiconductor supply chain as demand for CPUs, GPUs, and AI computing continues to outpace available...
Tuesday 6 October 2026
Samsung secures customer backing for US$5B substrate expansion
Samsung Electro-Mechanics is investing KRW6.78 trillion (approx. US$5 billion) to expand FCBGA capacity in South Korea and Vietnam. The projects are backed by customer funding and...
Tuesday 6 October 2026
Nittobo expands glass cloth output as AI chip demand strains global supply
Nittobo is expanding production of its T-Glass glass cloth as demand from AI chip makers tightens a critical part of the global semiconductor supply chain. The move matters beyond...
Tuesday 6 October 2026
BizLink revenue rises on European site restart, Interplex integration
BizLink-KY said September revenue climbed as it ended summer shutdowns at its European facilities and consolidated Interplex Datacom's data communications business, underscoring how...
Tuesday 6 October 2026
AM Intelligence expands India AI infrastructure push with 20,000 more Nvidia Rubin GPUs
AM Intelligence (AMI) is widening its AI infrastructure push in India and Malaysia, adding to a regional buildout that could matter well beyond Asia. The latest orders expand access...
Tuesday 6 October 2026
Samsung recasts India as global innovation base after three decades of manufacturing
Samsung Electronics says its India operations, which it set up in 1995, have evolved from a manufacturing base into a global innovation hub. The South Korean company is pitching the...
Tuesday 6 October 2026
Behind the US$4.2 trillion revenue gap in AI infrastructure
AI data center plans and computing demand are expanding far faster than physical infrastructure can be built, creating a widening gap between planned and actually deployed compute...
Tuesday 6 October 2026
HBM4 prices to nearly triple in 2027, memory makers see windfall margins spread
Memory supply and demand will tighten further in 2027. According to supply chain sources, South Korean memory makers have recently quoted aggressive long-term contract prices for sixth-generation...
Tuesday 6 October 2026
Chicony Power sees satellite, server orders surge in 4Q26
Chicony Power Technology reported self-calculated consolidated revenue of NT$2.413 billion (approx. US$75.91 million) in September 2026, down 2.3% month-over-month, as memory shortages...
Tuesday 6 October 2026
LB Semicon expands power chip capacity as Qualcomm production ramps up
South Korean outsourced semiconductor assembly and test (OSAT) provider LB Semicon is expanding power semiconductor backend capacity at its Gumi plant as it steps up efforts to reduce...
Tuesday 6 October 2026
China's glass substrate ramp-up outpaces South Korea with WG Tech targeting 1M sqm
China's WG Tech has reportedly begun the second phase of investment in its through-glass via (TGV) glass substrate production line, with total future capacity projected to reach 1...
Monday 5 October 2026
Pegatron AI servers boost September revenue
Pegatron's AI server business is ramping up in 2026, with co-CEO Kuang-Chih Cheng recently saying new orders from a US client have begun shipping and are expected to lift September...
Monday 5 October 2026
AMD's Lisa Su back in Taiwan as AI capacity crunch spreads beyond TSMC
AMD CEO Lisa Su arrived in Taiwan on October 5 for a lightning visit, less than five months after her May trip. No major public events are scheduled, but meetings with key suppliers...
Monday 5 October 2026
CHPT posts record quarterly revenue as chip test demand rises
Chunghwa Precision Test Tech (CHPT), a supplier of semiconductor test interfaces, posted record revenue for September and the third quarter of 2026 as demand for AI-related chip testing...