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Tuesday 3 November 2026
Apple's HomeView launch faces uphill battle as AI struggles delay ambitious HomeView Ultra
Apple's recent entry into the smart display market, the US$299 HomeView, was designed to anchor the modern smart home ecosystem. However, the product arrives amid strong competitive...
Tuesday 3 November 2026
Sumitomo Electric raises InP substrate capacity target to 4.5 times 2024 levels by FY2029
Surging demand for optical communications driven by AI and data center expansion has prompted Japan's Sumitomo Electric Industries to accelerate production capacity expansion for indium...
Tuesday 3 November 2026
Nvidia strengthens South Korea ties at AI Day Seoul
Nvidia will showcase its expanding partnerships with South Korean companies at AI Day Seoul, where Samsung Electronics and SK Hynix will present semiconductor development cases using...
Tuesday 3 November 2026
AI spending surge puts tech giants’ cash flow under scrutiny
Amazon, Microsoft, Google, and Meta are expected to spend more than US$720 billion on capital expenditures in 2026 to build out AI infrastructure, nearly three times the level of two...
Tuesday 3 November 2026
AI boom raises financial crisis fears among US regulators
The expanding artificial intelligence (AI) investment boom is exposing risks tied to financing and returns, with US regulators warning that a failure of AI growth expectations could...
Tuesday 3 November 2026
Samsung's Young Hyun Jun urges humility, customer trust amid semiconductor profit boom
Despite record profits driven by surging demand for artificial intelligence (AI) and a booming semiconductor industry, Samsung Electronics vice chairman and head of its Device Solutions...
Tuesday 3 November 2026
Beyond the robots: Three companies to watch at FIX 2026
Humanoid robots and self-driving cars were hard to miss at South Korea's Future Innovation Tech Expo (FIX 2026) in Daegu. But some of the less flashy technologies on display were just...
Tuesday 3 November 2026
Samsung reportedly in talks with Nidec to develop robot motors
Samsung Electronics is reportedly in talks with Japanese motor maker Nidec to jointly develop robot motors as the South Korean company expands its humanoid robotics business and pushes...
Tuesday 3 November 2026
Nuvoton expects BMC shipments to expand in 2027 as CSPs, startups join
Nuvoton expects its baseboard management controller (BMC) business to grow faster in 2027 than in 2026, driven by strong AI demand, higher orders from existing customers, and new customers...
Tuesday 3 November 2026
DIGITIMES Insight: Intel's retreat from low-margin industrial chips opens edge AI market to AMD and Arm rivals
As edge AI applications and AI agents move toward real-world deployment, industrial control and embedded processors are undergoing a structural upgrade in computing capabilities.
Monday 2 November 2026
China's self-improving AI advances towards AGI, but Z.ai founder warns of limits and risks
Z.ai co-founder Tang Jie has identified recursive self-improvement (RSI) as a critical pathway towards artificial general intelligence (AGI), arguing that AI systems capable of improving...
Monday 2 November 2026
Jinpao taps robotics contest to deepen Thailand ties, develop AI talent
JPP Holding's Thai operating arm, Jinpao Precision Industry, joined Praksa subdistrict authorities in Samut Prakan Province, Thailand, on October 31 to hold the finals of the Jinpao–Praksa...
Monday 2 November 2026
Murata to invest JPY1 trillion in expanding MLCC capacity across Asia plants
Murata Manufacturing announced plans to invest around JPY1 trillion (US$6.3 billion) in expanding multilayer ceramic capacitor (MLCC) capacity by 2030. Booming demand from data centers...
Monday 2 November 2026
Denso sees profits hit by memory costs, seeks price pass-through
Denso, Japan's largest auto parts maker, reported falling profits for the first half of fiscal 2026 as surging memory and other component costs, driven partly by the AI boom, offset...
Monday 2 November 2026
AI data center demand fuels THEIL's optical communications rebound, 4Q26 to buck seasonal downtrend
Tong Hsing Electronic Industries (THEIL) outlined the latest developments and market trends across its four major product lines of optical communications, ceramic substrates, new semiconductor...