India has barred semiconductor projects approved under its Semicon 2.0 program from selling, disposing of, or mortgaging project assets until commercial production of the entire project is declared, according to guidelines issued on September 17, 2026. The rules attach lock-in conditions on assets, operations, and ownership to the INR1.27 trillion (US$13.22 billion) incentive scheme.

Advanced Micro Devices (AMD) CEO Lisa Su is reportedly set to visit South Korea again in October 2026, after her March 2026 trip, which formally launched next-generation AI memory cooperation with Samsung Electronics. The planned visit is expected to broaden that push, with meetings lined up with South Korean AI chip companies and government officials as AMD deepens its AI semiconductor alliance in the country.

TSMC is reportedly evaluating whether to build a second US manufacturing hub in Texas, potentially housing up to 6 advanced wafer fabs, as its US footprint continues to expand. The move follows the company's establishment of a massive semiconductor cluster in Arizona, which encompasses 12 fabs, advanced packaging facilities, and an R&D center.

TDK and Taiyo Yuden have signed a memorandum of understanding to begin discussions on a business alliance to develop electronic components, including MLCCs and inductors jointly, the two Japanese companies announced on September 29, 2026. The talks will also cover cooperation in manufacturing and procurement, and the companies will consider a future capital alliance.

Taiwan-based chemical manufacturer Grand Pacific Petrochemical (GPPC) is optimizing its core business while actively expanding into high-tech and semiconductor materials-related industries, amid high oil prices and the reshaping of global trade flows. Company president Chia-hsiung Tseng stated that its strategic partnership with Japan-based industrial gas company Air Water (AWI) is a key move to connect GPPC to the semiconductor materials supply chain.

Advanced Substrate Technologies (AST), a joint venture between Japan's Toppan Holdings and Broadcom, officially opened a manufacturing facility in Singapore on September 29, 2026, the first in the country capable of producing high-end flip chip ball grid array (FC-BGA) substrates. The approximately 95,000-square-meter plant in the Jurong Lake District is the Toppan Group's first such facility outside Japan and is targeting the start of high-value manufacturing by late 2026, the companies said.

Garmin's decision to offer OLED options but no Micro LED version in its new flagship smartwatches, the fenix 9 and fenix 9 Pro, has revived debate over whether the emerging display technology is ready for sustained commercial competition. The shift comes about a year after Garmin launched the world's first Micro LED smartwatch, the fenix 8 Pro Micro LED in September 2025.

GlobalFoundries (GF) is expanding its Singapore footprint following its acquisition of local silicon photonics foundry Advanced Micro Foundry (AMF), integrating 200mm and 300mm silicon photonics technologies while transferring its existing US 300mm capabilities to Singapore.

Rapid growth in AI server and high-speed networking demand since the second half of 2025 has tightened supply across printed circuit boards (PCBs), integrated circuit (IC) substrates, and critical materials.

China's push into 3D DRAM is moving from early-stage research into wafer processes and equipment, with efforts spanning the Institute of Microelectronics of the Chinese Academy of Sciences (IMECAS), the Beijing Superstring Memory Research Institute (SAMT), CXMT, and equipment maker NAURA Technology Group. The coordinated advance highlights both the momentum behind 3D DRAM and the technical hurdles still blocking mass production.

Meta reached several agreements to source AI compute capacity from Firmus, an Australian neocloud, which will lease GPU compute capacity at its AI factories in Southeast Asia. The deal is said to support Meta's AI expansion across the Asia-Pacific region, while Firmus notches another order from a major customer in the run-up to a potential public listing.