The Selangor state government has committed MYR50 million (US$12.24 million) to the National Strategic Investment Fund, joining Khazanah Nasional Bhd and the Penang government in a MYR150 million vehicle to accelerate the growth of Malaysian semiconductor and advanced technology companies, Bernama reported on October 10, 2026.
Taiwan's copper-clad laminate (CCL), printed circuit board (PCB) and IC substrate suppliers are seeing uneven returns from AI infrastructure spending. All 10 tracked companies recorded nine-month year-over-year revenue growth, and seven generated more revenue by September 2026 than in all of 2025, although their momentum differed markedly.
South Korean electronic materials supplier YMT is accelerating its expansion into glass-substrate electroplating. The company plans to increase related capacity to roughly four times its current level by the end of 2026 to meet customer demand for through-glass via (TGV) development.
Korea Alcohol Group is accelerating its shift toward semiconductor materials with a KRW450 billion (US$337 million) production base at Yesan County in South Korea's South Chungcheong Province, which will also link up its operations in raw-material supply, high-purity solvents, process chemicals, and recycling.
Kaynes Semicon, the chip packaging arm of Indian electronics maker Kaynes Technology, is calling for foreign semiconductor companies to form joint ventures in India, as its executives point to India's lack of expertise in key packaging materials just as output at its first plant begins to scale.
Solidigm, the SK Hynix subsidiary, has reportedly created its first senior post dedicated to US government relations, a move that could matter for chip investors, regulators, and customers worldwide. The company is said to be preparing for a possible listing, deeper US investment, and closer engagement with Washington as scrutiny over foreign technology ties grows.
Chinese CMOS image sensor (CIS) maker SmartSens completed a CNY3.2 billion (approx. US$478 million) capital increase in September 2026 to expand into automotive electronics and AI vision. The investment targets high-performance imaging, intelligent driving and on-device AI computing, extending its sensing technology into image processing and edge applications as demand for environmental perception grows in vehicles and robots.
Applied Materials has opened its Equipment and Process Innovation and Commercialization (EPIC) Center in Sunnyvale, California, positioning the Silicon Valley site as a new hub for semiconductor research and manufacturing development. The company expects spending at the facility to rise over time to about US$5 billion as customer projects ramp up, underscoring how AI demand is reshaping the chip equipment industry.
Nanya Technology reported record profits in the third quarter of 2026, with president Pei-Ing Lee saying long-term agreements (LTAs) now cover approximately 50–70% of the company's production capacity. Some customers are seeking to extend contracts to three years or longer.
Nvidia may be preparing to stop making its flagship GeForce RTX 5090 graphics card and reserve the GB202 chip inside it for professional RTX PRO products, according to unconfirmed claims by two hardware leakers. Nvidia has not confirmed the plan or announced an end-of-production date, VideoCardz reported. If accurate, the move would be consistent with gaming card capacity being squeezed by demand for artificial intelligence.
The AI buildout is still lifting Taiwan's server supply chain faster than almost any other industry, yet September's filings show the lift concentrating into fewer hands. The 49 listed Taiwanese companies tracked across the AI server chain reported combined September revenue of NT$2.95 trillion (US$92.35 billion), up 55.0% from a year earlier and 3.8% from August. Strip out Hon Hai Precision Industry, and the same group's September revenue fell 6.8% from August. For the first nine months, the group has booked NT$21.39 trillion, up 53.9% year-on-year.
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