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 materials, and image sensors, during an earnings call on October 30.
Memory chipmaker Macronix International Co. has become Taiwan's first semiconductor company to receive an IEEE Milestone, in recognition of its pioneering sNOVA engineering data analysis system and its contribution to semiconductor manufacturing automation.
Chinese AI chipmaker Iluvatar CoreX has released benchmarks showing its next-generation Tiangai 300 general-purpose GPU outperforming Nvidia's H200 in selected large language model (LLM) inference, long-context processing and multimodal generation workloads.
Samsung Electronics chairman Lee Jae-yong visited the company's Advanced Package Lab (APL) in Yokohama, Japan, on November 1, as the chipmaker looks to Japan's semiconductor materials and equipment industry to strengthen its advanced packaging capabilities for AI processors.
Artificial intelligence (AI) is rapidly expanding global semiconductor demand, prompting Taiwan and South Korea to shift from straightforward competition toward cooperation as the AI chip supply chain grows more complex. Colley Hwang, chairman and CEO of DIGITIMES, said Taiwan's semiconductor success stems not only from TSMC, but also from an ecosystem built on specialization, industrial clusters, talent, and capital markets.
OpenAI CEO Sam Altman met with executives from Samsung Group and SK Group during a brief visit to South Korea on October 31, as tightening memory supplies and growing commitments to major AI customers raise the stakes for the company's semiconductor and data center partnerships.
China's leading electronic design automation (EDA) supplier, Empyrean Technology, plans to acquire a controlling stake in Easy-Logic Technology, a specialist in digital logic optimization, for about CNY219 million (≈ US$32.9 million). The acquisition will address a gap in Empyrean's digital chip design tools and support its development of next-generation solutions for AI chips and 3D integrated circuits (3DIC).
China's leading DRAM manufacturer CXMT expects revenue to continue growing through 2027, supported by tight memory supply, AI server demand and an expanding portfolio of higher-value DDR5 and LPDDR6 products. The company is also negotiating long-term supply agreements with major customers, reflecting efforts to secure demand beyond the current memory market upswing.
As AI and large-scale data center buildouts drive up data transmission speeds, heat is becoming increasingly concentrated in key components. This has drawn attention to ceramic substrates and higher-performance aluminum nitride (AlN) substrates for use in optical communications and advanced packaging. Supply chain sources say, however, that metal adhesion remains a major engineering challenge, one that industry participants are reluctant to discuss publicly.
Tata Sons has put INR11 billion (US$115.71 million) into Tata Electronics through a rights issue, according to regulatory filings, adding capital to a business that has quickly become one of the largest in the Tata group.
Iluvatar CoreX has reported benchmark results showing its Tiangai 300 AI accelerator outperforming Nvidia's H200 on selected metrics, drawing renewed attention to China's progress in developing domestic alternatives to high-end GPUs. Yet the broader competition extends beyond raw processing power, as Chinese chipmakers seek to narrow the gap with leading international AI computing platforms through chip design, software optimisation and system integration.
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