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Commentary: Episil-Precision fire raises concerns over epitaxial wafer supply

Tomorrow's Headlines

Oct

29

2026

Server CPU shipments set to surge 46% in 2027, with AMD eyeing revenue crown

Marvell reportedly in advanced talks to acquire Lumentum in AI optics deal

Nvidia under probe by US justice officials over Hugging Face acquisition

LB Semicon to expand PMIC capacity under 10-year Qualcomm deal

KLA: wafer fab equipment market exceeding US$200B in 2027

SDC chief meets Applied Materials executives amid FMM-free OLED push

NXP wins Volkswagen role in software-defined vehicle architecture

Kuen Tong debuts on TPEx Emerging Board, riding LEO satellite and AI cooling dual engines

CyberLink blasts Apple over developer account suspension

UMC targets 10% ASP growth in 2027 as AI revenue share heads toward 25% within three years

CXMT to start HBM3E production despite low yields amid tight domestic market

Commentary: China's luxury cars reshapes market, causing global brands to lose ground

Starlink V3 rollout lifts Win Semiconductors' 2027 satellite outlook as optical communications ramp up

Taiwan's Ministry of Environment deploys digital twin to simulate urban cooling

Samsung, SK Hynix invest KRW110 trillion as memory supply boost slips to 2028

China's auto supply chain shifts from price wars to value competition

SenseCore captures nearly half of China's neocloud market as heterogeneous chips boost compute efficiency

Samsung targets physical AI as Lee Jae-yong leads robotics push

LGD invests in Guangzhou for world's first 111-inch OLED line

Nvidia trims HBM4 bandwidth for Rubin platform, sources say

Analysis: Google opens its AI chips to rivals but won't say if it makes money

Memory surge leaves CPI stable, hits consumer electronics hardest

Samsung EUV data leak case: researcher in university partnership indicted

Taiwan central bank head deems AI bubble crash scenario extreme

AI, semiconductors drive foreign investor gains, weakening Taiwan dollar

Nvidia's Rubin Ultra cooling: 0.1mm microchannels vs vapor chambers

Team Group earnings per share surges 1,483% in 3Q26 as new plant targets 50% capacity boost

Microsoft cloud and AI revenue in 1QFY27 surge past expectations, driven by robust Copilot and Azure growth

LG Electronics ties AI cooling and robot plans to new plants and a 2030 humanoid target

AUO's microLED setback in smartwatches, comeback in Peugeot cockpit

Macronix halts NOR expansion, phases out ROM, bets NT$30B expansion on eMMC NAND

SiC and GaN demand reshapes design, reliability and supply stability

Foxconn Tech Day 2026: Three EV signals to watch

Global Technology's first automotive chip headed for Hyundai, Kia

Intel CTO: process gap with TSMC down to a few points, but scale still lags

Phison wins Micron supplier awards for third straight year

Parade Technologies faces near-term revenue pressure as notebook demand weakens

Niche memory price rally lifts Ingenic's third-quarter profit 2,595%

Unitree Robotics posts 56% revenue growth in first nine months of 2026

Asus notebook shipments hold steady as commercial PCs offset gaming decline

Huawei deploys Tau Law in base-station design, rolling out new wireless baseband overseas

AerosoarX skips the mega-factory to take on global drone makers

KT turns AI tokens into a telecom utility with 500-model enterprise platform

Samsung's AI memory boom drives record profit as device division stays in loss

SpaceX's AI spending surge opens doors to direct orders for Taiwan ODMs

Chief Telecom's 3Q26 gross margin tops 50%

AerosoarX seeks to reshape Taiwan's drone industry through allied defense networks

Apple ends its touchscreen holdout with OLED MacBook Pro, with Samsung Display reported as sole panel supplier

Google's cloud expansion strengthens AI business but strains cash generation

Samsung's Harman expands China plant for ADAS, automotive computing

Google's Gemini 4 Carbon takes top spot on independent AI index, but most users must wait

Anduril, Qualcomm team up on domestic computing to rebuild the hardware supply chain

ASM's earlier growth target puts supply chain execution in focus

LG's business diversification supports earnings as consumer demand stays weak

KLA's stronger outlook puts process control capacity in focus

Samsung Electro-Mechanics says AI customers are locking up 2027 MLCC and substrate supply

Microsoft's cloud growth outpaces infrastructure spending delays

Japan reportedly moves to hand H3 rocket launches to Mitsubishi Heavy as early as 2027

Lenovo previews CES 2027 lineup focused on AI agents, hybrid AI

Onsemi reportedly in talks to buy AI power-chip startup Ferric for close to US$1 billion

Powertech shifts to advanced packaging as AI demand drives growth

Rokid launches full-color AI glasses with microLED display

Advantech opens Tustin HQ to strengthen North American R&D

Research Insight: Kinsus Tech identifies three challenges for larger AI chip packages

iPhone Duo sales beat expectations as first batch sells out

Google launches Genie 4 world model for select game, film teams

Analysis: SpaceX–Tesla merger could reshape AI industry integration, capital allocation, US-China tech rivalry

Kinsus explores AlN ceramics beyond glass for AI advanced packaging

Amazon Leo wins FCC approval for Globalstar acquisition

Taiwan plans carbon fee-ETS dual approach to tackle emissions

Anthropic's IPO filing highlights China AI rivalry as model distillation, chip export controls emerge as key risks

Satellite industry faces major shake-up as data connectivity set to capture 68% of service revenue by 2035

PHP2Shell vulnerabilities expose global websites to severe cybersecurity risks

Kentec sees strong AI data center orders despite financing concerns

Samsung SDI wins 1GWh US battery storage deal

LG Innotek revenue tops KRW6T in 3Q26, profit halves

Taiwan's growth surge nears end; electronics, machinery stay resilient in 2027

Asus sees commercial PC prices rising nearly 10% in 2H26

Oct

28

2026

SFC to keep supplying blue host materials for Apple's OLED MacBook Pro, loses blue dopant orders to rivals

SK Hynix says customers want more than twice the HBM it can supply

UMC utilization tops 90% in 2H26 as AI demand drives expansion

Ex-TSMC CTO says Taiwan's research institutes get too much funding and train too little talent

Transformation in focus as display supply chain kicks off investor briefings

Oracle accelerates AI chip diversification with Cerebras, Google, and SambaNova deals

CHPT posts record 3Q26 results as nine-month profit jumps over 90%

HTC launches Vivee AI companion pet in US

Toyota accelerates robot commercialization as IKKA targets supply-chain opportunities

SK Hynix bets on EUV to extend 6F-squared DRAM as CXMT pushes 4F-squared

Cloud AI costs drive demand for on-premises computing, squeezing Asus RTX Spark supply

AI startups face scrutiny over revenue metrics used to promote rapid growth

Kentec targets CSP opportunities with AIDC infrastructure integration

AI reshapes China wealth rankings as ByteDance's Wenfeng Liang debuts at No. 7

Microsoft medical AI tops 80% accuracy in complex cases

PC makers reportedly shift production back to China as AI boom drives up component costs

India-based Spintronics AI weighs GaN chip fab in Madhya Pradesh

Alibaba wins injunction over Pentagon rule targeting shared lobbying firms

AMD to invest US$1 billion in Meta's stock sale as Helios racks enter testing

SK Hynix's Solidigm ties US$45B US NAND fab to Washington nod on China tool upgrade

SK Hynix's next bet goes beyond memory chips

Fujifilm to boost magnetic tape capacity 5x as AI data storage demand grows

SK Hynix looks beyond IPO to fund Solidigm's US expansion

Google TPUs land Oracle, with OpenAI reportedly next

SK Hynix's next AI memory bet isn't HBM

Unimicron steers resources to Taiwan AI substrates with NT$50.9B equipment orders, Japan unit sale

Corning hits US$20 billion run-rate goal early as optical demand drives next growth phase

IC designers MediaTek, Realtek, and Parade face 3Q26 earnings tests

Celestica says awarded programs already put 2028 demand above its 2027 outlook

Micron recruits in South Korea for Taiwan roles as Taoyuan strike dispute persists

Anthropic's surging compute demand fuels ASIC prospects, favoring Broadcom over MediaTek

Seagate sees a multi-year storage upcycle as long-term deals lock up supply through 2028

Seagate's pricing gains strengthen profitability as HAMR transition advances

NXP's automotive content gains, industrial demand strengthen its growth outlook

Corning's AI fiber growth puts capacity delivery, customer funding in focus

Apple leans on AI silicon as reviewers call its Mac refresh incremental, question iPad mini pricing

NXP lines up software-defined vehicles, industrial AI and data centers for double-digit growth in 2027

SK Hynix's record quarter shows AI demand turning memory into a contracted, supply-limited business

Simmtech steps up SOCAMM investment as BT substrate supply tightens

Nvidia DSX POD targets AI factories as Microsoft and AWS push modular data centers to the edge

Semiconductor equipment is not AI chip growth's biggest bottleneck

Cambricon profit jumps 131%, CEO says firm never gave 1 million-chip forecast

TLB develops SOCAMM3 substrates; Vietnam plant to break ground

Google prioritizes frontier AI as cloud capacity runs short

Huawei elevates consumer chief Gang He to board as consumer unit gains strategic weight

Goke Microelectronics raises KGD packaging prices again

Samsung DX division opens Suzhou robotics R&D hub

MiCo Ceramics acquires idle LGD plant for KRW150 billion to boost semiconductor component capacity

FarEasTone, Elveo Mobile expand satellite-to-phone connectivity in Taiwan

CXMT reportedly prioritizes China demand, rejecting Apple's DRAM inquiry

Germany diversifies transport fuels to cut carbon emissions as HVO 100, eSAF reshape global supply chains

Skymizer partners with Egis to develop 12nm and 6nm AI accelerators

From superconductors to optics: The six Silicon Valley startups bringing AI bottleneck solutions to Taiwan

Macronix posts record 3Q26 profit as gross margin hits 70%

SpaceX turns Nvidia GPUs into long-duration assets with US$40 billion Apollo deal

Analysis: 3M's investment in Genius Electronic Optical puts EBO mass production to the test

Analysis: What happens if Claude demand cools before its compute bills do?

For Taiwan's geothermal sector, institutional barriers outweigh drilling challenges

Oct

27

2026

Jensen and Musk both think aging GPUs are worth more than the books show

Tesla sees Cybercab becoming a new growth bet amid declining auto revenue

Australia's AI build-out hits the grid: how a delayed power line wiped out AUD3 billion

Chinese EVs push imported models ahead of South Korean vehicles

Pat Gelsinger warns AI compute efficiency must jump 10,000x amid power, memory, and fab constraints

Nvidia DSX POD challenges traditional AI data center construction

Infineon and ASMedia team up on end-to-end USB 20Gbps setup for AI cameras

JIMTOF 2026 draws 94 Taiwan machine tool exhibitors

Anthropic IPO filing shows the US govt is trying to be frontier AI's customer and gatekeeper

AI spending surges, Microsoft opens exit door to 60,000 employees

SoftBank eyes US$50B Malaysia AI data-center expansion

AI data centers drive cooling, power, modular infrastructure demand

Anthropic IPO filing exposes massive compute buildout spanning TPUs, GPUs, and dedicated data centers

PSMC capacity crunch holds back Jeju Semiconductor's growth

Broadcom, financial firms agree on US$63 billion funding for Anthropic chip purchases

Mitsubishi Materials scales thermistor capacity sixfold amid AI boom

AI demand squeezes automotive memory, pushing automakers to take control of chip supply

China AI token debate highlights challenge of monetizing compute

The Anthropic IPO filing: 14-fold 1H26 revenue growth behind a US$80.75 billion paper loss

Kazakhstan positions AI infrastructure as a potential export industry after Nvidia CEO's visit

US designates helium as critical material amid Middle East supply shock

Ennostar's optical push could add new growth engine for 2027 and onward

AMD, Nvidia target substrate capacity amid 4x expansion constraints

Fujifilm expands South Korean capacity to meet AI chip demand

FANUC raises forecast as AI, automation demand drives record revenue

Charts: Why German automakers are becoming marginalized in US BEV market

Nvidia says GPUs last 8 years, unlocking AI financing

Meta launches US$35 billion equity raise, funds US$60 billion at-the-market program for AI build-out

Applied Materials to raise Besi stake to 20% as hybrid-bonding orders surge

Nvidia's Berlin keynote highlights AI scaling challenges in Europe

Samsung, SK Hynix eye 2Q27 shipments of 8-layer HBM4 to Nvidia

AWS, Google challenge CUDA as AMD, Intel cut AI switch costs

Inside SKT’s push to turn SK Hynix’s fabs into an AI business

China supply-chain price hikes strain domestic demand

Vietnam's first fab reportedly faces doubts over 2027 target

Fine M-Tec rejects component blame as foldable market outlook remains positive

DRAM price gains fall short as supply shrinks up to 50%

AI data center boom risks squeezing power chip supplies for auto, electronics

Weekly news roundup: iPhone Duo shipment target revised upward amid display issues

Japan sets JPY100 billion push to commercialize perovskite solar cells

HCLTech and Rapidus open India centers to support semiconductor engineering

India's smartphone shipments hit a decade low in 3Q26 amid rising prices

As iPhone Duo inner screens crack, Samsung capitalizes on foldable surge

Intel to acquire quantum computing software firm Classiq

Anthropic's IPO filing puts TSMC, HBM, direct leasing at the center of AI compute risk

Tamil Nadu adds independent chip subsidy route as Indian states vie for investment

OPTOELEC seeks AI data center orders as Himax advances CPO optics

China's Neolix eyes Korean assembly of autonomous delivery vans in 2027

Hyundai supplier SL eyes first overseas robot deployment in US

Tata Communications plans up to US$450 million fibre network linking India's AI hubs

KAR bets on fleet monitoring as South Korea expands robotaxi trials

ByteDance denies AI micro-dramas consume over half of China's AI computing power

Amkor turns to customer prepayments as global packaging investment accelerates

Cadence bets on its own chip design AI models as Synopsys teams up with OpenAI

Cadence says chip design demand is broadening beyond AI as analysts test margins, rival targets

India sets October 2028 target for homegrown smartphone brand

Celestica's AI growth puts capacity in focus as revenue outlook reaches US$40 billion

Cadence raises 2026 outlook as AI design demand drives record backlog

Amkor gross margin climbs to 18.3% as computing mix offsets consumer weakness

Samsung Executive Chairman reportedly eyes RX unit visit for humanoid robot push

DIGITIMES Insights: AI servers move toward 800V DC as vertical power delivery promises higher efficiency, lower transmission losses

Cheng Mei develops materials for advanced packaging glass substrates

Sunic System wins overseas OLEDoS equipment order

Oct

26

2026

Interview: From afterthought to bottleneck, circuit boards move to the heart of AI hardware

Meta prioritizes high-margin AI inference as Wiwynn, Quanta eye CPU server demand

Taiwan wafer-testing supplier Hermes Testing Solutions commits more than US$215 million to advanced chip testing expansion

Podcast highlights: TSMC's 3nm demand story, Samsung HBM shift, and A14 ramp

India roundup: India's tech build-out opens new markets, but foreign suppliers are first in line

Oct

25

2026

Nvidia unveils OOI CPO prototype for post-2028 AI needs

China clears DeepSeek, MiniMax for overseas AI deployment

Namuga expands beyond Samsung with humanoid robot camera modules

Chinese automakers capture record 14.6% Europe market share as looming hybrid import curbs spur shipments

AI data centers drive Taiwan's electrical firms into modular, EPC markets

Meta’s AI commitments surge to US$825 billion, testing financing power

Texas Instruments sees up to $1,000 in chip content per humanoid robot as analog supply tightens

Column: Will general-purpose models overtake Physical AI?

Magnate Technology sees aerospace, semiconductor growth opportunities

Moonshot's Singapore hiring shows how China's open-model labs plan to get paid abroad

Tesla-SpaceX merger tests whether Musk's technology empire is worth more together

Interview: The story of LEACHIM, a working humanoid robot from the 1970s

Oct

24

2026

Mitsubishi Electric, ABB form joint venture for power distribution business

Nvidia rejects near-term memory glut fears, leaves CXMT cooperation open

SpaceX's 80,000-site push turns Starlink from satellite overlay into full mobile challenger

Bosch to spin off automotive business as Asian rivals intensify pressure

AIDC launches Taiwan's largest industrial microgrid with 9MW/54MWh energy storage capacity

LGES Poland plant nears breakeven as utilization rebounds