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NEWS TAGGED 2026
Sunday 25 October 2026
Nvidia unveils OOI CPO prototype for post-2028 AI needs
Nvidia has unveiled a prototype of its next-generation co-packaged optics (CPO) technology, Optics-on-Interposer (OOI), at SEMICON West 2026. The design moves the optical engine from...
Sunday 25 October 2026
Meta’s AI commitments surge to US$825 billion, testing financing power
Meta Platforms’ long-term AI infrastructure spending is driving rising financial pressure, with free cash flow turning negative in Q3 2026 and future lease and non-cancelable...
Sunday 25 October 2026
Texas Instruments sees up to $1,000 in chip content per humanoid robot as analog supply tightens
Texas Instruments (TI) held its latest earnings call this week, projecting fourth-quarter 2026 revenue of US$5.8 billion to US$6.3 billion. The midpoint of its guidance is broadly...
Sunday 25 October 2026
Column: Will general-purpose models overtake Physical AI?
After GPT-6 Astra launched in early September 2026, researchers quickly put it through Physical AI and robotics benchmarks. In some tests, it outperformed specialized models trained...
Sunday 25 October 2026
Magnate Technology sees aerospace, semiconductor growth opportunities
Magnate Technology expects rising aircraft engine demand and semiconductor equipment opportunities to support growth as it expands production capacity, with implications for global...
Saturday 24 October 2026
LGES Poland plant nears breakeven as utilization rebounds
LG Energy Solution (LGES)'s Wroclaw plant in Poland, long viewed as a major drag on the business, is nearing profitability after posting an operating loss of nearly KRW600 billion...
Friday 23 October 2026
Doosan Robotics targets automakers, chipmakers as Chinese rivals cut prices
Doosan Robotics is focusing its sales efforts on large automotive and semiconductor manufacturers as it develops AI-powered systems capable of handling more complex factory tasks,...
Friday 23 October 2026
Taiwan's inaugural semiconductor strike pauses as nearly 70% of Micron Taoyuan Union rejects new bonus offer
Taiwan's first-ever strike in the semiconductor industry has temporarily drawn to a close. A 24-hour warning strike spearheaded by Micron Technology's Taoyuan union concluded on the...
Friday 23 October 2026
Semco's 61-week MLCC lead times give suppliers upper hand in AI supply chain
Samsung Electro-Mechanics (Semco) is gaining pricing power as AI server demand extends multilayer ceramic capacitor (MLCC) lead times beyond a year. Shortages now span consumer, automotive...
Friday 23 October 2026
Lenovo mounts AI comeback with Nvidia Vera Rubin NVL72 deliveries and US plant expansion
More than 30 years ago, Lenovo set out with a vision to bring personal computers into every household. Today, Chairman and CEO Yuanqing Yang has defined a new mission for the 42-year-old...
Friday 23 October 2026
Apple reportedly taps BOE for LCD iMac development, keeps OLED timetable in question
Apple has reportedly asked BOE Technology and other panel makers for technical information on LCD panels for a future iMac, raising questions about the pace of its OLED transition...
Friday 23 October 2026
China's weak car market squeezes automakers, suppliers and dealers
China's weakening car market is challenging automakers, parts suppliers, and dealers as exports rise but domestic demand contracts. For global industry watchers, the downturn is a...
Friday 23 October 2026
JCET's AI profit surge sets up US$2.73 billion advanced packaging expansion
JCET Group lifted third-quarter revenue 13.53% year-over-year to CNY11.43 billion (approx. US$1.71 billion) and net profit attributable to shareholders 59.99% to CNY773 million. For...
Friday 23 October 2026
Tesla, Nvidia reportedly invest KRW3.7 trillion to secure Samsung Electro-Mechanics ABF capacity
Tesla and Nvidia are reportedly investing a combined KRW3.7 trillion (US$2.8 billion) to help Samsung Electro-Mechanics expand Ajinomoto Build-up Film (ABF) substrate production facilities...
Friday 23 October 2026
Mounting R&D and memory costs push Huawei to borrow US$2.3B from six Chinese banks
Huawei Technologies has secured a seven-year, CNY15 billion (approx. US$2.3 billion) offshore yuan loan from six Chinese banks, as rising research spending and memory costs weigh on...