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Tuesday 10 November 2026
Nokia eyes AI optical interconnect market, potentially challenging Lumentum and Coherent
The AI data center optical interconnect market may soon see another heavyweight contender. Roughly a week after Marvell announced a US$1.15 billion acquisition of Lumentum to bolster...
Tuesday 10 November 2026
Mitsui Chemicals to acquire JSR for US$11.6 billion, targeting semiconductor materials growth
Mitsui Chemicals plans to acquire semiconductor materials maker JSR in a transaction valued at JPY1.84 trillion (approx. US$11.6 billion), including assumed debt, as it seeks to strengthen...
Tuesday 10 November 2026
Commentary: China's emerging semiconductor investment empire takes quieter route to dominance
A decade ago, China's Tsinghua Unigroup alarmed Taiwan's semiconductor industry with an aggressive acquisition campaign. Under then-chairman Zhao Weiguo, the group acquired Spreadtrum...
Tuesday 10 November 2026
Tong Hsing buys Global Testing to become integrated OSAT provider
Tong Hsing Electronic Industries (THEIL), a semiconductor packaging company under the YAGEO Group, said its board has approved the acquisition of a 100% stake in Singapore-listed Global...
Saturday 7 November 2026
Quantum computing company IonQ raises 2026 revenue forecast above US$500 million on commercial growth
IonQ raised its 2026 revenue forecast to US$505 million-US$515 million after reporting record third-quarter revenue of US$173.8 million, as its quantum computing business expanded...
Friday 6 November 2026
WT Microelectronics expects AI pull-in momentum to last through 2027
Semiconductor distributor WT Microelectronics expects pull-in momentum from the artificial intelligence (AI) supply chain to remain strong from the fourth quarter of 2026 through 2027...
Friday 6 November 2026
Commentary: Marvell's Lumentum deal holds a lesson for smartphone makers on supply chain integration
Marvell announced on November 2 that it has entered into a definitive agreement to acquire Lumentum Holdings in an all-stock transaction valued at nearly US$115 billion. Subject to...
Thursday 5 November 2026
Mitsui Chemicals reportedly plans US$8.2B acquisition of JSR in Japan chip materials push
Mitsui Chemicals is planning to acquire semiconductor materials maker JSR from state-backed Japan Investment (JIC) in a deal potentially worth more than JPY1.3 trillion (US$8.2 billion),...
Thursday 5 November 2026
OpenAI moves deeper into software infrastructure with Pierre acquisition plan
OpenAI plans to acquire Pierre Computer Company, extending its push into the infrastructure behind AI-generated software as competition expands beyond coding assistants to the systems...
Wednesday 4 November 2026
Onsemi to buy Ferric for US$600M to strengthen AI processor power delivery
Onsemi has agreed to acquire Ferric, Inc., a developer of integrated voltage regulator (IVR) technology, for US$600 million in cash plus up to US$175 million in contingent consideration...
Wednesday 4 November 2026
Marvell's Lumentum deal gives optical DSP rivals until 2028 to court its customers
Marvell's proposed all-stock acquisition of Lumentum faces a challenge beyond a shrinking takeover premium: whether optical module makers will shift orders away from its dominant optical...
Wednesday 4 November 2026
Why Marvell's Lumentum deal could send more AI optics orders to Taiwan
Marvell's proposed US$115 billion acquisition of Lumentum could bring Taiwanese optical component makers more orders, industry sources in Taiwan say. The deal, due to close in the...
Wednesday 4 November 2026
Powerchip stake dispute puts Tatung, Yageo takeover battles in focus
Since Powerchip founder Frank Huang passed away on July 31, 2026, changes to the ownership and management control of Powerchip Holding have remained a market focus. A dispute has now...
Monday 2 November 2026
Powerchip Investment Holding files suit over NT$13.6B share-buying bid
Powerchip Investment Holding has filed a complaint over an alleged plan by unidentified buyers to acquire a 20% stake through coordinated share sales for more than NT$13.6 billion...
Monday 2 November 2026
Samsung to buy TCL CSOT stake from its own display unit for US$960 million
Samsung Electronics plans to acquire Samsung Display's entire 10.16% stake in China's TCL CSOT for KRW1.2718 trillion (approx. US$960 million), moving the investment from its OLED-focused...