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Friday 2 October 2026
China car exports to Europe severely underestimated, warns UBS
According to UBS, nearly twice as many China-made automobiles are being shipped to Europe as are being registered there, partly because trucking shortages delay deliveries from ports...
Friday 2 October 2026
Machvision expands early to chase NT$10B revenue
Machvision is expanding capacity earlier than planned to meet rising demand from semiconductors, substrates, and optical modules, while tight computer numerical control (CNC) and machining...
Thursday 1 October 2026
China ramps up Micro OLED capacity ahead of proven smart glasses demand
As smart glasses draw growing market attention, Chinese suppliers including BOE, SeeYA Technology and Sidtek are expanding Micro OLED production. Display industry sources caution,...
Thursday 1 October 2026
Infineon opens new backend chip plant in Thailand, eyes growth to up to five modules
Infineon Technologies officially inaugurated a new backend manufacturing site in Samut Prakan, south of Bangkok, on October 1, expanding the German chipmaker's production network in...
Thursday 1 October 2026
Shinko Electric acquires JDI's Mobara Fab to expand AI packaging capacity
Shinko Electric Industries announced on September 30 it has signed a purchase agreement to acquire the Mobara Fab from Japan Display (JDI) in Mobara City, Chiba Prefecture. The transaction...
Thursday 1 October 2026
DB HiTek raises foundry prices by up to 30% as Chinese demand strains 200mm capacity
DB HiTek has raised foundry prices by as much as 30%, with Chinese customers facing the steepest increases as rising orders push the South Korean foundry's 8-inch capacity close to...
Thursday 1 October 2026
Meta's Muse lifts server CPU demand, with AMD EPYC orders extending into 2028
Meta's rapid rollout of its Muse AI agent is emerging as an early test of how agentic AI could reshape server infrastructure demand, with CPU suppliers already seeing longer lead times...
Thursday 1 October 2026
Analysis: China's AI data center buildout vaults to No. 2 as Big Tech capex races toward US$100 billion

China's rapid expansion of AI applications is driving a fresh wave of data center construction. SemiAnalysis estimates that the country has already...

Thursday 1 October 2026
MediaTek TPU orders rise as chip capacity war intensifies
MediaTek's Google Tensor Processing Unit (TPU) business is still moving steadily higher, but supply-chain sources say the real limit is capacity as chipmakers and cloud service providers...
Thursday 1 October 2026
Micron sees no end to the memory shortage, even after new fabs open in 2028
Micron told investors on September 30 that it cannot say when memory supply will catch up with demand. It expects the shortage to get worse over the next two years, even though additional...
Thursday 1 October 2026
Unimicron expands ABF substrate capacity with NT$10B Hukou land deal
Unimicron has moved again to ease tight ABF substrate supply, buying a Hukou site from Bridgestone Taiwan for more than NT$10 billion (US$313.65 million). The deal highlights how AI...
Thursday 1 October 2026
AI chip packaging demand meets labor pushback: ASE's NT$5.6B Taiwan snack factory deal sparks strike vote
ASE Technology Holding (ASEH) announced on July 30 that it would spend roughly NT$5.67 billion (approx. US$177.97 million) to acquire land and factory buildings in the Zhongli Industrial...
Thursday 1 October 2026
Jabil targets 24% growth in FY27 as AI hardware ramp reshapes business
Jabil's fourth quarter of fiscal 2026 marked the point at which AI data-center hardware became the clear center of gravity for the US contract manufacturer. Revenue for the three months...
Thursday 1 October 2026
Qualcomm says PC chip shortages are manageable; price swings hit harder
Qualcomm's senior vice president and general manager of the compute and gaming business, Kedar Kondap, said the biggest challenge facing the PC industry is not component shortages,...