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Thursday 8 October 2026
Doosan bets big on China as CCL prices climb
South Korea's Doosan is directing more than half of its record KRW968.4 billion (approx. US$724 million) copper-clad laminate (CCL) investment to China, positioning itself closer to...
Thursday 8 October 2026
GlobalWafers September revenue rises 7.65% on stronger demand
GlobalWafers' September and third-quarter sales showed a mixed picture for the semiconductor materials supplier, with artificial intelligence (AI)-related demand helping offset a lingering...
Thursday 8 October 2026
Laster revenue falls as AI-driven component shortage delays automotive shipments
Laster said shortages of key components have delayed automotive order shipments, underscoring how global demand for AI-related parts is rippling into other industries. The impact trimmed...
Wednesday 7 October 2026
DIGITIMES Insight: HBM expansion raises the bar for memory offload
The boundary for adopting external capacity is changing, as workloads that previously needed memory offload because of insufficient high-bandwidth memory (HBM) can now run directly...
Wednesday 7 October 2026
Commentary: Largan earnings call spotlight — CPO, expansion and 4Q26 order momentum
Largan Precision will hold its earnings call on October 8, when the optical lens maker is due to report third-quarter results and outline its fourth-quarter outlook. With September...
Wednesday 7 October 2026
Hwacom shifts semiconductor business to SureWin, targets post-quantum security
Hwacom Systems has shifted its semiconductor-focused business to subsidiary SureWin, targeting growing demand from chipmakers for AI deployment, data governance, and cybersecurity,...
Wednesday 7 October 2026
AI supercycle, pricing, and Terafab top the agenda ahead of TSMC's earnings call
TSMC will hold its third-quarter earnings call on October 15 this year.
Wednesday 7 October 2026
AI data center expansion is hitting new limits on power, land, and public consent
The global race to build data centers for artificial intelligence is entering a more difficult phase. Demand for computing capacity remains strong, but new projects increasingly face...
Wednesday 7 October 2026
Transcend September revenue rebounds on IPC, networking project shipments
Transcend reported a sharp recovery in September 2026 revenue as shipments for industrial PC and networking customer projects picked up. The memory module maker said monthly consolidated...
Tuesday 6 October 2026
Samsung secures customer backing for US$5B substrate expansion
Samsung Electro-Mechanics is investing KRW6.78 trillion (approx. US$5 billion) to expand FCBGA capacity in South Korea and Vietnam. The projects are backed by customer funding and...
Tuesday 6 October 2026
TSMC tops global FDI ranking as AI infrastructure redraws overseas investment
The direction of global corporate investment in physical assets is becoming clearer. According to the fDi Report 2026 and an analysis by Visual Capitalist, announced greenfield...
Tuesday 6 October 2026
TSMC expansion pushes Da Yi Cheng Technology's orders over NT$10 billion, visibility through 2028
Da Yi Cheng Technology (DYC) has rapidly expanded in recent years, benefiting from the global semiconductor capacity expansion wave, which has driven demand for second-phase electrical...
Tuesday 6 October 2026
LB Semicon expands power chip capacity as Qualcomm production ramps up
South Korean outsourced semiconductor assembly and test (OSAT) provider LB Semicon is expanding power semiconductor backend capacity at its Gumi plant as it steps up efforts to reduce...
Monday 5 October 2026
Pegatron AI servers boost September revenue
Pegatron's AI server business is ramping up in 2026, with co-CEO Kuang-Chih Cheng recently saying new orders from a US client have begun shipping and are expected to lift September...
Monday 5 October 2026
Hyundai Rotem advances methane rocket engines for reusable launch vehicles
South Korea's Hyundai Rotem is accelerating its expansion into aerospace propulsion systems, showcasing 10-ton- and 35-ton-class methane rocket engines under development at AEROTEC...