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Thursday 8 October 2026
Lam Research launches South Korea chip fund after 15,000-chamber milestone
Lam Research is launching its first country-specific semiconductor venture fund in South Korea after shipping its 15,000th locally manufactured processing chamber, deepening its manufacturing...
Thursday 8 October 2026
SpaceX pursues US$40 billion Nvidia chip financing while Terafab charts path to AI compute independence
SpaceX is reportedly seeking US$40 billion in financing to purchase Nvidia chips, a massive capital commitment driven by surging artificial intelligence (AI) computing demand. Viewed...
Thursday 8 October 2026
AUO subsidiary Darwin shifts toward high-end manufacturing, explores CPO and semiconductor opportunities
As AUO deepens its push into co-packaged optics (CPO), its subsidiary Darwin Precisions is also exploring opportunities in the semiconductor sector, leveraging its expertise in precision...
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
Wolfspeed secures conditional US$1.5B US defense loan for SiC, GaN expansion
Wolfspeed has received a conditional commitment for up to US$1.5 billion in long-term financing from the US Department of War to expand domestic production of silicon carbide (SiC)...
Thursday 8 October 2026
Huawei claims to have largely cut US tech reliance
Huawei executive director and consumer business group chairman Richard Yu said at a recent media roundtable that the company has worked with China's supply chain since US export controls...
Thursday 8 October 2026
Analysis: Musk keeps Terafab in-house, shifting execution risk onto his own companies
Elon Musk has moved to quell uncertainty over Intel's position in the Terafab chip project, stressing that his companies will build and operate the planned semiconductor complex themselves...
Thursday 8 October 2026
Samsung expands memory testing beyond Korea with US$4.08 billion Vietnam project
Samsung Electronics is expanding its memory testing footprint beyond South Korea with a US$4.08 billion project in Vietnam, adding another back-end and export base as tight DRAM and...
Thursday 8 October 2026
SAS first-three-quarter revenue hits record NT$61.38 billion as it expands manufacturing, services
Sino-American Silicon Products (SAS) is expanding its renewable energy business through a dual-track strategy focused on manufacturing and services, amid the explosive growth in demand...
Thursday 8 October 2026
Taiwan defense industry deepens global supply chain ties
As countries move to build more resilient and self-reliant defense industries, they are also accelerating international supply chain cooperation. Taiwan External Trade Development...
Thursday 8 October 2026
Rockwell Automation expands AI platform to reshape manufacturing
Industrial automation leader Rockwell Automation said its Plex Quality Management System (QMS) and FactoryTalk Analytics VisionAI have been integrated through APIs, bringing AI visual...
Wednesday 7 October 2026
Anduril to invest US$3.7 billion in Maryland shipyard for submarine supply chain
Anduril Industries said it will spend US$3.7 billion to build Arsenal-2, a next-generation software-defined shipyard at Sparrows Point in Baltimore County, Maryland. The US Navy is...
Wednesday 7 October 2026
Amata sees Chinese factories in Thailand rising fivefold over 10 years
Thailand's industrial landscape may shift further toward China as global supply chains continue to move across Southeast Asia. More broadly, the trend highlights how lower costs, trade...
Wednesday 7 October 2026
Robots still can't build Nvidia's AI servers as well as people can
AI server supply chains are accelerating their shift toward regional manufacturing. However, the labor access, wage costs, and capacity expansion constraints of US manufacturing are...
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...