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Thursday 29 October 2026
Commentary: fire at Episil threatens tight epitaxial wafer supply
A fire broke out at the Innovation Plant of semiconductor epitaxial wafer maker Episil on October 28. The extent of equipment damage, the scope of production stoppages, and the recovery...
Thursday 29 October 2026
Qisda's commercial drones enter production as physical AI expands its growth strategy
Qisda President Cally Ko said future infrastructure supporting autonomous physical AI would evolve beyond simply providing connectivity and power to also deliver sensing, computing,...
Thursday 29 October 2026
Delayed Taiwan drone tenders hit Coretronic unit as it partners with US firm Aevex
Coretronic Intelligent Robotics Corp. (CIRC), a subsidiary of Coretronic Group, is partnering with US drone maker Aevex Aerospace to pursue Taiwan government tenders and opportunities...
Thursday 29 October 2026
SDC chief meets Applied Materials executives amid FMM-free OLED push
Samsung Display (SDC) President Lee Chung-hwan recently met with senior executives from US equipment maker Applied Materials as SDC accelerates development of fine metal mask (FMM)-free...
Thursday 29 October 2026
CXMT to start HBM3E production despite low yields amid tight domestic market
ChangXin Memory Technologies (CXMT), China's leading producer of DRAM memory, is reportedly planning to begin production of HBM3E, despite yields so far only reaching 20% to 30%. This...
Thursday 29 October 2026
LGD invests in Guangzhou for world's first 111-inch OLED line
LG Display (LGD) is increasing its investment to upgrade its OLED plant in Guangzhou, China, with plans to build the world's first dedicated 111-inch OLED module production line. The...
Thursday 29 October 2026
Nvidia's Rubin Ultra cooling: 0.1mm microchannels vs vapor chambers
As Nvidia introduces a new generation of AI chips each year, gains in computing performance are driving increasingly demanding thermal management requirements.
Thursday 29 October 2026
Team Group earnings per share surges 1,483% in 3Q26 as new plant targets 50% capacity boost
Memory module maker Team Group reported record third-quarter results for 2026, with earnings per share soaring 1,482.55% year-over-year, while its board approved plans for a new plant...
Thursday 29 October 2026
LG Electronics ties AI cooling and robot plans to new plants and a 2030 humanoid target
LG Electronics used its third-quarter earnings call on October 28 to add physical milestones to its two main AI bets. In data center cooling, it named a US production site and new...
Thursday 29 October 2026
Foxconn Tech Day 2026: Three EV signals to watch
Foxconn Technology Day (HHTD) is set to take place at the Taipei Nangang Exhibition Center on October 30, with "Accelerating Intelligence" as its theme for 2026. While AI infrastructure...
Thursday 29 October 2026
AerosoarX skips the mega-factory to take on global drone makers
AerosoarX founder Max Lo has returned to Taiwan's drone industry with a distributed manufacturing strategy to link local suppliers with democratic allies. As global orders grow, the...
Thursday 29 October 2026
Samsung's Harman expands China plant for ADAS, automotive computing
Samsung Electronics subsidiary Harman International has expanded its manufacturing operations in Suzhou, China, to produce automotive computing platforms and advanced driver assistance...
Thursday 29 October 2026
Samsung Electro-Mechanics says AI customers are locking up 2027 MLCC and substrate supply
Samsung Electro-Mechanics (SEMCO) told investors on October 28 that long-term agreements are expected to account for more than 60% of its multilayer ceramic capacitor (MLCC) revenue...
Thursday 29 October 2026
Google launches Genie 4 world model for select game, film teams
Google DeepMind has released Genie 4, its latest world model, as a research preview available only to a limited group of testers. The model generates real-time interactive environments...
Thursday 29 October 2026
Samsung SDI wins 1GWh US battery storage deal
Samsung SDI has signed a follow-on 1GWh contract to supply energy storage systems (ESS) to US power developer Alpha Omega Power (AOP). The batteries will be made in Indiana and delivered...