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Friday 30 October 2026
Dowoo Insys develops rollable OLED UTG for vehicles
South Korean ultra-thin glass (UTG) maker Dowoo Insys is expanding its smartphone glass technology into the automotive market, developing protective glass for rollable OLED displays...
Friday 30 October 2026
Taiwan manufacturing demand rises as bank property loans decline
Strong demand for AI applications and cloud services is driving investment in high-performance computing chips and AI servers, prompting Taiwan manufacturers to expand capacity and...
Friday 30 October 2026
Episil-Precision fire hits under 10% of capacity, 6- and 8-inch lines to restart within two weeks
Semiconductor epitaxy maker Episil-Precision said a localized fire broke out on October 28 at its plant on Innovation First Road in Hsinchu Science Park, but caused no injuries or...
Friday 30 October 2026
Power shortages slow AI data-center builds as Delta expands HVDC, SOFC
Power shortages and a shortage of high-voltage direct-current (HVDC) technicians in the US are slowing AI data center construction and making delivery schedules harder to predict,...
Friday 30 October 2026
US Drone Dominance Program raises AI supply-chain stakes
As the US Drone Dominance Program (DDP) expands procurement, orders exceeding 10,000 units will generate significant economies of scale across the drone supply chain. The program's...
Friday 30 October 2026
Beyond nanometers: AI forces Taiwan's semiconductor ecosystem to compete at system level
Taiwan's semiconductor rise was built on a powerful division of labor: world-class IC design feeding increasingly advanced foundries, supported by packaging, testing, and an unusually...
Friday 30 October 2026
Samsung, SK Hynix say memory crunch could drag on for years despite spending surge
Samsung Electronics and SK Hynix expect memory shortages to persist for years despite rising investment in chip factories, as surging AI demand and increasingly complex manufacturing...
Friday 30 October 2026
Taiwan semiconductor output to hit NT$9.1 trillion as TSIA urges stable power
The Taiwan Semiconductor Industry Association (TSIA) expects its members' total output to exceed NT$9.1 trillion (US$279.5 billion) in 2026, a 40.9% year-over-year increase driven...
Friday 30 October 2026
Japan's Nidec reports update on restated financial reports, audit status, and corporate governance reform
Nidec Corporation has provided an update on its ongoing efforts to resolve the grounds for the disclaimer of opinion issued on its financial statements, missing its initial target...
Friday 30 October 2026
Analysis: Can Kazakhstan really be Europe's AI factory?
Nvidia CEO Jensen Huang's visit to Kazakhstan highlights a widening contest over AI computing capacity, as Europe seeks alternatives to infrastructure concentrated in the US and Asia...
Thursday 29 October 2026
UMT reports 71% revenue growth as LEO satellite demand drives expansion
UMT's revenue increased 71% year-over-year in the first three quarters of 2026 as global demand for low Earth orbit (LEO) satellite deployments lifted sales of millimeter-wave communications...
Thursday 29 October 2026
Analysis: Samsung's record quarter came from higher prices, not more chips; expects buyers to get no relief before 2028
Samsung Electronics' third-quarter profit came almost entirely from charging more for memory chips, not from selling more of them. On its earnings call, the company also told investors...
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
LB Semicon to expand PMIC capacity under 10-year Qualcomm deal
South Korean semiconductor packaging and testing company LB Semicon reportedly plans to invest KRW30 billion (approx. US$22.4 million) to expand its power management IC (PMIC) back-end...
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...