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Monday 19 October 2026
Chenming Hu urges universities to 'find the solutions', targets world-class Taiwan semiconductor sector
Academia Sinica academician Chenming Hu has published an autobiography titled Find the Solutions, taken from the words on a crystal plaque presented to him by then TSMC chairman Morris Chang. Hu, who has worked in both academia and industry, said universities' ability to conduct thorough testing could help the semiconductor industry overcome technological bottlenecks.
Monday 19 October 2026
India roundup: Tata chip bets face execution test as India semiconductor ecosystem expands

Tata's Dholera fab faces customer and shareholder tests as India's semiconductor push broadens, with packaging, chip services, AI hardware and infrastructure investments accelerating across the country's domestic technology ecosystem rapidly.

Saturday 17 October 2026
Taiwan Mask targets Japan's Kyushu chip expansion with US$4.75 million TCK acquisition
Taiwan Mask Corporation (TMC) is expanding its presence in Japan through the acquisition of semiconductor equipment services provider TCK, extending its business beyond precision photomask manufacturing to equipment assembly and engineering support in Japan's growing Kyushu semiconductor market.
Saturday 17 October 2026
XPeng's Paris push turns China's full-stack EV know-how into exportable AI engineering business
Chinese EV giant and AI mobility manufacturer XPeng has made a major appearance at the Paris Automotive Summit by bringing not just its automotive expertise into the European collaborative space, but a broader technology stack built on the automaker's existing strengths in EV manufacturing and humanoid robotics.
Saturday 17 October 2026
Samsung Electro-Mechanics' US$5.1 billion expansion faces equipment supply constraints
Samsung Electro-Mechanics (Semco) faces potential equipment procurement bottlenecks in its KRW6.78 trillion (approx. US$5.1 billion) expansion of semiconductor substrate production for AI servers, as machinery manufacturers struggle with component shortages and longer delivery times. The South Korean company maintains that its investment is proceeding as planned. No production delay has been confirmed.
Saturday 17 October 2026
Singapore's AI bet shifts from model race to deployment, resilience and trusted adoption
Singapore is moving its AI strategy beyond pilot-heavy experimentation toward a more deployment-focused model centered on enterprise adoption, sector transformation and resilient access to compute.
Friday 16 October 2026
FICG eyes 4x optical communications capacity by 2027
FICG is aggressively expanding optical communications production in Malaysia and China to meet surging AI-driven demand, which the company estimates is 3-4x current supply capacity. Chairman Leo Chien described the next three years as a "frenzied expansion period," with the company's Johor, Malaysia, facility set to increase capacity 4x by the end of 2027.
Friday 16 October 2026
Samsung's chip and device chiefs head to Tokyo during Lee's visit
Five senior Samsung Electronics executives, including the heads of its semiconductor and consumer electronics businesses, reportedly traveled to Tokyo on October 13 while chairman Lee Jae-yong was visiting Japan, bringing together the company's three executive directors and key corporate decision-makers as it expands cooperation with Japanese semiconductor suppliers.
Friday 16 October 2026
Myson Century signs 3 AUSA MOUs for defense expansion
Myson Century, a subsidiary of Sun Yad Group, signed strategic memorandums of understanding with IXI EW, SafeSky Systems USA, and Global Ordnance Group at the Association of the United States Army's 2026 Annual Meeting and Exposition, or AUSA 2026. The agreements link counter-drone, unmanned vehicle, and defense supply-chain resources, creating opportunities to expand the company's product portfolio and develop markets in Taiwan and the Association of Southeast Asian Nations (ASEAN) region.
Friday 16 October 2026
DIGITIMES Insights: China's automakers pursue three humanoid robot strategies as EV supply chains offer 60% overlap
Chinese automakers are accelerating their expansion into humanoid robotics, leveraging artificial intelligence (AI) technologies, electric drive systems, and supply chain resources developed through their automotive businesses, according to DIGITIMES Intelligence.
Friday 16 October 2026
BOE's 24-layer glass substrates reach AI chip packaging trials, with mass production still ahead
Chinese display manufacturer BOE has made further progress in advanced semiconductor packaging, extending its panel manufacturing expertise to glass-core packaging substrates. At an investor relations event on October 15, BOE said it had completed the full manufacturing process for glass-core substrates, producing 24-layer samples measuring more than 100 × 100mm. The samples have been delivered to customers and passed multiple reliability tests, with further validation underway.
Friday 16 October 2026
Taiwan's Chun Yuan Steel sees 4Q26 auto surge, expands into AI robotics
Chun Yuan Steel expects Taiwan's auto market to deliver its strongest quarter of 2026 in the final three months, lifting full-year new-vehicle sales to 430,000 units from 411,000 in 2025. The steel processor also anticipates fresh growth opportunities as Kuozui Motors begins exporting finished vehicles to Japan, potentially strengthening Taiwan's position in Toyota Motor's global production network.
Friday 16 October 2026
Charts: YMTC bets on premium eSSDs to take on Samsung
AI-driven NAND demand is entering a supercycle, positioning Yangtze Memory Technologies Co. (YMTC) as the fastest-growing memory supplier. According to Counterpoint Technology Market Research, YMTC's revenue in 2026 is projected to grow six times faster than that of the overall industry and its peers as it expands aggressively into server-related business.
Friday 16 October 2026
China's chip earnings boom masks a widening gap between AI processor demand, fading DRAM, NAND price gains
China's semiconductor and computing hardware companies reported or forecast strong earnings growth in the first nine months of 2026, fueled by AI infrastructure investment, demand for domestic processors and optical interconnects, and recovering chip markets. However, diverging quarterly results reveal a widening gap between AI-driven growth and the traditional memory pricing cycle.
Friday 16 October 2026
Japan bets on physical AI as Murata, AWS, Hitachi showcase self-learning robots at CEATEC 2026
Japan is stepping up its push into physical AI, with major technology companies and research institutions showcasing advances in autonomous robot learning, motion sensing, and agricultural automation at CEATEC 2026.