Samsung Electronics Executive Chairman Lee Jae-Yong is reportedly set to visit the company's Robotics eXperience (RX) business unit in Seoul's Umyeon-dong by the end of October to review humanoid robot development and preparations for CES 2027. If the visit takes place, it will be Lee's first visit since the organization was established, highlighting Samsung's strategy of commercializing robots through manufacturing applications.

AI server power architectures are evolving toward high-voltage distribution and point-of-load voltage conversion, according to DIGITIMES Intelligence.

Meta has become the first of the four major US hyperscale cloud providers to report its latest earnings, with supply chain players closely monitoring changes in the company's capital expenditure plans and investment priorities.

India's tech push opens markets unevenly: foreign suppliers get first crack at Tata's fab, Lam courts local vendors, Jio's IPO tests its 5G pitch, and CleanMax powers AI data centers.

Nvidia has unveiled a prototype of its next-generation co-packaged optics (CPO) technology, Optics-on-Interposer (OOI), at SEMICON West 2026. The design moves the optical engine from a conventional organic package substrate to the silicon interposer carrying the compute chips, increasing bandwidth density and reducing power consumption for future AI system interconnects.

DeepSeek and MiniMax have received approval to deploy their artificial intelligence models overseas, according to a post published October 22 by China Central Television’s Yuyuantantan account. The move signals that Beijing intends to permit Chinese AI companies to pursue global commercialization, even as proposed export controls could raise the threshold for transferring some advanced technologies abroad.

South Korean image-sensing module maker Namuga is accelerating its physical AI strategy after securing a supply deal with a global humanoid robot company. The company is preparing for shipments and mass production while targeting revenue of KRW1 trillion (approximately US$754.7 million) by 2030.

As demand for AI data centers expands, next-generation AI servers are raising requirements for power supply, cooling efficiency, and deployment speed. Taiwan's electrical and mechanical equipment providers are therefore moving beyond standalone equipment supply into system integration, engineering, procurement, and construction (EPC), and modular data center solutions.

Meta Platforms’ long-term AI infrastructure spending is driving rising financial pressure, with free cash flow turning negative in Q3 2026 and future lease and non-cancelable contract commitments climbing to about US$825 billion. The company also raised the lower end of its 2026 capex forecast by US$5 billion to US$135 billion, signaling continued AI expansion as financing and investment returns become new challenges.

After GPT-6 Astra launched in early September 2026, researchers quickly put it through Physical AI and robotics benchmarks. In some tests, it outperformed specialized models trained on large amounts of robot data.

Magnate Technology expects rising aircraft engine demand and semiconductor equipment opportunities to support growth as it expands production capacity, with implications for global aviation and chip supply chains. The aerospace components maker forecasts revenue of nearly NT$2 billion (US$61.5 million) in 2026 and expects 15% to 20% revenue growth in 2027.