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Tuesday 20 October 2026
Jensen Huang urges Germany to embrace physical AI at Berlin summit
German Chancellor Friedrich Merz and Nvidia CEO Jensen Huang urged German businesses to embrace AI at an industry summit in Berlin on October 19, aiming to revive the economy and modernize...
Tuesday 20 October 2026
Global Tek's new Thailand plant enters trial production in 3Q26, targeting AI liquid cooling and aerospace opportunities
Global Tek Industrial held an opening ceremony on the 20th for its Super Smart Manufacturing Park in Chonburi, Thailand. Spanning 177,600 square meters, the facility is the group's...
Tuesday 20 October 2026
AUO selects glass substrate specs for semiconductor processes, not size rivalry
AUO is tailoring its glass core substrate specifications specifically to semiconductor process requirements rather than competing on panel dimensions with Innolux, according to Chairman...
Tuesday 20 October 2026
Taiwan anchors US chip revival, SEMICON West spotlights trusted partners
SEMICON West 2026 wrapped up in San Francisco last week, with US officials, industry executives, equipment and materials suppliers, and workforce-development partners repeatedly highlighting...
Tuesday 20 October 2026
AI servers drive TVS and ESD demand for Yea Shin Tech
AI servers are driving demand for power components, transient voltage suppressors (TVS), and electrostatic discharge (ESD) protection devices. Yea Shin Technology, a subsidiary of...
Tuesday 20 October 2026
Samsung's HBM4 supply lock-in exposes limits of China's CXMT as Apple and Tesla seek DRAM alternatives
Samsung Electronics is expected to enter 2027 with approximately 80% of its planned memory production secured under long-term contracts, reinforcing its pricing position while China's...
Tuesday 20 October 2026
Genius Electronic Optical partners with 3M on EBO development
Genius Electronic Optical (GSEO), a leading manufacturer of optical lenses and precision optical components, has entered into a strategic partnership with 3M to develop, manufacture...
Tuesday 20 October 2026
Powertip Technology transitions into a solutions provider as demand and costs rise
Powertip Technology is transitioning from a module design and supply company to a solutions provider. The company has seen rising demand in the first half of 2026 as the electronics...
Tuesday 20 October 2026
South Korea's US$1.66 billion humanoid robot push puts auto suppliers in focus
South Korean automotive and machinery component makers are among 12 companies identified in a KRW2.2 trillion (approx. US$1.66 billion) private investment plan to develop a domestic...
Tuesday 20 October 2026
AI substrate bottleneck shifts from design to manufacturing
AI computing is pushing packaging density to its limits, with accelerator substrates expected to exceed 100x100mm and expand beyond 120x120mm within the next three to five years. As...
Tuesday 20 October 2026
China's tech-driven commerce plan pushes AI into phones, PCs, and robots
On October 19, 2026, China's Ministry of Commerce and eight other government departments issued guidelines on accelerating "technology-driven commerce" that call for deepening the...
Tuesday 20 October 2026
Foxconn's FoxBrain 2.0 sets sights on physical AI with VLM, VLA ambitions
Foxconn is expanding its proprietary FoxBrain large language model (LLM) into vision-language models (VLMs) and vision-language-action models (VLAs), targeting smart manufacturing,...
Tuesday 20 October 2026
Hanmi Semiconductor establishes US hub to support AI packaging customers

Hanmi Semiconductor has established a US subsidiary in Silicon Valley as it seeks to capitalize on growing demand for advanced semiconductor packaging...

Tuesday 20 October 2026
Analysis: US backing grows, but Intel insists turnaround remains independently run
The economics of the foundry business have always carried a particular contradiction: semiconductor manufacturing demands enormous upfront capital and years of sustained investment,...
Tuesday 20 October 2026
Exclusive: US energy storage supply chain faces mounting pressure as import restrictions and manufacturing bottlenecks disrupt deliveries
As geopolitical tensions reshape global supply chains, US regulations governing energy and battery energy storage systems (BESS) are undergoing rapid and unpredictable changes.