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Monday 2 November 2026
AI data center demand fuels THEIL's optical communications rebound, 4Q26 to buck seasonal downtrend
Tong Hsing Electronic Industries (THEIL) outlined the latest developments and market trends across its four major product lines of optical communications, ceramic substrates, new semiconductor...
Monday 2 November 2026
Samsung to buy TCL CSOT stake from its own display unit for US$960 million
Samsung Electronics plans to acquire Samsung Display's entire 10.16% stake in China's TCL CSOT for KRW1.2718 trillion (approx. US$960 million), moving the investment from its OLED-focused...
Monday 2 November 2026
South Korea builds SMR ecosystem as SK Innovation advances Natrium tech, Samsung C&T pushes modular construction
South Korean energy and engineering companies are positioning themselves for the emerging small modular reactor (SMR) market, with SK Innovation (SKI) seeking to build expertise through...
Monday 2 November 2026
Iluvatar CoreX Tiangai 300 tops Nvidia H200 in select AI inference tests, with long-context and MoE gains
Chinese AI chipmaker Iluvatar CoreX has released benchmarks showing its next-generation Tiangai 300 general-purpose GPU outperforming Nvidia's H200 in selected large language model...
Monday 2 November 2026
MediaTek pins second ASIC project and customer to 2028
MediaTek's latest earnings call focused heavily on its data-center ASIC business, as CEO Rick Tsai and CFO David Ku addressed market rumors about delays to its second AI accelerator...
Monday 2 November 2026
Samsung partners with PXPay to bolster Samsung Wallet in Taiwan
Samsung Electronics Taiwan is partnering with local mobile payment platform PXPay as part of its expansion of Samsung Wallet applications. The move, announced on October 30 with services...
Monday 2 November 2026
DIGITIMES chairman: Taiwan-South Korea cooperation beats competition in AI race
Artificial intelligence (AI) is rapidly expanding global semiconductor demand, prompting Taiwan and South Korea to shift from straightforward competition toward cooperation as the...
Monday 2 November 2026
Exclusive: How Germany's fast-follower economy reshapes the AI PC race as local AI awaits killer app
As AI PC configurations reach new technological heights amid a broader push toward higher-spec machines, the market is moving steadily toward wider adoption of AI-capable hardware.
Monday 2 November 2026
Lite-On boosts 2027 capex as AI race raises stakes for CSPs
Lite-On Technology will continue increasing capital expenditure in 2027 as cloud service providers (CSPs) pour money into the artificial intelligence (AI) infrastructure race, president...
Monday 2 November 2026
China's Empyrean Tech targets digital EDA gaps with US$32.9 million Easy-Logic acquisition
China's leading electronic design automation (EDA) supplier, Empyrean Technology, plans to acquire a controlling stake in Easy-Logic Technology, a specialist in digital logic optimization,...
Monday 2 November 2026
What CXMT's 3Q26 earnings reveal about DRAM shortages, DDR5 momentum, and 2027 growth strategy
China's leading DRAM manufacturer CXMT expects revenue to continue growing through 2027, supported by tight memory supply, AI server demand and an expanding portfolio of higher-value...
Monday 2 November 2026
FuriosaAI raises US$620 million, quadruples valuation to challenge Nvidia
South Korean AI chip startup FuriosaAI has raised US$620 million in its latest funding round, quadrupling its valuation from the previous round to US$2.9 billion and strengthening...
Monday 2 November 2026
India's Mivi opens electronics plant in Hyderabad as it moves into smartphones
Indian consumer electronics brand Mivi has inaugurated an INR2 billion (approx. US$21.05 million) research, development, and manufacturing facility at E-City in Tukkuguda, Hyderabad,...
Monday 2 November 2026
Commentary: China's Nvidia H200 challengers look beyond GPU power, with Huawei and T-Head targeting system-scale AI
Iluvatar CoreX has reported benchmark results showing its Tiangai 300 AI accelerator outperforming Nvidia's H200 on selected metrics, drawing renewed attention to China's progress...
Monday 2 November 2026
Foxconn sees double-digit growth amid 2027 K-shaped AI market
Foxconn chairman Young Liu said at a media briefing following Hon Hai Tech Day (HHTD 26) on October 30 that the long-term AI industry trend remains intact, but the overall market will...