Episil held an earnings call on October 7, saying silicon carbide (SiC) capacity utilization has rebounded quickly from 30% at a low point to nearly 90% now. If 6-inch order demand keeps rising in 2027, the company will add capacity through 8-inch production. That has raised questions over whether the industry is entering a new wafer-size transition and whether 6-inch wafers are being phased out.

MAtek, a leading semiconductor testing company, reported September 2026 revenue of NT$569 million (approx. US$17.8 million), up 12.31% year-over-year. Revenue for the first nine months reached NT$4.765 billion, rising 16.99% year-over-year, while third-quarter revenue climbed 16.14% year-over-year to NT$1.697 billion, a record for the period.

Novatek reported stronger September and third-quarter 2026 revenue, suggesting seasonal smartphone demand and growth in edge AI chips are supporting the global display and chip supply chain. The results matter for international readers because they reflect broader shifts in consumer electronics demand, inventory patterns, and AI-related hardware spending.

Changs Ascending said orders tied to semiconductor customers' new plant construction, equipment arrivals, and project acceptance schedules were gradually fulfilled and recognized as revenue, lifting consolidated revenue to NT$79.2 million (approx. US$2.49 million) in September 2026, up 92% from a month earlier and 14% from a year earlier.

Huawei consumer business group chairman Richard Yu said surging memory component costs have added more than US$200 to the hardware cost of each Huawei smartphone, putting fresh pressure on handset pricing as the broader memory market climbs rapidly.

As explosive AI computing demand drives hardware architecture change, Taiwan Printed Circuit Association (TPCA) is set to open its annual flagship event, with the 21st International Microsystems, Packaging, Assembly and Circuits Technology Conference (IMPACT-IAAC 2026) kicking off on October 19, followed by the 27th TPCA Show 2026 from October 20 to 22.

Samsung Electro-Mechanics (Semco) has reportedly completed initial reliability testing of its 100mm glass substrates and moved to package-level verification using customer chips, marking progress toward commercializing next-generation packaging technology as AI accelerators grow larger and more complex. The development comes as the company expands its existing semiconductor substrate business while facing uncertainty over the commercialization timeline for glass substrates.

South Korea's JNTC plans to invest KRW347 billion (approx. US$259 million) in glass substrate manufacturing as it reports a sharp reduction in copper-filling time for thick glass cores, potentially easing a major bottleneck in advanced semiconductor packaging. The investment comes as the company advances customer evaluations, although meaningful mass-production revenue is not expected until 2028.

Malaysia is moving from traditional semiconductor back-end manufacturing toward higher value-added work, with advanced packaging set to drive growth over the next two to three years, according to Nur Hilwani, Technology & Market Analyst, Semiconductor Equipment at France-based Yole Group. Talent, IP ownership and supply-chain gaps remain hurdles.

MediaTek reported its September and third-quarter 2026 revenue results, with September revenue of NT$55.40 billion (approx. US$1.74 billion), down 13.69% from the previous month and up 1.97% from a year earlier. Third-quarter revenue reached NT$168.06 billion, up 10.43% quarter over quarter and 18.27% year over year, beating the upper end of its revenue forecast by about 5.2% and allowing the company to deliver the performance typically expected during the traditional peak season.