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2026-11-02

[News] TSMC Reportedly Eyes Potential US$45B Fab Expansion in Sherman, Texas, Raising Stakes for Samsung

TSMC is reportedly nearing a decision on Sherman, Texas, as its second major U.S. manufacturing hub, potentially intensifying competition with Samsung Electronics. According to ETNews, citing the Dallas Business Journal, Sherman, located in Grayson County, has reportedly entered site selection talks...

2026-11-02

[News] OpenAI’s Altman Visits South Korea, Taiwan Amid Chip Push, Fueling Samsung Foundry Speculation

OpenAI CEO Sam Altman is strengthening ties with Asian semiconductor suppliers as the company advances its in-house AI chip development. According to Seoul Economic Daily, Altman visited South Korea for the first time in about a year, meeting with Samsung Electronics executives to discuss AI coopera...

2026-11-02

[News] UMC Reportedly Wins Photonic Integrated Circuit Orders; Initial Orders Up to 10K Wafers at 7× CMOS Pricing

UMC is expanding its presence in the high-speed optical interconnect market as demand for silicon photonics chips grows. According to Economic Daily News, the company has reportedly secured major photonic integrated circuit (PIC) orders from Zhongji Innolight and Tencent-backed SILITH, with initial ...

2026-11-02

[News] Beyond CXMT’s 89.53% Gross Margin in 3Q26: 3 Key Takeaways on LTAs, 4F² Advancement and LPDDR6

Following record earnings from South Korean memory giants, China’s CXMT has also delivered standout results alongside key business updates. As reported by 21st Century Business Herald, CXMT’s third-quarter gross margin rose 1.94 percentage points QoQ to 89.53%. In comparison, Micron reported a g...

2026-11-02

[News] Samsung’s First AI Glasses Reportedly Launching Mid-December in Korea, U.S.; Takes on Meta

Samsung is preparing to enter the AI smart glasses market as competition among major tech companies intensifies. According to Chosun Biz, Samsung Electronics reportedly plans to launch its first AI smart glasses, dubbed “Intelligent Eyewear,” in South Korea and the U.S. in mid-December. Pricing ...

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