The labor union at Micron Technology’s Taoyuan operations in Taiwan has won the right to strike and set up picket lines. Ballots were counted on the night of October 6, after six days of voting.

Quanta Computer shipped 4.2 million notebooks in September 2026, up more than 60% from August. Yet its revenue for the month fell more than 20% because server shipments dropped from the previous month. The company said that server demand remains strong and that monthly shipments normally rise and fall with customer schedules and component supply.

Anduril Industries said it will spend US$3.7 billion to build Arsenal-2, a next-generation software-defined shipyard at Sparrows Point in Baltimore County, Maryland. The US Navy is backing the project with a contract worth up to US$2.9 billion tied to production results, bringing the total commitment to US$6.6 billion as Washington seeks to expand the submarine industrial base.

Apple and LG Electronics are reportedly pairing up to create a line of smart home devices, though the devices will carry the LG brand name. The two companies are expanding their reach into the smart home market as both face headwinds in their home product segments.

Samsung SDI is simultaneously expanding its lower-cost LFP supply chain and advancing its next-generation all-solid-state battery roadmap, signing separate agreements with POSCO Future M and EcoPro BM as it broadens its battery chemistry portfolio.

Intel will keep working with Elon Musk on Terafab, according to Bloomberg. Intel CEO Lip-Bu Tan stated that the company will stay involved in Musk’s plan to make cutting-edge chips. Musk, meanwhile, said TSMC’s role would be limited to subleasing space at most.