Apple enters the holiday selling season with stronger demand for its core products, but its latest results show that expanding sales do not automatically translate into faster operating profit growth. Record September-quarter iPhone revenue and an all-time high for Services supported the business as research spending increased and tariff refunds helped reported margins.

Marvell Technology’s agreement to buy Lumentum Holdings would give the custom chip designer its own supply of indium phosphide (InP) lasers, one of the scarcest components in AI data center networking, and make it one of the few suppliers spanning both the electrical and optical sides of the link. The deal positions Marvell more directly against Broadcom as connections inside AI clusters move from copper toward optics packaged alongside processors and switches.

SK Hynix is increasing orders for small outline compression attached memory module 2 (SOCAMM2) printed circuit boards (PCBs) as production ramps up for Nvidia’s Vera Rubin AI platform, while shortages of copper-clad laminate (CCL) and other materials are pushing up substrate prices, South Korea’s Dealsite reported on October 30.

Humanoid robots and self-driving cars were hard to miss at South Korea’s Future Innovation Tech Expo (FIX 2026) in Daegu. But some of the less flashy technologies on display were just as interesting.

Samsung Electro-Mechanics (Semco) has begun mass production of a miniature, ultra-high-capacitance multilayer ceramic capacitor (MLCC) for advanced driver assistance systems (ADAS), as increasingly powerful automotive processors drive demand for smaller components capable of maintaining stable power supplies.

Samsung Electronics is reportedly in talks with Japanese motor maker Nidec to jointly develop robot motors as the South Korean company expands its humanoid robotics business and pushes to automate its factories.