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Latest news and trends for industry
08
Oct
Largan Precision posts over 10% revenue growth in the first nine months of 2026
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Posted by
jeff
Largan Precision reported September consolidated revenue of NT$2.672 billion (US$83.73 million), down 1.75% from August but up 0.54% from a year earlier, according to an Oct. 8 filing. The camera lens maker said cumulative revenue for the first nine months of 2026 reached NT$19.636 billion, an increase of 10.12% from NT$17.831 billion in the same period of 2025.
08
Oct
Lam Research launches South Korea chip fund after 15,000-chamber milestone
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Posted by
jeff
Lam Research is launching its first country-specific semiconductor venture fund in South Korea after shipping its 15,000th locally manufactured processing chamber, deepening its manufacturing and technology ties with one of the world’s major chipmaking hubs.
08
Oct
SpaceX pursues US$40 billion Nvidia chip financing while Terafab charts path to AI compute independence
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Posted by
jeff
SpaceX is reportedly seeking US$40 billion in financing to purchase Nvidia chips, a massive capital commitment driven by surging artificial intelligence (AI) computing demand. Viewed alongside Elon Musk’s Terafab semiconductor manufacturing initiative, however, the move suggests a dual-track strategy: relying on Nvidia for near-term computing capacity while gradually reducing dependence on external suppliers over the longer term.
08
Oct
Ledlink hits record revenue as automotive optics and AI server components fuel growth
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Posted by
jeff
LED lens manufacturer Ledlink Optics reported record monthly and quarterly revenue in September and the third quarter of 2026, respectively, driven by sustained demand for automotive optical lenses and steadily increasing shipments of precision structural components for AI servers.
08
Oct
Bloom Energy SOFC system to support AOI’s Taiwan expansion
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Posted by
jeff
Taiwan-based energy solutions provider Leadray Energy has partnered with Bloom Energy to deploy a solid oxide fuel cell (SOFC) on-site power generation system at an expansion project operated by Applied Optoelectronics’ (AOI) subsidiary in Taiwan.
08
Oct
LG to test five commercial components in space aboard South Korea’s fifth Nuri launch
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Posted by
jeff
LG Group is preparing to test five commercial components developed by LG Electronics, LG Innotek, and LG Energy Solution (LGES), including cameras and batteries, aboard a CubeSat carried as a secondary payload on South Korea’s fifth Nuri rocket launch. The mission aims to assess whether commercially available components can operate reliably in space.