LGD又推“自愿退休”，最高补偿36个月基本工资
10月16日韩媒消息，LG Display（LGD)将在今年上半年实施生产岗位的自愿退休后，继续实施办公岗位的自愿退休。
19
Oct
17
Oct
GlobalWafers launches Fab300 in Italy, boosting Europe’s semiconductor autonomy
GlobalWafers announced on October 16 that its new 12-inch wafer fab, Fab300, in Novara, Italy, has officially begun operations. This marks a significant step in the company’s global expansion and a key milestone in Europe’s push toward semiconductor self-sufficiency.
17
Oct
Innodisk teams with Intel and Qualcomm to boost AI revenue by 30% in 2026
Innodisk has unveiled a new edge AI strategy and brand positioning, targeting two high-potential markets and three core value propositions. Chairman Chuan-Sheng Chien highlighted that the group has completed over 1,000 edge AI projects in recent years and expects exponential growth in edge AI adoption, aiming to increase related AI revenue share from just over 20% in 2025 to 30% by 2026.
17
Oct
Audix sales driven by AI, EV, and medical growth in 3Q25
Electronic components distributor Audix has demonstrated operational resilience with steady revenue growth in the third quarter of 2025, when gross margin surged past 30% to reach the company’s second-highest ever level. Audix’s strategic transformation across three core business units has expanded its reach from traditional products into emerging technology sectors, including AI, electric vehicles (EV), and medical devices.
17
Oct
AI expansion pushes HBM market towards $100 billion by 2028
As the AI ecosystem continues to expand, South Korean securities analysts predict the semiconductor industry’s upward cycle will extend at least until after 2028. Samsung Electronics is expected to sustain its strong third-quarter performance and continue growing, supported by rising prices of general-purpose memory and surging demand for HBM.
17
Oct
Vivo bets on dual AI strategy with new global phone launch
Vivo unveiled its new flagship X300 series of smartphones this week, followed by the introduction of its new OriginOS 6 operating system, which adopts a two-pronged artificial intelligence strategy to serve both global and domestic Chinese markets.
17
Oct
OCP Summit: Broadcom claims 90% AI efficiency jump, reshaping optical and interconnect supply chains
At the OCP Global Summit, Broadcom unveiled major advances in Co-Packaged Optics (CPO), claiming the technology has reached the maturity and reliability needed to transform next-generation AI compute clusters.
17
Oct
Power Integrations joins Nvidia’s 800V AI data center supply chain
US-based PMIC manufacturer Power Integrations (PI) announced that it has officially entered Nvidia’s 800V data center power supply architecture supply chain, becoming a certified supplier for the entire platform.
16
Oct
TSMC’s gross margin hits 60% in 4Q25 as N2 process set for rapid growth in 2026
TSMC delivered a robust forecast on October 16, projecting its gross margin would climb back to 60% in the fourth quarter and raising its full-year revenue outlook. During an earnings call, Chairman C.C. Wei also announced a significant expansion of the company’s Arizona operations after securing a second large plot of land to accelerate its US growth.
16
Oct
TSMC tells clients to order early as downstream demand signals remain strong
As demand for artificial intelligence (AI) continues to surge through 2025 and non-AI end markets show mild recovery, TSMC chairman C.C. Wei has raised the company’s full-year revenue guidance once again.