LG Innotek plans to invest more than KRW1 trillion in a new semiconductor substrate plant in Haiphong, Vietnam, reflecting rising demand for substrates used in AI servers, 5G smartphones, and on-device AI chips. The expansion targets RF-SiP, FC-CSP, and FC-BGA substrates, as substrate suppliers adjust capacity plans to stronger demand from advanced mobile devices and AI infrastructure.
India sees rising global tech investment as Meta, Reliance and Anthropic deepen AI ties, while EV firms expand, Starlink faces delays, and semiconductor and tablet markets show steady structural growth.
The US Department of Defense has expanded its list of Chinese military companies, adding major battery, electric vehicle, solar, memory, sensor, and robotics firms. The move came as Contemporary Amperex Technology Ltd. (CATL) disclosed lithium-air battery research, underscoring how Chinese companies are responding to mounting policy pressure.
As AI moves beyond software and into factories, warehouses, offices, and homes, humanoid robots are emerging as a strategic frontier for smart manufacturing. TM Technology has introduced its first humanoid robot, signaling a shift toward systems that can navigate human-built environments and potentially lower automation barriers for businesses worldwide.
Chunghwa Leading Photonics Tech, a subsidiary of Chunghwa Telecom, is set to list on the Taipei Emerging Stock Board. The company has recorded record-high revenue and gross margin in the first four months of 2026, boosted by rising demand in Industry 5.0 applications, advanced semiconductor process inspection, and AI data center optical communication. With short-wave infrared (SWIR) transmissive automated optical inspection (AOI) testing demand set to grow as CoWoS advanced packaging capacity expands, the company is highly optimistic about its prospects for the second half of the year, noting that AI-related demand will likely continue through 2028–2029.
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