United Nova Technology Expects to Turn Profitable in First Three Quarters, Raises Prices 15%–25% Across All Product Lines and Expands Capacity

Roshow Technology stated on an interactive platform on October 9 that its 8-inch silicon carbide substrate wafers have begun generating sales. The company said some samples have been sent to leading domestic customers for testing and verification, and that work on capacity building, yield improvement, and market expansion is continuing to advance.

Wolfspeed shares catapulted more than 25% in early post-market trading on Wednesday after the company received a $1.5B, 30-year conditional loan commitment from the U.S. Department of War. The long-term financing is intended to support domestic development and production of silicon carbide materials and wide bandgap power devices, with an additional focus on U.S. national security applications. Wolfspeed plans to use the funds to upgrade its gallium nitride epitaxy capabilities for next-generation communications infrastructure and electronic warfare systems, and to develop radiation-hardening capabilities for its current SiC and future GaN products, drawing on its manufacturing facilities in North Carolina, New York and Arkansas. Under the loan terms, Wolfspeed would be required to issue to the DoW VWAP-based warrants to purchase, in the aggregate, up to 7.5% of Wolfspeed's fully diluted equity, with the warrants issuable in proportion as and when financing tranches are funded. CEO Robert Feurle said the scale and 30-year tenor of the conditional commitment reflects the long-term importance of the technology and manufacturing capabilities Wolfspeed has built in the United States.

Infineon Technologies Manufacturing (Thailand) opened a new plant in Samut Prakan province on October 1, 2026, with Prime Minister Anutin Charnvirakul presiding over the ceremony, joined by Deputy Prime Minister and Finance Minister Ekniti Nitithanprapas. The plant received investment promotion from the BOI with an investment value of over 48 billion baht, covering the production of power control chip systems, integrated circuit and wafer testing, as well as research and development of semiconductor products. The plant is Infineon's third power control chip system production base, following Germany and China, starting with phase 1 and with plans to expand up to 5 phases. If all 5 phases are completed, it will be Infineon's largest assembly and testing production base in the world, with a total cleanroom area of 150,000 square meters, roughly twice the size of the company's current largest plant. Infineon plans to employ more than 5,000 Thai personnel in total, or approximately 1,000 people per phase, while the BOI has set conditions requiring the development of more than 600 Thai personnel in science and technology and the sending of more than 130 Thai personnel for specialized technology training abroad.

The Board of Investment (BOI) disclosed that Infineon Technologies Manufacturing (Thailand) Co., Ltd. will officially open its new plant on October 1, 2026, in Samut Prakan province. The project has received BOI investment promotion worth more than 48 billion baht, covering Power Module production, semiconductor testing, and the establishment of the company's first large-scale semiconductor product research and development center in Thailand. This plant will be the world's third Power Module production base for Infineon Technologies AG, after Germany and China, to serve the electric vehicle, energy systems, and data center markets. The BOI has set conditions requiring the company to develop more than 600 Thai personnel in science and technology, comprising more than 400 production-line engineers and more than 200 research and development staff, along with sending more than 130 Thai personnel for specialized technology training abroad. The company also plans to cooperate with Thai universities to develop no fewer than 60 semiconductor courses, giving more than 1,100 undergraduate students the opportunity to join research and development training through 680 projects, and to conduct joint research with no fewer than 18 domestic universities and research institutes, as well as developing no fewer than 14 Thai entrepreneurs into the global semiconductor supply chain. It plans to spend no less than 2.8 billion baht on research and development in Thailand. Narit Therdsteerasukdi, Secretary-General of the BOI, said this investment reflects that Thailand is building a more complete semiconductor industrial base, in line with the national semiconductor strategy, which aims to attract no less than 500 billion baht in investment in the first five years and increase it to 2.5 trillion baht by 2050, while targeting industry revenue of more than 5 trillion baht per year and creating no fewer than 230,000 additional high-skilled jobs. Currently, Thailand has about 900 operators in the semiconductor and electronics industry, with more than 336,000 personnel. In the first half of 2026, Thailand exported about 1.6 trillion baht in semiconductor and electronic products, or roughly 26% of total exports. From 2023 to June 2026, there were a total of 879 applications for investment promotion in the semiconductor and advanced electronics group, worth more than 909 billion baht, while the printed circuit board industry had 224 promotion applications worth more than 331 billion baht during the same period.