DIGITIMES: News and Insight of the Global Supply Chain

AI PCs face memory squeeze as server demand takes priority

DIGITIMES — Thu, 8 Oct 2026 05:54:36 GMT

Microsoft's October 7 opening of pre-orders for Surface Laptop Ultra, featuring up to 128GB of unified memory, highlights a potential new source of dynamic random-access memory (DRAM) demand as PC makers bring larger AI models and autonomous agents onto local devices. But the opportunity comes as PC shipments decline and memory manufacturers prioritize server customers, raising questions about whether high-capacity PCs can secure enough supply to become a meaningful growth market.

TSMC's third-quarter revenue rises 51% to NT$1.49 trillion as September sales stay near record

DIGITIMES — Thu, 8 Oct 2026 05:45:34 GMT

TSMC reported consolidated revenue of about NT$511.86 billion (approx. US$16.1 billion) for September 2026. That was up 54.6% from NT$330.98 billion a year earlier and down 0.6% from August, the company said on October 8.

Hanmi wins rare Samsung order amid US$5 billion chip substrate expansion

DIGITIMES — Thu, 8 Oct 2026 04:21:55 GMT

South Korea's Hanmi Semiconductor has secured a KRW24.48 billion (approx. US$18.3 million) equipment order from Samsung Electro-Mechanics, a rare deal with a Samsung Group affiliate after years of limited business following a patent dispute. The contract comes a week after Samsung Electro-Mechanics announced a KRW6.78 trillion expansion of its AI server substrate business, as demand for advanced chip packaging continues to grow.

India's chip packaging plants start exporting, but scale, skills, and subsidies test the next phase

DIGITIMES — Thu, 8 Oct 2026 04:19:50 GMT

India's outsourced semiconductor assembly and test (OSAT) sector has moved from inaugurations to its first export shipments. The challenge now is scale. The new plants are small, still lean on foreign engineers and partners, and the government's second subsidy round offers less support for conventional packaging than the first. Japanese chipmakers are among the earliest customers, but they are spreading work across several Indian partners rather than building their own plants.

China pushes six-network buildout as AI strains power links

DIGITIMES — Thu, 8 Oct 2026 04:11:48 GMT

China is accelerating construction of its so-called "six networks" — water, a new power grid, computing, next-generation communications, urban underground pipelines, and logistics — as data centers driven by AI and the digital economy create new demand for electricity and infrastructure. The latest push is turning coordination between computing, power, and telecommunications into a new policy challenge.

AUO subsidiary Darwin shifts toward high-end manufacturing, explores CPO and semiconductor opportunities

Willis Ke — Thu, 8 Oct 2026 03:59:06 GMT

As AUO deepens its push into co-packaged optics (CPO), its subsidiary Darwin Precisions is also exploring opportunities in the semiconductor sector, leveraging its expertise in precision and ultra-precision machining and precision molds.

Sasken eyes reusable chip IP as India pushes beyond semiconductor design services

DIGITIMES — Thu, 8 Oct 2026 03:57:26 GMT

India-based engineering firm Sasken Technologies plans to license company-owned semiconductor interconnect intellectual property (IP) to multiple customers, marking an effort to move beyond customer-specific chip engineering work toward a reusable IP business model.

Malaysia's chip push: a new island and pressure from Washington and Beijing

DIGITIMES — Thu, 8 Oct 2026 03:55:00 GMT

Malaysia's plan to climb the semiconductor value chain is colliding with two constraints: a shortage of land in Penang, the heart of its chip industry, and mounting pressure to pick sides in the US-China technology contest. Off Penang's coast, developers are reclaiming a 2,300-acre Silicon Island from the sea to give the cluster room to expand, even as Washington presses Kuala Lumpur to police advanced chip flows and Chinese-linked firms are setting up in the state to reduce their exposure to scrutiny of China-origin goods.

Samsung to exit in-house automotive AP, focus on high-margin chips

Lily Hess — Thu, 8 Oct 2026 03:55:00 GMT

Samsung Electronics' System LSI division is reportedly planning a retreat from the automotive application processor (AP) business and launching a major restructuring, with a future focus on high-margin areas such as image sensors and mobile system-on-chip (SoC) products. Analysts say Samsung is seeking to improve profitability in its non-memory businesses through a selection and concentration strategy after years of losses at System LSI and its foundry operations.

Viking Tech lead times stretch to 6 months; orders seen into 2H27

Charlene Chen — Thu, 8 Oct 2026 03:50:27 GMT

Viking Tech said demand from AI, data centers, server power, military, and aerospace applications has kept capacity fully loaded as it enters the fourth quarter of 2026, with its book-to-bill ratio still at 1.5, though down slightly from the April peak of 1.7. The thin-film resistor maker said average lead time for both precision thin-film and standard thick-film resistors has now extended to 25 weeks, or nearly half a year, while some orders are already scheduled into the second half of 2027. The company said shortages are concentrated in 1206 and 0603 sizes.

Microsoft readies Windows for AI agents as third-party agents such as Meta's Muse spread

DIGITIMES — Thu, 8 Oct 2026 03:47:51 GMT

Beyond Surface hardware, Microsoft used its October 7 event to change how Windows runs, routes, and contains AI agents, as third-party agents such as Meta's Muse draw privacy complaints and, according to a Bank of America analyst, threaten platform owners' control of transactions. Apple and Google have expanded agent tools in their operating systems this year, and Reuters described Microsoft's push as a challenge to Apple's effort to bring more AI into personal devices.

Marvell's custom AI chip upgrade points to a broader fight over peripherals

Jingyue Hsiao — Thu, 8 Oct 2026 03:47:04 GMT

Marvell's higher long-term target for custom AI chip revenue suggests the market for artificial intelligence hardware is widening beyond accelerators, into management chips, storage, memory, and networking. The shift could benefit Taiwanese design firms, but it also raises the bar for custom silicon expertise and customer access.

Anthropic expands cybersecurity program for advanced AI testing

Lily Hess — Thu, 8 Oct 2026 03:45:00 GMT

Anthropic on October 6 expanded its AI cybersecurity testing program, giving vetted security teams access to higher-end models with fewer safeguards. The move builds on the results of Project Glasswing and aims to equip defenders with stronger AI tools while controlling capabilities that could be misused for attacks.

European carmakers urge delay to battery localization rules

DIGITIMES — Thu, 8 Oct 2026 03:39:18 GMT

The European Automobile Manufacturers' Association (ACEA) and European automakers are pressing the European Commission to delay localization rules for EV batteries under the draft Industrial Accelerator Act (IAA), warning that Europe's homegrown battery supply chain is still too weak to support the plan. The push comes as ACEA warns that local battery production may fall short of demand, potentially leaving some EVs ineligible for incentives under a rushed law.

Nvidia's RTX Spark gives Windows on Arm its strongest shot yet at x86's high end

DIGITIMES — Thu, 8 Oct 2026 03:38:29 GMT

Nvidia's entry into the Windows PC market with its Arm-based RTX Spark platform is giving Microsoft's Windows on Arm strategy a new test: whether Arm can move beyond being a niche alternative and meaningfully challenge the long-standing dominance of x86.

AI demand drives Episil SiC V-shaped recovery as GaN and TVS capacity reaches full utilization

Scarlett Yu — Thu, 8 Oct 2026 03:35:47 GMT

Episil Technologies Chairman Rex Hsu said overall demand has gradually recovered following an industry downturn, with silicon carbide (SiC) capacity utilization rebounding sharply from approximately 30% in the first half of 2026 to around 90% currently. Meanwhile, production capacity for gallium nitride (GaN) and silicon-based transient voltage suppressor (TVS) diodes has reached full utilization.

Huawei says Ascend tops Nvidia in China as demand gap remains

Lily Hess — Thu, 8 Oct 2026 03:30:04 GMT

Huawei rotating chairman Eric Xu said he believes the company's Ascend AI chips have surpassed Nvidia in market share in China, but that domestic demand still cannot be fully met. He added that Huawei has no plan to broadly expand overseas at this stage, according to reports from Ijiwei, Sina Finance, and other sources.

AI boom reportedly drives tech giants toward new debt financing for chips

DIGITIMES — Thu, 8 Oct 2026 03:23:00 GMT

Major technology companies are increasingly turning to private credit and other forms of debt to fund the enormous cost of AI infrastructure, as demand for computing capacity pushes traditional financing channels to their limits. According to The Wall Street Journal, Broadcom is working to arrange more than US$50 billion in financing for custom AI chips it is developing with OpenAI, while Oracle is discussing financing with Apollo and Goldman Sachs for a major chip purchase. SpaceX has also held talks with lenders over a potential US$40 billion financing package for Nvidia chips.

Realtek 3Q26 revenue edges up, tracks guidance

Charlene Chen — Thu, 8 Oct 2026 03:20:55 GMT

Taiwanese IC design giant Realtek reported September 2026 consolidated revenue of NT$12.378 billion (US$388.5 million), down 0.7% month-over-month and up 23.35% year-over-year. Third-quarter revenue reached NT$37.732 billion, up 0.48% quarter-over-quarter and 27.94% year-over-year, while cumulative revenue for the first nine months of 2026 came to NT$111.708 billion, up 15.85% year-over-year.

Doosan bets big on China as CCL prices climb

DIGITIMES — Thu, 8 Oct 2026 03:01:14 GMT

South Korea's Doosan is directing more than half of its record KRW968.4 billion (approx. US$724 million) copper-clad laminate (CCL) investment to China, positioning itself closer to major printed circuit board (PCB) manufacturers as tight supplies and rising prices strengthen the business case for expanding high-end materials production.

Qisda's Aewin targets 200kW liquid-cooled AI servers

Jingyue Hsiao — Thu, 8 Oct 2026 02:45:12 GMT

Aewin Technologies, a subsidiary of Qisda Group, will debut its flagship Data Center Modular Hardware System (DC-MHS) AI server at the Open Compute Project (OCP) Global Summit 2026, powered by the latest AMD EPYC 9006 Series server processors. The company is teaming up with its subsidiary, Arivor Technologies, to integrate Two-Phase Direct Liquid Cooling (2P DLC), aiming to deepen the group's AI infrastructure business with a rack-scale solution that combines compute, networking, storage, and thermal management.

Chang Wah Technology posts record revenue as demand broadens across electronics and AI

Jingyue Hsiao — Thu, 8 Oct 2026 02:45:00 GMT

Chang Wah Technology said record September and third-quarter revenue reflected recovering customer restocking, expanding applications, and rising demand in AI and satellite markets. The lead frame maker's growth points to tighter global supply capacity, broader industrial adoption, and stronger shipments to customers across electronics and advanced technology sectors.

Wolfspeed secures conditional US$1.5B US defense loan for SiC, GaN expansion

DIGITIMES — Thu, 8 Oct 2026 02:40:08 GMT

Wolfspeed has received a conditional commitment for up to US$1.5 billion in long-term financing from the US Department of War to expand domestic production of silicon carbide (SiC) materials and wide-bandgap power devices, strengthening its focus on defense and other strategic applications.

Pricey local AI machines arrive as memory costs threaten PC shipments

DIGITIMES — Thu, 8 Oct 2026 02:35:32 GMT

As soaring memory prices are forecast to cut PC shipments, a new class of expensive machines built to run large AI models locally, from Nvidia's RTX Spark laptops to Apple's Mac Studio and AMD's Ryzen AI Max systems, is arriving at the top of the market, where Gartner says higher memory costs could sharpen the focus on premium devices. Analysts' estimates suggest, however, that Nvidia's own PC business will remain small in the near term.

Taiwan's Gemtek to help Dixon enter data center market through Indian optics venture

DIGITIMES — Thu, 8 Oct 2026 02:27:46 GMT

Taiwan's Gemtek Technology is set to provide the optical know-how behind Dixon Technologies' move into the data center market. The Indian contract manufacturer signed a joint venture agreement with Gemtek on October 7 to make optical transceivers in India and said in a filing with the BSE and the National Stock Exchange of India that the deal is expected to let it enter the data center, telecom, and optical-connectivity ecosystem by combining its large-scale manufacturing with Gemtek's expertise in high-speed optical modules, telecom infrastructure, and networking.

Taiwan bans imports of China-made fiberglass silicone sleeves

Rodney Chan — Thu, 8 Oct 2026 02:25:49 GMT

Taiwan has ordered a halt to imports of China-made fiberglass silicone sleeves, saying that opening the market to such products would cause a major adverse impact on related industries.

Huawei claims to have largely cut US tech reliance

Lily Hess — Thu, 8 Oct 2026 02:22:51 GMT

Huawei executive director and consumer business group chairman Richard Yu said at a recent media roundtable that the company has worked with China's supply chain since US export controls were imposed in 2019 to build an independent supply system spanning chips, operating systems, basic software, and materials. He said Huawei has now essentially broken free from dependence on US technology.

Witchbox eyes Taiwan channels, hospitals for AI posture platform

DIGITIMES — Thu, 8 Oct 2026 02:13:57 GMT

South Korean health tech company Witchbox is extending AI posture analysis into gym operations management, using its iPosture Pro platform to integrate body assessments, workout programs, and member tracking as competition in the category intensifies. The company has already built a Pilates education partnership base in Taiwan and now wants to work with local channels and hospitals to expand brand visibility and use cases.

Meta unveils AI agent standard with Walmart, Stripe

DIGITIMES — Thu, 8 Oct 2026 02:05:18 GMT

Meta has teamed up with Walmart, Stripe, and AI startup Sierra to develop the Personal Agent Protocol, an open standard designed to let AI agents interact with corporate websites and services with authorization. The move aims to address a growing challenge as AI agents spread rapidly: companies increasingly struggle to tell whether a website visitor is the user or an AI agent acting on the user's behalf, CNBC reported.

By keeping Terafab in-house, Musk shifts execution risk onto his own companies

DIGITIMES — Thu, 8 Oct 2026 02:03:13 GMT

Elon Musk has moved to quell uncertainty over Intel's position in the Terafab chip project, stressing that his companies will build and operate the planned semiconductor complex themselves while limiting any potential TSMC involvement to subleasing part of the site.

Samsung expands memory testing beyond Korea with US$4.08 billion Vietnam project

DIGITIMES — Thu, 8 Oct 2026 01:55:00 GMT

Samsung Electronics is expanding its memory testing footprint beyond South Korea with a US$4.08 billion project in Vietnam, adding another back-end and export base as tight DRAM and NAND supply increases the value of geographic diversification.

AI agents fuel new CPU demand, lifting AMD

DIGITIMES — Thu, 8 Oct 2026 01:51:54 GMT

Before generative AI rose and Nvidia GPUs came to dominate the market, the central processing unit (CPU) was the main compute engine for servers. Now, as the personal AI agent boom gathers pace, CPUs are drawing renewed attention for their role in AI — a trend that is giving Advanced Micro Devices (AMD) powerful growth momentum.

Team Group posts record quarterly revenue as memory market tightens

Jingyue Hsiao — Thu, 8 Oct 2026 01:50:00 GMT

Memory module maker Team Group reported a sharp rise in September 2026 revenue, amid a global memory upswing that may affect pricing, supply, and procurement decisions for server operators, device makers, and distributors worldwide. The Taiwanese company said demand remained strong across segments, while capacity shifts toward AI-related infrastructure continued to reshape the market. Team Group posted revenue of NT$4.081 billion (US$128.1 million) in September 2026, up 16.17% from August and 109.69% from a year earlier, marking its second-highest monthly total on record.

OpenAI, Anthropic push Australia on AI rules

DIGITIMES — Thu, 8 Oct 2026 01:49:38 GMT

Senior executives from US artificial intelligence (AI) companies OpenAI and Anthropic flew to Sydney to attend a hearing and answer questions from Australian officials, as both firms continued to press Canberra to change copyright rules. The companies also agreed to report model jailbreak incidents as quickly as possible if they happen.

Fed could hike again before year-end as liquidity is watched

DIGITIMES — Thu, 8 Oct 2026 01:41:19 GMT

The Federal Reserve raised rates by 1 quarter point in September, and with the standoff between the US and Iran still unresolved and US inflation remaining elevated, markets expect the Fed could keep tightening before year-end. The move comes as US mortgage rates have already climbed above 7%, while pressure on consumers would intensify if inflation fails to return to the 2% target.

Nvidia's RTX Spark hits order books, taking on Apple's Macs

DIGITIMES — Thu, 8 Oct 2026 01:35:00 GMT

Nvidia's RTX Spark superchip for Windows PCs moved from stage demos to order books on October 7, as pre-orders opened for Windows laptops built to rival Apple's unified-memory Macs at running large AI models locally. Reuters said cracking the Windows PC market could help Nvidia go after one of the last major markets dominated by Intel and AMD.

Ray Dalio warns high rates could burst AI bubble

DIGITIMES — Thu, 8 Oct 2026 01:28:56 GMT

Bridgewater Associates founder Ray Dalio has warned that technology giants are borrowing heavily to invest in AI, and that further increases in interest rates could become the trigger for an AI bubble to burst.

Microsoft prices Surface Laptop Ultra at US$2,599, pitches Windows for hybrid AI

DIGITIMES — Thu, 8 Oct 2026 01:25:00 GMT

Microsoft is betting that the next reason to buy a premium Windows PC is the ability to run AI agents and large models on the machine itself, pairing its most powerful Surface laptop yet with a Windows strategy designed to move part of the AI workload off the cloud.

SAS first-three-quarter revenue hits record NT$61.38 billion as it expands manufacturing, services

Eifeh Strom — Thu, 8 Oct 2026 01:21:53 GMT

Sino-American Silicon Products (SAS) is expanding its renewable energy business through a dual-track strategy focused on manufacturing and services, amid the explosive growth in demand for artificial intelligence (AI) computing power. Not only is this driving up power consumption at data centers and advanced manufacturing facilities, it is also fueling urgent demand from companies for green power, energy storage, and energy management services.

Taiwan defense industry deepens global supply chain ties

Eifeh Strom — Thu, 8 Oct 2026 01:20:11 GMT

As countries move to build more resilient and self-reliant defense industries, they are also accelerating international supply chain cooperation. Taiwan External Trade Development Council (TAITRA) chairman James Huang said the key in the future will not only be to develop good products, but also to understand international certifications, regulations, and procurement rules, so that Taiwan can turn its technological and manufacturing advantages into competitiveness in international markets and become a trusted and indispensable defense partner worldwide.

GlobalWafers September revenue rises 7.65% on stronger demand

Jingyue Hsiao — Thu, 8 Oct 2026 01:20:00 GMT

GlobalWafers' September and third-quarter sales showed a mixed picture for the semiconductor materials supplier, with artificial intelligence (AI)-related demand helping offset a lingering hit from the Novara fire and broader near-term capacity constraints. The company also highlighted stronger momentum at several overseas plants and a recent capital raise that should support future expansion.

Samsung Electronics posts record quarterly profit in preliminary results

DIGITIMES — Thu, 8 Oct 2026 01:15:00 GMT

Samsung Electronics has become the first South Korean company to clear KRW100 trillion in operating profit in a single quarter, a milestone that shows how heavily the company now leans on a memory market where, by analysts' reckoning, suppliers hold pricing power. The open questions are whether high-bandwidth memory (HBM) contracts can extend that run into 2027, and how long the company's consumer-device arm can absorb the rising component costs that the same boom creates.

Lisa Su takes AMD's Korea ties beyond memory to AI

DIGITIMES — Thu, 8 Oct 2026 01:10:00 GMT

AMD is broadening its Korean partnerships from memory procurement to AI infrastructure and research, as chief executive Lisa Su seeks the supply and technology cooperation needed for the company's planned 2027 expansion in chip shipments.

Laster revenue falls as AI-driven component shortage delays automotive shipments

Jingyue Hsiao — Thu, 8 Oct 2026 01:05:00 GMT

Laster said shortages of key components have delayed automotive order shipments, underscoring how global demand for AI-related parts is rippling into other industries. The impact trimmed revenue in September and the third quarter, but the company said long-term order visibility remains intact, with overseas expansion and new product demand still supporting growth.

Broadcom reportedly in early talks to finance OpenAI's custom chip purchases

DIGITIMES — Thu, 8 Oct 2026 00:55:45 GMT

Broadcom is increasingly arranging the money its customers need to buy its chips. Fresh off launching a US$60 billion debt package to fund Anthropic's AI build-out, the company has held early discussions to arrange financing that would help OpenAI buy the custom AI chip the two are developing together, Bloomberg reported, citing people familiar with the matter.

Microloops sees 2027 growth as ASIC shipments near GPU crossover

DIGITIMES — Wed, 7 Oct 2026 23:56:09 GMT

Microloops, a thermal module maker, reported September 2026 consolidated revenue of NT$421 million (approx. US$13.2 million), up 25.12% year-over-year but down 17.88% month-over-month, as component shortages slowed customer pull-ins from cloud service provider orders. The company said underlying demand remained intact and was only delayed, while new products from major cloud clients continued to make a meaningful contribution to sales.

Tokyo Electron eyes record profit on chipmakers' spending boom

DIGITIMES — Wed, 7 Oct 2026 23:55:00 GMT

Tokyo Electron (TEL) could post an operating profit of about JPY1 trillion (approx. US$6.32 billion) for the fiscal year ending March 2027, up roughly 60% from JPY624.9 billion a year earlier, which would be a record for the Japanese semiconductor equipment maker, Nikkei reported on October 6.

Rockwell Automation expands AI platform to reshape manufacturing

DIGITIMES — Wed, 7 Oct 2026 23:53:53 GMT

Industrial automation leader Rockwell Automation said its Plex Quality Management System (QMS) and FactoryTalk Analytics VisionAI have been integrated through APIs, bringing AI visual inspection into QMS workflows to improve quality, traceability, and defect detection in manufacturing quality management.

Acer Synergy Tech expands OT push, builds IT-OT integration

DIGITIMES — Wed, 7 Oct 2026 23:53:01 GMT

Acer subsidiary Acer Synergy Tech reported consolidated revenue of NT$265 million (approx. US$8.3 million) in September 2026, up 158% year-on-year and a monthly record. Third-quarter consolidated self-reported revenue reached NT$550 million, also a quarterly high, as rising semiconductor demand boosted orders for information technology (IT) and operational technology (OT) solutions.

Acerpure hits record revenue on overseas appliance push

DIGITIMES — Wed, 7 Oct 2026 23:52:10 GMT

Acer's subsidiary Acerpure reported record quarterly and nine-month revenue for 3Q26, driven by strong demand for air conditioners in India and Indonesia and continued growth in its TV business in India. The company said its overseas home-appliance expansion is gaining traction across Southeast Asia.

Mature-node DRAM momentum stays strong into 4Q26

Charlene Chen — Wed, 7 Oct 2026 23:51:36 GMT

Contract prices for memory continue to climb, and supply chain sources say niche memory built on mature processes will still see "steady price increases" in the fourth quarter of 2026. Dynamic random-access memory (DRAM), NOR flash, and single-level cell (SLC) NAND flash are expected to extend their gains, with some suppliers' quarterly revenue potentially rising 30% or more.

27 Samsung, SK Hynix veterans joined China's CXMT, study shows

Yunnie Cheng — Wed, 7 Oct 2026 23:51:01 GMT

An investigation by a South Korean lawmaker's office revealed that former Samsung Electronics and SK Hynix personnel who transitioned to Chinese DRAM maker ChangXin Memory Technologies (CXMT) spanned key stages of semiconductor development and mass production, including circuit design, process integration, and defect analysis. The group notably included engineers with experience in high-bandwidth memory (HBM) design and advanced packaging.

Monitor brands raise prices as panel hikes loom

Lily Hess — Wed, 7 Oct 2026 23:50:00 GMT

Major monitor brands including AOC and Philips have raised end-product prices in recent months, affecting office, home, and gaming lines, as price-increase notices from China's three biggest panel makers — BOE Technology Group (BOE), TCL China Star Optoelectronics Technology, and HKC — signal a tightening link between retail pricing and panel costs.

MediaTek's US push will shape its AI networking race

Charlene Chen — Wed, 7 Oct 2026 23:49:14 GMT

In recent years, MediaTek has continued to chase opportunities in AI networking infrastructure. Beyond its established strength in wireless, it has also expanded wired collaboration with its subsidiary Airoha, building a full portfolio that spans Ethernet, optical communications, switches, and SerDes. Industry observers say MediaTek's push into "high-speed transmission" reflects its view of the key bottleneck in future AI computing systems.

UK weighs Chinese EV tariffs amid fears of EU exclusion, retaliation from Beijing

Sherri Wang — Wed, 7 Oct 2026 23:48:53 GMT

Chinese automakers are expanding rapidly in the UK, with their growing presence beginning to influence government policy as well as market competition. Chery's Jaecoo 7 was the UK's best-selling model in September, while Chinese brands' share of the market rose from 15.8% in August to about 23% in September.

Micron's Taiwan union wins strike vote with 99% support

Joseph Chen — Wed, 7 Oct 2026 09:45:53 GMT

The labor union at Micron Technology's Taoyuan operations in Taiwan has won the right to strike and set up picket lines. Ballots were counted on the night of October 6, after six days of voting.