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NEWS TAGGED 2026
Monday 9 November 2026
China extends 24% US tariff suspension, but Section 301 threat clouds trade truce
China announced on November 9 that it would extend the suspension of an additional 24% tariff on US imports for another two months, while retaining the 10% additional tariff, following...
Monday 9 November 2026
Samsung's Texas fab may begin trial runs in December
Samsung Electronics may begin trial runs across its Taylor, Texas, foundry in mid-to-late December 2026 as it installs and tests manufacturing equipment ahead of planned commercial...
Monday 9 November 2026
In US-China AI data center race, America's 118 GW capacity forecast faces China's rapid expansion by 2030
Surging demand for AI computing is accelerating data center construction in both the US and China, although the US is expected to retain a substantial lead in installed capacity through...
Monday 9 November 2026
China's lithography ambitions gain ground as SMEE claims 90% local sourcing in chipmaking tools
Shanghai Micro Electronics Equipment (SMEE) has showcased a new generation of domestically developed lithography systems spanning front-end wafer fabrication and advanced packaging,...
Monday 9 November 2026
Taiwan's Everlight Chemical revenue rises on electronic chemicals growth
Everlight Chemical's consolidated revenue reached NT$737 million (US$22.4 million) in October 2026, up 26.2% from NT$584 million a year earlier, driven by a 75% year-over-year increase...
Monday 9 November 2026
China Mobile's US$75 billion 2027 procurement plan signals a seismic shift towards AI computing
China Mobile plans procurement exceeding CNY500 billion (≈ US$75.1 billion) in 2027, including more than CNY100 billion for AI computing infrastructure, signaling a shift from...
Monday 9 November 2026
Arm-based servers take the lead in 4Q26 growth as Nvidia's Vera Rubin faces supply constraints
Global server shipments are forecast to reach 4.89 million units in the fourth quarter of 2026, up 5.5% sequentially, marking the year's strongest quarterly growth despite mounting...
Monday 9 November 2026
Taiwanese wireless communications company Climax Technology's 3Q26 margins hit by memory, component costs
Wireless communications company Climax Technology's third-quarter 2026 gross margin came under pressure from rising memory and key component costs, as well as delayed product validation...
Monday 9 November 2026
Wiwynn posts record 3Q26 revenue and profit, boosts US, Malaysia investment
Wiwynn reported record single-quarter revenue and profit for the third quarter of 2026, with consolidated revenue reaching NT$4,346.18 billion (US$132.2 billion), up 62.9% year over...
Monday 9 November 2026
Transcend sees DRAM supply potentially halving in 2027 as memory prices plateau
Peter Shu, chairman of Taiwanese memory module maker Transcend, expects DRAM and NAND Flash prices to plateau after stabilising in the third quarter of 2026. Further price increases...
Monday 9 November 2026
Taiwanese structural components manufacturer Catcher targets 20% server revenue as AI PC enters production
Catcher Technology is expanding into AI servers and expects server revenue to account for 20% of total revenue by the end of 2026, chairman Allen Horng said. The company also expects...
Monday 9 November 2026
Wistron October revenue more than doubles as AI server demand surges
Strong AI server demand drove Wistron’s October 2026 revenue to NT$402.6 billion (US$12.2 billion), up 5.73% month-over-month and 1.18 times year-over-year. Revenue for the first...
Monday 9 November 2026
MediaTek, Qualcomm shift focus to cloud AI as smartphones stall
Qualcomm and MediaTek, the two leading smartphone SoC makers, are turning their attention to cloud AI ASICs as the global smartphone market faces what could be its sharpest decline...
Monday 9 November 2026
Nvidia cancels South Korea trip of Jensen Huang's daughter over family reasons
Madison Huang, Nvidia CEO Jensen Huang's eldest daughter and the company's senior director of marketing for Omniverse and robotics products, has canceled her entire visit to South...
Monday 9 November 2026
Sino-American Silicon Products posts record revenue in first three quarters of 2026 on AI, energy demand
Sino-American Silicon Products (SAS) is focusing on computing power and electricity, as construction of artificial intelligence (AI) data centers accelerates, demand for high-bandwidth...