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NEWS TAGGED 2026
Thursday 12 November 2026
Quanta shifts 2027 capex toward power, the new battleground for AI server ODMs
Quanta Computer posted strong revenue and earnings in the third quarter of 2026 and expects operations to continue accelerating in the fourth quarter, driven by AI servers. The company...
Thursday 12 November 2026
Pegatron targets multiyear AI server surge, with Nvidia Vera Rubin shipments set for 1H27
Pegatron said at its November 12 earnings briefing that 2026 would mark its first year of server shipments, with the business expected to contribute about 10% of consolidated revenue...
Thursday 12 November 2026
Foxconn sees high-double-digit AI rack growth in 2027
Foxconn reported third-quarter 2026 revenue of more than NT$3 trillion (US$91 billion) and raised its full-year outlook, while taking a "cautiously optimistic" view of 2027 and forecasting...
Thursday 12 November 2026
India's Tata Electronics reportedly seeks up to US$2 billion in loans
Tata Electronics is lining up fresh debt at a moment when nearly every leg of its expansion has run into friction: a flagship chip fab whose production start has moved from the end...
Thursday 12 November 2026
ByteDance plans to release Muse-like AI agent in coming weeks
ByteDance reportedly intends to release an AI agent similar to Meta's Muse within several weeks. The firm, whose AI assistant tool Doubao has seen wide adoption within China, seeks...
Thursday 12 November 2026
Synnex pivots to AI solution enabler, targets continued growth in 2027
Synnex Technology International Corp. posted record quarterly revenue in the third quarter of 2026 and expects continued growth and new highs in 2027, driven by AI semiconductors,...
Thursday 12 November 2026
China's AI short-drama boom opens new token revenue opportunity for ByteDance's Seedance, Volcengine
China's AI-generated short-drama market is expanding rapidly, with surging content production and viewership making the sector an increasingly significant source of demand for AI computing...
Thursday 12 November 2026
SoftBank rejects Musk's default claim, books JPY597.2B data-center loss
SoftBank Group (SBG) has denied SpaceX CEO Elon Musk's claim on X that the company defaulted after ordering turbines, while saying its AI infrastructure plans remain on track. However,...
Thursday 12 November 2026
Sharp sells LCD color filter plant to Nitto Denko for JPY22.2B
Sharp is accelerating efforts to address its loss-making display component business. According to Nikkei, Sharp will sell its Hisai plant in Tsu, Mie Prefecture, Japan, which...
Thursday 12 November 2026
Amtran's 3Q26 profit tops 1H26 total as non-TV shipments surge
Amtran Technology reported a sharp profit increase in the third quarter of 2026, driven by stronger shipments of high-value non-TV products and an optimized product mix. Third-quarter...
Thursday 12 November 2026
Sam Altman warns Samsung of short-term AI demand volatility
OpenAI CEO Sam Altman warned Samsung Electronics executives that AI memory demand could fluctuate in the short term, with the market potentially counting the same demand more than...
Thursday 12 November 2026
Meta infrastructure chief to hand over AI compute role in 2027
Meta Platforms' longtime infrastructure chief Santosh Janardhan will leave after the end of 1Q27, with former Amazon Web Services (AWS) vice president Dave Brown set to succeed him...
Thursday 12 November 2026
Kwang-Hwa swings to profit in 3Q26 as EPF film line nears launch
Kwang-Hwa Electronic reported consolidated revenue of NT$1.315 billion in the third quarter of 2026, down 2.78% quarter-on-quarter and 3.01% year-on-year. Gross profit was NT$324 million,...
Thursday 12 November 2026
Chinese models capture 89% of US corporate spending in open-source AI
Chinese AI models have taken a dominant position as demand for open-source models grows among US businesses. According to the "2026: The State of Enterprise AI" report released in...
Thursday 12 November 2026
South Korea’s HBM demand drives 54% surge in Taiwan glass fiber exports
Taiwan’s glass fiber exports to South Korea rose 54.0% year-over-year in the first nine months of 2026 as demand for high-bandwidth memory (HBM) and advanced packaging expanded...