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NEWS TAGGED 2026
Friday 6 November 2026
SuperAlloy enters semiconductor pilot production in 3Q26
SuperAlloy reported strong third-quarter 2026 results, with consolidated revenue rising 18.5% year-over-year to NT$2.016 billion (US$61.4 million) as demand from international supercar...
Friday 6 November 2026
Apple's OLED shift challenges Radiant, but foldable iPhone offers a way forward
Apple's growing adoption of OLED displays is reshaping its supply chain, prompting key supplier Radiant Opto-Electronics to expand beyond conventional backlight modules into advanced...
Friday 6 November 2026
DIGITIMES Insight: Foxconn extends AI strategy to data center system integration, targeting modular computing delivery with DSX POD
At Hon Hai Tech Day 2026 (HHTD 26), Foxconn showcased the Nvidia DSX POD containerized solution. By leveraging factory pre-building, electromechanical integration, and pre-testing,...
Friday 6 November 2026
Chicony shifts toward premium PCs, AI applications as demand weakens
Chicony Electronics reported unaudited consolidated revenue of NT$5.647 billion (US$172 million) for October 2026, down 9.1% month-over-month and 24% year-over-year. Persistent global...
Friday 6 November 2026
Nscale's US$35 billion IPO faces fresh uncertainty after Microsoft rejects Texas AI capacity expansion
UK-based AI computing infrastructure startup Nscale, backed by Nvidia, is planning a US$35 billion initial public offering (IPO) in 2026. However, Microsoft, one of its major customers,...
Friday 6 November 2026
US midterm elections shake-up leaves Samsung, SK Hynix facing AI data center risks, CHIPS Act opportunities
The Democrats' sweeping victory in the November 2026 US midterm elections, securing control of both chambers of Congress, has prompted South Korean industries to reassess the implications...
Thursday 5 November 2026
Foxconn October revenue tops NT$1.3T on consumer and AI demand
Foxconn reported October 2026 revenue of NT$1.3053 trillion (US$39.8 billion), up 12.66% from September and 45.73% from a year earlier, as consumer smart products, computer terminals,...
Thursday 5 November 2026
Advantech founder to hand CEO role to embedded IoT head
Industrial PC (IPC) maker Advantech announced on November 5, 2026, that founder K.C. Liu will become full-time chairman on January 1, 2027, while Miller Chang, currently president...
Thursday 5 November 2026
Advantech sees high-double-digit growth through 2027, driven by AI and semiconductor equipment
Industrial PC leader Advantech reported record quarterly revenue and net profit for the third quarter of 2026, propelled by strong demand across semiconductor equipment, factory automation,...
Thursday 5 November 2026
Advantech sees edge AI growth accelerating beyond semiconductor equipment into robotics
Advantech expects strong growth in 2027, identifying semiconductor equipment, edge AI and robotics as its principal growth engines. The Taiwanese industrial computing company reported...
Thursday 5 November 2026
NAND prices face pressure as end demand freezes in 4Q26
Memory prices have surged for several consecutive quarters, leaving consumer applications grappling with cooling buying interest and weak demand. Kioxia has taken a more conservative...
Thursday 5 November 2026
AI demand lifts Kyocera revenue as company raises forecast again
Japanese electronic components giant Kyocera reported record revenue of JPY1.08 trillion (approximately US$6.83 billion) for the first half of fiscal 2026 (April to September 2026),...
Thursday 5 November 2026
Qisda revenue rises 13% in October as AI businesses accelerate
Qisda posted October consolidated revenue of NT$19.39 billion (US$590.8 million), up 13.47% year-over-year but down 1.85% from September, as its AI infrastructure, AI solutions, and...
Thursday 5 November 2026
Chipmakers rush to secure equipment for 2029 as lead times top two years
Chipmakers are moving to secure production equipment for delivery as far ahead as 2029, as AI-driven fab expansion pushes some equipment lead times beyond two years and forces manufacturers...
Thursday 5 November 2026
CHT ICT orders surge 84% as 3Q26 results beat guidance
Chunghwa Telecom (CHT) reported consolidated revenue of NT$675.9 billion (US$2.06 billion) for the third quarter of 2026, up 16.7% year over year, with revenue, operating profit, net...