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NEWS TAGGED 2026
Friday 21 November 2025
ASE and SPIL draw attention as Nvidia pushes for expanded US packaging capacity
Nvidia reported strong third-quarter results for fiscal 2026 (ending October 2025), driven by robust sales of its Blackwell Ultra chips. Cloud data center revenue rose over 60% year-on-year...
Friday 21 November 2025
Grandsys targets AI expansion in 2026, eyes financial cloud customer surge in 2027
Cloud and customer service provider Grandsys held a pre-IPO performance presentation on November 19, with plans to list on the over-the-counter market by mid-December. MetaAge, a...
Friday 21 November 2025
Getac views global memory shortage as chance to grow despite industry-wide challenges
Getac is positioning itself to increase market share amid a global memory shortage and rising component prices that are weighing heavily on the electronics industry. Chairman James...
Friday 21 November 2025
Nvidia shift to LPDDR triggers supply scramble across AI and mobile sectors
Nvidia's strategic move toward low-power memory for its AI server lineup has set off a procurement scramble across the global tech supply chain. After the company released its fiscal...
Friday 21 November 2025
Eternal reportedly eyes 2026 growth with TSMC supply chain entry
Eternal is accelerating its push into semiconductor materials, expecting significant contributions by 2026. Its precision equipment shipments surged in the fourth quarter of 2025...
Friday 21 November 2025
eLaser eyes continued COS capacity expansion, 800G ramp-up in 2026
Optical communications firm Elite Advanced Laser (eLaser) held its earnings call on November 19th, during which company president Tien-tseng Sung pointed to inventory adjustments...
Friday 21 November 2025
Japan's Nittobo and Mitsui expand capacity amid AI server material shortages
Japan's leading glass fiber manufacturer Nittobo has announced plans to triple its T-Glass production capacity starting in early 2027 in response to surging demand for AI servers...
Thursday 20 November 2025
Silver prices spike, but King Core holds off on hikes as Japan-Europe orders strengthen into 2026

King Core Electronics said it is watching the passive-component industry's price-hike discussions as silver costs soar, acknowledging that...

Thursday 20 November 2025
Ligitek Electronics to invest in silicon photonics in cleanroom facilities with government support
Taiwan-based LED manufacturer Ligitek Electronics announced plans to enter the silicon photonics (SiPh) sector, investing tens of millions of New Taiwan dollars in cleanroom equipment...
Thursday 20 November 2025
Changs Ascending Enterprise expects growth in semiconductor and AI markets, with diversification in 2026
Driven by the expansion of AI computing centers and semiconductor fabs, high-safety lithium iron battery UPS and energy storage systems are becoming key to power infrastructure upgrades,...
Thursday 20 November 2025
Samsung regains DRAM leadership from DDR5 surge
In observing surging DDR5 prices, securities analysts predict that DDR5 profits in 2026 could surpass those of HBM. According to Newsis, Samsung Electronics raised contract...
Thursday 20 November 2025
Samsung invests US$1.9B in Austin plant to prep for Apple CIS chip production
Samsung Electronics planned a US$1.9 billion investment to upgrade its wafer foundry in Austin, Texas, aiming to produce Apple's next-generation CIS chips starting late 2026. The...
Thursday 20 November 2025
Alltop forecasts strong 2026 for AI server and NEV demand surge
Taiwan-based connector vendor Alltop Technology expressed confidence in 2026 during its November 19 earnings call, highlighting the successful pilot production of AI server products...
Thursday 20 November 2025
AMD, Cisco, and HUMAIN form joint venture to deploy up to 1GW of AI infrastructure in Saudi Arabia
AMD, Cisco, and HUMAIN announced a joint venture to develop up to 1GW of AI infrastructure in Saudi Arabia by 2030, beginning with a 100MW deployment in 2026. The project aims to...
Thursday 20 November 2025
Yulon Nissan posts 3Q25 profit turnaround as Nissan N7 sales surge
Yulon Nissan Motor, a subsidiary of Yulon Group, held an online earnings call on November 19 to report its operational results for the third quarter of 2025 and provide updates on...