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    NEWS TAGGED 2026
    Monday 12 October 2026
    Largan signals early peak-season cut, challenging phone chips in 4Q26
    Largan chairman and CEO Adam Lin said October 2026 orders are tracking at roughly the same level as September's, but will begin declining in November as customers cut their forecasts...
    Monday 12 October 2026
    Moonshot AI's Hong Kong IPO faces a critical ownership dispute ahead of US$50 billion debut
    China's Moonshot AI is seeking to settle a shareholder dispute involving claims potentially exceeding US$700 million ahead of a potential US$5 billion Hong Kong initial public offering...
    Monday 12 October 2026
    Aurona Industries posts 19% September growth as Taiwan plant targets 2027 trial run
    Aurona Industries reported September revenue of NT$137 million (US$4.3 million), up 19.29% from a year earlier, as pre-holiday inventory building in China strengthened customer orders...
    Monday 12 October 2026
    Samsung could unseat SK Hynix as HBM leader in 2027
    Samsung Electronics could overtake SK Hynix as the world's largest supplier of high-bandwidth memory (HBM) in 2027, as HBM4 prices climb and memory manufacturers compete for limited...
    Monday 12 October 2026
    Taiwan exports soar as shipments to the US top US$200 billion in first nine months
    Taiwan's exports hit a single-month record high of US$87.22 billion in September 2026, lifting the year-to-date total for the first nine months of the year to US$661.55 billion, according...
    Monday 12 October 2026
    Apple's iPhone 18 order cuts expose widening divide in premium demand

    Apple's iPhone 18 Pro lineup is showing mixed demand signals weeks after launch. Reports of component order cuts suggest weaker-than-expected sales,...

    Monday 12 October 2026
    Taiwan's UMT extends 50%-plus revenue growth streak as LEO satellite deployments accelerate
    Taiwan-based Universal Microwave Technology (UMT) reported September 2026 revenue of NT$292 million (US$9.15 million), up 52.49% year-over-year, extending its streak of monthly year-over-year...
    Monday 12 October 2026
    ELAN Microelectrics's 3Q26 PC momentum stalls on shortages, inventory overhang
    Touch IC leader Elan Microelectronics recently announced its September 2026 consolidated revenue of NT$602 million (approx. US$18.9 million), down 18.74% month-over-month and 46.9%...
    Monday 12 October 2026
    AI's next hiring wave is shifting from model makers to onsite problem solvers
    Global technology companies and South Korean system integrators are widening their artificial intelligence hiring beyond model researchers to frontline engineers who work inside customer...
    Monday 12 October 2026
    Commentary: Largan plays defense in phones, presses CPO offensive
    Largan chairman Adam Lin spoke about the company's cautious smartphone outlook while taking a more aggressive stance on co-packaged optics (CPO) during a recent online earnings briefing...
    Monday 12 October 2026
    Mistral unveils ML4 open-weight model, touts edge over Chinese rivals
    French AI startup Mistral has launched a public preview of Mistral Large 4 (ML4), a 1-trillion-parameter AI model whose weights are scheduled for public release in late October 2026,...
    Monday 12 October 2026
    CXMT targets 2026 debut of 4F² DDR5 RDIMM in bid to challenge server DRAM rivals

    China's ChangXin Memory Technologies (CXMT) plans to introduce DDR5 registered DIMMs (RDIMMs) based on its new 4F² DRAM architecture by the...

    Monday 12 October 2026
    MediaTek flagship AP share to surpass Samsung as TSMC boosts Dimensity
    As the global smartphone system-on-chip (SoC) market contracts, competition in the high-end application processor (AP) segment is intensifying. MediaTek is accelerating its push into...
    Monday 12 October 2026
    Weekly news roundup: Musk's Terafab faces reality check; Samsung HBM4E clears quality validation
    This week's (October 5 to October 11, 2026) coverage highlights intensifying efforts to build resilient semiconductor and AI hardware supply chains. Elon Musk's Terafab project faces...
    Monday 12 October 2026
    Asian AI server suppliers play down impact of US patent probe
    The US International Trade Commission's (USITC) decision on October 9 to investigate 20 suppliers of AI server power systems, most of them Taiwanese or Chinese companies and their...
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    Research_DB
    BIZ FOCUS
    Oct 15, 08:00
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    Wednesday 14 October 2026
    Practical Insights & Industry Ideas
    Wednesday 14 October 2026
    GMIF 2026 Awards: Samsung, Sandisk, BIWIN, and Others Honored
    Wednesday 14 October 2026
    Hybrid Copper Bonding - A Manufacturing Lever for The AI Era