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NEWS TAGGED 2027
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
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
Elan Microelectronics pursues dual-track PC strategy as AI, ADAS, drone lines ramp up
Elan Microelectronics posted Q3 2026 revenue of NT$2.22 billion (approx. US$67.8 million), down 30.7% quarter-over-quarter and 33.1% year-over-year due to a weak PC peak season. Gross...
Monday 9 November 2026
GSEO revenue drops 20% in October 2026 on China holiday, delayed launches
Optical lens maker Genius Electronic Optical (GSEO) reported October 2026 consolidated revenue of NT$2.126 billion (approx. US$64.9 million), down 20.41% from September and 5.78% from...
Monday 9 November 2026
India roundup: India electronics manufacturing expands amid AI-driven supply constraints
India's electronics sector is drawing fresh investment in semiconductors, optical connectivity and manufacturing capacity, even as AI-driven component shortages threaten production,...
Saturday 7 November 2026
US-China trade truce gains breathing room as BIS extends 50% Affiliates Rule suspension into 2027
The US Department of Commerce's Bureau of Industry and Security (BIS) has extended the suspension of its 50% Affiliates Rule until January 10, 2027, from the previous November 9, 2026...
Saturday 7 November 2026
Global AI memory crunch drives Taiwan to launch advanced memory initiative
The boom in AI demand has triggered a global memory crunch, creating persistent supply shortages and price hikes. The market is currently dominated by Samsung Electronics, SK Hynix,...
Friday 6 November 2026
Nvidia reportedly buys glass substrate samples from Korea's JNTC
South Korea's JNTC has joined Nvidia's purchasing supplier list and is supplying paid samples of through-glass via (TGV) substrates, including 2mm-thick glass cores, The Elec...
Friday 6 November 2026
EOI posts record nine-month results, readies Mexico plant for 4Q26 production
Excellence Opto (EOI), a major automotive LED light-source supplier, posted record revenue and profit for the first nine months as product-mix optimization, supply-chain efficiencies...
Friday 6 November 2026
China's chip equipment makers ride record AI orders into 2027, but new challenges lie ahead
Chinese semiconductor equipment makers report record orders extending into 2027, with AI-driven investment in advanced memory, logic chips and packaging strengthening demand for domestic...
Friday 6 November 2026
Samsung speeds P5 Fab 2 construction as memory chip shortage looks to last through 2028
Samsung Electronics plans to begin structural work at its P5 Fab 2 facility in Pyeongtaek, South Korea, in January 2027, accelerating its memory capacity expansion as chip shortages...
Friday 6 November 2026
DDR, LPDDR revenue growth outpaces HBM as DRAM market nears US$200 billion
Revenue from conventional DDR and LPDDR memory grew faster than that from high-bandwidth memory (HBM) in the third quarter of 2026, as global DRAM revenue surged 369% year over year...
Friday 6 November 2026
SDC sees weak 2027 panel demand, eyes foldables for profit
Samsung Display (SDC) reported improved results in the third quarter of 2026 as major customers launched new products, but expects rising memory prices in 2027 to push up prices for...
Friday 6 November 2026
Taiwan targets reusable rocket manufacturing in 2027 strategy to rival SpaceX
US space company SpaceX has developed reusable Falcon 9 and Falcon Heavy rocket boosters, saving between US$32 million and US$46.5 million every time a booster is reused. To date,...