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Thursday 29 October 2026
Starlink V3 rollout lifts Win Semiconductors' 2027 satellite outlook as optical communications ramp up
SpaceX's Starship super-heavy rocket completed its 14th test flight on September 28, successfully reaching Earth orbit and deploying 26 next-generation Starlink V3 satellites. A 15th...
Thursday 29 October 2026
China's auto supply chain shifts from price wars to value competition
China's cooling auto price war is creating an opportunity for the automotive supply chain to upgrade, as regulators tighten oversight of the new energy vehicle (NEV) industry and curb...
Thursday 29 October 2026
Team Group earnings per share surges 1,483% in 3Q26 as new plant targets 50% capacity boost
Memory module maker Team Group reported record third-quarter results for 2026, with earnings per share soaring 1,482.55% year-over-year, while its board approved plans for a new plant...
Thursday 29 October 2026
Macronix halts NOR expansion, phases out ROM, bets NT$30B expansion on eMMC NAND
Macronix International posted record profits in the third quarter of 2026, surpassing $10 billion for the first time in company history. Chairman Miin-Chyou Wu announced that the company...
Thursday 29 October 2026
SiC and GaN demand reshapes design, reliability and supply stability
Applications for silicon carbide (SiC) and gallium nitride (GaN) power devices are expanding across the electronics industry, affecting not only component selection but also product...
Thursday 29 October 2026
Parade Technologies faces near-term revenue pressure as notebook demand weakens
Parade Technologies expects fourth-quarter revenue to fall as notebook inventory digestion continues, underscoring pressure on the chipmaker's near-term results. The company is relying...
Thursday 29 October 2026
Niche memory price rally lifts Ingenic's third-quarter profit 2,595%
The global memory shortage is no longer lifting only the commodity DRAM giants. Ingenic Semiconductor, a Beijing-based fabless chip designer whose memory chips go mainly into cars,...
Thursday 29 October 2026
AerosoarX skips the mega-factory to take on global drone makers
AerosoarX founder Max Lo has returned to Taiwan's drone industry with a distributed manufacturing strategy to link local suppliers with democratic allies. As global orders grow, the...
Thursday 29 October 2026
Samsung's AI memory boom drives record profit as device division stays in loss
Samsung Electronics' latest results show AI infrastructure demand increasingly determining the group's earnings, with soaring semiconductor profit offsetting continued losses in its...
Thursday 29 October 2026
SpaceX's AI spending surge opens doors to direct orders for Taiwan ODMs
SpaceX is expanding its AI computing infrastructure to meet rising demand for AI applications, securing US$40 billion in financing commitments for GPUs and equipment. The surge in...
Thursday 29 October 2026
Chief Telecom's 3Q26 gross margin tops 50%
IDC and cloud service provider Chief Telecom Inc. reported revenue of NT$1.077 billion (US$33.18 million) for the third quarter of 2026, up 14.9% year on year, while net income rose...
Thursday 29 October 2026
Google's cloud expansion strengthens AI business but strains cash generation
Google's parent, Alphabet, is turning demand for artificial intelligence into a larger cloud business. Still, its latest quarter shows that stronger operating performance does not...
Thursday 29 October 2026
ASM's earlier growth target puts supply chain execution in focus
ASM International's stronger outlook suggests that investment in advanced chipmaking is accelerating demand for its deposition equipment faster than the company had previously planned...
Thursday 29 October 2026
LG's business diversification supports earnings as consumer demand stays weak
LG Electronics' latest quarter shows how appliances, vehicle components, and an improving television business are supporting earnings while the company builds new positions in data...
Thursday 29 October 2026
KLA's stronger outlook puts process control capacity in focus
KLA's latest results suggest that the expansion of AI chip manufacturing is increasing demand for inspection and measurement equipment, with its ability to deliver complex systems...