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Wednesday 28 October 2026
UMC utilization tops 90% in 2H26 as AI demand drives expansion
United Microelectronics (UMC) saw operating momentum strengthen in the third quarter of 2026, as demand for artificial intelligence (AI), high-performance computing (HPC), communications,...
Wednesday 28 October 2026
CHPT posts record 3Q26 results as nine-month profit jumps over 90%
Chunghwa Precision Test Tech (CHPT), a major semiconductor test interface supplier, posted record revenue and profit in the third quarter of 2026 as consolidated net profit reached...
Wednesday 28 October 2026
Cloud AI costs drive demand for on-premises computing, squeezing Asus RTX Spark supply
Asus and Intel on October 27 unveiled the new commercial laptop Asus ExpertBook A7 in Taiwan, as on-premises AI computing devices gain attention from enterprises and creators alongside...
Wednesday 28 October 2026
PC makers reportedly shift production back to China as AI boom drives up component costs
US and Taiwanese PC makers are shifting some production from Southeast Asia back to China and partnering with additional Chinese contract manufacturers as surging memory and storage...
Wednesday 28 October 2026
Fujifilm to boost magnetic tape capacity 5x as AI data storage demand grows
Fujifilm will invest JPY10 billion (US$63.3 million) to increase its magnetic tape production capacity 5x by fiscal 2028, in response to rising demand for long-term data storage as...
Wednesday 28 October 2026
SK Hynix looks beyond IPO to fund Solidigm's US expansion
SK Hynix is reassessing how to finance the US manufacturing expansion of its NAND flash subsidiary Solidigm after shelving a potential initial public offering (IPO), as the South Korean...
Wednesday 28 October 2026
Unimicron steers resources to Taiwan AI substrates with NT$50.9B equipment orders, Japan unit sale
Unimicron Technology is reshaping its global production footprint and steering resources toward Taiwan's higher-margin AI supply chain as surging AI and high-performance computing...
Wednesday 28 October 2026
Corning hits US$20 billion run-rate goal early as optical demand drives next growth phase
Corning said on October 27 that it is already running ahead of its Springboard target of a US$20 billion annualized sales run rate by the end of 2026, one quarter after upgrading the...
Wednesday 28 October 2026
IC designers MediaTek, Realtek, and Parade face 3Q26 earnings tests
Taiwanese IC design leaders MediaTek, Realtek, and Parade Technologies will hold their third-quarter 2026 earnings conferences in succession this week, offering the market an early...
Wednesday 28 October 2026
Celestica says awarded programs already put 2028 demand above its 2027 outlook
Celestica said customer demand forecasts for 2028, based solely on programs it has already won, are "meaningfully higher" than its 2027 revenue outlook, as it used its October 27 Investor...
Wednesday 28 October 2026
Anthropic's surging compute demand fuels ASIC prospects, favoring Broadcom over MediaTek
Anthropic recently disclosed details of its computing partnerships with Google, Amazon Web Services (AWS), Microsoft, Advanced Micro Devices (AMD), and other providers in its S-1 filing...
Wednesday 28 October 2026
Seagate sees a multi-year storage upcycle as long-term deals lock up supply through 2028
Seagate Technology told investors it is "still in the early days of a multi-year growth phase" for mass-capacity storage, with demand visibility "extending beyond 2030" and most of...
Wednesday 28 October 2026
Seagate's pricing gains strengthen profitability as HAMR transition advances
Seagate Technology's latest results show how stronger storage pricing and higher-capacity drives are lifting profitability as cloud customers plan further infrastructure investment...
Wednesday 28 October 2026
NXP's automotive content gains, industrial demand strengthen its growth outlook
NXP Semiconductors' latest results point to a business gaining from more complex vehicle electronics and industrial computing, while its emerging data center operation offers another...
Wednesday 28 October 2026
SK Hynix's record quarter shows AI demand turning memory into a contracted, supply-limited business
SK Hynix's third quarter suggests that, for now, the memory industry's familiar boom-and-bust pattern is giving way to something closer to a contracted, supply-constrained business...