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Saturday 14 November 2026
Neousys Technology posts record quarter as defense, AGV/AMR demand accelerates
Industrial PC maker Neousys Technology posted record operating performance in 3Q26, driven by project customer shipments and peak shipments to the North American market. The company...
Saturday 14 November 2026
Gemtek returns to profitability on direct-supply expansion, eyes AI infrastructure and optical module growth in 2027
Taiwan-based networking equipment maker Gemtek Technology is gaining momentum in its business recovery following a challenging business-model transition, returning to operating profitability...
Saturday 14 November 2026
Etron plans strategic stake in Powerchip Innovation Investment
Memory IC designer Etron Technology reported strong Q3 2026 results on robust memory demand and rising product prices, with revenue reaching NT$6.792 billion (US$206.6 million), up...
Saturday 14 November 2026
Pegatron sees networking recovery in 2027 as consumer electronics growth eases after peak
Pegatron held an online earnings call on November 12, providing updates and an outlook for its product lines beyond servers. The company said revenue from all three major product lines...
Saturday 14 November 2026
AI lifts Foxconn profits as ROE targets 12%
Foxconn (Hon Hai) expects continued operational growth in 2027 as AI demand expands, chairman Young Liu said at the company's third-quarter 2026 earnings briefing on November 12. However,...
Friday 13 November 2026
China's eSSD order opens up US market opportunity for Samsung, SK Hynix
Samsung Electronics and SK Hynix are redirecting some enterprise solid-state drive (eSSD) supplies originally intended for Chinese customers to US cloud service providers (CSPs), following...
Friday 13 November 2026
Huawei spin-off xFusion seeks US$1.2 billion IPO, capitalizing on China's AI server boom
China's expanding AI computing infrastructure is prompting server manufacturers to accelerate their capital-raising plans. xFusion Digital Technologies, spun off from Huawei's x86...
Friday 13 November 2026
CXMT targets higher-value DRAM market with AI server memory, LPDDR6 breakthroughs
Chinese DRAM maker ChangXin Memory Technologies (CXMT) is expanding into higher-value memory markets, introducing DDR5 server modules, mass-produced LPDDR6 chips, and automotive DRAM...
Friday 13 November 2026
Pegatron targets several-fold growth in 2027
Pegatron expects servers to account for about 10% of its total revenue in 2026, the first year of its server shipments. It is targeting what management described as "several-fold growth"...
Friday 13 November 2026
FICG returns to growth in 3Q26 as 1.6T enters mass production
FIC Global (FICG) returned to growth in the third quarter of 2026, driven by the gradual ramp-up of overseas capacity in its optical communications business and strong demand for high-speed...
Friday 13 November 2026
CoreWeave adjusts AI data center expansion model as customer prepayments, contracts ease financing concerns
Neocloud provider CoreWeave announced a realignment of its financing strategy for data center expansion, shifting away from its previous heavy reliance on high-yield bonds toward borrowing...
Friday 13 November 2026
Foxconn ASIC AI server shipments surge 1.5x YoY in 3Q26, GPU servers up 70%
Hon Hai Precision Industry (Foxconn) expects continued double-digit growth in 2027, led by artificial intelligence (AI) servers, as application-specific integrated circuit (ASIC) AI...
Friday 13 November 2026
China's economy faces structural strain as supply outpaces demand
Taiwan is benefiting from the global AI infrastructure boom, with GDP...
Friday 13 November 2026
Europe's AI ambitions hinge on power semiconductors, and on fending off Chinese rivals
AI has propelled the global semiconductor market to record highs, but growth remains concentrated in memory, advanced logic and advanced packaging, areas in which Europe has limited...
Friday 13 November 2026
AI memory may balance after mid-2028 while compute and supporting chips stay short, SMIC says
Semiconductor Manufacturing International Corp. (SMIC) expects artificial intelligence (AI) demand to keep chip supply tight through mid-2028, even as equipment lead times of up to...