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Friday 23 October 2026
India becomes Taiwan's third-largest machine tool export market
India's "Make in India" policy is driving demand for smart manufacturing and machinery. As such, Taiwanese machinery manufacturers are positioning themselves to seize the opportunities...
Friday 23 October 2026
Apple's iPhone Duo and touchscreen MacBook could accelerate OLED TDDI adoption
Apple's iPhone Duo has gone on sale, with pre-orders in several key markets reportedly exceeding the company's expectations. Delivery dates have stretched to late 2026 and even early...
Friday 23 October 2026
Monitors take over as LG Display's large OLED growth engine while auto panels stall
LG Display's large OLED business is shifting its growth from televisions to PC monitors, and the change is now large enough for the company to plan restarting idle factory capacity...
Friday 23 October 2026
Western Digital bets on pricing and HAMR, not new capacity, as Toshiba plans to double output
Western Digital has made clear how it intends to meet a sharp rise in hard-drive demand while a rival expands output: it will not build more drives. On its October 22 earnings call,...
Friday 23 October 2026
Western Digital argues AI's longer payoff lies in stored data, not compute
Western Digital argues that demand for hard drives depends less on the current wave of AI spending than investors fear. On its fiscal first-quarter earnings call on October 22, the...
Friday 23 October 2026
LG Display returns to profit as OLED mix offsets chipflation drag
LG Display (LGD) returned to an operating profit in the third quarter of 2026, showing how far its OLED shift now drives earnings, and how little room it leaves when currency and component...
Friday 23 October 2026
Western Digital widens margins on pricing and exabyte growth
Western Digital's fiscal first quarter showed a hard-drive business turning demand into profit faster than into sales. Revenue for the three months ended October 2, 2026 rose 55% from...
Friday 23 October 2026
India's CleanMax partners with Apple, Meta to supply green power for AI data centers
CleanMax's partnerships with Apple, Meta, and other technology companies highlight how artificial intelligence (AI) data centers are intensifying global demand for renewable power.
Friday 23 October 2026
Oppo targets premium smartphone growth with global Find X10 launch
Oppo unveiled the international version of its Find X10 smartphone series in Spain on October 22 (Taiwan Standard Time), following the line's China launch in late September. The move...
Friday 23 October 2026
Lam Research sees WFE topping US$200 billion in 2027
Lam Research reported third-quarter 2026 revenue of US$8.2 billion, up 22% quarter-over-quarter, and forecast fourth-quarter revenue of US$8.6 billion, plus or minus US$400 million...
Thursday 22 October 2026
PSMC raises mature-node prices again, targets 20% increase in 2027
Powerchip Semiconductor Manufacturing (PSMC) reported third-quarter 2026 revenue of NT$21.3 billion (US$654.3 million), up 23% quarter-over-quarter, as higher foundry prices, a stronger...
Thursday 22 October 2026
U-Power listing highlights Taiwan's growing need for high-speed EV charging
U-Power, Taiwan's ultra-fast electric vehicle (EV) charging operator, has applied to list on the Taipei Exchange as the country's expanding EV population supports expectations for...
Thursday 22 October 2026
Tesla's Megapack boom meets AI power crunch, but margin gains raise questions
While Tesla is expanding its ambitions in autonomous transportation and embodied AI, developments in its energy-storage business are drawing attention following a mixed set of financial...
Thursday 22 October 2026
Texas Instruments posts rising Q3 sales across data centers, cars, industry
Texas Instruments reported strong revenue growth in its third-quarter earnings call due to strong demand across its industrial, automotive, and data center businesses. The company...
Thursday 22 October 2026
Taiwan's Aero Win expands role in next-gen engine programs amid global aircraft backlog
Taiwan's aerospace components maker Aero Win Technology is positioning itself for a new growth cycle, capitalizing on robust aircraft engine demand while expanding its role in next-generation...