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Wednesday 4 November 2026
Raydium faces 4Q26 slowdown after AI capacity fears fuel customer stockpiling
Display driver IC designer Raydium Semiconductor reported consolidated revenue of NT$6.57 billion (≈ US$200 million) for the third quarter of 2026, down 3.8% sequentially but...
Wednesday 4 November 2026
Weblink International posts record 3Q26 profit on AI demand
Weblink International Inc. reported record profit for both the third quarter of 2026 and the first three quarters, driven by growing enterprise AI adoption and sales of new products...
Wednesday 4 November 2026
Pegatron chairman says AI crisis fears after Democratic midterm win are overblown
Pegatron Corp. Chairman Tung Tzu-hsien said on November 4 that claims AI is in crisis because the Democratic Party won the US election are somewhat overblown, adding that the narrative...
Wednesday 4 November 2026
Global chip sales top US$500 billion in a single quarter for first time
Worldwide semiconductor revenue reached US$517.7 billion in the third quarter of 2026, a 24.1% increase from the prior quarter, according to data released by the Semiconductor Industry...
Wednesday 4 November 2026
GCS Holdings welcomes Marvell's Lumentum deal, locks in 2027 InP supply
Marvell Technology and optical communications laser maker Lumentum announced on November 2 that they had signed a definitive agreement for Marvell to acquire Lumentum in an all-stock...
Wednesday 4 November 2026
PC slump hits Darfon, but MLCCs, green energy keep 2026 growth on track
Affected by weak notebook and PC demand, Darfon Electronics reported third-quarter 2026 consolidated revenue of NT$7.011 billion (US$214 million), up 7.8% year-over-year but down about...
Wednesday 4 November 2026
High-speed optical communications drive demand for mSAP competition among Taiwan PCB makers
As AI computing clusters continue to expand, data centers are demanding higher transmission speeds and greater bandwidth. To overcome the manufacturing bottlenecks of traditional high-density...
Wednesday 4 November 2026
Supermicro eyes faster cash conversion as turnaround times shrink to 74 days
Supermicro expressed confidence to analysts during its earnings call for the first quarter of fiscal year 2027 regarding quicker turnaround times for orders and improved cash flow...
Wednesday 4 November 2026
Darfon to consolidate China, Southeast Asia capacity, shift resources to AIDC components
PC component maker Darfon Electronics is consolidating its production capacity in China and Southeast Asia, while simultaneously shifting some of its resources for IT peripherals toward...
Wednesday 4 November 2026
Acer Intelligence Space eyes India growth after strong appliance sales
Acer Intelligence Space (ITS) has gained traction in India's home appliance market by hiring a Bollywood star as its brand ambassador and combining competitive pricing with channel...
Wednesday 4 November 2026
AEB 3Q26 revenue jumps 70% on AI demand
Cloud and AI services provider Acer E-Enabling Service Business (AEB) reported 3Q26 revenue of NT$3.822 billion (approx. US$116.7 million), up 70% year-over-year, as AI application...
Wednesday 4 November 2026
Zhongji InnoLight revenue and profit more than double in 3Q26
China-based optical communications module maker Zhongji InnoLight reported strong results for the third quarter of 2026 as global AI infrastructure expansion drove robust demand for...
Wednesday 4 November 2026
GigaDevice sees tight niche DRAM supply, slower price gains
AI demand continues to heat up while major global memory makers shift capacity toward higher-value products, keeping niche memory supplies tight in the near term. China-based IC design...
Wednesday 4 November 2026
iPhone Duo opens new growth path as AI, services, costs test Ternus
Apple's first foldable iPhone, the iPhone Duo, could reignite upgrade demand in the mature iPhone market, but supply constraints and reported display-quality issues highlight the challenge...
Wednesday 4 November 2026
Claude's growth surges, but US$895 billion compute burden clouds Anthropic IPO
Anthropic is demonstrating extraordinary demand for frontier AI, with third-quarter revenue reaching about US$17 billion, nearly twelve times the US$1.4 billion recorded a year earlier...