Huawei rotating chairman Eric Xu said he believes the company's Ascend AI chips have surpassed Nvidia in market share in China, but that domestic demand still cannot be fully met....
Taiwanese IC design giant Realtek reported September 2026 consolidated revenue of NT$12.378 billion (US$388.5 million), down 0.7% month-over-month and up 23.35% year-over-year. Third-quarter...
Chang Wah Technology said record September and third-quarter revenue reflected recovering customer restocking, expanding applications, and rising demand in AI and satellite markets...
Before generative AI rose and Nvidia GPUs came to dominate the market, the central processing unit (CPU) was the main compute engine for servers. Now, as the personal AI agent boom...
Memory module maker Team Group reported a sharp rise in September 2026 revenue, amid a global memory upswing that may affect pricing, supply, and procurement decisions for server operators,...
Sino-American Silicon Products (SAS) is expanding its renewable energy business through a dual-track strategy focused on manufacturing and services, amid the explosive growth in demand...
GlobalWafers' September and third-quarter sales showed a mixed picture for the semiconductor materials supplier, with artificial intelligence (AI)-related demand helping offset a lingering...
Laster said shortages of key components have delayed automotive order shipments, underscoring how global demand for AI-related parts is rippling into other industries. The impact trimmed...
Microloops, a thermal module maker, reported September 2026 consolidated revenue of NT$421 million (approx. US$13.2 million), up 25.12% year-over-year but down 17.88% month-over-month,...
Tokyo Electron (TEL) could post an operating profit of about JPY1 trillion (approx. US$6.32 billion) for the fiscal year ending March 2027, up roughly 60% from JPY624.9 billion a year...
Acer subsidiary Acer Synergy Tech reported consolidated revenue of NT$265 million (approx. US$8.3 million) in September 2026, up 158% year-on-year and a monthly record. Third-quarter...
Acer's subsidiary Acerpure reported record quarterly and nine-month revenue for 3Q26, driven by strong demand for air conditioners in India and Indonesia and continued growth in its...
Contract prices for memory continue to climb, and supply chain sources say niche memory built on mature processes will still see "steady price increases" in the fourth quarter of 2026...
Major monitor brands including AOC and Philips have raised end-product prices in recent months, affecting office, home, and gaming lines, as price-increase notices from China's three...
Quanta Computer shipped 4.2 million notebooks in September 2026, up more than 60% from August. Yet its revenue for the month fell more than 20% because server shipments dropped from...
