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Tuesday 10 November 2026
Apple's OLED iPad Air targets 2027, SDC leads panel supply
Apple is reportedly set to launch an OLED iPad Air in the first half of 2027, expanding its OLED tablet lineup. The supply chain expects Samsung Display (SDC) to lead overall OLED...
Tuesday 10 November 2026
Novatek faces AI infrastructure squeeze, pins growth ramp-up on new products
Novatek Microelectronics, a leading Taiwanese display driver IC (DDI) design house, hosted its quarterly earnings conference last week. Novatek President and Vice Chairman Steve Wang...
Tuesday 10 November 2026
Phison locks in 70% of its 2027 NAND supply as AI demand surges
Phison Electronics CEO Pua Khein-Seng expects AI demand to surge again after the Lunar New Year, tightening NAND Flash supplies and intensifying competition for high-capacity triple-level...
Tuesday 10 November 2026
Chenbro, AES stay optimistic on AI demand despite US midterm volatility
Two leading server component manufacturers remain optimistic about AI demand despite potential short-term volatility following the US midterm elections. Chenbro Micom CEO Corona Chen...
Tuesday 10 November 2026
TIER sees Taiwan growth slowing to 6.45% in 2027
Taiwan's growth is expected to ease in 2027 as a surge in AI-related exports and business investment lifts this year's comparison base. However, continued spending on AI infrastructure...
Tuesday 10 November 2026
AI demand pushes memory chipmakers to outsource more photomasks, Tekscend says
Memory chipmakers are outsourcing more photomask production as demand for artificial intelligence (AI) chips strains their in-house capacity, according to Japan's Tekscend Photomask...
Tuesday 10 November 2026
Environmental engineering and advanced process materials drive Topco's revenue above full-year 2025 level in first 10 months
Topco reported consolidated revenue of NT$8.186 billion (approx. US$249.4 million) for October 2026, up 6.3% month-over-month and 61.2% year-over-year, setting a record high for monthly...
Tuesday 10 November 2026
Semiconductor test-interface supplier WinWay revenue falls 11.51% MoM, rises 62.62% YoY
WinWay Technology, a semiconductor test-interface supplier, reported a slight decline in October revenue as holidays reduced shipping days and customer project adjustments affected...
Tuesday 10 November 2026
Qisda operating profit jumps 44% QoQ in 3Q26
Qisda’s board approved its third-quarter 2026 financial results, with consolidated revenue rising 8% quarter-over-quarter and operating margin holding above 17%. Net income attributable...
Tuesday 10 November 2026
Y-S Electronic tops 2025 revenue in October 2026, expands AI server push
Y-S Electronic, a subsidiary of Sun Yad Group, reported consolidated revenue of NT$73.271 million (US$2.24 million) in October 2026, up 31.67% year-on-year. Revenue for the first 10...
Tuesday 10 November 2026
ITRI forecasts global EV sales to grow 11.9% to over 36 million units in 2026; BYD set to join top five automakers
Global sales of electrified vehicles, including hybrid electric vehicles (HEVs), are forecast to rise 11.9% to more than 36 million units in 2026, even as overall vehicle sales decline...
Tuesday 10 November 2026
Phison Electronics' AI business tops 50% of revenue in 3Q26
Phison Electronics' AI business contributed more than 50% of total revenue in the third quarter of 2026, as demand for AI infrastructure and enterprise storage continued to grow. The...
Tuesday 10 November 2026
Winbond chairman urges restraint in memory rally, expects 30-month bonuses as Nuvoton plans succession
Winbond Electronics chairman Arthur Chiao said memory prices and profits should not go any further at this stage, warning that a market in which memory thrives while other industries...
Tuesday 10 November 2026
AI demand points to tighter capacity, higher prices at Taiwanese foundry service Vanguard
Vanguard International Semiconductor expects utilization of its 8-inch mature-node fabs to exceed 90% in the fourth quarter of 2026, as AI data center demand lifts orders for power...
Tuesday 10 November 2026
Infineon bets on 800V DC for megawatt AI racks
Rising power demand at AI data centers is driving demand for power semiconductors used in server power supplies, grid equipment, and chip-level power delivery. Infineon Technologies...