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Thursday 8 October 2026
GlobalWafers September revenue rises 7.65% on stronger 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...
Thursday 8 October 2026
Laster revenue falls as AI-driven component shortage delays automotive shipments
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...
Thursday 8 October 2026
Microloops sees 2027 growth as ASIC shipments near GPU crossover
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,...
Thursday 8 October 2026
Tokyo Electron eyes record profit on chipmakers' spending boom
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...
Thursday 8 October 2026
Acer Synergy Tech expands OT push, builds IT-OT integration
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...
Thursday 8 October 2026
Acerpure hits record revenue on overseas appliance push
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...
Thursday 8 October 2026
Mature-node DRAM momentum stays strong into 4Q26
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...
Thursday 8 October 2026
Monitor brands raise prices as panel hikes loom
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...
Wednesday 7 October 2026
Quanta says September server dip is normal as revenue falls 23% from August
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...
Wednesday 7 October 2026
Samsung SDI builds dual-track battery strategy with LFP supply deal, solid-state push
Samsung SDI is simultaneously expanding its lower-cost LFP supply chain and advancing its next-generation all-solid-state battery roadmap, signing separate agreements with POSCO Future...
Wednesday 7 October 2026
Sigurd raises prices, signs long AI capacity contracts, eyes higher 2026 capex
Taiwanese OSAT provider Sigurd Microelectronics and its subsidiary Winstek Semiconductor held a joint investor briefing on October 6. President Charles Yeh reported that surging demand...
Wednesday 7 October 2026
Towa returns strategic chip packaging production to Japan as AI demand accelerates
Towa plans to build a new factory in Kyoto Prefecture to produce assembly and packaging equipment for advanced semiconductors used in artificial intelligence applications.
Wednesday 7 October 2026
Micron licenses Netlist's memory tech for US$600M to settle patent dispute
Netlist and Micron reached a settlement for a patent dispute, with Micron agreeing to license Netlist's patents for US$600 million over 5 years. The deal concludes a complaint launched...
Wednesday 7 October 2026
Chip price hikes loom as Taiwan IC designers brace to pass on costs through 2027
Taiwanese integrated circuit (IC) design firms report that passing on costs to customers will likely continue through 2027 as upstream foundry and outsourced semiconductor assembly...
Wednesday 7 October 2026
Apple Watch sensor demand and InP supply tightness lift TASC's 2H26 outlook
Taiwan-Asia Semiconductor Corporation (TASC) expects a stronger second half of 2026 as new Apple Watch demand lifts sensor orders. The company said weak consumer electronics demand...