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NEWS TAGGED IT COMPONENTS, PERIPHERALS
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
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
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...
Monday 9 November 2026
Chang Wah Technology holds high utilization, boosts China investment
Chang Wah Technology reported October consolidated revenue of NT$1.715 billion (US$52.2 million), up 0.09% month-over-month and 50.83% year-over-year, as demand remained strong despite...
Monday 9 November 2026
Taiwanese wireless communications company Climax Technology's 3Q26 margins hit by memory, component costs
Wireless communications company Climax Technology's third-quarter 2026 gross margin came under pressure from rising memory and key component costs, as well as delayed product validation...
Friday 6 November 2026
Taiwan’s Niching posts 369% operating profit jump after folding in thermal-management maker
Niching Industrial reported a 369% year-on-year increase in 3Q26 operating profit to NT$45.05 million (US$1.37 million), as the consolidation of Ming Chun Yuan boosted manufacturing...
Friday 6 November 2026
Primax bets on B2B pivot for double-digit growth through 2029
Taiwan-based Primax Electronics plans to increase the share of its business-to-business (B2B) operations over the next five years, expanding beyond traditional PC peripherals into...
Friday 6 November 2026
ODMs confident Democratic midterm win won't derail AI data centers
The Democratic Party's sweeping victory in the US midterm elections has raised concerns that data-center construction and the broader AI supply chain could slow. However, supply-chain...
Friday 6 November 2026
Chenbro accelerates new server projects for 4Q26 mass production
Server chassis maker Chenbro Micom reported a 5.4% quarter-over-quarter decline in revenue for the third quarter of 2026, as inventory adjustments following aggressive customer pull-ins...
Friday 6 November 2026
Innolight starts US NPO pilot production with Tower for AI optical interconnects
China-based optical communications provider Innolight has advanced its next-generation AI optical interconnect strategy. Tower Semiconductor and Innolight said their first jointly...
Friday 6 November 2026
Pluggable optical module forms diverge; rack design emerges as key variable
As switch chips move toward 400G per channel, the gold-finger connectors used in current pluggable modules are approaching their high-frequency limits. The pluggable optics camp introduced...
Friday 6 November 2026
Acer Gadget expands lifestyle accessories as PC market weakens
As the PC market outlook deteriorates, Acer subsidiary Acer Gadget is expanding its lifestyle accessories business to cushion the impact of a weaker market. General manager Chung I-chun...
Thursday 5 November 2026
Acer reshuffles executives as Chan-ping Bo takes product, procurement role
Acer is set to approve a senior executive reshuffle at its board meeting on Thursday afternoon, with Acer Being Communication general manager Chan-ping Bo reportedly taking over product...
Thursday 5 November 2026
Finance firms reportedly begin seeking investors for SpaceX's US$40B chip financing
Goldman Sachs and Apollo Global Management have reportedly begun approaching potential investors about purchasing parts of a US$40 billion deal to finance SpaceX's leasing of Nvidia...