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NEWS TAGGED IT COMPONENTS, PERIPHERALS
Thursday 15 October 2026
Luxnet posts record 3Q profit as capacity expansion fuels growth
Optical communications maker Luxnet reported a September 2026 net profit attributable to parent-company owners of NT$103 million (US$3.21 million), up 110.2% year-over-year, with earnings...
Thursday 15 October 2026
Changing iPhone 18 Pro supplier orders show shift to higher-end models
Conflicting signals have emerged regarding the production of Apple's newest iPhone models, particularly the iPhone 18 Pro Max. Media reports on the volume changes appear to reflect...
Thursday 15 October 2026
Taiwan suppliers target OCP power, cooling, 1.6T integration
The Open Compute Project (OCP) Global Summit 2026 recently took place in San Jose, California, as Taiwan suppliers joined the global AI infrastructure race with offerings spanning...
Wednesday 14 October 2026
BOE struggles with glass breakage at US$9.4 billion OLED plant as it seeks Apple iPad orders

China's BOE has spent approximately six months trying to resolve recurring glass substrate breakage at its Gen 8.6 OLED plant in Chengdu, raising...

Wednesday 14 October 2026
Largan chairman casts doubt on Micro LED links for AI data centers
Largan Precision chairman En-ping Lin has questioned the viability of Micro LED-based optical links for AI data centers, citing concerns over power consumption, size, and transmission...
Wednesday 14 October 2026
PMIC vendors diverge as PC exposure drives revenue gap
Taiwanese power management IC (PMIC) vendors reported their September and third-quarter 2026 revenue, with results diverging as PC exposure widened the performance gap. Global Mixed-mode...
Tuesday 13 October 2026
Taiwan panel makers enter semiconductor fight as structural challenges persist
Entering the fourth quarter of 2026, panel makers face pressure from rising component costs and weakening demand. However, price hikes and production cuts led by Chinese panel manufacturers...
Tuesday 13 October 2026
Nvidia and Cisco unveil new optics design to help scale AI factories
Nvidia and Cisco have introduced a new pluggable optics form factor to expand AI infrastructure without sharply increasing power use or network complexity. For global cloud operators,...
Tuesday 13 October 2026
Global PC shipments plunge 20% in 3Q26
Global PC shipments, including desktops, notebooks, and workstations, fell more than 20% year-over-year in the third quarter of 2026 as inventory pressure and weak demand hit the market...
Monday 12 October 2026
Microsoft's Maia 300 rack: 96 accelerators, HBM4, mostly liquid-cooled
Microsoft has released architecture details for Maia 300, its third-generation Azure AI accelerator. The design pairs 96 accelerators per rack with a two-tier network that links up...
Monday 12 October 2026
South Korea's Nucode targets US drone identification market with Realtek-based module
South Korean wireless communications module maker Nucode has signed a memorandum of understanding (MOU) with US drone identification and airspace intelligence provider Zing Drone Solutions...
Monday 12 October 2026
Cook makes first post-CEO visit to China, lauds Guangdong's role in Apple supply chain
Apple Executive Chairman Tim Cook made his first visit to China since stepping down as Apple CEO. He visited Guangdong Province, a manufacturing hub that contains much of the iPhone...
Monday 12 October 2026
AI doubles Aker differential oscillator mix; 312.5MHz sample set for 4Q26
Aker Technology said AI and electric vehicle demand are driving faster shipments, with automotive products accounting for 51.88% of sales in the first half of 2026. The quartz component...
Monday 12 October 2026
Baso Optical eyes steady performance in 2027 with focus on high-margin AOI, semiconductor, aerospace applications
Baso Precision Optics held its latest online earnings call on October 7, during which the company acknowledged short-term pressures on its gross margin, due to ongoing adjustments...
Monday 12 October 2026
Neweb Information lifts 2Q26 net profit 118% on IT upgrade demand
System integration provider Neweb Information, which is set to list on October 23, reported September 2026 revenue of NT$77.02 million (approx. US$2.41 million), up 33.48% year-over-year,...