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Wednesday 11 November 2026
Amtran surpasses 2025 revenue, launches SiPh product line in 4Q26
Amtran Technology said its self-reported revenue for the first 10 months of 2026 reached NT$25.06 billion (US$764.45 million), up 20% year on year and already above its full-year revenue...
Wednesday 11 November 2026
Transcom Technology sees fourth quarter defense shipments gaining momentum
Transcom Technology, a power amplifier (PA) manufacturer, reported revenue of NT$568 million (US$17.33 million) and net income of NT$87.15 million for the first three quarters, with...
Wednesday 11 November 2026
Prediction markets see short-term Jensen Huang exit as unlikely but price in rising odds by 2028
Traders on the main prediction markets are betting that Jensen Huang will survive the immediate fallout from his admitted affair. Still, they assign a substantial chance that he leaves...
Wednesday 11 November 2026
CoreWeave rules out unsecured debt through 2027 and leans on customer prepayments, guiding to profit only in 2028
CoreWeave said on its third-quarter earnings call on November 10 that it will not tap the unsecured debt market through 2027 at current yields, making customer prepayments and loans...
Wednesday 11 November 2026
EU-UK electric vehicle origin rules due in 2027 sharpen tariff tensions with China
Tariff friction among the EU, the UK and China over electric vehicles and local supply-chain policy is intensifying as a critical 2027 deadline approaches, reshaping competition in...
Wednesday 11 November 2026
Taiwan machinery exports rise for 21st month on AI demand, but US election adds uncertainty
Taiwan's machinery exports grew for a 21st consecutive month in October, led by electronic equipment on strong AI and semiconductor demand, according to the Taiwan Association of Machinery...
Wednesday 11 November 2026
AI server tracker: Taiwan's AI server supply shows no sign of cooling despite industry uncertainty
Combined October revenue at 49 Taiwanese companies in the AI server supply chain rose 63.8% from a year earlier to a record NT$3.22 trillion (approx. US$98.23 billion), according to...
Wednesday 11 November 2026
Topco Scientific makes European semiconductor show debut, targets localized foundry opportunities
Driven by the European Chips Act (ECA) and the trend toward localizing semiconductor manufacturing, demand for materials, equipment, and technical services in the European market has...
Tuesday 10 November 2026
Apple files China registration for Apple Intelligence on iPad, Mac
Apple's generative AI (GenAI) service, Apple Intelligence, has completed regulatory filings for tablets and laptops in China after securing approval to launch on smartphones, advancing...
Tuesday 10 November 2026
Yageo posts record October sales as China holiday weighs on Walsin's revenue
Taiwanese passive component makers Yageo and Walsin Technology reported contrasting October results, with Yageo posting record monthly revenue on strong AI demand while Walsin's sales...
Tuesday 10 November 2026
Nokia eyes AI optical interconnect market, potentially challenging Lumentum and Coherent
The AI data center optical interconnect market may soon see another heavyweight contender. Roughly a week after Marvell announced a US$1.15 billion acquisition of Lumentum to bolster...
Tuesday 10 November 2026
Rebellions calls for govt support to test AI chips in space
Space-based data centers could open a new market for low-power AI chips, but moving computing workloads into orbit presents challenges involving radiation, cooling, and hardware reliability...
Tuesday 10 November 2026
OLED smartphone panel market faces pressure in 2026, Counterpoint says
The global smartphone display market faces a weaker 2026, as OLED panel shipments and revenue are forecast to decline, while memory constraints, rising production costs, and shifting...
Tuesday 10 November 2026
Automotive architecture shifts to zonal control as AI cyber risks rise
Automotive electrical/electronic architecture (E/EA) continues to evolve—moving from early distributed control systems to today's mature domain-based architectures, and now ushering...
Tuesday 10 November 2026
Commentary: How will US midterms and Jensen Huang controversy reshape AI policy?
Recent developments, including the Democratic Party's strong showing in the US midterm elections and calls for Nvidia CEO Jensen Huang to brief Congress on national security matters,...