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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,...
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
Global smartphone revenue rises despite sharp shipment decline
Global smartphone revenue rose 3% year on year to US$114 billion in the third quarter of 2026, even as shipments fell 19%, highlighting a worldwide shift toward more expensive devices...
Tuesday 10 November 2026
AI boom drives photomask outsourcing despite IP fears, Tekscend says
Memory chipmakers have long been reluctant to outsource sensitive photomask production over intellectual property concerns, but growing artificial intelligence (AI) demand and capacity...
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
Taiwan telecom leader pledges more film, TV investment as OTT competition intensifies
Chunghwa Telecom (CHT) is expanding its investment in film and television content as competition in Taiwan's over-the-top (OTT) market intensifies. The Chunghwa Digital Cultural and...
Tuesday 10 November 2026
Exclusive: influx of Chinese capital drives gallium oxide substrate price cuts toward 2027
Gallium oxide (Ga2O3), a compound ultra-wide-bandgap semiconductor material, is poised to hit a critical turning point in 2027. Semiconductor supply chain sources...
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
ePaper manufacturer E Ink to buy manufacturing plant in Taiwan for NT$2.78 billion, teams with Taiflex on AI materials
E Ink Holdings' board on November 6 approved buying land and factory buildings in Taoyuan's Guanyin Industrial Park from Chung Hwa Pulp for NT$2.78 billion (US$84.63 million) before...
Tuesday 10 November 2026
Horngyu targets global grid market with AI, power integration
Global AI data center construction and Taiwan Power's NT$564.5 billion (US$17.23 billion) resilient-grid initiative are driving demand for highly reliable power equipment and intelligent...
Tuesday 10 November 2026
CoreIntelligence sees imaging shipments fall in November
CoreIntelligence Holdings (CiHC) reported October 2026 consolidated revenue of approximately NT$3.253 billion (US$99.17 million), down 4% from September and 15% from a year earlier,...