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Thursday 5 November 2026
Asia Optical posts record Q3 profit, ramps CPO and AI optics push
Asia Optical Group reported record third-quarter profit for 2026 on November 4, as revenue reached approximately NT$7.846 billion (US$239.4 million), while gross profit, operating...
Thursday 5 November 2026
GlobalFoundries revenue rises 13% as data center demand offsets mobile decline
GlobalFoundries' third quarter showed the contract chipmaker's revenue base shifting from smartphones to AI-related networking, and that shift is now boosting profitability. Revenue...
Thursday 5 November 2026
Arm's quarterly revenue rises 27% as licensing outpaces smartphone-weighed royalties
Arm's September quarter showed demand for its technology moving toward data centers while its smartphone royalty base slowed. Revenue rose 27% from a year earlier to a record US$1.44...
Thursday 5 November 2026
Subsidies pave the way as cheap cells squeeze Taiwan's energy storage players into a profit battle
With Taiwan's electricity prices poised to rise, large power users set to bear the brunt, and the government planning to broaden the definition of large power users, pairing electricity...
Wednesday 4 November 2026
Weblink International posts record 3Q26 profit on AI demand
Weblink International Inc. reported record profit for both the third quarter of 2026 and the first three quarters, driven by growing enterprise AI adoption and sales of new products...
Wednesday 4 November 2026
Pegatron chairman says AI crisis fears after Democratic midterm win are overblown
Pegatron Corp. Chairman Tung Tzu-hsien said on November 4 that claims AI is in crisis because the Democratic Party won the US election are somewhat overblown, adding that the narrative...
Wednesday 4 November 2026
Taiwan advances virtual asset governance as FSC unveils new regulatory framework
Taiwan has taken a major step toward regulating its virtual asset market, with the Financial Supervisory Commission (FSC) announcing supporting rules for the Virtual Asset Services...
Wednesday 4 November 2026
Marvell's Lumentum deal gives optical DSP rivals until 2028 to court its customers
Marvell's proposed all-stock acquisition of Lumentum faces a challenge beyond a shrinking takeover premium: whether optical module makers will shift orders away from its dominant optical...
Wednesday 4 November 2026
Intel reportedly targets DDR4 upgrades with Raptor Lake Next
DDR4 memory, once gradually fading from the market, is regaining popularity as tight DRAM supply drives DDR5 prices higher. Following AMD's revival of processors supporting the AM4...
Wednesday 4 November 2026
Why defense's blue ocean is no smooth sailing for automakers
Although the defense market has emerged as a new blue ocean for the auto industry, entering it is far from smooth sailing. The main concern remains the national security sensitivities...
Wednesday 4 November 2026
PC slump hits Darfon, but MLCCs, green energy keep 2026 growth on track
Affected by weak notebook and PC demand, Darfon Electronics reported third-quarter 2026 consolidated revenue of NT$7.011 billion (US$214 million), up 7.8% year-over-year but down about...
Wednesday 4 November 2026
High-speed optical communications drive demand for mSAP competition among Taiwan PCB makers
As AI computing clusters continue to expand, data centers are demanding higher transmission speeds and greater bandwidth. To overcome the manufacturing bottlenecks of traditional high-density...
Wednesday 4 November 2026
Acer Intelligence Space eyes India growth after strong appliance sales
Acer Intelligence Space (ITS) has gained traction in India's home appliance market by hiring a Bollywood star as its brand ambassador and combining competitive pricing with channel...
Wednesday 4 November 2026
Acer Taiwan expects significant consumer PC growth in 2026 despite overall market weakness
Despite a sharp slowdown in the overall PC market in the second half of 2026, Acer's consumer PC shipments to the Taiwan market rose 15% year-over-year from January to October. The...
Wednesday 4 November 2026
Solidigm IPO cancellation puts SK Hynix's Kioxia stake in focus
SK Hynix's decision to halt evaluation of a Solidigm pre-IPO and IPO has renewed questions over how it will finance a planned NAND flash plant in the US. Selling remaining assets linked...