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Thursday 15 October 2026
TSMC investor conference: TSMC lifts 2026 revenue growth forecast to 44%, 2nm expansion, new 3nm fab
TSMC Chairman and CEO C.C. Wei announced that, driven by relentless AI momentum and strong demand for advanced process technologies, the company has raised its full-year 2026 US dollar...
Thursday 15 October 2026
Aurotek posts record 3Q26 revenue, up 58% on automation demand
Aurotek Corp. reported record consolidated revenue of NT$1.113 billion (US$34.7 million) in the third quarter of 2026, up 57.93% from a year earlier. Orders from semiconductor, high-end...
Thursday 15 October 2026
AI server tracker: AIC accelerates as Taiwan's connector and chassis suppliers post uneven growth
Taiwan's connector and server-chassis suppliers posted broadly higher September revenue, although their growth trajectories differed. Seven of eight tracked companies recorded annual...
Thursday 15 October 2026
AI server tracker: Taiwanese ODM/EMS players post NT$2.18T in September 2026, up 56% YoY
Six Taiwanese server and networking contract manufacturers booked combined revenue of NT$2.18 trillion (US$67.3 billion) in September 2026, up 55.9% year-over-year and 4.9% month-over-month,...
Thursday 15 October 2026
Applied Materials CEO says agentic AI drives wafer demand
Applied Materials CEO Gary Dickerson said customer demand to produce more good dies per wafer and rapidly expand wafer output has reached levels unprecedented in his career, driven...
Thursday 15 October 2026
TSMC eyes US$54.3bn in 4Q26 revenue, but 2nm ramp and overseas fabs pressure margins

TSMC expects fourth-quarter 2026 revenue to reach US$52.3 billion to US$54.3 billion, potentially rising as much as 61% year-over-year, with sustained...

Thursday 15 October 2026
TSMC's AI-fuelled profit streak hits sixth straight record in 3Q26, but 2nm expansion weighs on margins
On October 15, 2026, TSMC reported its sixth consecutive quarter of record net profit, with third-quarter earnings rising 68.7% year-over-year to NT$763.06 billion (approx. US$23.6...
Thursday 15 October 2026
Anthropic boosts 3Q26 revenue by 45% and stays profitable as IPO approaches
Anthropic's third-quarter revenue surged 45% from the previous quarter and has been profitable on an adjusted basis for the last two quarters, the AI lab told prospective investors...
Thursday 15 October 2026
LX Semicon puts SiC patents up for sale as Novatek gains ground
South Korea's LX Semicon is seeking buyers for more than 60 silicon carbide (SiC) power semiconductor patents, winding down a business it entered five years ago to reduce its reliance...
Thursday 15 October 2026
Taiwanese chipmaker TASC targets 2027 growth with InP optical chips, glucose sensors nearing mass production
Taiwan-Asia Semiconductor Corporation (TASC) is benefiting from seasonal demand for sensing chips and new wearable launches by major US and European brands. AI server expansion has...
Thursday 15 October 2026
Applied Materials targets US$5 billion advanced packaging revenue
Applied Materials sees advanced packaging as a key growth lever as AI chips move to multi-die designs, with the company projecting more than US$5 billion in related revenue in the...
Thursday 15 October 2026
United Renewable Energy targets 2x US revenue by 2027 as solar module prices double
Amid the global energy transition, localized supply chains, and rising demand for non-China supply chains, United Renewable Energy is working with Sino-American Silicon Products to...
Thursday 15 October 2026
AI server tracker: Rail-kit growth turns uneven as cooling suppliers sustain expansion
Taiwan's rail-kit and thermal suppliers posted broad year-over-year revenue growth in September 2026, but sequential performance revealed uneven shipment schedules. All eight tracked...
Thursday 15 October 2026
Applied Materials tracks 100-plus fabs as cleanroom capacity limits equipment growth
Applied Materials tracked more than 100 wafer fabrication projects worldwide over the past two quarters as strong artificial intelligence demand continued to meet constraints in cleanroom...
Thursday 15 October 2026
Applied Materials targets AI-driven semiconductor equipment growth through 2030
Applied Materials is increasing investments in research and development, manufacturing and its global supply chain as it targets greater market share and profitability through 2030...