CONNECT WITH US
NEWS TAGGED GROWTH
Thursday 12 November 2026
Quanta shifts 2027 capex toward power, the new battleground for AI server ODMs
Quanta Computer posted strong revenue and earnings in the third quarter of 2026 and expects operations to continue accelerating in the fourth quarter, driven by AI servers. The company...
Thursday 12 November 2026
Foxconn sees high-double-digit AI rack growth in 2027
Foxconn reported third-quarter 2026 revenue of more than NT$3 trillion (US$91 billion) and raised its full-year outlook, while taking a "cautiously optimistic" view of 2027 and forecasting...
Thursday 12 November 2026
Synnex pivots to AI solution enabler, targets continued growth in 2027
Synnex Technology International Corp. posted record quarterly revenue in the third quarter of 2026 and expects continued growth and new highs in 2027, driven by AI semiconductors,...
Thursday 12 November 2026
TSMC sees surging AI chip demand, highlights advanced packaging and physical AI opportunities
TSMC is facing unprecedented demand for its advanced chips as artificial intelligence (AI) infrastructure investment accelerates, with advanced packaging and emerging physical AI applications...
Thursday 12 November 2026
Lite-On eyes CPO expansion as advanced optocouplers drive 2027 growth

Despite soaring costs and intense competition capping overall LED market growth at a modest 3% to 4%, Lite-On Technology's Optoelectronics Business...

Thursday 12 November 2026
AI server tracker: ODM/EMS giants scale up, but optical suppliers show who captures the next wave
Taiwan's AI infrastructure expansion is producing different growth patterns across system manufacturers and optical suppliers. All six original design manufacturers and electronics...
Thursday 12 November 2026
ABF substrate shortage to last through 2028 as Wah Lee targets next-gen products
Demand for AI, high-performance computing (HPC), and semiconductors continued to rise, driving Wah Lee Industrial's 3Q26 profit to record-high levels. Gross profit reached NT$2.06...
Thursday 12 November 2026
PCB giant Zhen Ding targets 2028 for 50% AI business revenue share
Zhen Ding Technology said strong seasonal demand for mobile communications products and robust demand for high-end AI applications drove its third-quarter 2026 revenue to a record...
Thursday 12 November 2026
Ennoconn posts record third-quarter revenue, targets 20% ROE by 2030
Taiwan industrial PC maker Ennoconn Technology reported record revenue and profit for the third quarter of 2026. It said it expects strong growth in both measures in 2027, supported...
Thursday 12 November 2026
AP Memory sees IPD silicon capacitor orders booked through 2H27, pursues dual-track strategy with UMC
AP Memory Technology reported record-breaking third-quarter 2026 revenue and net profit, driven by surging demand for its integrated passive device (IPD) silicon capacitors under the...
Thursday 12 November 2026
Asia Vital posts record 3Q26 profit on AI server cooling demand
Thermal module manufacturer Asia Vital reported record revenue and profit for the third quarter of 2026, driven by rising demand for high-end cooling products used in AI servers. Its...
Thursday 12 November 2026
iPhone, enterprise ICT lift Taiwan's telecom trio in October
Strong iPhone sales and 5G upgrades, combined with continued revenue recognition from AI data center (AIDC), cloud, and enterprise information and communications technology (ICT) projects,...
Thursday 12 November 2026
Kia plans US$1.5 billion India plant expansion, spurring Korean suppliers
Kia is considering investing about US$1.5 billion to expand its plant in Andhra Pradesh, India, while South Korean auto-parts makers have pledged follow-on investments. If approved,...
Thursday 12 November 2026
Foxconn's in-person briefing to focus on AI deliveries, 2027 orders
Hon Hai Precision Industry (Foxconn) will hold its third-quarter 2026 investor briefing in person at the Mandarin Oriental, Taipei, on November 12, as investors seek clarity on 2027...