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Monday 9 November 2026
AI chip testing demands lift Taiwan's wafer testing specialist HTSI as October revenue surges 62%
Taiwanese semiconductor wafer testing solutions provider Hermes Testing Solution Inc. (HTSI) reported sustained revenue growth in October, supported by steady demand for high-power...
Monday 9 November 2026
Exclusive: Gallium oxide prepares to tackle power semiconductor market with 6-inch mass production and 8-inch breakthroughs
Gallium oxide (Ga2O3) is approaching a pivotal industrial inflection point. On one hand, wafer sizes are scaling up to seamlessly integrate with existing semiconductor...
Monday 9 November 2026
Musk says SpaceX annual recurring revenue likely to top US$500 billion by December 2027
SpaceX CEO Elon Musk said the company's annual recurring revenue (ARR) will likely exceed US$500 billion in December 2027, and that a US$1 trillion run rate is no longer out of the...
Monday 9 November 2026
Robots spur transmission makers to target customized niches
Taiwan's machinery industry has gained strong momentum in recent years, with robust demand for semiconductors, AI applications, industrial automation and smart manufacturing driving...
Monday 9 November 2026
Taiwan's Everlight Chemical revenue rises on electronic chemicals growth
Everlight Chemical's consolidated revenue reached NT$737 million (US$22.4 million) in October 2026, up 26.2% from NT$584 million a year earlier, driven by a 75% year-over-year increase...
Monday 9 November 2026
China Mobile's US$75 billion 2027 procurement plan signals a seismic shift towards AI computing
China Mobile plans procurement exceeding CNY500 billion (≈ US$75.1 billion) in 2027, including more than CNY100 billion for AI computing infrastructure, signaling a shift from...
Monday 9 November 2026
Arm-based servers take the lead in 4Q26 growth as Nvidia's Vera Rubin faces supply constraints
Global server shipments are forecast to reach 4.89 million units in the fourth quarter of 2026, up 5.5% sequentially, marking the year's strongest quarterly growth despite mounting...
Monday 9 November 2026
UKSC highlights three UK semiconductor strengths for Taiwan
Andy McLean, CEO of the UK Semiconductor Centre (UKSC), told DIGITIMES that strong AI growth is driving demand for energy-efficient processors, high-speed connectivity technologies...
Monday 9 November 2026
Taiwanese structural components manufacturer Catcher targets 20% server revenue as AI PC enters production
Catcher Technology is expanding into AI servers and expects server revenue to account for 20% of total revenue by the end of 2026, chairman Allen Horng said. The company also expects...
Monday 9 November 2026
Wistron October revenue more than doubles as AI server demand surges
Strong AI server demand drove Wistron’s October 2026 revenue to NT$402.6 billion (US$12.2 billion), up 5.73% month-over-month and 1.18 times year-over-year. Revenue for the first...
Monday 9 November 2026
MediaTek, Qualcomm shift focus to cloud AI as smartphones stall
Qualcomm and MediaTek, the two leading smartphone SoC makers, are turning their attention to cloud AI ASICs as the global smartphone market faces what could be its sharpest decline...
Monday 9 November 2026
Toyota launches robotics unit, leveraging factory data
Toyota Motor has established Toyota Robotics, a dedicated robotics division, joining major global rivals in developing robotics technologies and using data from its manufacturing sites...
Monday 9 November 2026
Taiwan telecom provider FarEasTone evaluates AIDC demand, has no new build plans
FarEasTone Telecommunications is evaluating opportunities in AI data centers (AIDCs) but has no concrete plans to build a new facility, according to company president Chee Ching. Speaking...
Monday 9 November 2026
Adlink's shift beyond industrial PC hardware unlocks stronger margins, growth
Industrial PC (IPC) manufacturer Adlink reported a 43% year-on-year increase in consolidated revenue for the first nine months of 2026, with its operating margin rising to 11% from...
Saturday 7 November 2026
WT Microelectronics Chairman says AI growth holds as auto, industrial markets recover
WT Microelectronics chairman Eric Cheng said November 5, 2026, that the long-term AI growth trend remains intact, while the automotive and industrial markets have both passed their...