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    NAND giants target AI inference as South Korean SSD exports surge
    Nov 4, 17:02
    Semiconductor equipment lead times stretch as TSMC, Micron and Intel discuss 2029 orders
    Nov 4, 16:59
    AI concerns deepen, but server supply chain demand remains strong
    Nov 4, 16:59
    Commentary: AOI secures long-term supply of InP substrates from China amid tight supply
    Nov 4, 16:59
    CXMT customer prepayments surge nearly 16-fold as DRAM supply tightens
    Nov 4, 16:58
    NEWS TAGGED GROWTH
    Wednesday 4 November 2026
    AMD expects more than 80% revenue growth in 2027, led by data centers
    AMD expects company-wide revenue to grow more than 80% in 2027, an expansion increasingly dependent on delivering AI systems and server processors at scale. Data centers already generate...
    Wednesday 4 November 2026
    AMD plans for a weaker PC market in 2027 as embedded growth gains momentum
    AMD is preparing for another difficult year in PCs even as demand for its data center products exceeds available supply. The company's earnings call exposed the widening gap between...
    Wednesday 4 November 2026
    Winbond profit surges 12-fold in 3Q26 as gross margin tops 70%
    Winbond Electronics reported strong results for the third quarter of 2026, with revenue, including subsidiary Nuvoton Technology, reaching NT$82.33 billion (approx. US$2.51 billion),...
    Wednesday 4 November 2026
    Screen doubles investment as Kyoto equipment site takes shape
    Screen Holdings is expanding production of semiconductor cleaning equipment with a JPY25 billion (US$157.53 million) site in Nagaokakyo, Kyoto, while raising its capex budget for the...
    Wednesday 4 November 2026
    LG Energy Solution's storage battery surge restores core profit as spending falls
    LG Energy Solution's third-quarter recovery shows energy storage as a growing earnings driver as the battery maker redirects production toward North American demand. Better factory...
    Wednesday 4 November 2026
    Team Group expands capacity 50% for AI and industrial control as memory shortage peaks through 2Q27
    Taiwanese memory module maker Team Group is gearing up for a major expansion. Chairman Dann-Ning Hsia stated that 2026 has been a pivotal year of strong financial performance and strategic...
    Tuesday 3 November 2026
    TDK invests JPY100B in physical AI sensors, targets 2029 production
    Electronic components maker TDK will invest about JPY100 billion (US$633.5 million) to renovate an existing factory in Ojiya, Niigata Prefecture, Japan, and expand magnetic sensor...
    Tuesday 3 November 2026
    Car Quality Automotive targets Southeast Asia expansion, 3Q27 TPEx listing
    Taiwanese automotive aftermarket retailer Car Quality Automotive is launching a major franchise expansion. Chairman Feng-Min Cho announced that the company began rolling out franchised...
    Tuesday 3 November 2026
    Onsemi's AI data center revenue surges 175% as 3Q26 earnings outpace sales growth
    Onsemi reported stronger-than-expected third-quarter 2026 results, driven by accelerating demand for power management solutions in AI data centers and industrial applications, as the...
    Tuesday 3 November 2026
    Oracle to sell US$20 billion in stocks and bonds as concerns grow over debt-fueled expansion
    Oracle aims to raise US$20 billion through selling stock and issuing bonds to fund its AI build-out. Its stock value dropped after the company filed the plans, a sign that investors...
    Tuesday 3 November 2026
    Apple's US$5 trillion dilemma: iPhone Duo and AI raise stakes for next growth chapter

    Apple's record fiscal 2026 performance left a central question unresolved: can premium-priced iPhones, AI, and expanding services sustain enough...

    Tuesday 3 November 2026
    Metaage posts 17% revenue growth through 3Q26, eyes AI expansion
    Metaage, a subsidiary of Qisda, posted consolidated revenue of approximately NT$19 billion (US$583 million) for the first three quarters of 2026, up 17% from NT$16.2 billion in the...
    Tuesday 3 November 2026
    Analysis: Beyond iPhone growth, Apple's spending reveals broader cost challenge
    Apple is committing more money to research and securing supplies while reducing cash spending on fixed assets, a combination that shows how its AI ambitions and component shortages...
    Tuesday 3 November 2026
    Apple's record holiday sales outlook faces costly test from memory inflation, AI spending

    Apple expects record holiday-quarter revenue, but surging memory prices, supply constraints, and rising Siri AI costs threaten profitability, putting...

    Tuesday 3 November 2026
    AI spending surge puts tech giants’ cash flow under scrutiny
    Amazon, Microsoft, Google, and Meta are expected to spend more than US$720 billion on capital expenditures in 2026 to build out AI infrastructure, nearly three times the level of two...
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    BIZ FOCUS
    Nov 3, 08:00
    NVIDIA CEO and Sweden's Technology Leaders Discuss Compute's Next Chapter
    Friday 30 October 2026
    Macronix to Showcase Automotive and IoT Memory Solutions at electronica 2026
    Thursday 29 October 2026
    STMicroelectronics to propose the reappointment of Jean-Marc Chery as President & CEO
    Wednesday 28 October 2026
    SK hynix Announces 3Q26 Financial Results