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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
Samsung reportedly plans Galaxy-style TV lineup for 2027
Samsung Electronics is considering a major overhaul of its TV lineup for 2027, replacing technology-based product names with three tiers modeled on its Galaxy smartphones as it looks...
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
ESMT sees higher 4Q26 ASP as DDR2, DDR3 supply tightens
Memory IC designer Elite Semiconductor Microelectronics Technology (ESMT) expects shipments and gross margin to remain stable in the fourth quarter of 2026 despite higher memory wafer...
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
China's chip packagers ride AI demand, price hikes, but investment gains, capex cloud the profit picture
China's outsourced semiconductor assembly and test (OSAT) companies entered the fourth quarter with rising sales, high utilization, and an industry-wide price upturn. Their third-quarter...
Tuesday 3 November 2026
Apple says 2nm transition is easing its advanced-node chip constraints
Apple said the main supply constraint in its fiscal fourth quarter 2026, ended September 26, was the availability of leading-edge process capacity for its in-house chips. It said the...
Tuesday 3 November 2026
China's memory chipmakers extend their boom into the third quarter as capacity, policy risks build
China's memory chip industry heads into the final quarter of 2026 riding a global supply shortage: its leading DRAM maker booked more than CNY54 billion (US$8.11 billion) in third-quarter...
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...
Tuesday 3 November 2026
MediaTek, Marvell, Broadcom battle for ASIC supply through 2028
Competition in the AI application-specific integrated circuit (ASIC) market will extend beyond 2028, industry sources said, with MediaTek, Broadcom, and Marvell competing not only...