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Monday 2 November 2026
Tata Sons injects US$115.7M into Tata Electronics as chip and iPhone arm gains weight in group
Tata Sons has put INR11 billion (US$115.71 million) into Tata Electronics through a rights issue, according to regulatory filings, adding capital to a business that has quickly become...
Monday 2 November 2026
Kioxia's AI storage boom faces a test as pricing gains moderate, shipments shift
Kioxia's latest results show how AI infrastructure spending is reshaping the NAND flash business, lifting profitability even as consumer demand weakens. Its nearly flat outlook for...
Monday 2 November 2026
Lite-On reports record third-quarter profit as AI revenue exceeds 30%
Lite-On Technology reported record net profit for the third quarter of 2026 as demand for AI infrastructure boosted its cloud and power businesses. The Taiwanese electronics supplier...
Monday 2 November 2026
GigaDevice's massive financial growth in 2026 capitalizing on its A+H listing, memory surge
GigaDevice's financial performance through the first three quarters of 2026 highlights a transformative period driven by strategic market positioning, capital expansion, and robust...
Monday 2 November 2026
Nytex targets 35% of sales from high-end materials by 2027
Nytex Composites, a Taiwan-based specialty plastics compounder, aims to increase high-end materials' share of revenue to 35% in 2027, up from 25.76% in the first half of 2026, as demand...
Monday 2 November 2026
Analysis: Samsung's own memory unit pushes its foundry toward a 2027 capacity crunch
Samsung Electronics' contract chipmaking business spent years struggling to fill its factories. On its third-quarter earnings call, the company said that by 2027, demand will exceed...
Saturday 31 October 2026
Radiant targets next-gen CPO above 6.4T, eyes 2028 mass production
Radiant Opto-Electronics, a major backlight module maker, is expanding into new businesses and targeting next-generation optical communications architecture, particularly co-packaged...
Saturday 31 October 2026
AUO targets major revenue contribution from optical engines, glass core substrates within 2 to 3 years
AUO is accelerating its strategic push into optical communications and advanced semiconductor packaging, establishing optical engines and glass core substrates (GCS) as its two primary...
Saturday 31 October 2026
MediaTek raises ASIC outlook as fourth-quarter revenue could jump 32%
MediaTek reported third-quarter 2026 revenue of NT$168.06 billion (US$5.17 billion), up 10.4% quarter-over-quarter (QoQ) and 18.3% year-over-year, and projected fourth-quarter revenue...
Saturday 31 October 2026
Compeq plans sustained investment as AI infrastructure, LEO satellite demand grows

Compeq Manufacturing is reshaping its product portfolio and expanding capacity in Taiwan and overseas as demand rises for AI data center infrastructure and next-generation low Earth...

Saturday 31 October 2026
Ibiden expands AI packaging substrate capacity for Intel from 2029
Ibiden on October 29 raised its fiscal 2026 forecast, projecting consolidated net profit to rise 40% year-over-year to JPY89 billion (US$563 million) and revenue to increase 36% to...
Saturday 31 October 2026
Renesas expands AI data center capacity, targets 33.2% margin in 2026
Japan’s Renesas Electronics expects strong demand for AI data centers, industrial applications, and automotive semiconductors to drive 2026 revenue to JPY1.6668 trillion (US$10.55...
Friday 30 October 2026
Realtek targets 30% AI revenue share by 2030
Realtek Semiconductor quantified its AI business for the first time at an investor conference on October 29, setting a target for high-performance computing (HPC) and edge AI revenue—including...
Friday 30 October 2026
HHTD 26: Mitsubishi Electric Mobility to join Foxconn in 2027, targeting JPY1T revenue by 2030
Speaking at Hon Hai Tech Day (HHTD 26), Kazunori Tanaka, Representative Director and President of Mitsubishi Electric Mobility, emphasized that the company's core competitiveness in...
Friday 30 October 2026
Eutelsat eyes EUR10B revenue from IRIS2 as EU seeks homegrown answer to Starlink
Eutelsat said that it predicts at least EUR10 billion (US$11.2 billion) in revenue from 2032 to 2040 as it leads the EU's low Earth orbit (LEO) network initiative IRIS2. The European...