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Wednesday 4 November 2026
Raydium faces 4Q26 slowdown after AI capacity fears fuel customer stockpiling
Display driver IC designer Raydium Semiconductor reported consolidated revenue of NT$6.57 billion (≈ US$200 million) for the third quarter of 2026, down 3.8% sequentially but...
Wednesday 4 November 2026
Onsemi to buy Ferric for US$600M to strengthen AI processor power delivery
Onsemi has agreed to acquire Ferric, Inc., a developer of integrated voltage regulator (IVR) technology, for US$600 million in cash plus up to US$175 million in contingent consideration...
Wednesday 4 November 2026
Weblink International posts record 3Q26 profit on AI demand
Weblink International Inc. reported record profit for both the third quarter of 2026 and the first three quarters, driven by growing enterprise AI adoption and sales of new products...
Wednesday 4 November 2026
Global chip sales top US$500 billion in a single quarter for first time
Worldwide semiconductor revenue reached US$517.7 billion in the third quarter of 2026, a 24.1% increase from the prior quarter, according to data released by the Semiconductor Industry...
Wednesday 4 November 2026
GCS Holdings welcomes Marvell's Lumentum deal, locks in 2027 InP supply
Marvell Technology and optical communications laser maker Lumentum announced on November 2 that they had signed a definitive agreement for Marvell to acquire Lumentum in an all-stock...
Wednesday 4 November 2026
PC slump hits Darfon, but MLCCs, green energy keep 2026 growth on track
Affected by weak notebook and PC demand, Darfon Electronics reported third-quarter 2026 consolidated revenue of NT$7.011 billion (US$214 million), up 7.8% year-over-year but down about...
Wednesday 4 November 2026
Supermicro eyes faster cash conversion as turnaround times shrink to 74 days
Supermicro expressed confidence to analysts during its earnings call for the first quarter of fiscal year 2027 regarding quicker turnaround times for orders and improved cash flow...
Wednesday 4 November 2026
Darfon to consolidate China, Southeast Asia capacity, shift resources to AIDC components
PC component maker Darfon Electronics is consolidating its production capacity in China and Southeast Asia, while simultaneously shifting some of its resources for IT peripherals toward...
Wednesday 4 November 2026
Acer Intelligence Space eyes India growth after strong appliance sales
Acer Intelligence Space (ITS) has gained traction in India's home appliance market by hiring a Bollywood star as its brand ambassador and combining competitive pricing with channel...
Wednesday 4 November 2026
AEB 3Q26 revenue jumps 70% on AI demand
Cloud and AI services provider Acer E-Enabling Service Business (AEB) reported 3Q26 revenue of NT$3.822 billion (approx. US$116.7 million), up 70% year-over-year, as AI application...
Wednesday 4 November 2026
Acer Taiwan expects significant consumer PC growth in 2026 despite overall market weakness
Despite a sharp slowdown in the overall PC market in the second half of 2026, Acer's consumer PC shipments to the Taiwan market rose 15% year-over-year from January to October. The...
Wednesday 4 November 2026
Zhongji InnoLight revenue and profit more than double in 3Q26
China-based optical communications module maker Zhongji InnoLight reported strong results for the third quarter of 2026 as global AI infrastructure expansion drove robust demand for...
Wednesday 4 November 2026
LG Energy Solution expects fourth-quarter profit to slip as storage ramp costs linger
LG Energy Solution expects revenue to keep rising in the fourth quarter while profit dips. On its November 3 earnings call, it told analysts that its North American energy storage...
Wednesday 4 November 2026
Apple China revenue hits record as memory costs test growth
Apple's Greater China revenue rose 21% year-over-year to a record US$17.5 billion in the fourth quarter of fiscal 2026, ended September, while full-year revenue increased 28%, driven...
Wednesday 4 November 2026
Rising LEO satellite share cushions Syncmold, PC market misses peak season
Taiwan's Syncmold Enterprise grew its third-quarter 2026 revenue even as global PC shipments slumped 20.1%, with its expanding low Earth orbit (LEO) satellite business offering key...