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Wednesday 11 November 2026
ASMedia raises own-brand prices as chip supply costs climb
ASMedia Technology reported consolidated revenue of NT$2.66 billion (approx. US$80.9 million) in the third quarter of 2026, with a gross margin of 51.6%, as rising substrate, outsourced...
Wednesday 11 November 2026
Sysgration targets doubled 2027 BBU orders from CSP upgrades
Sysgration returned to profitability in the third quarter of 2026 as shipments of new rugged industrial PC (IPC) projects ramped up, while gross margin rose to 22.73% from 22.23% in...
Wednesday 11 November 2026
Winmate sets profit record, starts drone shipments in 2027
Winmate Inc. said third-quarter revenue and net income set records for the quarter, as warehouse and logistics demand and OEM and ODM shipments lifted revenue 40.4% year on year to...
Wednesday 11 November 2026
Pegatron revenue falls 12% in October as AI server shipments stay strong
Pegatron Corp. will hold an investor conference on November 12 after reporting consolidated revenue of NT$188.075 billion (US$5.72 billion) for October 2026, down 12.4% month-over-month...
Wednesday 11 November 2026
Ion Electronic Materials targets 2027 profit as specialty gases scale
Ion Electronic Materials is capitalizing on rising demand for localized supplies of electronic specialty gases driven by advanced semiconductor processes, AI, and high-performance...
Wednesday 11 November 2026
AI server tracker: Taiwan's AI server supply shows no sign of cooling despite industry uncertainty
Combined October revenue at 49 Taiwanese companies in the AI server supply chain rose 63.8% from a year earlier to a record NT$3.22 trillion (approx. US$98.23 billion), according to...
Wednesday 11 November 2026
Inventec sees high-double-digit server growth in 2027
Inventec expects its server business to grow by a high-double-digit percentage in 2027, led by GPU and ASIC servers, while notebook shipments should stabilize and smart devices are...
Wednesday 11 November 2026
Sercomm posts 3Q26 triple-margin gains, sees strong 4Q26 shipments
Sercomm Corporation reported record third-quarter revenue of NT$21.83 billion (US$665.92 million) on November 10, up 48% from a year earlier and 5.9% from the previous quarter. The...
Wednesday 11 November 2026
CoreWeave's faster AI capacity rollout lifts outlook as financing costs weigh
CoreWeave's latest results suggest that delivering AI computing capacity is beginning to improve operating performance, while the cost of financing that expansion continues to weigh...
Tuesday 10 November 2026
Qisda ramps up AI investment, sees data-center slowdown as short-term
Qisda is increasing its investment in AI, with chairman Peter Chen saying a short-term slowdown in data-center construction would not derail the long-term AI trend and could ease component...
Tuesday 10 November 2026
Y.S. Tech launches liquid-cooling lab as auto orders reach 2028
Y.S. Tech will open a high-performance computing liquid-cooling laboratory at its new Renwu plant in Kaohsiung by the end of 2026, strengthening its ability to develop high-efficiency,...
Tuesday 10 November 2026
Acer posts 13-year revenue high on commercial PCs, tablets
Acer Inc. reported consolidated revenue of NT$26.391 billion in October, a five-year high for the month, up 24.3% year-over-year. Revenue for the first 10 months reached NT$275.940...
Tuesday 10 November 2026
Yageo posts record October sales as China holiday weighs on Walsin's revenue
Taiwanese passive component makers Yageo and Walsin Technology reported contrasting October results, with Yageo posting record monthly revenue on strong AI demand while Walsin's sales...
Tuesday 10 November 2026
TSMC October 2026 revenue surges 59.7% on strong AI chip demand
TSMC reported a 59.7% year-over-year increase in October 2026 revenue, extending its strong growth momentum as demand for advanced chips used in artificial intelligence (AI) infrastructure...
Tuesday 10 November 2026
Ennostar sees weak 4Q26, eyes micro LED, optical communications as growth drivers for 2027
Ennostar Holdings posted NT$1.27 billion (US$38.7 million) in net profit for the third quarter of 2026, returning to the black from a loss in the same quarter a year earlier due to...