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Monday 10 November 2025
Macronix sees rising NOR, NAND, and eMMC demand amid memory market recovery
Macronix International is witnessing a strong rebound in demand for its NOR, NAND, and eMMC memory products, with chairman Minin Wu highlighting growing market opportunities as the...
Monday 10 November 2025
Taiwan auto parts brace for 4Q25 peak: SuperAlloy expands recycled aluminum, Tsang Yow targets AM/OES growth
As Taiwan's automotive parts industry enters its traditional fourth-quarter peak, forged aluminum wheel maker SuperAlloy Industrial reports stable shipments of recycled aluminum after...
Monday 10 November 2025
Accton eyes 2Q26 mass production for L11 AI server chassis
Networking vendor Accton reported strong revenue and profit growth in the third quarter of 2025, while cautiously optimistic about 2026 amid capacity, talent, and component challenges...
Monday 10 November 2025
Ability Enterprises posts nine-year high in October revenue on strong product mix and AI-driven demand
Optical component and module assembler Ability Enterprises reported October 2025 revenue of NT$1.16 billion (approx. US$370 million), marking its highest monthly level in nearly nine...
Monday 10 November 2025
AUO and Innolux expect operating losses to continue into 4Q25 off-season
During what is typically peak season, panel makers AU Optronics (AUO) and Innolux both posted operating losses in the third quarter of 2025 due to the appreciation of the New Taiwan...
Monday 10 November 2025
NAND prices double in six months; Phison CEO predicts years-long shortages
The global boom in artificial intelligence has triggered a severe shortage of essential storage chips, doubling prices in just six months, according to Khein-Seng Pua, CEO of Phison...
Monday 10 November 2025
Formosa Plastics reports softer October sales, AI-driven materials boost continued growth
Formosa Plastics Group's four core subsidiaries posted lower revenue in October 2025, showing both monthly and annual declines. Combined sales from Formosa Plastics Corporation (FPC),...
Monday 10 November 2025
Nan Juen International's server rail profits jump in 3Q25
Server slide rail maker Nan Juen International reported strong financial results for the third quarter of 2025, with consolidated revenue growing sequentially by a record-high 3.48%...
Monday 10 November 2025
Topoint eyes chip drill shortage as AI boosts PCB, substrate demand in 2026
Topoint, a leading manufacturer of high-end drills and drilling services for the PCB industry, expects supply shortages to persist through 2026 despite recent capacity expansions...
Monday 10 November 2025
Ableprint reports record third quarter revenue despite regulatory search
Ableprint, a supplier of advanced semiconductor packaging bubble-removal equipment, reported record-high revenue in the third quarter of 2025, underscoring its strong position in...
Monday 10 November 2025
PixArt Imaging signals stable 4Q25 as drone sensor demand offsets gaming softness
IC design company PixArt Imaging held its earnings call on November 7, 2025, outlining a cautiously optimistic view for the remainder of 2025. Although the company posted weaker results...
Monday 10 November 2025
GSEO posts 14.3% YoY revenue growth, strong demand to boost 4Q25
Genius Electronic Optical (GSEO) reported consolidated revenue of NT$2.257 billion (approx. US$72.8 million) in October 2025, down NT$400 million or 15.07% from September's NT$2.657...
Monday 10 November 2025
Khgears eyes 4Q25 revenue growth as robot gear shipments ramp up
Precision gear manufacturer Khgears International saw an 8.2% year-over-year drop in consolidated revenue for October 2025 to NT$237 million (US$7.65 million). Still, cumulative revenue...
Monday 10 November 2025
Taiwan's Dynapack and AES double down on BBU production as AI energy needs surge

As artificial intelligence (AI) servers drive a revolution in power infrastructure, one critical component is quietly becoming indispensable:...

Monday 10 November 2025
Lumentum’s surprise lift sparks profit rebound across Taiwan’s optical chain

US optical communications giant Lumentum reported stronger-than-expected earnings for the quarter ended September 27, signaling renewed...