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Thursday 12 November 2026
Toyota to assemble and sell Japanese light-duty trucks in the US, with sales starting in 2H27
Japanese automaker Toyota has announced plans to revive the Scion brand, which was discontinued nearly a decade ago, with the launch of its first model, the KEI-01, in the second half...
Thursday 12 November 2026
South Korea’s HBM demand drives 54% surge in Taiwan glass fiber exports
Taiwan’s glass fiber exports to South Korea rose 54.0% year-over-year in the first nine months of 2026 as demand for high-bandwidth memory (HBM) and advanced packaging expanded...
Thursday 12 November 2026
Samsung Display, BOE weigh low-cost OLED panels as phone sales fall
Samsung Display, BOE Technology Group and Tianma Microelectronics are considering cheaper OLED panels for budget smartphones to boost factory utilization as handset sales decline,...
Thursday 12 November 2026
AI server tracker: ODM/EMS giants scale up, but optical suppliers show who captures the next wave
Taiwan's AI infrastructure expansion is producing different growth patterns across system manufacturers and optical suppliers. All six original design manufacturers and electronics...
Thursday 12 November 2026
iPhone, enterprise ICT lift Taiwan's telecom trio in October
Strong iPhone sales and 5G upgrades, combined with continued revenue recognition from AI data center (AIDC), cloud, and enterprise information and communications technology (ICT) projects,...
Thursday 12 November 2026
Kia plans US$1.5 billion India plant expansion, spurring Korean suppliers
Kia is considering investing about US$1.5 billion to expand its plant in Andhra Pradesh, India, while South Korean auto-parts makers have pledged follow-on investments. If approved,...
Wednesday 11 November 2026
AI server tracker: Beyond GPUs, chassis, power supplies, rail kits and cooling capture a bigger growth story
Taiwan's AI server component suppliers are surpassing last year's revenue well before December. Eleven of the 13 companies tracked across chassis, power supplies, rail kits and thermal...
Wednesday 11 November 2026
Dynamic Holding posts record 3Q26 revenue and profit on mix, price hikes
PCB maker Dynamic Holding reported October 2026 consolidated revenue of NT$10.637 billion (approx. US$323.6 million), down slightly from NT$10.648 billion in September as extended...
Wednesday 11 November 2026
AI's grip on capacitor supply leaves consumer electronics facing steeper price hikes
Nichidenbo Corporation said successive AI server generations, designed for higher power consumption and voltages, are increasing demand for high-end capacitors offering high capacitance...
Wednesday 11 November 2026
Brinno posts five-quarter high on defense imaging demand
Time-lapse camera maker Brinno reported 3Q26 revenue of NT$151 million (US$4.59 million), up 15.3% year-on-year and 20.9% quarter-on-quarter, as defense imaging products began contributing...
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
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...
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
Tesla to add production shift to meet Cybertruck backlog before its phase-out
Tesla CEO Elon Musk said that the company will add an extra production shift for its Cybertrucks to meet order backlogs before it stops manufacturing them. The vehicles —iconic...
Tuesday 10 November 2026
Nvidia could face more scrutiny by new Congress in wake of spy probe
An incoming Democratic majority in the US Congress is likely to place Nvidia under greater scrutiny in light of recent revelations that the chipmaker's CEO, Jensen Huang, had an affair...