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Friday 13 November 2026
Samsung weighs separating memory and mobile leadership
Samsung Electronics may appoint separate heads of its memory and mobile businesses in an upcoming executive reshuffle, as record semiconductor profits contrast with losses in its consumer...
Friday 13 November 2026
Samsung reportedly in talks to acquire data center cooling firm Modine
Samsung Electronics is in talks to acquire US data center cooling equipment maker Modine Manufacturing, Bloomberg reported on November 12, as the South Korean company expands...
Friday 13 November 2026
China's economy faces structural strain as supply outpaces demand
Taiwan is benefiting from the global AI infrastructure boom, with GDP...
Friday 13 November 2026
Cerebras lifts third-quarter revenue 55% as cloud inference overtakes hardware sales
Cerebras Systems has become more of a cloud inference business than a hardware supplier. In the third quarter ended September 30, 2026, the company reported record GAAP revenue of...
Friday 13 November 2026
Compal splits server R&D and sales into subsidiary
Compal Electronics will transfer the research and development and sales operations of its server-related Infrastructure Solutions Business Group (ISBG) to its wholly owned subsidiary...
Friday 13 November 2026
SMIC posts record third-quarter revenue as factory utilization nears full capacity
SMIC's record third-quarter revenue and sharper rise in operating profit point to stronger factory throughput, while the lower net result against the prior quarter shows how investment-related...
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...