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Thursday 12 November 2026
ABF substrate shortage to last through 2028 as Wah Lee targets next-gen products
Demand for AI, high-performance computing (HPC), and semiconductors continued to rise, driving Wah Lee Industrial's 3Q26 profit to record-high levels. Gross profit reached NT$2.06...
Thursday 12 November 2026
PCB giant Zhen Ding targets 2028 for 50% AI business revenue share
Zhen Ding Technology said strong seasonal demand for mobile communications products and robust demand for high-end AI applications drove its third-quarter 2026 revenue to a record...
Thursday 12 November 2026
Mitsui Kinzoku bets on AI copper foil with JPY190 billion investment in Malaysia plant
Mitsui Kinzoku will invest about JPY190 billion (approx. US$1.2 billion) to build a copper foil plant near its existing Malaysia site, targeting demand from optical communications...
Thursday 12 November 2026
US data center policy clouds AI capacity outlook, MetaAge says
Global AI data center construction continues to drive demand for GPUs, memory, and other critical hardware, but tight computing capacity, rising material costs, and longer lead times...
Thursday 12 November 2026
AP Memory sees IPD silicon capacitor orders booked through 2H27, pursues dual-track strategy with UMC
AP Memory Technology reported record-breaking third-quarter 2026 revenue and net profit, driven by surging demand for its integrated passive device (IPD) silicon capacitors under the...
Thursday 12 November 2026
Asia Vital posts record 3Q26 profit on AI server cooling demand
Thermal module manufacturer Asia Vital reported record revenue and profit for the third quarter of 2026, driven by rising demand for high-end cooling products used in AI servers. Its...
Thursday 12 November 2026
HKC’s Mianyang Gen 6 OLED investment faces delays
China’s HKC has again stalled its OLED expansion, with equipment orders for its Gen 6 OLED line in Mianyang, Sichuan, yet to be placed despite plans for deposition equipment...
Thursday 12 November 2026
Foxconn's in-person briefing to focus on AI deliveries, 2027 orders
Hon Hai Precision Industry (Foxconn) will hold its third-quarter 2026 investor briefing in person at the Mandarin Oriental, Taipei, on November 12, as investors seek clarity on 2027...
Thursday 12 November 2026
Wistron posts record third-quarter revenue and profit, approves AI capacity investments
Wistron Corp. reported record revenue and profit in the third quarter of 2026 and approved new investments to expand AI server capacity. Consolidated revenue reached about NT$1.15...
Thursday 12 November 2026
Aleees splits LFP cathode production between Taiwan and US
Advanced Lithium Electrochemistry (Aleees) plans to make lithium iron phosphate (LFP) cathode material precursors in Taiwan and process them in the US under a North American customer...
Wednesday 11 November 2026
TSMC unlikely to enter 3D DRAM; CXMT expansion a bigger threat
Charles Kau, chairman of IEMC, said TSMC "cannot make 3D DRAM," dismissing reports that the foundry is evaluating entry into the next-generation memory market at Nvidia's request....
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
Nvidia security probe puts Taiwan supply chain orders under scrutiny
Nvidia is a key customer for Taiwan's semiconductor and AI server supply chains. If recent national security concerns around CEO Jensen Huang affect sales in China, export approvals...
Wednesday 11 November 2026
ChipMOS posts highest profit since 2022, revenue up 30% in 10 months
Memory testing and packaging company ChipMOS Technologies posted strong profit growth in the third quarter of 2026, with net income rising 48.4% quarter-over-quarter to NT$1.323 billion...
Wednesday 11 November 2026
Grab, SoftBank deepen Malaysia's push to become SEA's AI infrastructure hub
Grab and SoftBank Group plan to invest a combined US$1.85 billion in two AI infrastructure projects, including data centers, in Malaysia, as they seek to capitalize on growing demand...