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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
Cerebras Systems 3Q26 earnings: macro resilience, sector performance, and future outlook
Cerebras Systems reported third-quarter 2026 results, delivering record core revenue of US$231 million, up 10% sequentially and 70% year-over-year, and positive core net income of...
Friday 13 November 2026
Huawei spin-off xFusion seeks US$1.2 billion IPO, capitalizing on China's AI server boom
China's expanding AI computing infrastructure is prompting server manufacturers to accelerate their capital-raising plans. xFusion Digital Technologies, spun off from Huawei's x86...
Friday 13 November 2026
Samsung reportedly wins more AI chip orders from US cloud firms
Samsung Electronics has reportedly secured new AI chip manufacturing orders from major US cloud service providers for a second consecutive quarter, with commercial shipments expected...
Friday 13 November 2026
Pegatron targets several-fold growth in 2027
Pegatron expects servers to account for about 10% of its total revenue in 2026, the first year of its server shipments. It is targeting what management described as "several-fold growth"...
Friday 13 November 2026
Cisco lifts FY2027 outlook after record earnings, with AI networking revenue set to double
Cisco Systems raised its fiscal 2027 revenue and earnings forecasts after AI data centre investment and enterprise network upgrades delivered its strongest quarterly growth in more...
Friday 13 November 2026
FICG returns to growth in 3Q26 as 1.6T enters mass production
FIC Global (FICG) returned to growth in the third quarter of 2026, driven by the gradual ramp-up of overseas capacity in its optical communications business and strong demand for high-speed...
Friday 13 November 2026
Foxconn ASIC AI server shipments surge 1.5x YoY in 3Q26, GPU servers up 70%
Hon Hai Precision Industry (Foxconn) expects continued double-digit growth in 2027, led by artificial intelligence (AI) servers, as application-specific integrated circuit (ASIC) AI...
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
CMC Magnetics' operating profit surges 20-fold in 1Q–3Q26
CMC Magnetics reported consolidated revenue of NT$6.17 billion (US$187.29 million) for the first three quarters of 2026, up 17% year on year, as its core businesses grew and its Storage...
Friday 13 November 2026
E Ink Holdings' assets hit record NT$127.4B as it targets AI materials
E Ink Holdings, a leading e-paper maker, reported third-quarter 2026 consolidated revenue of NT$9.936 billion (US$301.60 million), down 5% from a year earlier. Net income attributable...
Friday 13 November 2026
Applied Materials posts record fourth-quarter revenue as AI-driven chip equipment demand accelerates
Applied Materials' record fourth-quarter revenue and operating income highlight how investment in AI infrastructure is translating into demand for wafer-fabrication equipment. Growth...
Friday 13 November 2026
Asus reports record third-quarter revenue as server business grows
Asus posted record brand consolidated revenue of NT$258.788 billion (US$7.86 billion) in the third quarter of 2026, up 7% quarter-on-quarter and 36% year-on-year, as AI server shipments...
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...
Friday 13 November 2026
Qualcomm begins India job cuts as handset chip sales slide
Qualcomm has started laying off employees in India, its largest engineering base outside the US, as the chipmaker carries out a performance-focused global workforce reduction amid...