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Tuesday 10 November 2026
TSMC October 2026 revenue surges 59.7% on strong AI chip demand
TSMC reported a 59.7% year-over-year increase in October 2026 revenue, extending its strong growth momentum as demand for advanced chips used in artificial intelligence (AI) infrastructure...
Tuesday 10 November 2026
Ennostar sees weak 4Q26, eyes micro LED, optical communications as growth drivers for 2027
Ennostar Holdings posted NT$1.27 billion (US$38.7 million) in net profit for the third quarter of 2026, returning to the black from a loss in the same quarter a year earlier due to...
Tuesday 10 November 2026
Taiwan's GIS targets 800G/1.6T AI optics, with laser packaging ramp-up starting 4Q26
GIS is shifting from touch displays to semiconductor optics, with laser packaging entering small-volume production in the fourth quarter of 2026 and full capacity expected by the second...
Tuesday 10 November 2026
Wistron ITS eyes 2027 growth driven by semiconductors and gaming
Wistron ITS posted strong results in the third quarter of 2026, driven by growth in the semiconductor, gaming, and entertainment industries. According to chairman and CEO Ching Hsiao,...
Tuesday 10 November 2026
OLED smartphone panel market faces pressure in 2026, Counterpoint says
The global smartphone display market faces a weaker 2026, as OLED panel shipments and revenue are forecast to decline, while memory constraints, rising production costs, and shifting...
Tuesday 10 November 2026
Sharp eyes AI server deliveries in Japan as early as March 2027
Sharp said it could begin delivering its new AI servers to customers as early as March 2027, leveraging parent company Foxconn's procurement and manufacturing capabilities to target...
Tuesday 10 November 2026
Novatek faces AI infrastructure squeeze, pins growth ramp-up on new products
Novatek Microelectronics, a leading Taiwanese display driver IC (DDI) design house, hosted its quarterly earnings conference last week. Novatek President and Vice Chairman Steve Wang...
Tuesday 10 November 2026
Phison locks in 70% of its 2027 NAND supply as AI demand surges
Phison Electronics CEO Pua Khein-Seng expects AI demand to surge again after the Lunar New Year, tightening NAND Flash supplies and intensifying competition for high-capacity triple-level...
Tuesday 10 November 2026
Chenbro, AES stay optimistic on AI demand despite US midterm volatility
Two leading server component manufacturers remain optimistic about AI demand despite potential short-term volatility following the US midterm elections. Chenbro Micom CEO Corona Chen...
Tuesday 10 November 2026
Global smartphone revenue rises despite sharp shipment decline
Global smartphone revenue rose 3% year on year to US$114 billion in the third quarter of 2026, even as shipments fell 19%, highlighting a worldwide shift toward more expensive devices...
Tuesday 10 November 2026
KHGEARS posts record October revenue as new product shipments continue
Precision gearmaker KHGEARS International reported October 2026 consolidated revenue of NT$283 million (US$8.62 million), up 19.08% year on year and a monthly record. Revenue for the...
Tuesday 10 November 2026
Environmental engineering and advanced process materials drive Topco's revenue above full-year 2025 level in first 10 months
Topco reported consolidated revenue of NT$8.186 billion (approx. US$249.4 million) for October 2026, up 6.3% month-over-month and 61.2% year-over-year, setting a record high for monthly...
Tuesday 10 November 2026
Trans-Sun Materials Technology sees AI server, robot growth defying US political shifts
Calls to curb artificial intelligence (AI) expansion have intensified after the US Democratic Party's sweeping victory in the midterm elections, but Trans-Sun Materials Technology...
Tuesday 10 November 2026
Semiconductor test-interface supplier WinWay revenue falls 11.51% MoM, rises 62.62% YoY
WinWay Technology, a semiconductor test-interface supplier, reported a slight decline in October revenue as holidays reduced shipping days and customer project adjustments affected...
Tuesday 10 November 2026
Qisda operating profit jumps 44% QoQ in 3Q26
Qisda’s board approved its third-quarter 2026 financial results, with consolidated revenue rising 8% quarter-over-quarter and operating margin holding above 17%. Net income attributable...