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    Tuesday 3 November 2026
    ESMT sees higher 4Q26 ASP as DDR2, DDR3 supply tightens
    Memory IC designer Elite Semiconductor Microelectronics Technology (ESMT) expects shipments and gross margin to remain stable in the fourth quarter of 2026 despite higher memory wafer...
    Tuesday 3 November 2026
    Oracle to sell US$20 billion in stocks and bonds as concerns grow over debt-fueled expansion
    Oracle aims to raise US$20 billion through selling stock and issuing bonds to fund its AI build-out. Its stock value dropped after the company filed the plans, a sign that investors...
    Tuesday 3 November 2026
    Apple's US$5 trillion dilemma: iPhone Duo and AI raise stakes for next growth chapter

    Apple's record fiscal 2026 performance left a central question unresolved: can premium-priced iPhones, AI, and expanding services sustain enough...

    Tuesday 3 November 2026
    Metaage posts 17% revenue growth through 3Q26, eyes AI expansion
    Metaage, a subsidiary of Qisda, posted consolidated revenue of approximately NT$19 billion (US$583 million) for the first three quarters of 2026, up 17% from NT$16.2 billion in the...
    Tuesday 3 November 2026
    Analysis: Beyond iPhone growth, Apple's spending reveals broader cost challenge
    Apple is committing more money to research and securing supplies while reducing cash spending on fixed assets, a combination that shows how its AI ambitions and component shortages...
    Tuesday 3 November 2026
    China's chip packagers ride AI demand, price hikes, but investment gains, capex cloud the profit picture
    China's outsourced semiconductor assembly and test (OSAT) companies entered the fourth quarter with rising sales, high utilization, and an industry-wide price upturn. Their third-quarter...
    Tuesday 3 November 2026
    Apple says 2nm transition is easing its advanced-node chip constraints
    Apple said the main supply constraint in its fiscal fourth quarter 2026, ended September 26, was the availability of leading-edge process capacity for its in-house chips. It said the...
    Tuesday 3 November 2026
    China's memory chipmakers extend their boom into the third quarter as capacity, policy risks build
    China's memory chip industry heads into the final quarter of 2026 riding a global supply shortage: its leading DRAM maker booked more than CNY54 billion (US$8.11 billion) in third-quarter...
    Tuesday 3 November 2026
    Apple's record holiday sales outlook faces costly test from memory inflation, AI spending

    Apple expects record holiday-quarter revenue, but surging memory prices, supply constraints, and rising Siri AI costs threaten profitability, putting...

    Tuesday 3 November 2026
    AI spending surge puts tech giants’ cash flow under scrutiny
    Amazon, Microsoft, Google, and Meta are expected to spend more than US$720 billion on capital expenditures in 2026 to build out AI infrastructure, nearly three times the level of two...
    Tuesday 3 November 2026
    MediaTek, Marvell, Broadcom battle for ASIC supply through 2028
    Competition in the AI application-specific integrated circuit (ASIC) market will extend beyond 2028, industry sources said, with MediaTek, Broadcom, and Marvell competing not only...
    Tuesday 3 November 2026
    Apple closes record fiscal 2026 with US$114.5 billion in 4Q revenue — but growth remains uneven
    Apple reported record September-quarter revenue of US$114.5 billion for its fiscal 4Q26 ended September 26, 2026, up 12% YoY, supported by strong iPhone and Mac sales and an all-time...
    Tuesday 3 November 2026
    Apple's iPhone growth meets a tougher test on costs
    Apple enters the holiday selling season with stronger demand for its core products, but its latest results show that expanding sales do not automatically translate into faster operating...
    Tuesday 3 November 2026
    Samsung Electro-Mechanics starts mass production of ADAS MLCCs
    Samsung Electro-Mechanics (Semco) has begun mass production of a miniature, ultra-high-capacitance multilayer ceramic capacitor (MLCC) for advanced driver assistance systems (ADAS),...
    Tuesday 3 November 2026
    Nuvoton expects BMC shipments to expand in 2027 as CSPs, startups join
    Nuvoton expects its baseboard management controller (BMC) business to grow faster in 2027 than in 2026, driven by strong AI demand, higher orders from existing customers, and new customers...
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    BIZ FOCUS
    Nov 3, 08:00
    NVIDIA CEO and Sweden's Technology Leaders Discuss Compute's Next Chapter
    Friday 30 October 2026
    Macronix to Showcase Automotive and IoT Memory Solutions at electronica 2026
    Thursday 29 October 2026
    STMicroelectronics to propose the reappointment of Jean-Marc Chery as President & CEO
    Wednesday 28 October 2026
    SK hynix Announces 3Q26 Financial Results