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Wednesday 4 November 2026
Supermicro eyes faster cash conversion as turnaround times shrink to 74 days
Supermicro expressed confidence to analysts during its earnings call for the first quarter of fiscal year 2027 regarding quicker turnaround times for orders and improved cash flow...
Wednesday 4 November 2026
Darfon to consolidate China, Southeast Asia capacity, shift resources to AIDC components
PC component maker Darfon Electronics is consolidating its production capacity in China and Southeast Asia, while simultaneously shifting some of its resources for IT peripherals toward...
Wednesday 4 November 2026
Acer Intelligence Space eyes India growth after strong appliance sales
Acer Intelligence Space (ITS) has gained traction in India's home appliance market by hiring a Bollywood star as its brand ambassador and combining competitive pricing with channel...
Wednesday 4 November 2026
AEB 3Q26 revenue jumps 70% on AI demand
Cloud and AI services provider Acer E-Enabling Service Business (AEB) reported 3Q26 revenue of NT$3.822 billion (approx. US$116.7 million), up 70% year-over-year, as AI application...
Wednesday 4 November 2026
Acer Taiwan expects significant consumer PC growth in 2026 despite overall market weakness
Despite a sharp slowdown in the overall PC market in the second half of 2026, Acer's consumer PC shipments to the Taiwan market rose 15% year-over-year from January to October. The...
Wednesday 4 November 2026
Zhongji InnoLight revenue and profit more than double in 3Q26
China-based optical communications module maker Zhongji InnoLight reported strong results for the third quarter of 2026 as global AI infrastructure expansion drove robust demand for...
Wednesday 4 November 2026
LG Energy Solution expects fourth-quarter profit to slip as storage ramp costs linger
LG Energy Solution expects revenue to keep rising in the fourth quarter while profit dips. On its November 3 earnings call, it told analysts that its North American energy storage...
Wednesday 4 November 2026
Apple China revenue hits record as memory costs test growth
Apple's Greater China revenue rose 21% year-over-year to a record US$17.5 billion in the fourth quarter of fiscal 2026, ended September, while full-year revenue increased 28%, driven...
Wednesday 4 November 2026
Rising LEO satellite share cushions Syncmold, PC market misses peak season
Taiwan's Syncmold Enterprise grew its third-quarter 2026 revenue even as global PC shipments slumped 20.1%, with its expanding low Earth orbit (LEO) satellite business offering key...
Wednesday 4 November 2026
iPhone Duo opens new growth path as AI, services, costs test Ternus
Apple's first foldable iPhone, the iPhone Duo, could reignite upgrade demand in the mature iPhone market, but supply constraints and reported display-quality issues highlight the challenge...
Wednesday 4 November 2026
Nanya Technology's October revenue hits record high for 12th consecutive month as prices rise and shipments decline
DRAM manufacturer Nanya Technology reported consolidated revenue of NT$46.476 billion (US$1.42 billion) in October 2026, up 3.07% from September and 487.73% year-over-year. Driven...
Wednesday 4 November 2026
Claude's growth surges, but US$895 billion compute burden clouds Anthropic IPO
Anthropic is demonstrating extraordinary demand for frontier AI, with third-quarter revenue reaching about US$17 billion, nearly twelve times the US$1.4 billion recorded a year earlier...
Wednesday 4 November 2026
Commentary: Apple's results mask uncertain demand as supply constraints ease
Apple reported record revenue for its latest fiscal quarter and forecast another record for the current quarter, attributing nearly all hardware-related pressure to supply constraints...
Wednesday 4 November 2026
Onsemi targets every stage of AI power delivery while holding back automotive restocking
Onsemi is pitching its AI data center business as a play on the entire power path inside an AI rack, and for now it is prioritizing that business and industrial customers over automotive...
Wednesday 4 November 2026
AMD expands server CPU ambitions as Helios moves its AI business to rack scale
AMD is pursuing a larger role in AI infrastructure by combining its growing server CPU franchise with rack-scale systems, broadening its offering beyond individual processors. The...