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Thursday 12 November 2026
Quanta shifts 2027 capex toward power, the new battleground for AI server ODMs
Quanta Computer posted strong revenue and earnings in the third quarter of 2026 and expects operations to continue accelerating in the fourth quarter, driven by AI servers. The company...
Thursday 12 November 2026
Pegatron targets multiyear AI server surge, with Nvidia Vera Rubin shipments set for 1H27
Pegatron said at its November 12 earnings briefing that 2026 would mark its first year of server shipments, with the business expected to contribute about 10% of consolidated revenue...
Thursday 12 November 2026
Foxconn sees high-double-digit AI rack growth in 2027
Foxconn reported third-quarter 2026 revenue of more than NT$3 trillion (US$91 billion) and raised its full-year outlook, while taking a "cautiously optimistic" view of 2027 and forecasting...
Thursday 12 November 2026
Naver signs US$1.5 billion AI cloud deal with US firm
Naver said on November 12 it had signed a KRW2 trillion (approx. US$1.5 billion) AI computing services contract with a US-based AI inference company, securing its first major customer...
Thursday 12 November 2026
India's Tata Electronics reportedly seeks up to US$2 billion in loans
Tata Electronics is lining up fresh debt at a moment when nearly every leg of its expansion has run into friction: a flagship chip fab whose production start has moved from the end...
Thursday 12 November 2026
ByteDance plans to release Muse-like AI agent in coming weeks
ByteDance reportedly intends to release an AI agent similar to Meta's Muse within several weeks. The firm, whose AI assistant tool Doubao has seen wide adoption within China, seeks...
Thursday 12 November 2026
Synnex pivots to AI solution enabler, targets continued growth in 2027
Synnex Technology International Corp. posted record quarterly revenue in the third quarter of 2026 and expects continued growth and new highs in 2027, driven by AI semiconductors,...
Thursday 12 November 2026
China's AI short-drama boom opens new token revenue opportunity for ByteDance's Seedance, Volcengine
China's AI-generated short-drama market is expanding rapidly, with surging content production and viewership making the sector an increasingly significant source of demand for AI computing...
Thursday 12 November 2026
Amtran's 3Q26 profit tops 1H26 total as non-TV shipments surge
Amtran Technology reported a sharp profit increase in the third quarter of 2026, driven by stronger shipments of high-value non-TV products and an optimized product mix. Third-quarter...
Thursday 12 November 2026
Kwang-Hwa swings to profit in 3Q26 as EPF film line nears launch
Kwang-Hwa Electronic reported consolidated revenue of NT$1.315 billion in the third quarter of 2026, down 2.78% quarter-on-quarter and 3.01% year-on-year. Gross profit was NT$324 million,...
Thursday 12 November 2026
DFI targets industrial edge AI, with automation leading 42% of opportunities
Industrial computer (IPC) maker DFI reported higher revenue and profit in the third quarter of 2026, with earnings per share (EPS) reaching NT$1.29 (US$0.039), up sharply from NT$0.66...
Thursday 12 November 2026
DB HiTek 3Q26 shows power-chip demand lifts operating profit, but net income falls
DB HiTek's third-quarter 2026 results point to continued strength in its core foundry operations, even as a steep decline in net income shows that operating momentum did not carry...
Thursday 12 November 2026
Lite-On eyes CPO expansion as advanced optocouplers drive 2027 growth

Despite soaring costs and intense competition capping overall LED market growth at a modest 3% to 4%, Lite-On Technology's Optoelectronics Business...

Thursday 12 November 2026
AI server tracker: ODM/EMS giants scale up, but optical suppliers show who captures the next wave
Taiwan's AI infrastructure expansion is producing different growth patterns across system manufacturers and optical suppliers. All six original design manufacturers and electronics...
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...