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Friday 30 October 2026
CoreIntelligence sees in-car projection demand jump 60–70% in 2027
Taiwan-based CoreIntelligence Holdings Corporation (CiHC) expects demand for its in-car projection products to grow 60% to 70% in 2027, as high-end projection solutions and immersive...
Friday 30 October 2026
Delta Electronics expects 4Q26 to outpace 3Q26 as customer pull-ins drive inventory, profit
Delta Electronics expects fourth-quarter 2026 operations to improve from the third quarter, supported by artificial intelligence (AI) data center construction, said chairman Ping Cheng...
Friday 30 October 2026
Intel increases equipment orders as server demand exceeds supply
Intel's server expansion is drawing equipment and materials suppliers into a capacity push, but the benefits will arrive in stages. Management's October 29 earnings-call comments identified...
Friday 30 October 2026
Eternal Materials posts record revenue in advanced packaging, precision equipment
Eternal Materials posted earnings before taxes (EBT) of NT$388 million (approx. US$11.92 million) in September 2026, surging 158.28% year-over-year and up 44.47% from August, as revenue...
Friday 30 October 2026
Sandisk's data center expansion widens the gap with consumer storage
Sandisk's latest quarter showed enterprise storage as a stronger growth engine while its consumer business contracted. This divergence is central to interpreting the company's expansion:...
Friday 30 October 2026
Amazon's cloud acceleration lifts profitability as AI spending absorbs cash
Amazon's third quarter showed its cloud expansion translating into stronger operating profitability, while the cash demands of building AI infrastructure kept rising. The result sharpens...
Friday 30 October 2026
STMicroelectronics' recovery gains momentum, but power chips lag
STMicroelectronics is turning a demand recovery into stronger factory economics, with communications and embedded-processing products driving the improvement. Yet the widening loss...
Friday 30 October 2026
Intel slashes 18A costs by 40% as foundry posts US$1.9 billion loss
Intel is cutting manufacturing costs for its newest processors, but the gains are reaching individual products and its foundry business at different speeds. Its October 29 earnings...
Friday 30 October 2026
Intel's AI PCs are selling, but the wider PC recovery is still missing
Intel's growing AI PC sales are coexisting with a shrinking PC market, as memory constraints weaken purchases and computer makers reduce processor inventories. The distinction matters...
Friday 30 October 2026
AUO returns to a third-quarter loss as panel demand weakens
AUO reported a consolidated net loss attributable to its parent-company owners in the third quarter of 2026 as cautious panel purchasing and weaker consumer electronics demand reduced...
Friday 30 October 2026
Texas Instruments, NXP point to data centers and robots as industrial chips rebound
Texas Instruments (TI) and NXP Semiconductors both reported 40% to 50% year-over-year growth in their industrial businesses during their latest earnings calls for the third quarter...
Friday 30 October 2026
Silicon Motion posts fourth straight revenue record, eyes 100% 2026 growth
Silicon Motion Technology reported third-quarter 2026 revenue of about US$560 million, marking a record high for the fourth consecutive quarter. Revenue rose 24% quarter-over-quarter...
Friday 30 October 2026
Elite Material posts record 3Q26 revenue on AI demand
Elite Material Co. (EMC), a copper-clad laminate (CCL) maker, reported record third-quarter 2026 revenue of NT$60.88 billion (US$1.875 billion), driven by strong demand for high-end...
Friday 30 October 2026
ASE Holdings raises 2026 capex to US$11.5 billion after profit surge
ASE Technology Holding reported net profit of NT$26.996 billion (US$831 million) for the third quarter of 2026, a 28% increase from the previous quarter and a 148% gain from a year...
Thursday 29 October 2026
LandMark orders surpass 2026 revenue; capacity to expand sixfold
AI is driving strong demand for silicon photonics, but LandMark Optoelectronics' planned sixfold capacity expansion over two years still falls short of customer requirements. The optical...