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 to the parent company also increased from a year earlier, while earnings per share for the first three quarters reached NT$0.92.

Y-S Electronic, a subsidiary of Sun Yad Group, reported consolidated revenue of NT$73.271 million (US$2.24 million) in October 2026, up 31.67% year-on-year. Revenue for the first 10 months reached NT$792.871 million, up 23.20% year-on-year and surpassing its full-year 2025 revenue of NT$782.351 million, highlighting continued momentum in its core businesses.

Global sales of electrified vehicles, including hybrid electric vehicles (HEVs), are forecast to rise 11.9% to more than 36 million units in 2026, even as overall vehicle sales decline 1.4%, reflecting the accelerating shift toward electrification. Electrified vehicles are expected to account for more than 35% of global new-vehicle sales, while China's BYD is poised to enter the world's top five automakers for the first time, according to Richard Hsieh, senior research manager at the Industry, Science and Technology International Strategy Center of Taiwan's government-funded Industrial Technology Research Institute (ITRI).

Chunghwa Telecom (CHT) is expanding its investment in film and television content as competition in Taiwan's over-the-top (OTT) market intensifies. The Chunghwa Digital Cultural and Creative Fund (CDCCF), jointly backed by CHT, the Taiwan Creative Content Agency (TAICCA), and E.Sun Bank, began operations in 2026 and recently announced 10 new investments to broaden opportunities for Taiwan's film and television industry through funding, international co-production, and overseas partnerships.

Fino, a South Korean company backed by Chinese precursor producer CNGR Advanced Material, will raise about KRW183 billion (approximately US$130 million) through a cash capital increase to fund its lithium iron phosphate (LFP) cathode materials business. The move is widely viewed as another step to reduce Chinese ownership and comply with the US Prohibited Foreign Entity (PFE) rules.

Yankey Engineering’s order backlog reached a record NT$57.1 billion (US$1.74 billion) as of the end of September, with its subcontracting project for the second wafer fab in Kumamoto, Japan, expected to contribute revenue from 2027. The company said strong global AI infrastructure demand, advanced semiconductor processes, advanced packaging, and memory expansion drove its revenue and profit to record levels in the first three quarters of 2026.

Winbond Electronics chairman Arthur Chiao said memory prices and profits should not go any further at this stage, warning that a market in which memory thrives while other industries struggle is bad for consumers and the wider economy.

E Ink Holdings' board on November 6 approved buying land and factory buildings in Taoyuan's Guanyin Industrial Park from Chung Hwa Pulp for NT$2.78 billion (US$84.63 million) before tax, and signed off on a memorandum of understanding (MOU) with Taiflex Scientific to jointly target the market for AI high-speed transmission materials.

Vanguard International Semiconductor (VIS) said its Singapore wafer fab is expected to become a growth driver in 2027, with capacity nearly sold out, customer commitments secured, and artificial-intelligence interposers projected to generate about half of revenue. The expansion could accelerate, but rising depreciation and fixed costs are expected to pressure profitability.

South Korea plans to develop small, medium, and large data centers in orbit under its K-Moonshot initiative, aiming to conduct its first in-orbit demonstration in 2028 and lay the groundwork for commercial space-based AI services before 2035.

Rising power demand at AI data centers is driving demand for power semiconductors used in server power supplies, grid equipment, and chip-level power delivery. Infineon Technologies is positioning its silicon (Si), silicon carbide (SiC) and gallium nitride (GaN) portfolio for a shift toward 800V DC architectures, solid-state transformers and vertical power delivery, addressing different voltage, power and efficiency requirements as it expands its AI infrastructure business.

Rapidus President Atsuyoshi Koike said the Japanese chipmaker will use Taiwan as a model for building a semiconductor industry cluster in Hokkaido, while IBM Japan is establishing a new office near Rapidus’ plant to strengthen support for the company.

Global AI data center construction and Taiwan Power's NT$564.5 billion (US$17.23 billion) resilient-grid initiative are driving demand for highly reliable power equipment and intelligent management. Smart-power provider Horngyu Electric is integrating hardware and software to capture opportunities in the global power-grid market.

A Seoul court has dismissed LG Chem's request for a preliminary injunction that would have halted production and sales of certain cathode materials by JS Energy, the South Korean subsidiary of Chinese cathode maker Ronbay, The Elec reported on November 7, citing industry sources. LG Chem has appealed.

India approved 12 applications involving a proposed investment of INR75.03 billion (US$796.90 million) under its Electronics Component Manufacturing Scheme (ECMS) on November 6, broadening support for domestic materials and manufacturing equipment. The projects are expected to generate production worth INR390.45 billion and create 7,127 direct jobs, the electronics ministry said.