Transcend Information posted record net profit and earnings per share (EPS) for the first nine months of 2026, but its third-quarter revenue, gross margin, and profit all declined from the previous quarter as shipments fell and procurement costs rose.

Samsung Electronics and SK Hynix are expanding their high-value NAND flash portfolios to meet growing demand for high-performance, high-capacity enterprise solid-state drives (eSSDs). The proliferation of AI agents and long-context services is increasing the need for key-value (KV) caching, prompting both companies to develop next-generation SSDs and tiered memory technologies to reuse AI computation results more efficiently.

Revenue from conventional DDR and LPDDR memory grew faster than that from high-bandwidth memory (HBM) in the third quarter of 2026, as global DRAM revenue surged 369% year over year to nearly US$200 billion, according to Counterpoint Research.

China's second-largest contract chipmaker, Hua Hong Grace Semiconductor, is expanding into silicon photonics and power management chips to capitalise on AI infrastructure demand, following record third-quarter 2026 revenue and a 147.1% surge in profit.

Optoelectronic chip testing equipment maker EnliTech reported self-assessed consolidated revenue of approximately NT$51.504 million (US$1.57 million) in October 2026, up 71.33% year over year and a record high for the month. Revenue exceeded NT$50 million for the second consecutive month, while cumulative revenue for the first 10 months of 2026 reached approximately NT$372 million, up 44.63% from the same period in 2025.

Sumitomo Bakelite reported a 47.2% year-over-year increase in attributable net profit to JPY19.561 billion (US$123 million) for the first half of fiscal 2026, as AI server demand drove growth in semiconductor packaging materials. Revenue and operating profit rose 22.7% and 57.9%, respectively, prompting the company to raise its full-year net profit forecast to JPY35 billion in late October.

Semiconductor distributor WT Microelectronics expects pull-in momentum from the artificial intelligence (AI) supply chain to remain strong from the fourth quarter of 2026 through 2027. Meanwhile, inventory destocking in automotive and industrial chips, excluding consumer electronics, has come to an end, with demand showing a clear recovery. Together, these trends are providing the group with multiple growth engines.

PCB maker Eiso Enterprise posted strong growth in the third quarter of 2026 as AI server backup battery unit (BBU) products began shipping, driving demand for high-end printed circuit boards (PCBs) and lifting the company’s quarterly gross margin to 27.37%.

AMD has signed an agreement with South Korean companies FuriosaAI and MangoBoost to build a heterogeneous AI computing cluster in Seoul by spring 2027, while separately discussing potential cooperation with DEEPX on low-power AI chips for robotics and industrial applications.

A patent lawsuit between Japanese electronic components maker Murata and Chinese radio-frequency (RF) front-end chip vendor Maxscend has ensnared some Samsung Electronics Galaxy smartphones and tablets equipped with the disputed filters. The products fall under the scope of a first-instance injunction issued by a German court, although Samsung said the affected models have already been discontinued, while Maxscend plans to appeal.

Addressing Taiwan's declining birth rate and the semiconductor sector's expanding demand for elite expertise, Macronix International Chairman Miin Wu has announced plans to donate at least US$2 million alongside his wife to establish a top talent development fund at his alma mater, National Cheng Kung University (NCKU). The initiative aims to partner with Stanford University to select one top NCKU student annually for advanced studies in the US, connecting Taiwan's next generation of technology leaders with cutting-edge global insights.