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Friday 13 November 2026
CXMT targets higher-value DRAM market with AI server memory, LPDDR6 breakthroughs
Chinese DRAM maker ChangXin Memory Technologies (CXMT) is expanding into higher-value memory markets, introducing DDR5 server modules, mass-produced LPDDR6 chips, and automotive DRAM...
Friday 13 November 2026
Europe's AI ambitions hinge on power semiconductors, and on fending off Chinese rivals
AI has propelled the global semiconductor market to record highs, but growth remains concentrated in memory, advanced logic and advanced packaging, areas in which Europe has limited...
Friday 13 November 2026
Asus sees no major order impact from financing and data-center regulation changes
Tighter financing and stricter local oversight could lead to consolidation among weaker cloud providers and greater concentration in the data-center industry, Asus said. However, based...
Friday 13 November 2026
Asus expects the 2027 PC market to shrink 10–15% as memory costs bite
Asus has turned cautious on the 2027 PC market, forecasting a 10–15% full-year decline as memory prices surge, end-user demand cools, and global regulation of data-center construction...
Friday 13 November 2026
Asus reports record third-quarter revenue as server business grows
Asus posted record brand consolidated revenue of NT$258.788 billion (US$7.86 billion) in the third quarter of 2026, up 7% quarter-on-quarter and 36% year-on-year, as AI server shipments...
Thursday 12 November 2026
Samsung and Hyundai forge AI alliance
Samsung Group and Hyundai are deepening their strategic partnership, exploring opportunities in robotics, energy and physical AI alongside existing cooperation in automotive semiconductors,...
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...
Wednesday 11 November 2026
Infineon says data center orders already exceed target as factory output sets ceiling
Infineon Technologies told analysts that demand is no longer what limits its growth. On a November 10 call to discuss its fiscal 2026 results, the German chipmaker said orders for...
Wednesday 11 November 2026
Powerlogic revenue falls 39% as AI chip shortages hit gaming
Powerlogic said the rapid growth of global AI applications has diverted chips and key components toward the AI market, disrupting gaming hardware supply chains and customer purchasing...
Wednesday 11 November 2026
Qualcomm names Samsung, Micron as memory suppliers in annual filing
Qualcomm has identified Samsung Electronics and Micron Technology as its primary memory suppliers for certain products, including automotive applications, in its fiscal 2026 annual...
Wednesday 11 November 2026
Quanta Computer vice chairman sees no slowdown in US AI infrastructure investment after midterms
Quanta Computer vice chairman C.C. Leung said on November 10, following the K.T. Li Award ceremony, that the US must continue expanding its investment in artificial intelligence (AI)...
Tuesday 10 November 2026
Y.S. Tech launches liquid-cooling lab as auto orders reach 2028
Y.S. Tech will open a high-performance computing liquid-cooling laboratory at its new Renwu plant in Kaohsiung by the end of 2026, strengthening its ability to develop high-efficiency,...
Tuesday 10 November 2026
Yageo posts record October sales as China holiday weighs on Walsin's revenue
Taiwanese passive component makers Yageo and Walsin Technology reported contrasting October results, with Yageo posting record monthly revenue on strong AI demand while Walsin's sales...
Tuesday 10 November 2026
Foxconn extends vertical integration across 5 battery layers
Young Liu, chairman of Hon Hai Technology Group (Foxconn), repeatedly highlighted the company's strength in vertical integration at Hon Hai Tech Day 2026 (HHTD26), underscoring progress...
Tuesday 10 November 2026
Ennostar sees weak 4Q26, eyes micro LED, optical communications as growth drivers for 2027
Ennostar Holdings posted NT$1.27 billion (US$38.7 million) in net profit for the third quarter of 2026, returning to the black from a loss in the same quarter a year earlier due to...