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Friday 6 November 2026
Chenbro accelerates new server projects for 4Q26 mass production
Server chassis maker Chenbro Micom reported a 5.4% quarter-over-quarter decline in revenue for the third quarter of 2026, as inventory adjustments following aggressive customer pull-ins...
Friday 6 November 2026
US voters' backlash against data centers tests AI growth, Musk's empire
The midterm election results reshaped the US Congress and the local political landscape. It also introduced new uncertainty for the rapidly expanding AI industry. Democratic victories...
Friday 6 November 2026
Innolight starts US NPO pilot production with Tower for AI optical interconnects
China-based optical communications provider Innolight has advanced its next-generation AI optical interconnect strategy. Tower Semiconductor and Innolight said their first jointly...
Friday 6 November 2026
Sumitomo Bakelite raises 2026 profit forecast on AI packaging boom
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...
Friday 6 November 2026
LG Chem targets cathode growth while advancing petrochemical restructuring
LG Chem is pursuing a recovery in battery materials and expanding its semiconductor and automotive materials while seeking a year-end decision on petrochemical restructuring, with...
Friday 6 November 2026
US governors diverge on data center pause policies after election wins
AI data centers (AIDCs) are shifting from state recruitment showcases to a highly sensitive issue in the 2026 midterm elections, as rising power demand, household electricity costs,...
Friday 6 November 2026
LG Chem's battery growth fails to offset renewed petrochemical losses
LG Chem's expanding battery business is cushioning the group against another petrochemical downturn, but its latest results show that stronger shipments alone are insufficient to restore...
Friday 6 November 2026
Democratic-controlled Congress may curb Trump's auto agenda
Democrats won majorities in both chambers of Congress in the US midterm elections, making it significantly harder for the Trump administration to push through its automotive agenda...
Friday 6 November 2026
Meta acquires AI coding startup Conductor for multi-agent tools
Meta has acquired AI coding startup Conductor to strengthen its developer tools and multi-agent collaboration capabilities as it competes for the developer market. A Meta spokesperson...
Friday 6 November 2026
Ecarx posts higher 3Q revenue, but memory costs squeeze margins
Ecarx, an automotive technology supplier, reported a 65% year-over-year reduction in profit for the third quarter of 2026 on November 4 as rising memory-chip costs eroded margins despite...
Friday 6 November 2026
AMD teams up with FuriosaAI, MangoBoost to build Seoul AI cluster
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...
Friday 6 November 2026
Macronix chairman pledges US$2 million to link NCKU with Stanford for top tech talent
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...
Friday 6 November 2026
Foxtron aims to turn Taiwan's automotive supply chain into a global net-zero force
Electric vehicles (EVs) represent the single-most effective starting point for the automotive industry's net-zero transition, as their energy efficiency is nearly four times that of...
Friday 6 November 2026
Taiwan panel makers win Tier 1 foothold in automotive displays
As weak end demand and intensifying competition weigh on the global display industry, Taiwan panel makers are pursuing new growth beyond traditional display manufacturing, with automotive...
Friday 6 November 2026
SuperAlloy enters semiconductor pilot production in 3Q26
SuperAlloy reported strong third-quarter 2026 results, with consolidated revenue rising 18.5% year-over-year to NT$2.016 billion (US$61.4 million) as demand from international supercar...