Ample Electronic, a supplier of conductive paste materials for the passive components industry, reported September 2026 revenue of NT$304 million (approx. US$9.6 million), down 0.4% from August but up 76.3% from a year earlier. The company said strong demand for multilayer ceramic capacitors (MLCCs) and related parts continued to support results, while third-quarter 2026 revenue rose to NT$879 million, up 23.6% quarter-over-quarter and 82% year-over-year.

Seagate Technology and Toshiba are reportedly competing to acquire TDK's hard-disk-drive magnetic-head business, a deal that could reshape one of the most concentrated supply chains in AI data-center storage.

Among personal AI devices beyond smartphones, smart glasses remain the fastest-growing category, according to Ziad Asghar, senior vice president and general manager of XR, wearables, and personal AI at Qualcomm. Speaking during a media Q&A at Snapdragon Summit 2026, Asghar noted that while smart glasses are drawing intense market focus and a steady stream of new product launches, AI pins and pendants are emerging right behind them to cater to users who prefer not to wear eyewear.