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Tuesday 10 November 2026
Sharp eyes AI server deliveries in Japan as early as March 2027
Sharp said it could begin delivering its new AI servers to customers as early as March 2027, leveraging parent company Foxconn's procurement and manufacturing capabilities to target...
Tuesday 10 November 2026
Nvidia probe fuels push for China chip curbs, raising risks for Samsung, SK Hynix
Samsung Electronics and SK Hynix face uncertainty over demand for high-bandwidth memory (HBM) as US lawmakers press for tighter controls on AI chip exports to China following allegations...
Tuesday 10 November 2026
CXMT chairman's reported DeepSeek investment spotlights China's semiconductor capital network
Zhu Yiming, chairman of ChangXin Memory Technologies (CXMT), reportedly participated in Chinese AI startup DeepSeek's second funding round, drawing attention to his semiconductor investment...
Tuesday 10 November 2026
Mitsui Chemicals to acquire JSR for US$11.6 billion, targeting semiconductor materials growth
Mitsui Chemicals plans to acquire semiconductor materials maker JSR in a transaction valued at JPY1.84 trillion (approx. US$11.6 billion), including assumed debt, as it seeks to strengthen...
Tuesday 10 November 2026
Commentary: China's emerging semiconductor investment empire takes quieter route to dominance
A decade ago, China's Tsinghua Unigroup alarmed Taiwan's semiconductor industry with an aggressive acquisition campaign. Under then-chairman Zhao Weiguo, the group acquired Spreadtrum...
Tuesday 10 November 2026
Qisda operating profit jumps 44% QoQ in 3Q26
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...
Tuesday 10 November 2026
Y-S Electronic tops 2025 revenue in October 2026, expands AI server push
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...
Tuesday 10 November 2026
ITRI forecasts global EV sales to grow 11.9% to over 36 million units in 2026; BYD set to join top five automakers
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...
Tuesday 10 November 2026
Taiwan telecom leader pledges more film, TV investment as OTT competition intensifies
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...
Tuesday 10 November 2026
Fino raises capital again to dilute Chinese ownership, meet US PFE rules
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...
Tuesday 10 November 2026
Taiwanese engineering company Yankey holds NT$57.1 billion orders, Kumamoto wafer fab project to boost 2027 revenue
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...
Tuesday 10 November 2026
Winbond chairman urges restraint in memory rally, expects 30-month bonuses as Nuvoton plans succession
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...
Tuesday 10 November 2026
ePaper manufacturer E Ink to buy manufacturing plant in Taiwan for NT$2.78 billion, teams with Taiflex on AI materials
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...
Tuesday 10 November 2026
South Korea plans first orbital AI data center test for 2028
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...
Tuesday 10 November 2026
Infineon bets on 800V DC for megawatt AI racks
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...