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Thursday 22 October 2026
ESMT sees memory price momentum extending through 4Q26, 2027
Persistent supply shortages have kept the niche memory market hot, with Elite Semiconductor Microelectronics Technology (ESMT) estimating that the structural supply gap exceeds 30%...
Thursday 22 October 2026
Khgears targets humanoid robot joints, eyes 2027 mass production
Precision gearmaker Khgears International is expanding into humanoid robot joint components and expects its newly developed differential reducer to enter mass production in 2027. The...
Thursday 22 October 2026
2nm and CoWoS expansion lifts Chi Yi Hsin Technology backlog to NT$4.5B
The expansion of advanced semiconductor processes and packaging is driving demand for facility engineering, with Chi Yi Hsin Technology securing NT$4.5 billion (US$138.9 million) in...
Thursday 22 October 2026
Holy Stone targets 50% South Korea revenue growth by 2027
Taiwanese passive-component maker Holy Stone has entered the supply chain of a major South Korean automaker after about two years of market expansion, prompting the company to raise...
Wednesday 21 October 2026
Anthropic's IPO spotlight falls on its potential US$750 billion AI compute tab
Anthropic's draft IPO prospectus captures the tension behind its rapid growth: first-half revenue surged to US$16.3 billion, while the company reported a US$80.7 billion net loss and...
Wednesday 21 October 2026
Qualcomm plans global performance-based layoffs from November
Qualcomm CEO Cristiano Amon told employees in a memo on October 19 that the company will conduct global, performance-based layoffs after completing its annual employee evaluations,...
Wednesday 21 October 2026
CATL's profit growth slows, sharpening focus on 50% energy-storage revenue target
CATL's third-quarter revenue rose 58.58% year-over-year to CNY165.22 billion (approx. US$24.73 billion), but net profit attributable to shareholders increased just 14.54% to CNY21.25...
Wednesday 21 October 2026
Memory costs weaken e-reader demand as E Ink cuts 2026 outlook
Surging memory prices are forcing e-reader makers to raise prices, weakening demand and clouding E Ink Holdings' 2026 outlook. E Ink has cut its revenue-growth forecast, while Netronix...
Wednesday 21 October 2026
REI targets drone, robot markets
Racing Electric Instrument (REI), which built its business on defense and aerospace motors, is expanding into the commercial unmanned vehicle market, targeting power systems for drones...
Wednesday 21 October 2026
Supermicro lifts quarterly sales estimate as AI demand outpaces forecasts
Supermicro expects quarterly revenue and gross margin to exceed its earlier guidance, citing stronger demand for AI platforms and a more favorable customer and product mix. The October...
Wednesday 21 October 2026
Foxconn and Mitsubishi Electric target SDV with L4 autonomy and EV drive systems
Foxconn's planned JPY115 billion (US$726.83 million) investment in Mitsubishi Electric Mobility will create a joint venture to expand their electric-vehicle and autonomous-driving...
Wednesday 21 October 2026
Samsung Electro-Mechanics extends long-term contracts to memory substrates, totaling KRW4.3T
Samsung Electro-Mechanics (SEMCO) has signed a long-term supply agreement worth KRW360.487 billion (approximately US$260 million) with a major global company for memory packaging substrates,...
Wednesday 21 October 2026
SpaceX returns to operating profit in 3Q26; Super Intelligence revenue overtakes Connectivity
SpaceX's third quarter of 2026 reshaped the business. Its Super Intelligence (SI) segment, the compute and AI unit previously reported as Artificial Intelligence, generated more revenue...
Tuesday 20 October 2026
Global Tek's new Thailand plant enters trial production in 3Q26, targeting AI liquid cooling and aerospace opportunities
Global Tek Industrial held an opening ceremony on the 20th for its Super Smart Manufacturing Park in Chonburi, Thailand. Spanning 177,600 square meters, the facility is the group's...
Tuesday 20 October 2026
Thermaltake expands AI workstation lineup on edge AI demand
Thermaltake is targeting the growing edge AI market with a new workstation lineup. Chairman Kenny Lin said the company has transformed from a gaming components maker into an AI PC...