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Friday 13 November 2026
DEEPX tapes out AI chip on Samsung's 2nm process
South Korean AI chip developer DEEPX has completed the tape-out of its next-generation DX-M2 processor using Samsung Electronics' second-generation 2nm process, advancing plans to...
Friday 13 November 2026
Megaspeed says it is strengthening US export-control compliance
Megaspeed International said it is reviewing its graphics processing unit inventory and export-control practices as it seeks to demonstrate compliance with applicable US laws. The...
Friday 13 November 2026
Pegatron targets several-fold growth in 2027
Pegatron expects servers to account for about 10% of its total revenue in 2026, the first year of its server shipments. It is targeting what management described as "several-fold growth"...
Friday 13 November 2026
Foxconn ASIC AI server shipments surge 1.5x YoY in 3Q26, GPU servers up 70%
Hon Hai Precision Industry (Foxconn) expects continued double-digit growth in 2027, led by artificial intelligence (AI) servers, as application-specific integrated circuit (ASIC) AI...
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...
Friday 13 November 2026
Analysis: Nvidia's leadership change leaves Taiwan suppliers confident in near-term demand
Jensen Huang's resignation is expected to have short-term effects on Taiwan's server suppliers, which are developing Nvidia's Vera Rubin and Feynman platforms. However, suppliers say...
Friday 13 November 2026
Pegatron 3Q26 operating profit jumps 150% on strong server, smartphone shipments
Pegatron's third-quarter operating profit jumped 149.7% from a year earlier to NT$8.04 billion (approx. US$244 million), as stronger server and smartphone shipments lifted revenue...
Thursday 12 November 2026
Pegatron targets multiyear AI server surge, with Nvidia Vera Rubin shipments set for 1H27
Pegatron said at its November 12 earnings briefing that 2026 would mark its first year of server shipments, with the business expected to contribute about 10% of consolidated revenue...
Thursday 12 November 2026
Foxconn sees high-double-digit AI rack growth in 2027
Foxconn reported third-quarter 2026 revenue of more than NT$3 trillion (US$91 billion) and raised its full-year outlook, while taking a "cautiously optimistic" view of 2027 and forecasting...
Thursday 12 November 2026
Aleees makes Tainan plant launchpad for North American LFP expansion
Advanced Lithium Electrochemistry (Aleees), a lithium iron phosphate (LFP) cathode-material maker, signed a memorandum of understanding (MOU) with a North American partner on November...
Thursday 12 November 2026
Amtran's 3Q26 profit tops 1H26 total as non-TV shipments surge
Amtran Technology reported a sharp profit increase in the third quarter of 2026, driven by stronger shipments of high-value non-TV products and an optimized product mix. Third-quarter...
Thursday 12 November 2026
Taiwan PCB equipment maker Ta Liang's four-digit backlog sets stage for high-margin TM4 growth
Taiwan-based Ta Liang Technology, a printed circuit board (PCB) equipment manufacturer, said its order visibility for PCB and semiconductor equipment extends through 2027, with its...
Thursday 12 November 2026
Samsung Display, BOE weigh low-cost OLED panels as phone sales fall
Samsung Display, BOE Technology Group and Tianma Microelectronics are considering cheaper OLED panels for budget smartphones to boost factory utilization as handset sales decline,...
Thursday 12 November 2026
Quanta's AI server boom pushes 3Q26 gross margin below 5%
Quanta Computer Inc. delivered record revenue and strong earnings in the third quarter of 2026, while its gross margin fell to 4.75% as notebook material costs rose and the mix of...