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Tuesday 13 October 2026
U-Best Innovative posts record September, third-quarter, nine-month revenue
U-Best Innovative posted record revenue for September, the third quarter, and the first nine months of 2026, as demand for footwear materials strengthened and the company pursued emerging...
Tuesday 13 October 2026
Grenergy sees orders through 1H27 as low-speed EV demand grows
Grenergy Enterprise reported consolidated revenue of NT$34.83 million (approx. US$1.09 million) for September 2026, up 66% from the previous month and 38% from a year earlier. Growth...
Tuesday 13 October 2026
Microsoft's 2nm Maia 300 completes cloud AI ASIC lineup, setting up 2027 server supply-chain boom
Microsoft has unveiled its latest in-house AI application-specific integrated circuit (ASIC), Maia 300, and accompanying server rack, with its compute chiplets manufactured using TSMC's...
Tuesday 13 October 2026
AI Server tracker: Taiwan's AI server chain grew 55% in September, but the growth narrowed to fewer suppliers
The AI buildout is still lifting Taiwan's server supply chain faster than almost any other industry, yet September's filings show the lift concentrating into fewer hands. The 49 listed...
Tuesday 13 October 2026
Samsung, LG Display reportedly supply OLED panels for seven Nvidia RTX Spark laptops
Samsung Display and LG Display are supplying OLED panels for seven laptops built on Nvidia's RTX Spark platform, securing positions in the premium PC market as global shipments plunge...
Monday 12 October 2026
Memory surge lifts phone prices, boosting N-1 and used-device demand
Rising memory prices have forced smartphone brands to raise handset prices, hurting new-device sales in 2026. Global smartphone shipments are expected to drop 15-17%, while demand...
Monday 12 October 2026
Largan signals early peak-season cut, challenging phone chips in 4Q26
Largan chairman and CEO Adam Lin said October 2026 orders are tracking at roughly the same level as September's, but will begin declining in November as customers cut their forecasts...
Monday 12 October 2026
HTSI September revenue surges 150% as AI chip testing demand accelerates
Hermes Testing Solutions (HTSI) reported September revenue of NT$514 million (US$16.10 million), up 2.35% month over month and 150.33% year over year, as shipments of customized products,...
Monday 12 October 2026
ELAN Microelectrics's 3Q26 PC momentum stalls on shortages, inventory overhang
Touch IC leader Elan Microelectronics recently announced its September 2026 consolidated revenue of NT$602 million (approx. US$18.9 million), down 18.74% month-over-month and 46.9%...
Monday 12 October 2026
Commentary: Largan plays defense in phones, presses CPO offensive
Largan chairman Adam Lin spoke about the company's cautious smartphone outlook while taking a more aggressive stance on co-packaged optics (CPO) during a recent online earnings briefing...
Monday 12 October 2026
MediaTek flagship AP share to surpass Samsung as TSMC boosts Dimensity
As the global smartphone system-on-chip (SoC) market contracts, competition in the high-end application processor (AP) segment is intensifying. MediaTek is accelerating its push into...
Monday 12 October 2026
Largan shifts new plant to FAU production as smartphone orders soften
Largan Technology said on October 8 that demand for new smartphone models weakened in September and that its newly completed automated plant will be used entirely for fiber array units,...
Monday 12 October 2026
AI doubles Aker differential oscillator mix; 312.5MHz sample set for 4Q26
Aker Technology said AI and electric vehicle demand are driving faster shipments, with automotive products accounting for 51.88% of sales in the first half of 2026. The quartz component...
Sunday 11 October 2026
Changs Ascending September revenue jumps 92% on semiconductor plant buildouts
Changs Ascending said orders tied to semiconductor customers' new plant construction, equipment arrivals, and project acceptance schedules were gradually fulfilled and recognized as...
Sunday 11 October 2026
Amtran September revenue hits nearly 7-year high on non-TV, OLED monitor shipments
Amtran reported September 2026 revenue of NT$3.45 billion (US$107.87 million), up 26.4% month-over-month and 32.5% year-over-year, as higher-end display shipments and stable OLED monitor...