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Friday 30 October 2026
FCC to bar Chinese testing labs from certifying electronics for US market

The US Federal Communications Commission (FCC) has adopted rules that will effectively bar Chinese laboratories from testing electronic devices...

Friday 30 October 2026
STMicroelectronics rides AI and satellite demand, but margin recovery awaits fab overhaul
STMicroelectronics (ST) reported third-quarter 2026 revenue of US$3.76 billion, above the midpoint of its guidance, as AI data center and low Earth orbit (LEO) satellite demand lifted...
Friday 30 October 2026
Anthropic's multi-platform AI strategy pressures Nvidia pricing power
Anthropic's "multi-platform resource pool" strategy, disclosed in its S-1 filing, is sending an important signal to the AI chip industry. The company uses Amazon Trainium, Google tensor...
Friday 30 October 2026
US Drone Dominance Program raises AI supply-chain stakes
As the US Drone Dominance Program (DDP) expands procurement, orders exceeding 10,000 units will generate significant economies of scale across the drone supply chain. The program's...
Friday 30 October 2026
Delta Electronics expects 4Q26 to outpace 3Q26 as customer pull-ins drive inventory, profit
Delta Electronics expects fourth-quarter 2026 operations to improve from the third quarter, supported by artificial intelligence (AI) data center construction, said chairman Ping Cheng...
Friday 30 October 2026
Amazon's cloud acceleration lifts profitability as AI spending absorbs cash
Amazon's third quarter showed its cloud expansion translating into stronger operating profitability, while the cash demands of building AI infrastructure kept rising. The result sharpens...
Friday 30 October 2026
Japan's Nidec reports update on restated financial reports, audit status, and corporate governance reform
Nidec Corporation has provided an update on its ongoing efforts to resolve the grounds for the disclaimer of opinion issued on its financial statements, missing its initial target...
Friday 30 October 2026
Texas Instruments, NXP point to data centers and robots as industrial chips rebound
Texas Instruments (TI) and NXP Semiconductors both reported 40% to 50% year-over-year growth in their industrial businesses during their latest earnings calls for the third quarter...
Friday 30 October 2026
Silicon Motion posts fourth straight revenue record, eyes 100% 2026 growth
Silicon Motion Technology reported third-quarter 2026 revenue of about US$560 million, marking a record high for the fourth consecutive quarter. Revenue rose 24% quarter-over-quarter...
Friday 30 October 2026
China AI stock bubble bursts as STAR 50 plunges 40%, erasing billions in market value
Chinese AI, robotics, and semiconductor stocks have suffered a steep sell-off in less than four months, casting a shadow over Beijing's push to achieve global technology leadership...
Friday 30 October 2026
Taiflex, E Ink accelerate PTFE development for AI connectivity materials
Flexible copper-clad laminate (FCCL) maker Taiflex Scientific announced on October 28 that its board had approved a memorandum of understanding with global e-paper leader E Ink Holdings...
Friday 30 October 2026
Elite Material posts record 3Q26 revenue on AI demand
Elite Material Co. (EMC), a copper-clad laminate (CCL) maker, reported record third-quarter 2026 revenue of NT$60.88 billion (US$1.875 billion), driven by strong demand for high-end...
Friday 30 October 2026
Analysis: Can Kazakhstan really be Europe's AI factory?
Nvidia CEO Jensen Huang's visit to Kazakhstan highlights a widening contest over AI computing capacity, as Europe seeks alternatives to infrastructure concentrated in the US and Asia...
Thursday 29 October 2026
UMT reports 71% revenue growth as LEO satellite demand drives expansion
UMT's revenue increased 71% year-over-year in the first three quarters of 2026 as global demand for low Earth orbit (LEO) satellite deployments lifted sales of millimeter-wave communications...
Thursday 29 October 2026
Qisda's commercial drones enter production as physical AI expands its growth strategy
Qisda President Cally Ko said future infrastructure supporting autonomous physical AI would evolve beyond simply providing connectivity and power to also deliver sensing, computing,...