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Friday 6 November 2026
Taiwan panel makers win Tier 1 foothold in automotive displays
As weak end demand and intensifying competition weigh on the global display industry, Taiwan panel makers are pursuing new growth beyond traditional display manufacturing, with automotive...
Friday 6 November 2026
SuperAlloy enters semiconductor pilot production in 3Q26
SuperAlloy reported strong third-quarter 2026 results, with consolidated revenue rising 18.5% year-over-year to NT$2.016 billion (US$61.4 million) as demand from international supercar...
Friday 6 November 2026
Chicony shifts toward premium PCs, AI applications as demand weakens
Chicony Electronics reported unaudited consolidated revenue of NT$5.647 billion (US$172 million) for October 2026, down 9.1% month-over-month and 24% year-over-year. Persistent global...
Friday 6 November 2026
Chunghwa Telecom targets 200,000 Google AI subscribers in consumer-facing AI expansion
Chunghwa Telecom is expanding its Google partnership by bringing the latest Google AI services to consumers, with the aim of achieving 200,000 subscribers in the first year, according...
Friday 6 November 2026
Commentary: Marvell's Lumentum deal holds a lesson for smartphone makers on supply chain integration
Marvell announced on November 2 that it has entered into a definitive agreement to acquire Lumentum Holdings in an all-stock transaction valued at nearly US$115 billion. Subject to...
Friday 6 November 2026
TI targets next semiconductor supercycle as humanoid robots surge
Humanoid robots require at least US$2,000 worth of semiconductors per unit—twice the content of an EV—and could drive the next semiconductor supercycle, Texas Instruments...
Thursday 5 November 2026
Foxconn October revenue tops NT$1.3T on consumer and AI demand
Foxconn reported October 2026 revenue of NT$1.3053 trillion (US$39.8 billion), up 12.66% from September and 45.73% from a year earlier, as consumer smart products, computer terminals,...
Thursday 5 November 2026
Advantech sees high-double-digit growth through 2027, driven by AI and semiconductor equipment
Industrial PC leader Advantech reported record quarterly revenue and net profit for the third quarter of 2026, propelled by strong demand across semiconductor equipment, factory automation,...
Thursday 5 November 2026
Advantech sees edge AI growth accelerating beyond semiconductor equipment into robotics
Advantech expects strong growth in 2027, identifying semiconductor equipment, edge AI and robotics as its principal growth engines. The Taiwanese industrial computing company reported...
Thursday 5 November 2026
NAND prices face pressure as end demand freezes in 4Q26
Memory prices have surged for several consecutive quarters, leaving consumer applications grappling with cooling buying interest and weak demand. Kioxia has taken a more conservative...
Thursday 5 November 2026
AI demand lifts Kyocera revenue as company raises forecast again
Japanese electronic components giant Kyocera reported record revenue of JPY1.08 trillion (approximately US$6.83 billion) for the first half of fiscal 2026 (April to September 2026),...
Thursday 5 November 2026
Chipmakers rush to secure equipment for 2029 as lead times top two years
Chipmakers are moving to secure production equipment for delivery as far ahead as 2029, as AI-driven fab expansion pushes some equipment lead times beyond two years and forces manufacturers...
Thursday 5 November 2026
EU launches EUR525 million push to close chip design gap
The European Union has launched a EUR525 million (approx. US$590 million) initiative to strengthen its semiconductor design industry, seeking to narrow the gap with the US and China...
Thursday 5 November 2026
Price hikes, market saturation curb global telecom, consumer electronics export growth
Rising global oil prices have driven up food costs, squeezing consumer discretionary budgets for products with higher price elasticity, such as smartphones and consumer electronics...
Thursday 5 November 2026
Commentary: AOI locks in China's InP substrates for AI optics, but export controls threaten supply
AI data centers are accelerating demand for high-speed optical communications, extending competition in the optical transceiver market beyond chips and module manufacturing to critical...