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Nov 4, 10:08
Commentary: Apple's results mask uncertain demand as supply constraints ease
Apple reported record revenue for its latest fiscal quarter and forecast another record for the current quarter, attributing nearly all hardware-related pressure to supply constraints. However, supply-chain sources say Apple's internal confidence in sales volumes for its 2026 products is not as strong as the company's earnings presentation suggests.
Weblink International posts record 3Q26 profit on AI demand
Nov 4, 16:45
Weblink International Inc. reported record profit for both the third quarter of 2026 and the first three quarters, driven by growing enterprise AI adoption and sales of new products. The company's board approved its third-quarter 2026 financial report on November 3.
CHT expands Google partnership with AI services
Nov 4, 15:45
Chunghwa Telecom (CHT) is expanding its partnership with Google beyond Google One, YouTube Premium and Pixel smartphone sales to include GenAI services. On November 4, CHT announced plans to introduce Google's latest AI offerings through its channels, while Google Taiwan said the partners will launch more initiatives in 2027 to promote AI-enabled living.
Zhongji InnoLight revenue and profit more than double in 3Q26
Nov 4, 11:35
China-based optical communications module maker Zhongji InnoLight reported strong results for the third quarter of 2026 as global AI infrastructure expansion drove robust demand for high-speed optical transceiver modules and increased shipments of 800G and 1.6T products. Revenue reached CNY27.769 billion (US$4.17 billion), up 171.83% year over year, while net profit attributable to the parent company rose 173.74% to CNY8.587 billion.
Samsung Electronics defied a 16.6% year-over-year decline in Africa's overall smartphone sales in the second quarter of 2026, posting 34.8% growth and claiming the continent's smartphone market leadership by sales value in the first half of 2026. South Korean media reported that Samsung's installment plans lowered the barrier to smartphone ownership and generated 46% of its mobile sales revenue in Africa in 2026.
Universal Scientific Industrial (USI), a subsidiary of ASE, plans to launch Wi-Fi 8 (IEEE 802.11bn) products in the first quarter of 2027, building on its experience developing and integrating Wi-Fi 6E and Wi-Fi 7 system-in-package (SiP) solutions to help customers capture new opportunities in wireless connectivity innovation.
Samsung Electronics' Galaxy Z Fold 8 weekly sales in South Korea increased by more than 20% in the week after Apple launched its first foldable iPhone Duo, according to Seoul Economic Daily and Financial News. The increase followed the iPhone Duo's South Korean debut on October 23, 2026, as reported problems involving shipment delays and cracked internal displays created additional attention for Samsung's competing foldable device.
Performance advertising company Taboola is partnering with Motorola to bring its DeeperDive AI question-and-answer engine to the Moto G series of smartphones, offering users a new way to interact with AI.

Apple's record fiscal 2026 performance left a central question unresolved: can premium-priced iPhones, AI, and expanding services sustain enough growth to justify a valuation approaching US$5 trillion? For new CEO John Ternus, the challenge is converting product innovation into lasting earnings growth rather than relying on Apple's established customer base.

Apple is committing more money to research and securing supplies while reducing cash spending on fixed assets, a combination that shows how its AI ambitions and component shortages are reshaping investment. Its November 2 results reveal both a deliberate push into new capabilities and the growing financial burden of keeping devices and services available.
Radio frequency (RF) IC design house RichWave Technology stated at its recent investor conference that memory supply constraints, rather than end demand, are curbing networking equipment shipments despite resilient overall market demand. The company expects Wi-Fi 7 to capture half of its Wi-Fi market share in 2027 as telecom operators and retail router customers accelerate upgrade cycles.
Samsung Electronics Taiwan is partnering with local mobile payment platform PXPay as part of its expansion of Samsung Wallet applications. The move, announced on October 30 with services beginning on November 1, follows the earlier integration of tap-and-pay EasyCard functions into Samsung Wallet and aims to strengthen Samsung's competitiveness in Taiwan's mobile payment market. It forms part of a key strategy focused on the value of the company's proprietary applications as surging memory prices continue to impact smartphone sales numbers.