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NEWS TAGGED 2025
Thursday 12 November 2026
DFI targets industrial edge AI, with automation leading 42% of opportunities
Industrial computer (IPC) maker DFI reported higher revenue and profit in the third quarter of 2026, with earnings per share (EPS) reaching NT$1.29 (US$0.039), up sharply from NT$0.66...
Thursday 12 November 2026
AI server tracker: ODM/EMS giants scale up, but optical suppliers show who captures the next wave
Taiwan's AI infrastructure expansion is producing different growth patterns across system manufacturers and optical suppliers. All six original design manufacturers and electronics...
Thursday 12 November 2026
Mitsui Kinzoku bets on AI copper foil with JPY190 billion investment in Malaysia plant
Mitsui Kinzoku will invest about JPY190 billion (approx. US$1.2 billion) to build a copper foil plant near its existing Malaysia site, targeting demand from optical communications...
Thursday 12 November 2026
Former Nvidia customer Megaspeed's assets surge 90-fold, but liabilities exceed assets
Singapore-based cloud provider and former Nvidia customer Megaspeed International saw its assets surge about 90-fold in 2024, but liabilities grew even faster, exceeding total assets...
Wednesday 11 November 2026
AI server tracker: Beyond GPUs, chassis, power supplies, rail kits and cooling capture a bigger growth story
Taiwan's AI server component suppliers are surpassing last year's revenue well before December. Eleven of the 13 companies tracked across chassis, power supplies, rail kits and thermal...
Wednesday 11 November 2026
Ingentec revenue jumps 79% in first 10 months
Ingentec’s consolidated revenue reached NT$1.329 billion (US$40.4 million) from January to October 2026, up 79.32% from the same period in 2025. However, October revenue fell...
Wednesday 11 November 2026
AI demand drives record revenue for Altos through October
Acer subsidiary Altos reported October 2026 consolidated revenue of NT$155 million (US$4.72 million), up 44.1% year-over-year, while revenue for the first 10 months reached NT$2.41...
Wednesday 11 November 2026
Powerlogic revenue falls 39% as AI chip shortages hit gaming
Powerlogic said the rapid growth of global AI applications has diverted chips and key components toward the AI market, disrupting gaming hardware supply chains and customer purchasing...
Wednesday 11 November 2026
Amtran surpasses 2025 revenue, launches SiPh product line in 4Q26
Amtran Technology said its self-reported revenue for the first 10 months of 2026 reached NT$25.06 billion (US$764.45 million), up 20% year on year and already above its full-year revenue...
Wednesday 11 November 2026
Qualcomm names Samsung, Micron as memory suppliers in annual filing
Qualcomm has identified Samsung Electronics and Micron Technology as its primary memory suppliers for certain products, including automotive applications, in its fiscal 2026 annual...
Wednesday 11 November 2026
China, US extend trade suspensions ahead of APEC
China and the US have extended selected export-control, tariff, and maritime measures ahead of the Asia-Pacific Economic Cooperation (APEC) Economic Leaders' Meeting in Shenzhen on...
Wednesday 11 November 2026
Nvidia probe: Did Alice Huang's access to Jensen Huang yield an AI chip advantage?
Former colleagues and business associates describe Alice Huang as an executive skilled at turning relationships into commercial opportunities. Their accounts are now central to understanding...
Wednesday 11 November 2026
Sercomm posts 3Q26 triple-margin gains, sees strong 4Q26 shipments
Sercomm Corporation reported record third-quarter revenue of NT$21.83 billion (US$665.92 million) on November 10, up 48% from a year earlier and 5.9% from the previous quarter. The...
Tuesday 10 November 2026
Nvidia legal chief accused of interfering in Megaspeed probe
An alleged affair between Nvidia CEO Jensen Huang and former Singapore-based Megaspeed executive Alice Huang has triggered a storm. In 2024, the US Department of Commerce's Bureau...
Tuesday 10 November 2026
Tesla plans Cybertruck exit after Model S and Model X; raises stakes for Cybercab and Optimus
Tesla's Cybertruck, once hailed by CEO Elon Musk as the company's "best product," is heading towards discontinuation. Musk recently announced on X that production at Tesla's Texas...