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NEWS TAGGED 2026
Friday 30 October 2026
ASE expects packaging and testing margins to stay above 30%
ASE Technology Holding (ASEH) expects gross margins in its packaging and testing business to remain above 30% in 2027 as growing demand for AI-related advanced packaging helps the...
Friday 30 October 2026
HyperAccel, Rebellions look beyond chips to AI data center systems
South Korean AI chip developers HyperAccel and Rebellions are moving beyond standalone accelerators to develop integrated data center systems, seeking to combine domestic processors,...
Friday 30 October 2026
Nvidia dominates AI robot chips with 69% market share
The rapid development of AI robotics applications is driving a sharp increase in semiconductor computing requirements. According to DIGITIMES Intelligence, Nvidia is set to dominate...
Friday 30 October 2026
Yageo plans 10-15% capacity expansion in 2027 as AI demand pushes utilization above 95%
Passive component manufacturer Yageo said robust AI demand is driving shipments of multilayer ceramic capacitors (MLCCs) and tantalum capacitors, pushing AI-related applications to...
Friday 30 October 2026
Doosan Enerbility expands AI power push with US gas turbine orders, next-gen nuclear
Doosan Enerbility is strengthening its position in the AI-driven power infrastructure market, backed by 12 gas turbine orders in the US and an expanding nuclear energy portfolio. At...
Friday 30 October 2026
Amazon 3Q26 earnings call: TSMC capacity behind AWS's choice to start selling its own AI chips
Amazon Web Services (AWS) saw its revenue grow 39.3% year-over-year in the third quarter of 2026. That was the cloud unit's fastest pace in nearly five years and its sixth straight...
Friday 30 October 2026
HBM4 cycle faces squeeze as capacity, specs become critical
AI chipmakers' rising memory performance requirements are accelerating the shift from sixth-generation high-bandwidth memory (HBM4) to HBM4E, according to analysis of the South Korean...
Friday 30 October 2026
Taiwan manufacturing demand rises as bank property loans decline
Strong demand for AI applications and cloud services is driving investment in high-performance computing chips and AI servers, prompting Taiwan manufacturers to expand capacity and...
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
CoreIntelligence sees in-car projection demand jump 60–70% in 2027
Taiwan-based CoreIntelligence Holdings Corporation (CiHC) expects demand for its in-car projection products to grow 60% to 70% in 2027, as high-end projection solutions and immersive...
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
Eternal Materials posts record revenue in advanced packaging, precision equipment
Eternal Materials posted earnings before taxes (EBT) of NT$388 million (approx. US$11.92 million) in September 2026, surging 158.28% year-over-year and up 44.47% from August, as revenue...
Friday 30 October 2026
Samsung, SK Hynix say memory crunch could drag on for years despite spending surge
Samsung Electronics and SK Hynix expect memory shortages to persist for years despite rising investment in chip factories, as surging AI demand and increasingly complex manufacturing...
Friday 30 October 2026
Taiwan semiconductor output to hit NT$9.1 trillion as TSIA urges stable power
The Taiwan Semiconductor Industry Association (TSIA) expects its members' total output to exceed NT$9.1 trillion (US$279.5 billion) in 2026, a 40.9% year-over-year increase driven...
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...