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NEWS TAGGED 2026
Friday 6 November 2026
Samsung, SK Hynix eye AI inference boom as South Korea's SSD exports soar 584%
Samsung Electronics and SK Hynix are expanding their high-value NAND flash portfolios to meet growing demand for high-performance, high-capacity enterprise solid-state drives (eSSDs)...
Friday 6 November 2026
DDR, LPDDR revenue growth outpaces HBM as DRAM market nears US$200 billion
Revenue from conventional DDR and LPDDR memory grew faster than that from high-bandwidth memory (HBM) in the third quarter of 2026, as global DRAM revenue surged 369% year over year...
Friday 6 November 2026
SDC sees weak 2027 panel demand, eyes foldables for profit
Samsung Display (SDC) reported improved results in the third quarter of 2026 as major customers launched new products, but expects rising memory prices in 2027 to push up prices for...
Friday 6 November 2026
Chenbro accelerates new server projects for 4Q26 mass production
Server chassis maker Chenbro Micom reported a 5.4% quarter-over-quarter decline in revenue for the third quarter of 2026, as inventory adjustments following aggressive customer pull-ins...
Friday 6 November 2026
EnliTech revenue jumps 71% in October as SiPh testing accelerates
Optoelectronic chip testing equipment maker EnliTech reported self-assessed consolidated revenue of approximately NT$51.504 million (US$1.57 million) in October 2026, up 71.33% year...
Friday 6 November 2026
China's LCD cuts and price hikes threaten Samsung TV profits
Samsung Electronics' TV business faces the prospect of prolonged losses as Chinese panel makers, including BOE Technology Group (BOE) and TCL China Star Optoelectronics Technology...
Friday 6 November 2026
Sumitomo Bakelite raises 2026 profit forecast on AI packaging boom
Sumitomo Bakelite reported a 47.2% year-over-year increase in attributable net profit to JPY19.561 billion (US$123 million) for the first half of fiscal 2026, as AI server demand drove...
Friday 6 November 2026
LG Chem targets cathode growth while advancing petrochemical restructuring
LG Chem is pursuing a recovery in battery materials and expanding its semiconductor and automotive materials while seeking a year-end decision on petrochemical restructuring, with...
Friday 6 November 2026
US governors diverge on data center pause policies after election wins
AI data centers (AIDCs) are shifting from state recruitment showcases to a highly sensitive issue in the 2026 midterm elections, as rising power demand, household electricity costs,...
Friday 6 November 2026
WT Microelectronics expects AI pull-in momentum to last through 2027
Semiconductor distributor WT Microelectronics expects pull-in momentum from the artificial intelligence (AI) supply chain to remain strong from the fourth quarter of 2026 through 2027...
Friday 6 November 2026
Acer's 3Q26 net income hits five-year high with all three key margins improved
Acer convened a board meeting on November 5, approving its consolidated financial statements for the third quarter and the first nine months of 2026.
Friday 6 November 2026
Eiso Enterprise boosts profit as AI server BBU shipments ramp
PCB maker Eiso Enterprise posted strong growth in the third quarter of 2026 as AI server backup battery unit (BBU) products began shipping, driving demand for high-end printed circuit...
Friday 6 November 2026
Ecarx posts higher 3Q revenue, but memory costs squeeze margins
Ecarx, an automotive technology supplier, reported a 65% year-over-year reduction in profit for the third quarter of 2026 on November 4 as rising memory-chip costs eroded margins despite...
Friday 6 November 2026
Pluggable optical module forms diverge; rack design emerges as key variable
As switch chips move toward 400G per channel, the gold-finger connectors used in current pluggable modules are approaching their high-frequency limits. The pluggable optics camp introduced...
Friday 6 November 2026
AMD teams up with FuriosaAI, MangoBoost to build Seoul AI cluster
AMD has signed an agreement with South Korean companies FuriosaAI and MangoBoost to build a heterogeneous AI computing cluster in Seoul by spring 2027, while separately discussing...