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NEWS TAGGED 2026
Friday 30 October 2026
Foxconn, TECO showcase factory-built infrastructure for AI data center expansion
Hon Hai (Foxconn) and TECO Electric & Machinery showcased a jointly developed modular data center at Hon Hai Tech Day 2026, highlighting a factory-built approach to AI infrastructure...
Friday 30 October 2026
Foxconn argues it is more than a box mover in AI hardware
Foxconn chairman Young Liu said the company's core strengths are processing capabilities and vertical integration, as the manufacturer seeks to move beyond its long-standing image...
Friday 30 October 2026
Samsung SDI posts 12-quarter high in 3Q26 operating profit
Samsung SDI, a major South Korean battery maker, posted strong results in the third quarter of 2026 as rising energy storage system (ESS) battery demand lifted operating profit to...
Friday 30 October 2026
BYD sees 28% profit growth for 3Q26, but still falls short of forecasts
BYD reported rising profits for the third quarter of 2026, but its performance fell short of analysts' forecasts. The result stems from the challenges China's automakers face, navigating...
Friday 30 October 2026
HHTD 26: Foxconn Chairman highlights processing and vertical integration strengths
Foxconn Chairman Young Liu said at the opening of Hon Hai Tech Day 2026 (HHTD26) on October 30 that the company's core competitive strengths lie in its "processing capabilities" and...
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...