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NEWS TAGGED 2026
Thursday 20 November 2025
Nvidia’s 3Q FY26 blowout challenges talk of an AI bubble
Nvidia delivered another quarter of rapid growth in the third quarter of fiscal year 2026, with sales jumping 62.49% on soaring AI-related demand. Data center revenue led the performance,...
Thursday 20 November 2025
LG Display expects profit surge as panel prices rise and new automotive orders arrive
LG Display (LGD) is accelerating the transformation of its revenue structure by focusing on high-value products such as large-size panels and OLEDs, amid a significant rise in average...
Thursday 20 November 2025
Taiwan's precision components drive humanoid robot development
Hon Hai (Foxconn) is set to unveil its humanoid robot, developed in collaboration with Taiwanese suppliers, at its Hon Hai Technology Day (HHTD) event scheduled for November 21–22,...
Thursday 20 November 2025
Memory inflation hits IT market
Driven by a sharp surge in memory prices, the market widely expects that IT products such as servers, smartphones, and PCs will see significant price increases in 2026. Analysts believe...
Thursday 20 November 2025
DRAM buyers lock in six-month deals as AI demand triggers a scramble for supply
DRAM shortages are worsening as global AI investment expands. Price negotiations that were previously conducted on a monthly or quarterly basis are now increasingly being adjusted...
Wednesday 19 November 2025
SK Hynix projected to dominate Nvidia's HBM4 demand amid rising prices
SK Hynix Inc. is set to capture about 80% of Nvidia Corporation's sixth-generation high-bandwidth memory (HBM4) demand in 2026, according to market forecasts. This strong positioning...
Wednesday 19 November 2025
TWBM to ship rare stroke catheter guidewire in 1Q26, eyeing 50% revenue growth
Netronix-invested Taiwan Biomaterial Company (TWBM) has announced that its stroke negative pressure pump system catheter guidewire—one of only two such products available globally—is...
Wednesday 19 November 2025
ADATA forecasts tight memory supply through 2026 amid rising DDR5 prices
Memory module manufacturer ADATA Technology Co. predicts the tight memory supply situation will continue through 2026, raising concerns about possible shipment reductions in consumer...
Wednesday 19 November 2025
Nan Pao Resins bets on semiconductor adhesives as next major growth engine
Taiwan's Nan Pao Resins Chemical expects semiconductor adhesives to become a major growth driver and has elevated the segment to a top strategic priority. This shift follows the establishment...
Wednesday 19 November 2025
AMD eyes US$20B data center GPU revenue in 2 years, bets on rack-level MI400 growth
AMD CEO Lisa Su revealed at a recent Financial Analyst Day in New York that the company expects to generate about US$34 billion in revenue in 2025, with approximately US$16 billion...
Wednesday 19 November 2025
AUO Mobility Solutions to debut smart cockpit solutions at CES 2026
AUO's newly established subsidiary, AUO Mobility Solutions Corporation (AMSC), will make its debut at CES 2026 under the theme "Together, We Drive the New Era," showcasing its integrated...
Wednesday 19 November 2025
Silergy targets 40-50% growth in automotive revenue by 2026
Power management IC (PMIC) maker Silergy has disclosed that its strongest growth momentum continues to derive from the automotive sector. Despite macroeconomic and tariff uncertainties,...
Tuesday 18 November 2025
Samsung set to become Nvidia's leading HBM4 supplier as Micron stumbles
South Korea's KB Securities expects Samsung Electronics to capture as much as 40% of Nvidia's supply share for its next-generation HBM4 high-bandwidth memory by 2026, a shift that...
Tuesday 18 November 2025
Taiwan connector maker Simula forecasts strong 2026 on cloud, drone, robotics, and EV demand surge
Qisda's connector manufacturing subsidiary Simula Technology expects three major growth drivers in 2026—cloud deployment, drones and humanoid robots, and automotive applications—supported...
Tuesday 18 November 2025
Ennoconn eyes stronger growth in 2026 with global service and brand integration
Amid accelerating consolidation in the global artificial intelligence of things (AIoT), smart manufacturing, and industrial control markets, the supply value chain is shifting from...