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NEWS TAGGED 2026
Thursday 20 November 2025
Ligitek Electronics to invest in silicon photonics in cleanroom facilities with government support
Taiwan-based LED manufacturer Ligitek Electronics announced plans to enter the silicon photonics (SiPh) sector, investing tens of millions of New Taiwan dollars in cleanroom equipment...
Thursday 20 November 2025
Changs Ascending Enterprise expects growth in semiconductor and AI markets, with diversification in 2026
Driven by the expansion of AI computing centers and semiconductor fabs, high-safety lithium iron battery UPS and energy storage systems are becoming key to power infrastructure upgrades,...
Thursday 20 November 2025
Samsung regains DRAM leadership from DDR5 surge
In observing surging DDR5 prices, securities analysts predict that DDR5 profits in 2026 could surpass those of HBM. According to Newsis, Samsung Electronics raised contract...
Thursday 20 November 2025
Samsung invests US$1.9B in Austin plant to prep for Apple CIS chip production
Samsung Electronics planned a US$1.9 billion investment to upgrade its wafer foundry in Austin, Texas, aiming to produce Apple's next-generation CIS chips starting late 2026. The...
Thursday 20 November 2025
Alltop forecasts strong 2026 for AI server and NEV demand surge
Taiwan-based connector vendor Alltop Technology expressed confidence in 2026 during its November 19 earnings call, highlighting the successful pilot production of AI server products...
Thursday 20 November 2025
AMD, Cisco, and HUMAIN form joint venture to deploy up to 1GW of AI infrastructure in Saudi Arabia
AMD, Cisco, and HUMAIN announced a joint venture to develop up to 1GW of AI infrastructure in Saudi Arabia by 2030, beginning with a 100MW deployment in 2026. The project aims to...
Thursday 20 November 2025
Yulon Nissan posts 3Q25 profit turnaround as Nissan N7 sales surge
Yulon Nissan Motor, a subsidiary of Yulon Group, held an online earnings call on November 19 to report its operational results for the third quarter of 2025 and provide updates on...
Thursday 20 November 2025
IC substrate shortage to persist in 2026, AI and memory customers sign long-term contracts
Taiwan's IC substrate makers anticipate a 10-20% supply gap of T-Glass material in 2026, prompting AI and memory customers to pursue long-term contracts to ensure capacity and stabilize...
Thursday 20 November 2025
Jensen Huang explains why Nvidia is building an AI empire, not just faster chips
Nvidia is doubling down on ecosystem expansion to solidify its position as the go-to platform for AI computing, CEO Jensen Huang said during the company's third-quarter fiscal 2026...
Thursday 20 November 2025
Nvidia sees a US$500bn Blackwell–Rubin pipeline through 2026 despite a muted China quarter
Nvidia sees clear visibility to US$500 billion in revenue from its Blackwell and Rubin platforms through the end of 2026, with AI infrastructure demand continuing to outstrip supply...
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...