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Thursday 5 November 2026
CHT ICT orders surge 84% as 3Q26 results beat guidance
Chunghwa Telecom (CHT) reported consolidated revenue of NT$675.9 billion (US$2.06 billion) for the third quarter of 2026, up 16.7% year over year, with revenue, operating profit, net...
Thursday 5 November 2026
Analysis: Qualcomm's AI server CPU ambitions gain urgency as smartphone slump threatens its core business
Qualcomm's weakening smartphone business is accelerating its transformation into an AI infrastructure supplier, with custom accelerators, server CPUs, and optical connectivity emerging...
Thursday 5 November 2026
Arm reports record fiscal 2Q27 revenue on licensing momentum and AGI CPU demand
Arm delivered a record-breaking second quarter for fiscal year 2027, reporting total revenue of US$1.44 billion, up 27% year-over-year. This milestone marks the company's fifth straight...
Thursday 5 November 2026
Inventec server demand drives record 10-month revenue
Inventec reported October revenue of NT$79.97 billion (approx. US$2.44 billion), down 18.9% from September but up 46.0% from October 2025, setting a record high for the same period...
Thursday 5 November 2026
Anthropic's Claude reportedly cuts custom chip design timelines with a 15-person team
Anthropic has reportedly told investors that its chip design team, comprising just 15 people, is using its Claude models to design custom chips. It and another frontier lab, OpenAI,...
Thursday 5 November 2026
GlobalFoundries secures nearly US$1 billion in custom chip design wins as it expands into physical AI

GlobalFoundries is gaining traction in custom silicon, processor intellectual property (IP) and physical AI applications, as the chipmaker seeks...

Thursday 5 November 2026
Qualcomm's September-quarter revenue falls 8% as handset slump outweighs automotive gains
Qualcomm's fiscal fourth quarter showed a company whose growth now comes almost entirely from outside the smartphone, but not yet at a scale that can offset a shrinking handset business...
Thursday 5 November 2026
Chicony Power profit hit by notebooks in Q3 2026
Chicony Power Technology Co. reported weaker quarterly results in the third quarter of 2026 as slowing notebook demand and severe memory shortages among customers weighed on performance...
Thursday 5 November 2026
Airoha targets multibillion growth as 100G ramps, 200G tapes out
Airoha, a MediaTek subsidiary, expects its optical communications business to deliver another multiple-fold increase in 2027 as 100G pulse-amplitude modulation (PAM4) digital signal...
Thursday 5 November 2026
Empyrean's EDA acquisitions could give Korean chip designers cheaper tools—and stronger Chinese rivals
China's efforts to build a complete domestic chip-design software stack are gathering pace through acquisitions and strategic investments. Empyrean Technology's latest transactions...
Thursday 5 November 2026
AI chips need 1.5 years to move beyond cloud: HCLTech
HCLTech said AI chips will need about 1.5 years to move into mass adoption beyond cloud infrastructure, as the industry develops integrated semiconductor platforms to support large-scale...
Wednesday 4 November 2026
Raydium faces 4Q26 slowdown after AI capacity fears fuel customer stockpiling
Display driver IC designer Raydium Semiconductor reported consolidated revenue of NT$6.57 billion (≈ US$200 million) for the third quarter of 2026, down 3.8% sequentially but...
Wednesday 4 November 2026
PC slump hits Darfon, but MLCCs, green energy keep 2026 growth on track
Affected by weak notebook and PC demand, Darfon Electronics reported third-quarter 2026 consolidated revenue of NT$7.011 billion (US$214 million), up 7.8% year-over-year but down about...
Wednesday 4 November 2026
SpaceX is reportedly building AI data centers faster than anyone
SpaceX, which only entered the AI infrastructure business this year through its merger with xAI, may now be the fastest data center builder in the world, according to research firm...
Wednesday 4 November 2026
Rising LEO satellite share cushions Syncmold, PC market misses peak season
Taiwan's Syncmold Enterprise grew its third-quarter 2026 revenue even as global PC shipments slumped 20.1%, with its expanding low Earth orbit (LEO) satellite business offering key...