CONNECT WITH US
NEWS TAGGED DEMAND
Wednesday 11 November 2026
Alibaba files to spin off chip design unit T-Head for Hong Kong IPO
Alibaba filed for a Hong Kong IPO for its chip design unit, T-Head, as a spin-off on November 10. The separate listing would let investors gain direct exposure to the group's chipmaking...
Wednesday 11 November 2026
Brinno posts five-quarter high on defense imaging demand
Time-lapse camera maker Brinno reported 3Q26 revenue of NT$151 million (US$4.59 million), up 15.3% year-on-year and 20.9% quarter-on-quarter, as defense imaging products began contributing...
Wednesday 11 November 2026
Cadmen CPC, Industry 4.0 projects lift 4Q26 outlook
Cadmen Technology reported October revenue of NT$75.61 million (US$2.3 million), up 11.91% year-over-year and marking a record high for the same period as well as its highest monthly...
Wednesday 11 November 2026
AI demand drives record revenue for Altos through October
Acer subsidiary Altos reported October 2026 consolidated revenue of NT$155 million (US$4.72 million), up 44.1% year-over-year, while revenue for the first 10 months reached NT$2.41...
Wednesday 11 November 2026
Acer Synergy Tech rides semiconductor demand to record revenue
Acer subsidiary Acer Synergy Tech benefited from sustained semiconductor industry growth, which drove demand for information technology (IT), operational technology (OT), and workforce...
Wednesday 11 November 2026
Powerlogic revenue falls 39% as AI chip shortages hit gaming
Powerlogic said the rapid growth of global AI applications has diverted chips and key components toward the AI market, disrupting gaming hardware supply chains and customer purchasing...
Wednesday 11 November 2026
China's Nebula project links AI chips to satellites in bid to take computing beyond Earth

Rising AI demand and constraints on power, land and cooling at terrestrial data centers are drawing international interest in space computing....

Wednesday 11 November 2026
Acbel enterprise power share rises to 59%; fuel cells, data centers drive growth
Acbel Polytech expanded its operations in the third quarter of 2026, driven primarily by growth in enterprise power supplies as demand for fuel-cell and data-center power products...
Wednesday 11 November 2026
Changs Ascending rides semiconductor expansion into AI data-center power
Changs Ascending's October 2026 consolidated revenue rose 3.64% year on year, while revenue for both the month and the first 10 months reached record highs for the same period. The...
Wednesday 11 November 2026
Transcom Technology sees fourth quarter defense shipments gaining momentum
Transcom Technology, a power amplifier (PA) manufacturer, reported revenue of NT$568 million (US$17.33 million) and net income of NT$87.15 million for the first three quarters, with...
Wednesday 11 November 2026
Hiwin Technologies profit outpaces revenue as gross margin hits 36.3%
Driven by rising demand for AI, semiconductors, and automation equipment, Hiwin Technologies delivered strong results in the third quarter of 2026, with all three key profit margins...
Wednesday 11 November 2026
ChipMOS posts highest profit since 2022, revenue up 30% in 10 months
Memory testing and packaging company ChipMOS Technologies posted strong profit growth in the third quarter of 2026, with net income rising 48.4% quarter-over-quarter to NT$1.323 billion...
Wednesday 11 November 2026
Grab, SoftBank deepen Malaysia's push to become SEA's AI infrastructure hub
Grab and SoftBank Group plan to invest a combined US$1.85 billion in two AI infrastructure projects, including data centers, in Malaysia, as they seek to capitalize on growing demand...
Wednesday 11 November 2026
Hiwin sees strong 2027 as orders stretch into midyear
Hiwin Technologies Corp. expects demand from AI, data centers, and semiconductor equipment to keep orders for precision motion components strong into mid-2027, chairman Eddie Cho said...
Wednesday 11 November 2026
CoreWeave rules out unsecured debt through 2027 and leans on customer prepayments, guiding to profit only in 2028
CoreWeave said on its third-quarter earnings call on November 10 that it will not tap the unsecured debt market through 2027 at current yields, making customer prepayments and loans...