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Thursday 12 November 2026
Quanta shifts 2027 capex toward power, the new battleground for AI server ODMs
Quanta Computer posted strong revenue and earnings in the third quarter of 2026 and expects operations to continue accelerating in the fourth quarter, driven by AI servers. The company...
Thursday 12 November 2026
Pegatron targets multiyear AI server surge, with Nvidia Vera Rubin shipments set for 1H27
Pegatron said at its November 12 earnings briefing that 2026 would mark its first year of server shipments, with the business expected to contribute about 10% of consolidated revenue...
Thursday 12 November 2026
Amtran's 3Q26 profit tops 1H26 total as non-TV shipments surge
Amtran Technology reported a sharp profit increase in the third quarter of 2026, driven by stronger shipments of high-value non-TV products and an optimized product mix. Third-quarter...
Thursday 12 November 2026
DFI targets industrial edge AI, with automation leading 42% of opportunities
Industrial computer (IPC) maker DFI reported higher revenue and profit in the third quarter of 2026, with earnings per share (EPS) reaching NT$1.29 (US$0.039), up sharply from NT$0.66...
Thursday 12 November 2026
DB HiTek 3Q26 shows power-chip demand lifts operating profit, but net income falls
DB HiTek's third-quarter 2026 results point to continued strength in its core foundry operations, even as a steep decline in net income shows that operating momentum did not carry...
Thursday 12 November 2026
Ennoconn posts record third-quarter revenue, targets 20% ROE by 2030
Taiwan industrial PC maker Ennoconn Technology reported record revenue and profit for the third quarter of 2026. It said it expects strong growth in both measures in 2027, supported...
Thursday 12 November 2026
Wistron posts record third-quarter revenue and profit, approves AI capacity investments
Wistron Corp. reported record revenue and profit in the third quarter of 2026 and approved new investments to expand AI server capacity. Consolidated revenue reached about NT$1.15...
Thursday 12 November 2026
Quanta's AI server boom pushes 3Q26 gross margin below 5%
Quanta Computer Inc. delivered record revenue and strong earnings in the third quarter of 2026, while its gross margin fell to 4.75% as notebook material costs rose and the mix of...
Wednesday 11 November 2026
Dynamic Holding posts record 3Q26 revenue and profit on mix, price hikes
PCB maker Dynamic Holding reported October 2026 consolidated revenue of NT$10.637 billion (approx. US$323.6 million), down slightly from NT$10.648 billion in September as extended...
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
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
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
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...
Wednesday 11 November 2026
Inventec sees high-double-digit server growth in 2027
Inventec expects its server business to grow by a high-double-digit percentage in 2027, led by GPU and ASIC servers, while notebook shipments should stabilize and smart devices are...
Tuesday 10 November 2026
Middle East conflict and supply chain strains squeeze global automakers' margins
The prolonged Middle East conflict is adding to mounting pressure on the global automotive industry, disrupting shipping through the Strait of Hormuz and driving up energy, logistics...