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Tuesday 3 November 2026
Onsemi's AI data center revenue surges 175% as 3Q26 earnings outpace sales growth
Onsemi reported stronger-than-expected third-quarter 2026 results, driven by accelerating demand for power management solutions in AI data centers and industrial applications, as the...
Tuesday 3 November 2026
ESMT sees higher 4Q26 ASP as DDR2, DDR3 supply tightens
Memory IC designer Elite Semiconductor Microelectronics Technology (ESMT) expects shipments and gross margin to remain stable in the fourth quarter of 2026 despite higher memory wafer...
Tuesday 3 November 2026
Apple's record holiday sales outlook faces costly test from memory inflation, AI spending

Apple expects record holiday-quarter revenue, but surging memory prices, supply constraints, and rising Siri AI costs threaten profitability, putting...

Friday 30 October 2026
ASE expects packaging and testing margins to stay above 30%
ASE Technology Holding (ASEH) expects gross margins in its packaging and testing business to remain above 30% in 2027 as growing demand for AI-related advanced packaging helps the...
Friday 30 October 2026
Eternal Materials posts record revenue in advanced packaging, precision equipment
Eternal Materials posted earnings before taxes (EBT) of NT$388 million (approx. US$11.92 million) in September 2026, surging 158.28% year-over-year and up 44.47% from August, as revenue...
Friday 30 October 2026
Silicon Motion posts fourth straight revenue record, eyes 100% 2026 growth
Silicon Motion Technology reported third-quarter 2026 revenue of about US$560 million, marking a record high for the fourth consecutive quarter. Revenue rose 24% quarter-over-quarter...
Friday 30 October 2026
ASE Holdings raises 2026 capex to US$11.5 billion after profit surge
ASE Technology Holding reported net profit of NT$26.996 billion (US$831 million) for the third quarter of 2026, a 28% increase from the previous quarter and a 148% gain from a year...
Thursday 29 October 2026
Niche memory price rally lifts Ingenic's third-quarter profit 2,595%
The global memory shortage is no longer lifting only the commodity DRAM giants. Ingenic Semiconductor, a Beijing-based fabless chip designer whose memory chips go mainly into cars,...
Thursday 29 October 2026
Chief Telecom's 3Q26 gross margin tops 50%
IDC and cloud service provider Chief Telecom Inc. reported revenue of NT$1.077 billion (US$33.18 million) for the third quarter of 2026, up 14.9% year on year, while net income rose...
Wednesday 28 October 2026
Macronix posts record 3Q26 profit as gross margin hits 70%
Memory maker Macronix International set a new quarterly record in the third quarter of 2026, with gross margin reaching 70.5% and net profit after tax totaling NT$109.5 billion (approx...
Friday 23 October 2026
Western Digital widens margins on pricing and exabyte growth
Western Digital's fiscal first quarter showed a hard-drive business turning demand into profit faster than into sales. Revenue for the three months ended October 2, 2026 rose 55% from...
Thursday 22 October 2026
GoldKey Technology posts record 3Q26 profit as industrial share rises
Memory module maker GoldKey Technology posted record third-quarter 2026 profit, with net income topping NT$1 billion (approx. US$30.9 million) for the first time at NT$1.03 billion,...
Wednesday 21 October 2026
Supermicro lifts quarterly sales estimate as AI demand outpaces forecasts
Supermicro expects quarterly revenue and gross margin to exceed its earlier guidance, citing stronger demand for AI platforms and a more favorable customer and product mix. The October...
Friday 16 October 2026
TSMC details pricing, confirms agentic AI boosts CPU demand
TSMC addressed pricing adjustments, CPUs, and advanced packaging at its earnings briefing on October 15, 2026, confirming that demand for CPUs related to agentic AI continues to rise...
Friday 16 October 2026
Tong Yang sees stronger 4Q26 margins, but shipping, costs remain risks
Tong Yang Industry expects capacity utilization to reach 90%–95% in the fourth quarter of 2026, as North American aftermarket orders recover and support margins during the seasonal...