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Friday 6 November 2026
Why US midterm sweep could cost China's AI exports more than it gains
A slower US build-out of AI infrastructure after the Democratic Party's midterm sweep could cost China more economically than it gains strategically, Bloomberg Economics said, because...
Friday 6 November 2026
ODMs confident Democratic midterm win won't derail AI data centers
The Democratic Party's sweeping victory in the US midterm elections has raised concerns that data-center construction and the broader AI supply chain could slow. However, supply-chain...
Friday 6 November 2026
Chenbro accelerates new server projects for 4Q26 mass production
Server chassis maker Chenbro Micom reported a 5.4% quarter-over-quarter decline in revenue for the third quarter of 2026, as inventory adjustments following aggressive customer pull-ins...
Friday 6 November 2026
Innolight starts US NPO pilot production with Tower for AI optical interconnects
China-based optical communications provider Innolight has advanced its next-generation AI optical interconnect strategy. Tower Semiconductor and Innolight said their first jointly...
Friday 6 November 2026
LG Chem targets cathode growth while advancing petrochemical restructuring
LG Chem is pursuing a recovery in battery materials and expanding its semiconductor and automotive materials while seeking a year-end decision on petrochemical restructuring, with...
Friday 6 November 2026
Macronix chair warns AI will not brake, Taiwan Strait risks persist to 2027
Macronix (MXIC) chairman Miin Wu said AI development will not stop because of political party changes after the US midterm elections, with the key question being whether massive investments...
Friday 6 November 2026
Acer Gadget expands lifestyle accessories as PC market weakens
As the PC market outlook deteriorates, Acer subsidiary Acer Gadget is expanding its lifestyle accessories business to cushion the impact of a weaker market. General manager Chung I-chun...
Friday 6 November 2026
TI targets next semiconductor supercycle as humanoid robots surge
Humanoid robots require at least US$2,000 worth of semiconductors per unit—twice the content of an EV—and could drive the next semiconductor supercycle, Texas Instruments...
Thursday 5 November 2026
Foxconn October revenue tops NT$1.3T on consumer and AI demand
Foxconn reported October 2026 revenue of NT$1.3053 trillion (US$39.8 billion), up 12.66% from September and 45.73% from a year earlier, as consumer smart products, computer terminals,...
Thursday 5 November 2026
Acer reshuffles executives as Chan-ping Bo takes product, procurement role
Acer is set to approve a senior executive reshuffle at its board meeting on Thursday afternoon, with Acer Being Communication general manager Chan-ping Bo reportedly taking over product...
Thursday 5 November 2026
Advantech founder to hand CEO role to embedded IoT head
Industrial PC (IPC) maker Advantech announced on November 5, 2026, that founder K.C. Liu will become full-time chairman on January 1, 2027, while Miller Chang, currently president...
Thursday 5 November 2026
AI demand lifts Kyocera revenue as company raises forecast again
Japanese electronic components giant Kyocera reported record revenue of JPY1.08 trillion (approximately US$6.83 billion) for the first half of fiscal 2026 (April to September 2026),...
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
Price hikes, market saturation curb global telecom, consumer electronics export growth
Rising global oil prices have driven up food costs, squeezing consumer discretionary budgets for products with higher price elasticity, such as smartphones and consumer electronics...
Thursday 5 November 2026
Pegatron drives Scope 3 decarbonization through digital platforms, supplier engagement
Scope 3 emissions are emerging as a major test of corporate management capabilities, requiring companies to move beyond carbon accounting and translate data into measurable supply...