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Friday 6 November 2026
Commentary: Marvell's Lumentum deal holds a lesson for smartphone makers on supply chain integration
Marvell announced on November 2 that it has entered into a definitive agreement to acquire Lumentum Holdings in an all-stock transaction valued at nearly US$115 billion. Subject to...
Thursday 5 November 2026
NAND prices face pressure as end demand freezes in 4Q26
Memory prices have surged for several consecutive quarters, leaving consumer applications grappling with cooling buying interest and weak demand. Kioxia has taken a more conservative...
Thursday 5 November 2026
Toyota, Waymo target Robotaxi market with dual-track strategy
Toyota Motor Corporation is partnering with autonomous taxi leader Waymo to advance its dual-track strategy in self-driving vehicles, as the auto industry faces the rapid rise of autonomous...
Thursday 5 November 2026
Beijing restricts equity listings amid market slump as YMTC pauses its stock market debut
Beijing has instructed top securities firms and investment banks to pause initial public offerings and restrict large-scale share sales by major shareholders. Reporting by The...
Thursday 5 November 2026
Cirrus Logic rides iPhone content wave, but backend squeeze, PC slump cloud the path ahead
Cirrus Logic reported revenue of US$559.5 million for its fiscal second quarter ended September 26, up 22% sequentially and roughly flat year-on-year. Non-GAAP earnings per share came...
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
Flexium eyes 2027 breakthrough as PTFE enters mass production in 2028
Flexium Interconnect chairman Walter Cheng said the company has emerged from the toughest operating downturn of the past two years and expects AI orders for smart glasses and infrastructure...
Thursday 5 November 2026
ELAN, Thunder Tiger, Gallopwave team up on 11 chips for all-domestic AI drones
Taiwan-based IC design house ELAN Microelectronics has announced that a joint proposal submitted with Thunder Tiger and Gallopwave—titled the "Domestic AI Smart Dual-Use Drone...
Thursday 5 November 2026
Asia Optical posts record Q3 profit, ramps CPO and AI optics push
Asia Optical Group reported record third-quarter profit for 2026 on November 4, as revenue reached approximately NT$7.846 billion (US$239.4 million), while gross profit, operating...
Thursday 5 November 2026
GlobalFoundries revenue rises 13% as data center demand offsets mobile decline
GlobalFoundries' third quarter showed the contract chipmaker's revenue base shifting from smartphones to AI-related networking, and that shift is now boosting profitability. Revenue...
Thursday 5 November 2026
Arm's quarterly revenue rises 27% as licensing outpaces smartphone-weighed royalties
Arm's September quarter showed demand for its technology moving toward data centers while its smartphone royalty base slowed. Revenue rose 27% from a year earlier to a record US$1.44...
Thursday 5 November 2026
Subsidies pave the way as cheap cells squeeze Taiwan's energy storage players into a profit battle
With Taiwan's electricity prices poised to rise, large power users set to bear the brunt, and the government planning to broaden the definition of large power users, pairing electricity...
Wednesday 4 November 2026
Weblink International posts record 3Q26 profit on AI demand
Weblink International Inc. reported record profit for both the third quarter of 2026 and the first three quarters, driven by growing enterprise AI adoption and sales of new products...
Wednesday 4 November 2026
Pegatron chairman says AI crisis fears after Democratic midterm win are overblown
Pegatron Corp. Chairman Tung Tzu-hsien said on November 4 that claims AI is in crisis because the Democratic Party won the US election are somewhat overblown, adding that the narrative...
Wednesday 4 November 2026
Taiwan advances virtual asset governance as FSC unveils new regulatory framework
Taiwan has taken a major step toward regulating its virtual asset market, with the Financial Supervisory Commission (FSC) announcing supporting rules for the Virtual Asset Services...