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Thursday 5 November 2026
Arm reports record fiscal 2Q27 revenue on licensing momentum and AGI CPU demand
Arm delivered a record-breaking second quarter for fiscal year 2027, reporting total revenue of US$1.44 billion, up 27% year-over-year. This milestone marks the company's fifth straight...
Thursday 5 November 2026
Inventec server demand drives record 10-month revenue
Inventec reported October revenue of NT$79.97 billion (approx. US$2.44 billion), down 18.9% from September but up 46.0% from October 2025, setting a record high for the same period...
Thursday 5 November 2026
AI chips need 1.5 years to move beyond cloud: HCLTech
HCLTech said AI chips will need about 1.5 years to move into mass adoption beyond cloud infrastructure, as the industry develops integrated semiconductor platforms to support large-scale...
Wednesday 4 November 2026
Innodisk advances AI data center push with eSSD, DDR5 products
Industrial memory module maker Innodisk is deepening its AI data center strategy by supplying critical components for AI infrastructure, including enterprise solid-state drives (eSSDs)...
Wednesday 4 November 2026
Apple eyes sputtered HMO process for next-gen OLED
Apple is reportedly developing high-mobility oxide (HMO) technology for next-generation OLED displays and evaluating it at its own research facilities in Taiwan. Although the mass-production...
Wednesday 4 November 2026
Palantir nearly doubles 3Q26 revenue, riding wave of commercial demand
Palantir reported third-quarter 2026 revenue results that nearly doubled from the previous year. Its performance comes on the back of higher US commercial revenue, overtaking government-related...
Tuesday 3 November 2026
Apple's US$5 trillion dilemma: iPhone Duo and AI raise stakes for next growth chapter

Apple's record fiscal 2026 performance left a central question unresolved: can premium-priced iPhones, AI, and expanding services sustain enough...

Monday 2 November 2026
TEL sees 90% profit surge as AI chip demand stays strong
Tokyo Electron (TEL) forecasts nearly 90% annual operating-profit growth as chipmakers accelerate capital spending to meet demand for AI hardware, despite mounting concerns over an...
Monday 2 November 2026
Iluvatar CoreX Tiangai 300 tops Nvidia H200 in select AI inference tests, with long-context and MoE gains
Chinese AI chipmaker Iluvatar CoreX has released benchmarks showing its next-generation Tiangai 300 general-purpose GPU outperforming Nvidia's H200 in selected large language model...
Monday 2 November 2026
Commentary: China's Nvidia H200 challengers look beyond GPU power, with Huawei and T-Head targeting system-scale AI
Iluvatar CoreX has reported benchmark results showing its Tiangai 300 AI accelerator outperforming Nvidia's H200 on selected metrics, drawing renewed attention to China's progress...
Monday 2 November 2026
GigaDevice's massive financial growth in 2026 capitalizing on its A+H listing, memory surge
GigaDevice's financial performance through the first three quarters of 2026 highlights a transformative period driven by strategic market positioning, capital expansion, and robust...
Saturday 31 October 2026
TSIA 30: AI is breaking the sequential supply chain — Taiwan may be built for what comes next
The AI hardware race is usually measured in nanometers, memory bandwidth, and accelerator performance. But another constraint is emerging much earlier in the development process: whether...
Friday 30 October 2026
Micron says 700-plus Taiwan fab workers earned five years' salary in a single year
Micron Technology paid its fiscal 2026 bonuses to Taiwan employees on October 30. The company said more than 700 production-line workers earned at least five years' worth of monthly...
Friday 30 October 2026
Foxconn, Nvidia target eight-week AI factory deployment as Vera Rubin pushes infrastructure complexity
Foxconn and Nvidia took center stage at Hon Hai Tech Day 2026 (HHTD 26) on October 30, showcasing their latest collaboration in AI infrastructure, including Nvidia's newly unveiled...
Friday 30 October 2026
BYD sees 28% profit growth for 3Q26, but still falls short of forecasts
BYD reported rising profits for the third quarter of 2026, but its performance fell short of analysts' forecasts. The result stems from the challenges China's automakers face, navigating...