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Friday 6 November 2026
Taiwan-US teams target Navy unmanned boat tender
As Taiwan's drone procurement program moves forward, the Navy is preparing to acquire more than 1,300 small suicide unmanned boats, with a budget approaching NT$30 billion (US$913...
Friday 6 November 2026
SDC sees weak 2027 panel demand, eyes foldables for profit
Samsung Display (SDC) reported improved results in the third quarter of 2026 as major customers launched new products, but expects rising memory prices in 2027 to push up prices for...
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
LG Chem's battery growth fails to offset renewed petrochemical losses
LG Chem's expanding battery business is cushioning the group against another petrochemical downturn, but its latest results show that stronger shipments alone are insufficient to restore...
Friday 6 November 2026
India's premium shift shields Apple from decade-low smartphone slump
India is now an important market for Apple in two ways. It is a growth market where the company set an all-time revenue record in the September quarter, even as overall smartphone...
Friday 6 November 2026
SuperAlloy enters semiconductor pilot production in 3Q26
SuperAlloy reported strong third-quarter 2026 results, with consolidated revenue rising 18.5% year-over-year to NT$2.016 billion (US$61.4 million) as demand from international supercar...
Thursday 5 November 2026
Micron has paused a Taiwan cleanroom since October amid labor dispute, but keeps EUV plans
Micron has paused construction of a new cleanroom at its Fab 11E site in Taoyuan, Taiwan, since mid-October 2026, according to semiconductor supply chain sources. The company recently...
Thursday 5 November 2026
Largan consolidates camera actuator unit as optical business expands into CPO
Largan Technology reported October revenue of NT$5.846 billion (US$178.1 million) on November 5, down 7.0% year-over-year, while moving to consolidate its camera actuator subsidiary...
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
Chipmakers rush to secure equipment for 2029 as lead times top two years
Chipmakers are moving to secure production equipment for delivery as far ahead as 2029, as AI-driven fab expansion pushes some equipment lead times beyond two years and forces manufacturers...
Thursday 5 November 2026
China's Big Fund III pivots to 12-inch chip fabs, equipment acquisitions to close semiconductor supply chain gaps
China's National Integrated Circuit Industry Investment Fund Phase III (Big Fund III) is shifting its focus from targeted semiconductor investments to large-scale manufacturing and...
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
Commentary: AOI locks in China's InP substrates for AI optics, but export controls threaten supply
AI data centers are accelerating demand for high-speed optical communications, extending competition in the optical transceiver market beyond chips and module manufacturing to critical...