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NEWS TAGGED REVENUE
Wednesday 7 October 2026
Quanta says September server dip is normal as revenue falls 23% from August
Quanta Computer shipped 4.2 million notebooks in September 2026, up more than 60% from August. Yet its revenue for the month fell more than 20% because server shipments dropped from...
Wednesday 7 October 2026
Sigurd raises prices, signs long AI capacity contracts, eyes higher 2026 capex
Taiwanese OSAT provider Sigurd Microelectronics and its subsidiary Winstek Semiconductor held a joint investor briefing on October 6. President Charles Yeh reported that surging demand...
Wednesday 7 October 2026
LG Electronics 3Q26 operating profit up 13.5%, misses forecasts as cash shifts to AI cooling
LG Electronics' third-quarter results show a company whose mature businesses are generating steady cash, but not enough to meet raised expectations. The company says it will channel...
Wednesday 7 October 2026
Exclusive: Chinese notebook ODMs win HP, Dell orders, pressuring Taiwanese suppliers
Chinese notebook original design manufacturers (ODMs) are rapidly catching up, with supply chain sources saying Huaqin and Luxshare have won major orders from HP and Dell, sending...
Wednesday 7 October 2026
Apple Watch sensor demand and InP supply tightness lift TASC's 2H26 outlook
Taiwan-Asia Semiconductor Corporation (TASC) expects a stronger second half of 2026 as new Apple Watch demand lifts sensor orders. The company said weak consumer electronics demand...
Wednesday 7 October 2026
Commentary: Largan earnings call spotlight — CPO, expansion and 4Q26 order momentum
Largan Precision will hold its earnings call on October 8, when the optical lens maker is due to report third-quarter results and outline its fourth-quarter outlook. With September...
Wednesday 7 October 2026
Z.ai takes GLM-5.3 global through Amazon Bedrock's enterprise channel
Chinese AI company Z.ai is expanding its overseas commercialisation through Amazon Bedrock, with AWS adding GLM-5.3 on October 6 and sharing revenue with Z.ai based on model usage.
Wednesday 7 October 2026
Chicony pushes into robotics data systems as revenue declines
Chicony Electronics said it has entered the supply chain of a US robotics startup, expanding into embodied AI and physical AI as it seeks higher-value markets. The move could strengthen...
Wednesday 7 October 2026
Marvell raises 2028 revenue outlook to US$20 billion as AI connectivity expands
Marvell Technology is betting that the next phase of AI infrastructure growth will require substantially more networking and optical connectivity, raising its fiscal 2028 revenue outlook...
Wednesday 7 October 2026
iPhone Duo shines on GIS September revenue; 4Q26 set to challenge full-year high
Touch panel maker General Interface Solution (GIS) saw its business rebound in the second half of the year. September consolidated revenue reached NT$6.164 billion (approx. US$194...
Wednesday 7 October 2026
Kingston retains 62% memory module share as B2B AI demand surges
Memory module maker Kingston Technology announced that, according to TrendForce's revenue rankings, it held a 62% share of the global third-party dynamic random-access memory (DRAM)...
Wednesday 7 October 2026
Repon revenue slips in September as Vera Rubin, ASIC slide rail shipments ramp up
The AI server supply chain is poised for a stronger quarter as Nvidia's Vera Rubin and AWS's Trainium 3 gradually ramp up, with momentum expected to strengthen across the supply chain...
Wednesday 7 October 2026
Catcher lifts AI server shipments as medical, drone products ramp up
Catcher Technology said its existing AI products continued to expand shipments as the year-end period approached, while medical and drone businesses were entering mass production....
Wednesday 7 October 2026
Transcend September revenue rebounds on IPC, networking project shipments
Transcend reported a sharp recovery in September 2026 revenue as shipments for industrial PC and networking customer projects picked up. The memory module maker said monthly consolidated...
Wednesday 7 October 2026
Analysis: Kioxia's NAND pedigree meets an AI-era SSD gap

Kioxia helped create the NAND flash industry, but AI is changing what leadership in memory looks like. The Japanese supplier is benefiting from...