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Monday 9 November 2026
Musk says SpaceX annual recurring revenue likely to top US$500 billion by December 2027
SpaceX CEO Elon Musk said the company's annual recurring revenue (ARR) will likely exceed US$500 billion in December 2027, and that a US$1 trillion run rate is no longer out of the...
Monday 9 November 2026
South Korean equipment maker Naintech supplies TCL CSOT via LG for 8.6-generation inkjet OLED line
South Korean equipment maker Naintech is expanding beyond secondary-battery equipment by entering TCL China Star Optoelectronic Technology’s 8.6-generation inkjet OLED mass-production...
Monday 9 November 2026
Taiwan's Everlight Chemical revenue rises on electronic chemicals growth
Everlight Chemical's consolidated revenue reached NT$737 million (US$22.4 million) in October 2026, up 26.2% from NT$584 million a year earlier, driven by a 75% year-over-year increase...
Monday 9 November 2026
China Mobile's US$75 billion 2027 procurement plan signals a seismic shift towards AI computing
China Mobile plans procurement exceeding CNY500 billion (≈ US$75.1 billion) in 2027, including more than CNY100 billion for AI computing infrastructure, signaling a shift from...
Monday 9 November 2026
Innodisk says AI applications now generate more than 40% of revenue as 3Q26 profit jumps
Innodisk said AI-related applications generated more than 40% of its revenue as demand for high-end AI server memory and storage lifted third-quarter results. The Taiwanese industrial...
Monday 9 November 2026
Taiwanese wireless communications company Climax Technology's 3Q26 margins hit by memory, component costs
Wireless communications company Climax Technology's third-quarter 2026 gross margin came under pressure from rising memory and key component costs, as well as delayed product validation...
Monday 9 November 2026
Wiwynn posts record 3Q26 revenue and profit, boosts US, Malaysia investment
Wiwynn reported record single-quarter revenue and profit for the third quarter of 2026, with consolidated revenue reaching NT$4,346.18 billion (US$132.2 billion), up 62.9% year over...
Monday 9 November 2026
Taiwanese structural components manufacturer Catcher targets 20% server revenue as AI PC enters production
Catcher Technology is expanding into AI servers and expects server revenue to account for 20% of total revenue by the end of 2026, chairman Allen Horng said. The company also expects...
Monday 9 November 2026
Wistron October revenue more than doubles as AI server demand surges
Strong AI server demand drove Wistron’s October 2026 revenue to NT$402.6 billion (US$12.2 billion), up 5.73% month-over-month and 1.18 times year-over-year. Revenue for the first...
Monday 9 November 2026
MediaTek, Qualcomm shift focus to cloud AI as smartphones stall
Qualcomm and MediaTek, the two leading smartphone SoC makers, are turning their attention to cloud AI ASICs as the global smartphone market faces what could be its sharpest decline...
Monday 9 November 2026
Sino-American Silicon Products posts record revenue in first three quarters of 2026 on AI, energy demand
Sino-American Silicon Products (SAS) is focusing on computing power and electricity, as construction of artificial intelligence (AI) data centers accelerates, demand for high-bandwidth...
Monday 9 November 2026
Taiwan telecom provider FarEasTone evaluates AIDC demand, has no new build plans
FarEasTone Telecommunications is evaluating opportunities in AI data centers (AIDCs) but has no concrete plans to build a new facility, according to company president Chee Ching. Speaking...
Monday 9 November 2026
Adlink's shift beyond industrial PC hardware unlocks stronger margins, growth
Industrial PC (IPC) manufacturer Adlink reported a 43% year-on-year increase in consolidated revenue for the first nine months of 2026, with its operating margin rising to 11% from...
Monday 9 November 2026
Elan Microelectronics pursues dual-track PC strategy as AI, ADAS, drone lines ramp up
Elan Microelectronics posted Q3 2026 revenue of NT$2.22 billion (approx. US$67.8 million), down 30.7% quarter-over-quarter and 33.1% year-over-year due to a weak PC peak season. Gross...
Monday 9 November 2026
PMIC supplier GMT sees upside in potential AI spending slowdown
Taiwanese power management IC (PMIC) supplier Global Mixed-mode Technology (GMT) sees a potential slowdown in cloud AI spending as an opportunity to ease wafer capacity constraints...