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Sunday 15 November 2026
Lite-On targets LEO satellites and enterprise AI servers for edge computing growth
As AI computing moves from the cloud to edge devices, Lite-On Technology has reorganized its IT business segments, launching its Edge Computing and Energy Solutions (ECES) division...
Sunday 15 November 2026
Lite-On sees AI server orders through 2028 as 800V DC reshapes power market
Lite-On expects AI-related revenue to account for 40%–50% of total revenue by 2027, driven by strong growth in high-end AI power systems. As US cloud customers continue expanding...
Saturday 14 November 2026
Neousys Technology posts record quarter as defense, AGV/AMR demand accelerates
Industrial PC maker Neousys Technology posted record operating performance in 3Q26, driven by project customer shipments and peak shipments to the North American market. The company...
Saturday 14 November 2026
Gemtek returns to profitability on direct-supply expansion, eyes AI infrastructure and optical module growth in 2027
Taiwan-based networking equipment maker Gemtek Technology is gaining momentum in its business recovery following a challenging business-model transition, returning to operating profitability...
Saturday 14 November 2026
Etron plans strategic stake in Powerchip Innovation Investment
Memory IC designer Etron Technology reported strong Q3 2026 results on robust memory demand and rising product prices, with revenue reaching NT$6.792 billion (US$206.6 million), up...
Saturday 14 November 2026
Pegatron sees networking recovery in 2027 as consumer electronics growth eases after peak
Pegatron held an online earnings call on November 12, providing updates and an outlook for its product lines beyond servers. The company said revenue from all three major product lines...
Saturday 14 November 2026
AI server tracker: Aspeed tops NT$2 billion as cable suppliers diverge
Aspeed Technology posted its highest monthly revenue in records dating back to January 2019. BizLink's October sales also rose sharply, partly reflecting its first full month of consolidating...
Friday 13 November 2026
Commentary: From industry definer to industry participant? Nvidia's 2035 outlook in post-Jensen Huang Era
When Jensen Huang's resignation took effect on November 12, most of the market's attention turned to who would be Nvidia's next CEO. However, a better starting point for judging what...
Friday 13 November 2026
DEEPX tapes out AI chip on Samsung's 2nm process
South Korean AI chip developer DEEPX has completed the tape-out of its next-generation DX-M2 processor using Samsung Electronics' second-generation 2nm process, advancing plans to...
Friday 13 November 2026
E Ink targets 2027 revenue from PTFE materials for AI data centers
E Ink Holdings is expanding into materials for AI data centers through a partnership with Taiflex Scientific. The electronic paper maker expects its first revenue from polytetrafluoroethylene...
Friday 13 November 2026
Mars Semiconductor posts slight revenue growth, expects eBMC orders in 2H27
Mars Semiconductor's cumulative revenue for the first three quarters of 2026 edged up from the same period in 2025, while quarterly results rose steadily and EPS growth was significant,...
Friday 13 November 2026
Samsung weighs separating memory and mobile leadership
Samsung Electronics may appoint separate heads of its memory and mobile businesses in an upcoming executive reshuffle, as record semiconductor profits contrast with losses in its consumer...
Friday 13 November 2026
Cerebras Systems 3Q26 earnings: macro resilience, sector performance, and future outlook
Cerebras Systems reported third-quarter 2026 results, delivering record core revenue of US$231 million, up 10% sequentially and 70% year-over-year, and positive core net income of...
Friday 13 November 2026
Huawei spin-off xFusion seeks US$1.2 billion IPO, capitalizing on China's AI server boom
China's expanding AI computing infrastructure is prompting server manufacturers to accelerate their capital-raising plans. xFusion Digital Technologies, spun off from Huawei's x86...
Friday 13 November 2026
Samsung reportedly wins more AI chip orders from US cloud firms
Samsung Electronics has reportedly secured new AI chip manufacturing orders from major US cloud service providers for a second consecutive quarter, with commercial shipments expected...