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Tuesday 10 November 2026
Trans-Sun Materials Technology sees AI server, robot growth defying US political shifts
Calls to curb artificial intelligence (AI) expansion have intensified after the US Democratic Party's sweeping victory in the midterm elections, but Trans-Sun Materials Technology...
Tuesday 10 November 2026
Semiconductor test-interface supplier WinWay revenue falls 11.51% MoM, rises 62.62% YoY
WinWay Technology, a semiconductor test-interface supplier, reported a slight decline in October revenue as holidays reduced shipping days and customer project adjustments affected...
Tuesday 10 November 2026
Phison Electronics' AI business tops 50% of revenue in 3Q26
Phison Electronics' AI business contributed more than 50% of total revenue in the third quarter of 2026, as demand for AI infrastructure and enterprise storage continued to grow. The...
Tuesday 10 November 2026
Singapore fab set to drive VIS growth as AI interposers reshape output
Vanguard International Semiconductor (VIS) said its Singapore wafer fab is expected to become a growth driver in 2027, with capacity nearly sold out, customer commitments secured,...
Tuesday 10 November 2026
Himax sees 4Q26 auto DDI orders plunge
Himax Technologies expects fourth-quarter 2026 revenue decline after automotive customers reduced orders following inventory restocking, highlighting the volatility of semiconductor...
Tuesday 10 November 2026
Laster Tech posts third-quarter loss as shortages delay shipments
Taiwanese LED automotive lighting module maker Laster Tech reported a net loss of NT$150 million in the third quarter of 2026, as component shortages disrupted production schedules...
Tuesday 10 November 2026
Systex hits record October revenue on overseas semiconductor expansion
Systex Corporation reported October 2026 consolidated revenue of NT$3.564 billion (US$108.8 million), up 11.64% from NT$3.192 billion a year earlier, as overseas expansion by semiconductor...
Tuesday 10 November 2026
Taiwan exports hit record US$96.76 billion in October
Taiwan's exports rose 58.9% year on year to a record US$96.76 billion in October, as strong investment in global artificial intelligence infrastructure boosted demand across related...
Monday 9 November 2026
AI chip testing demands lift Taiwan's wafer testing specialist HTSI as October revenue surges 62%
Taiwanese semiconductor wafer testing solutions provider Hermes Testing Solution Inc. (HTSI) reported sustained revenue growth in October, supported by steady demand for high-power...
Monday 9 November 2026
Exclusive: Gallium oxide prepares to tackle power semiconductor market with 6-inch mass production and 8-inch breakthroughs
Gallium oxide (Ga2O3) is approaching a pivotal industrial inflection point. On one hand, wafer sizes are scaling up to seamlessly integrate with existing semiconductor...
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
Robots spur transmission makers to target customized niches
Taiwan's machinery industry has gained strong momentum in recent years, with robust demand for semiconductors, AI applications, industrial automation and smart manufacturing driving...
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
Arm-based servers take the lead in 4Q26 growth as Nvidia's Vera Rubin faces supply constraints
Global server shipments are forecast to reach 4.89 million units in the fourth quarter of 2026, up 5.5% sequentially, marking the year's strongest quarterly growth despite mounting...