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Thursday 8 October 2026
India's chip packaging plants start exporting, but scale, skills, and subsidies test the next phase
India's outsourced semiconductor assembly and test (OSAT) sector has moved from inaugurations to its first export shipments. The challenge now is scale. The new plants are small, still...
Thursday 8 October 2026
Chang Wah Technology posts record revenue as demand broadens across electronics and AI
Chang Wah Technology said record September and third-quarter revenue reflected recovering customer restocking, expanding applications, and rising demand in AI and satellite markets...
Thursday 8 October 2026
Pricey local AI machines arrive as memory costs threaten PC shipments
As soaring memory prices are forecast to cut PC shipments, a new class of expensive machines built to run large AI models locally, from Nvidia's RTX Spark laptops to Apple's Mac Studio...
Thursday 8 October 2026
Laster revenue falls as AI-driven component shortage delays automotive shipments
Laster said shortages of key components have delayed automotive order shipments, underscoring how global demand for AI-related parts is rippling into other industries. The impact trimmed...
Thursday 8 October 2026
Microloops sees 2027 growth as ASIC shipments near GPU crossover
Microloops, a thermal module maker, reported September 2026 consolidated revenue of NT$421 million (approx. US$13.2 million), up 25.12% year-over-year but down 17.88% month-over-month,...
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
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
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
Nan Pao pitches water-based resins as Taiwan textile shipments surge
Nan Pao Resins Chemical used the 2026 Taipei Innovative Textile Application Show to showcase water-based resin products and a broader environmental, social, and governance (ESG) platform...
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...
Tuesday 6 October 2026
ADATA posts record 3Q revenue as memory prices rise
ADATA Technology reported record consolidated revenue of NT$53.03 billion(NT$53.03 billion)in the third quarter of 2026, topping NT$50 billion for the period as tighter memory supply...
Tuesday 6 October 2026
Notebook downturn splits supply chain: ODMs lean on servers, component makers seek new growth
Notebook shipments performed better than expected in the first half of 2026, but the market entered a sharp downturn beginning in September, in stark contrast to previous years, when...
Tuesday 6 October 2026
LinkCom eyes 4Q26 rebound on smart meter, wireless charging demand
Magnetic components maker LinkCom Manufacturing posted September consolidated revenue of NT$44.18 million (approx. US$1.39 million), up 32.53% from a month earlier and down 10.24%...
Monday 5 October 2026
Commentary: China's US$37.3B subsidy meets a weak smartphone market as new flagships test replacement demand
China's National Day holidays have opened one of the fourth quarter's most important promotional windows for consumer electronics. For smartphones, the timing is especially significant:...