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Latest news and trends for industry
11
Oct
Hisense 24G5 Pro debuts in China with a 320Hz QHD Fast IPS display
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Posted by
jeff
11
Oct
Vicor widens AI server power patent fight, seeking new US import ban on Foxconn, Quanta and Delta
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Posted by
jeff
Vicor Corporation is trying for the second time this year to get AI server power hardware from Taiwan’s largest server makers barred from the US. It has won such a ban before.
11
Oct
IPC makers expand US production as supply chains, tariffs shift
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Posted by
jeff
Industrial PC (IPC) makers are adding US manufacturing as supply chains regionalize, tariff policy tightens, and government buyers press for local sourcing. For global readers, the shift signals a broader reordering of electronics production, with more high-value, time-sensitive work moving closer to North American customers.
11
Oct
Novatek quarterly revenue tops NT$30B as smartphone demand, edge AI chips lift results
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Posted by
jeff
Novatek reported stronger September and third-quarter 2026 revenue, suggesting seasonal smartphone demand and growth in edge AI chips are supporting the global display and chip supply chain. The results matter for international readers because they reflect broader shifts in consumer electronics demand, inventory patterns, and AI-related hardware spending.
11
Oct
Changs Ascending September revenue jumps 92% on semiconductor plant buildouts
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Posted by
jeff
Changs Ascending said orders tied to semiconductor customers’ new plant construction, equipment arrivals, and project acceptance schedules were gradually fulfilled and recognized as revenue, lifting consolidated revenue to NT$79.2 million (approx. US$2.49 million) in September 2026, up 92% from a month earlier and 14% from a year earlier.
11
Oct
Sysgration bets on battery backup, drones to hit US$314 million in sales by 2028
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Posted by
jeff
Sysgration posted record monthly consolidated revenue in September 2026 for the third consecutive month, pushing third-quarter revenue above NT$1 billion (approx. US$31.4 million) for the first time. At an investor conference on October 7, general manager Tung-Fu Hsieh said recent growth has been driven primarily by rugged industrial PCs (IPCs), while battery backup unit (BBU) shipments are expected to ramp up in the fourth quarter. The company’s drone products are also set to enter commercialization in stages starting in the fourth quarter. Sysgration has set a medium-term target of exceeding NT$10 billion (approx. US$314 million) in annual revenue by 2028.