06
Oct
06
Oct
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 and higher prices lifted sales. The memory module maker also said September consolidated revenue reached NT$15.73 billion, up 200% year-over-year but down 16.9% from August after it strategically adjusted shipments.
06
Oct
Cerebras’ stock slide stops after Sam Altman calls it ‘close partner’
Cerebras’ stock rebounded by 9% after OpenAI CEO Sam Altman gave reassurance that the two companies are close partners days after a report cast doubt on their relationship, causing the chipmaker’s stock to drop 20% last week. The episode raises concerns over its current concentration on a few large customers.
06
Oct
TSMC Texas-Terafab buzz drives Taiwan contractors to move fast
TSMC has not officially announced anything, but Taiwan’s semiconductor facility engineering supply chain is already rushing to Texas after reports that the company is discussing a collaboration with Elon Musk’s “Terafab” plan. DYC chairman Chung-Ping Hsieh said his company only received the news last week and has already begun mapping out a Texas strategy, while some faster-moving Taiwan contractors have even set up local offices.
06
Oct
LG lands 5GW North American data center cooling deal
LG Electronics has signed a long-term agreement to supply chillers for data center projects totaling more than 5GW of capacity in the US and Canada, giving the South Korean company greater visibility into future demand as it expands its North American cooling business.
06
Oct
BenQ Materials expands Xpore circular textile push
BenQ Materials showcased its eco-friendly performance fabric brand Xpore at the Taipei Innovative Textile Application Show (TITAS) 2026, marking the brand’s second appearance at the event. The company introduced three core green technologies, six product lines and the commercial rollout of Xpore e2cycle, its electronic-waste recycling process, as it seeks a larger role in the global green materials supply chain.
06
Oct
AMD to expand Taiwan supply chain investment as AI demand drives capacity needs
AMD CEO Lisa Su said the company plans to further increase investment in Taiwan’s semiconductor supply chain as demand for CPUs, GPUs, and AI computing continues to outpace available capacity.
06
Oct
ITRI sees hardware, AI, sensing drive quadruped robot rollout
As AI advances rapidly, the robotics industry is evolving from traditional automation equipment into a productivity tool for every industry, Taiwan’s Industrial Technology Research Institute (ITRI) said. ITRI added that robots will gradually move into manufacturing, inspection, welding, warehousing, medical care, and even homes, and that hardware, AI, sensing, and virtual-physical integration will be key to turning robots from simply machines that can move into ones that can work.
06
Oct
Chinese LCD panel makers tighten supply to lift prices — Taiwan suppliers eye order shifts
Chinese panel makers moved to cut production during the National Day holiday after issuing their first price increase notices in September, combining pricing signals with supply controls to stabilize LCD TV panel prices and profitability.
06
Oct
South Korea keeps sovereign AI contest on track, adds KRW4.7T frontier program after hours of confusion
South Korea’s Ministry of Science and ICT said its Sovereign AI Foundation Model Project will run to completion as originally planned. The statement reversed, within hours, a vice minister’s suggestion that the national-team AI competition would wind down as the government launches a new KRW4.7 trillion frontier AI program.