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31.10.26 - 01:00
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AUO targets major revenue contribution from optical engines, glass core substrates within 2 to 3 years (Digitimes)
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AUO is accelerating its strategic push into optical communications and advanced semiconductor packaging, establishing optical engines and glass core substrates (GCS) as its two primary technological pillars. According to AUO chairman and CEO Paul Peng, while these technologies are still in their early phases and specific operational targets have yet to be finalized, they are projected to make significant contributions to overall revenue within two to three years....
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31.10.26 - 01:00
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MediaTek raises ASIC outlook as fourth-quarter revenue could jump 32% (Digitimes)
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MediaTek reported third-quarter 2026 revenue of NT$168.06 billion (US$5.17 billion), up 10.4% quarter-over-quarter (QoQ) and 18.3% year-over-year, and projected fourth-quarter revenue growth of as much as 32% on accelerating shipments of AI accelerator application-specific integrated circuits (ASICs). The Taiwanese IC design company disclosed the results and outlook at an investor conference on October 30, citing stronger-than-expected customer demand, improved capacity availability, and new smart-device platforms entering mass production....
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30.10.26 - 23:06
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New Balance CEO Joe Preston on NYC Marathon Partnership (Bloomberg)
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Joe Preston, New Balance President and CEO, discussed the company's long-running partnership with the New York City Marathon, which he described as a key part of the brand. More than 300 New Balance associates are in the city for race week, including 200 retail staff at the Javits Center expo, where more than 100,000 visitors are expected over three days. He speaks with Romaine Bostick on "The Close" on October 29, 2026. (Source: Bloomberg)...
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30.10.26 - 22:54
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Burger King US President on Sales Turnaround (Bloomberg)
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Burger King US and Canada President Tom Curtis discussed the chain's comparable-sales growth, cited in the conversation as 8.4%, against an estimate of 6.2%. Curtis said growth is being driven largely by customers who had stopped visiting and are now returning, drawn by a renewed connection to the brand. He speaks with Romaine Bostick on "The Close." (Source: Bloomberg)...
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30.10.26 - 22:42
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Illumina CEO on Q3 Results and Business Outlook (Bloomberg)
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Jacob Thaysen says Illumina delivered a strong third quarter, beat expectations and raised its fourth-quarter outlook. He said the company has moved from essentially flat performance to mid-single-digit growth over the past 18 months and remains committed to its high-single-digit growth target for 2027, with clinical business serving as the main growth driver. He speaks with Romaine Bostick on "The Close." (Source: Bloomberg)...
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