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08.10.26 - 05:49
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Realtek 3Q26 revenue edges up, tracks guidance (Digitimes)
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Taiwanese IC design giant Realtek reported September 2026 consolidated revenue of NT$12.378 billion (US$388.5 million), down 0.7% month-over-month and up 23.35% year-over-year. Third-quarter revenue reached NT$37.732 billion, up 0.48% quarter-over-quarter and 27.94% year-over-year, while cumulative revenue for the first nine months of 2026 came to NT$111.708 billion, up 15.85% year-over-year....
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08.10.26 - 04:24
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Tokyo Electron eyes record profit on chipmakers′ spending boom (Digitimes)
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Tokyo Electron (TEL) could post an operating profit of about JPY1 trillion (approx. US$6.32 billion) for the fiscal year ending March 2027, up roughly 60% from JPY624.9 billion a year earlier, which would be a record for the Japanese semiconductor equipment maker, Nikkei reported on October 6....
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08.10.26 - 04:24
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Team Group posts record quarterly revenue as memory market tightens (Digitimes)
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Memory module maker Team Group reported a sharp rise in September 2026 revenue, amid a global memory upswing that may affect pricing, supply, and procurement decisions for server operators, device makers, and distributors worldwide. The Taiwanese company said demand remained strong across segments, while capacity shifts toward AI-related infrastructure continued to reshape the market. Team Group posted revenue of NT$4.081 billion (US$128.1 million) in September 2026, up 16.17% from August and 109.69% from a year earlier, marking its second-highest monthly total on record....
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08.10.26 - 04:24
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SAS first-three-quarter revenue hits record NT$61.38 billion as it expands manufacturing, services (Digitimes)
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Sino-American Silicon Products (SAS) is expanding its renewable energy business through a dual-track strategy focused on manufacturing and services, amid the explosive growth in demand for artificial intelligence (AI) computing power. Not only is this driving up power consumption at data centers and advanced manufacturing facilities, it is also fueling urgent demand from companies for green power, energy storage, and energy management services....
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08.10.26 - 04:24
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GlobalWafers September revenue rises 7.65% on stronger demand (Digitimes)
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GlobalWafers' September and third-quarter sales showed a mixed picture for the semiconductor materials supplier, with artificial intelligence (AI)-related demand helping offset a lingering hit from the Novara fire and broader near-term capacity constraints. The company also highlighted stronger momentum at several overseas plants and a recent capital raise that should support future expansion....
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08.10.26 - 04:24
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Samsung Electronics posts record quarterly profit in preliminary results (Digitimes)
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Samsung Electronics has become the first South Korean company to clear KRW100 trillion in operating profit in a single quarter, a milestone that shows how heavily the company now leans on a memory market where, by analysts' reckoning, suppliers hold pricing power. The open questions are whether high-bandwidth memory (HBM) contracts can extend that run into 2027, and how long the company's consumer-device arm can absorb the rising component costs that the same boom creates....
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08.10.26 - 04:24
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Laster revenue falls as AI-driven component shortage delays automotive shipments (Digitimes)
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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 revenue in September and the third quarter, but the company said long-term order visibility remains intact, with overseas expansion and new product demand still supporting growth....
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08.10.26 - 03:36
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Premium spirits sales soar past cheaper liquor: Report (Times of India)
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Premium spirits in India are experiencing significant growth with a rise in sales volumes projected until 2025. Cheaper liquor categories show slower growth, which indicates a changing market composition. Indian malt whiskies are among the fastest-growing segments, surpassing Scotch malts in sales volume in 2024. The overall spirits market is expected to expand steadily, driven by rising incomes and evolving consumer preferences....
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