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11.10.26 - 04:54
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Everlight Chemical September revenue rises on strong electronic chemicals demand (Digitimes)
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Everlight Chemical reported higher September and year-to-date revenue, with electronic chemicals driving most of the growth. The results suggest continued resilience in industrial and specialty materials demand, a trend relevant to global manufacturers, supply chains, and investors watching Asian chemical producers amid uneven market conditions....
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11.10.26 - 04:54
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Sysgration bets on battery backup, drones to hit US$314 million in sales by 2028 (Digitimes)
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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....
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11.10.26 - 04:54
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Changs Ascending September revenue jumps 92% on semiconductor plant buildouts (Digitimes)
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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....
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11.10.26 - 00:15
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Spot Is Four Times The Hurdle: What $50 Billion-A-Gigawatt Neocloud Rents Say About The AI Revenue Gap (ZeroHedge)
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Spot Is Four Times The Hurdle: What $50 Billion-A-Gigawatt Neocloud Rents Say About The AI Revenue Gap
In the AI trade, everyone wants to know what a gigawatt is worth.
Thanks to a chart buried on page 7 of Goldman's latest SpaceX note, we now have an answer, or rather three of them: $40-50 billion a year if you rent it out short-term, $20-30 billion if you rent it out long-term, and roughly $12 billion if you're a hyperscaler who simply needs to earn a decent return on it. The gap between those numbers is where the entire debate over AI revenues, and the $1+ trillion a year of capex now chasing them, really lives.
Here is the chart in question, from Goldman internet analyst Eric Sheridan's Q3 preview of SpaceX (SPCX) published on Monday (available to pro subs):
Source: GoldmanThe navy bars are short-term capacity deals, the light blue ones are long-term hosting contracts. And the message is unambiguous: right now, compute is so scarce that whoever owns a powered, GPU-filled data hall can n...
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10.10.26 - 19:42
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Strong Earnings Keep US Stocks in Favor (Bloomberg)
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PNC Asset Management Chief Investment Officer Amanda Agati tells Bloomberg This Weekend that strong corporate fundamentals and resilient consumer spending could support US stocks as investors head into third-quarter earnings season. Speaking with hosts David Gura and Christina Ruffini, Agati says investors will be watching for evidence that AI investment is generating returns beyond the largest technology companies, while strong US earnings growth keeps her favoring domestic equities over developed international markets. (Source: Bloomberg)...
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10.10.26 - 13:18
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Ferrari vor den Zahlen: Warum die KI-Debatte plötzlich wichtig wird (Der Aktionaer)
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Ferrari-Chairman John Elkann sieht keinen Grund, sich dem Lager der Warner vor einer Künstlichen-Intelligenz-Blase anzuschließen. Der Milliardär und Meta-Verwaltungsrat, der über die Familienholding Exor in Technologieunternehmen investiert, hält den Ausbau der KI-Infrastruktur im kommenden Jahrzehnt für aussichtsreich....
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