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07.10.26 - 06:24
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Commentary: Largan earnings call spotlight — CPO, expansion and 4Q26 order momentum (Digitimes)
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Largan Precision will hold its earnings call on October 8, when the optical lens maker is due to report third-quarter results and outline its fourth-quarter outlook. With September revenue recovering and the company stepping up property acquisitions, investors are likely to focus on three issues: progress in co-packaged optics (CPO), capacity expansion and the pace of fourth-quarter customer orders....
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07.10.26 - 06:24
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Apple Watch sensor demand and InP supply tightness lift TASC′s 2H26 outlook (Digitimes)
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Taiwan-Asia Semiconductor Corporation (TASC) expects a stronger second half of 2026 as new Apple Watch demand lifts sensor orders. The company said weak consumer electronics demand has not materially affected its business, with smartwatch and earphone orders arriving faster than expected. More sensors per device and seasonal demand should lift fourth-quarter performance above the third, making the second half clearly stronger than the first....
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07.10.26 - 04:06
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Chicony pushes into robotics data systems as revenue declines (Digitimes)
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Chicony Electronics said it has entered the supply chain of a US robotics startup, expanding into embodied AI and physical AI as it seeks higher-value markets. The move could strengthen global robot development by improving the data and vision systems that help machines perceive, interpret, and act in real-world settings....
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07.10.26 - 03:00
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iPhone Duo shines on GIS September revenue; 4Q26 set to challenge full-year high (Digitimes)
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Touch panel maker General Interface Solution (GIS) saw its business rebound in the second half of the year. September consolidated revenue reached NT$6.164 billion (approx. US$194 million), up 46.38% month-over-month and 30.83% year-over-year. As shipments of a major customer's new foldable smartphone ramp up in the fourth quarter, GIS is set to gain further growth momentum in both revenue and shipments. Market analysts expect quarterly revenue to potentially reach a full-year high, surpassing the NT$16.08 billion (US$506.1 million) scale recorded in 1Q26....
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07.10.26 - 03:00
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Marvell raises 2028 revenue outlook to US$20 billion as AI connectivity expands (Digitimes)
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Marvell Technology is betting that the next phase of AI infrastructure growth will require substantially more networking and optical connectivity, raising its fiscal 2028 revenue outlook to approximately US$20 billion and setting a fiscal 2031 target of US$70 billion to US$90 billion. The company's strategy centers on extending existing hyperscaler relationships across switches, optics, and custom chips surrounding AI processors....
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