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13.10.26 - 11:06
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Taiwan panel makers enter semiconductor fight as structural challenges persist (Digitimes)
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Entering the fourth quarter of 2026, panel makers face pressure from rising component costs and weakening demand. However, price hikes and production cuts led by Chinese panel manufacturers are expected to prevent panel prices from falling further, while weak third-quarter revenue at AUO and Innolux highlights the need for Taiwanese manufacturers to accelerate their transformation....
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13.10.26 - 05:06
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Korea Alcohol Group speeds up pivot into semiconductors (Digitimes)
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Korea Alcohol Group is accelerating its shift toward semiconductor materials with a KRW450 billion (US$337 million) production base at Yesan County in South Korea's South Chungcheong Province, which will also link up its operations in raw-material supply, high-purity solvents, process chemicals, and recycling....
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13.10.26 - 02:24
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Nan Pao sees breakthroughs in adhesives for semiconductors, foldable displays (Digitimes)
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Nan Pao Resins Chemical reported September revenue of NT$2.308 billion (US$72.35 million), up 16.5% year-over-year and a record for the same period, as it continued to develop new products and applications, win new customers, and raise its market share. Revenue for the first nine months of 2026 reached NT$19.345 billion, up 12.0% from the same period in 2025 and also a record for the period....
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12.10.26 - 01:54
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Baso Optical eyes steady performance in 2027 with focus on high-margin AOI, semiconductor, aerospace applications (Digitimes)
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Baso Precision Optics held its latest online earnings call on October 7, during which the company acknowledged short-term pressures on its gross margin, due to ongoing adjustments to its product mix, resulting in higher upfront costs and initial production yields that could still see improvement. Looking ahead to 2027, the company expects generally stable revenue and gross margin, with potential for additional growth depending on the validation of new products or pilot production breakthroughs in the semiconductor and automated optical inspection (AOI) segments....
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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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