Innodisk Q3 Revenue Reaches Record NT$25.9 Billion as Profit Surges
Innodisk announced its third-quarter 2026 results on November 6, 2026, reporting record revenue of NT$25.9 billion (New Taiwan dollars), up 579.9% from a year earlier. Gross profit increased 925.5% to NT$12.8 billion, with a gross margin of 49.5%. Operating income…
TCL CSOT Advances Guangzhou OLED Line to Equipment Installation
TCL CSOT began moving core production equipment into its t8 inkjet-printed OLED factory in Guangzhou on October 31, 2026, marking the start of installation and commissioning for a project representing approximately RMB 29.5 billion in total investment, the display maker…
Applied Optoelectronics Returns to Profit as Datacenter Sales Surge
Applied Optoelectronics announced on November 5, 2026 that revenue for the quarter ended September 30 reached $269.9 million and GAAP net income was $6.3 million, or $0.07 per basic share, returning the optical-networking supplier to profit as datacenter revenue surged.…
Himax Forecasts Q4 Revenue Drop of Up to 26% After Q3 EPS Beat
Himax Technologies on November 5, 2026 reported third-quarter revenue of US$246.8 million for the period ended September 30, 2026, but forecast fourth-quarter revenue to decline 22% to 26% sequentially as automotive display-driver orders abruptly corrected after two quarters of strong…
Arm Q2 Revenue Rises 27% as Licensing Growth Outpaces Royalties
Arm Holdings published its fiscal second-quarter results on November 4, 2026, reporting $1.443 billion in revenue for the three months ended September 30, up 27% from $1.135 billion a year earlier. Licensing drove the increase as Arm raised product-development spending…
Qualcomm Keeps $5 Billion Data Center Target as Handset Revenue Falls
Qualcomm reported fourth-quarter and fiscal 2026 results on November 4, 2026, with GAAP revenue for the quarter ended September 27, 2026 down 8% year over year to $10.322 billion. Handset revenue fell 26%, while the company reiterated a $5 billion…
AMD Values Pending Taalas Acquisition at Approximately $2.9 Billion
Advanced Micro Devices disclosed in a quarterly filing published November 4, 2026 that its pending acquisition of Taalas, a developer of specialized AI inference silicon, is a cash-and-stock transaction valued at approximately $2.9 billion. The value includes contingent consideration of…
Vertiv Announces Three-Year Power Chip Supply Agreement With Infineon
Vertiv announced on November 4, 2026, a three-year strategic agreement with Infineon Technologies covering long-term reliable access to and supply of silicon and silicon carbide power semiconductors. The components will support Vertiv’s global power product portfolio, including next-generation 800 VDC…
Analog Devices Closes Alif Deal With $1.35 Billion Upfront Cash
Analog Devices announced on November 3, 2026 that it had completed its acquisition of Alif Semiconductor, adding an AI-native microcontroller and fusion-processor business to its sensing, signal-processing, power, connectivity and application-software portfolio. The definitive agreement announced on September 9, 2026…
AMD Q3 Revenue Rises 45% as Data Center Sales Nearly Double
AMD announced its third-quarter 2026 results on November 3, 2026, reporting revenue of $13.377 billion for the quarter ended September 26, up 45% from $9.246 billion a year earlier, as Data Center sales nearly doubled. GAAP operating income rose 123%…
Supermicro to Deliver SambaNova AI Systems in Phased Rollout
SambaNova announced on November 3, 2026, that Supermicro will integrate, validate, deliver and support AI inference systems pairing NVIDIA GPUs with SambaNova SN50 RDUs. The phased rollout will begin with an initial batch of 10,000 SN50 chips for systems intended…
Apple Inventory Rises as Annual Operating Cash Flow Climbs
Apple announced its fiscal fourth-quarter results on November 2, 2026, reporting a much larger inventory balance alongside higher sales and earnings. The accompanying financial statements put inventories at $14.541 billion on September 26, compared with $5.718 billion a year earlier.…
Marvell Agrees to Acquire Lumentum in $115 Billion All-Stock Deal
Marvell Technology and Lumentum announced on November 2, 2026 that they have entered into a definitive agreement for Marvell to acquire Lumentum in an all-stock transaction with an implied enterprise value of $115 billion. Under the terms of the agreement,…
Tower Semiconductor Q3 Revenue Climbs 33% to Record $526 Million
Tower Semiconductor reported record third-quarter 2026 results on November 2, 2026, with revenue of $526 million, up 33% from $396 million a year earlier, and issued record fourth-quarter revenue guidance of $600 million that Chief Executive Russell Ellwanger said would…
Mobilint REGULUS SoC Marks First Production Deployment of Ceva NeuPro NPU
Ceva, Inc. announced on November 2, 2026 that Mobilint, an AI semiconductor company, has deployed Ceva’s SensPro AI DSP and NeuPro-Nano NPU in Mobilint’s REGULUS edge AI System-on-Chip (SoC). Ceva’s announcement describes the design as the first production deployment of…
