ASM International Launches €300 Million Share Repurchase Program
ASM International announced on November 11, 2026 that it had begun a share repurchase program of up to €300 million, after reporting record third-quarter revenue driven by strong AI-related demand for its semiconductor equipment. The buyback covers ASM’s common shares…
Silicon Labs Q3 Revenue Rises 22% as GAAP Profit Returns
Silicon Labs on November 10, 2026 reported third-quarter revenue of $250.9 million, up 22% from a year earlier, as the wireless-chip maker returned to quarterly GAAP profitability. Net income reached $8.9 million for the quarter ended October 3, 2026, compared…
PCB Technologies Q3 Sales Rise 8% as Orders Reach $62 Million
PCB Technologies reported third-quarter 2026 results on November 10, 2026, with sales of US$50.5 million, up 8% from the second quarter. New orders reached approximately $62 million, exceeding the quarter’s sales. The company described sales, orders and its combined backlog…
ChipMOS October Revenue Increases 30.9% to NT$2.85 Billion
In its monthly revenue announcement on November 10, 2026, ChipMOS Technologies reported unaudited consolidated revenue for October 2026 of NT$2.85 billion, up 30.9% year over year. Revenue also rose 2.1% from September 2026, extending the semiconductor assembly and test provider’s…
Ceva Royalties Rise 18% Sequentially as AI Licensing Sets Record
Ceva’s third-quarter results, released November 9, 2026, showed revenue of $29.1 million, up 2% from a year earlier, as royalty revenue climbed 18% sequentially and AI licensing revenue reached a company record. The IP licensor’s GAAP operating loss nevertheless widened…
Rebellions, SK Telecom Eye 2028 For R200 Sovereign AI Systems
NVIDIA, Rebellions and SK Telecom announced a collaboration on November 8, 2026 to develop sovereign AI infrastructure for South Korea. Rebellions will connect its next-generation Rebel R200 neural processing units (NPUs) to NVIDIA NVLink Fusion and use NVIDIA MGX rack…
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…
