According to Economic Daily (Taiwan), on November 9, Acer Electronics reported third-quarter earnings per share (EPS) of 5.83 TWD, the highest in eight years, driven by strong AI demand and product mix optimization across its MLCC and capacitor product lines. The company expects fourth-quarter revenue to reach another record high despite seasonal weakness, supported by sustained AI data center demand for advanced components.

Nanya Technology's memory shipments remain stable with approximately 50-70% of output covered by long-term supply agreements (LTA). The company raised capital expenditures for 2026 from 52 billion TWD to 697 billion TWD, a 420% increase, primarily to accelerate construction of its 5A fab and prepay advanced equipment such as EUV systems ahead of production in Q4 2027.

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