According to Uanalyze, Huahan Electronics (6414-TW) reported on November 11 that its 2027 order backlog exceeded NT$280 billion, with a booking-to-shipment ratio of 1.3 to 1.35. Half of the backlog originates from semiconductor facility construction through subsidiary Fanxuan (6196-TW), while the ot
According to 優分析, Kontron is reallocating 875 engineers—representing 25% of its 3,500 total engineers—to Physical AI development, with 2026 serving as the first year of a five-year transition plan. The company aims to increase AI software and services revenue share from 12% of consolidated sales to
According to UAnalyze Industry Data Center, Taiwan-listed Hui Han (6414) completed a public acquisition of Germany-based Kontron on August 20, 2026, increasing its stake to 49.4% from the previous 28%-29%. The company estimates total integration synergies of €84 million, with approximately €40 milli
According to UAnalyze, Quanta Services (2382-TW) canceled its NT$19.7 billion acquisition of a Taoyuan facility from AU Optronics on October 29, 2026. The asset purchase, which included approximately 19,700 ping of land and 49,300 ping of building, had been approved by the board on July 28 but parti
According to its latest forecast, Quanta Services (2382-TW) expects servers to account for 85-90% of total revenue in 2027, with AI servers representing 80% or more of server revenue. Laptop revenue will drop to single-digit percentage share for the first time, down from 80%-plus for servers in 2026
According to Uanalyze, Quanta Services forecasted on November 11 that its non-NVIDIA platform revenue share will rise to double-digit percentages in 2027, from less than 10% in 2026. The growth will be driven by cloud providers' self-developed ASIC servers and AMD's GPU platform, while NVIDIA remain
According to Quanta Services and analyzed by UAnalyze, the company's Q3 inventory reached 856.1 billion Taiwan dollars, up 8.3% from Q2, as it prepares for mass production of next-generation AI server chassis. Accounts receivable also surged to 931.8 billion Taiwan dollars, up 21.7% from the previou
According to FAB official statement, the First Abu Dhabi Bank (FAB.AD) plans to raise up to 15 billion dirhams ($4.08 billion) through a share issuance, marking one of the largest equity offerings in the Gulf region in recent years on November 11, 2026. CEO Hana Al Rostamani stated the proposed fina
According to TASS, Russia's chief negotiator Vladimir Medinský stated today that Russia considers any territorial exchanges with Ukraine impossible. The statement reflects Moscow's official position in ongoing diplomatic discussions regarding the conflict.
According to CNBC, JetBlue CEO Joanna Geraghty dismissed bankruptcy speculation last month, stating the airline has no plans to file and is not engaging restructuring advisors. Shares have rebounded 40% this month as of Tuesday's close. The company is pivoting to premium travel to return to profitab
According to foreign media reports and IKAR consulting firm estimates on November 11, Russian grain exports have declined to approximately one-third of normal levels due to Black Sea trade disruptions. IKAR estimates that Russia will be unable to export 20 million tonnes of surplus grain this year.
According to Jin10, Coreweave CEO stated on November 11 that Nvidia is not a company controlled by a single individual and will remain an important partner for the company. The CEO added that Coreweave's construction plans have experienced no delays and have not changed in any way.
On Tuesday's earnings call, CoreWeave CEO Mike Intrator said the company is not concerned about the midterm election results' potential impact on its business. When asked about new regulatory pressures following the elections, Intrator stated: "We anticipate that this major regulatory shift will not
According to market analyst Ali Martinez, XRP whales bought approximately 65.32 million tokens worth about $72 million over the past four days. The purchases lifted their combined holdings back above 4 billion XRP, marking renewed accumulation activity. Meanwhile, the number of wallets holding at le
According to Nvidia's Chief Sustainability Officer Josh Parker, U.S. hyperscalers accounted for at least 75% of corporate clean energy purchases in 2025. Parker stated that Nvidia, which leads the chip supply market for training and running AI models, remains focused on innovation in data center sus
India's Defense Research and Development Organization (DRDO) has awarded Bengaluru-based Zupple Labs a project to develop security analysis and auditing standards for blockchain applications in defense and government use, according to reports. The initiative, titled Security Analysis and Auditing of
According to Derive option pricing data, Bitcoin's probability of closing below $70,000 on Christmas (December 25) has risen to 31%, up from 15% last week.
According to Nvidia's sustainability chief Josh Parker, data centers built by companies should be developed in ways that gain local community approval. Speaking on Wednesday at Bloomberg's Green Forum during Turkey's COP31 climate conference, Parker stated: "We believe data centers can and should be
According to Singulus' official statement on November 10, SpaceX has signed a supply contract with the German equipment manufacturer to purchase heterojunction solar cell production equipment with annual capacity of 100 gigawatts to support its Starmind AI satellite program. The first production li
