Apple to Ship HomePad Screen on October 13 Without Enterprise Siri
Apple will host its Welcome Home event in Tribeca on October 13, unveiling the HomePad, a device expected to feature a 6-inch square display, the A18 chip, and Face ID, with a rumored price point of $350. The hardware arrives without the conversational, multi-step HomeKit agent that was meant to power it, now delayed until late 2026 or early 2027, leaving only notification summaries and natural language search for HomeKit Secure Video at launch. As of October 11, Siri AI has reached its 28th day since the September 14 beta launch with no enterprise tier, no administrative control, no audit logging, and no SSO, and IT departments are actively blocking or disabling it. Competitors have moved faster: Meta's Muse, launched September 8, has 1.1 million installs and three pricing tiers at free for 100 million tokens per week, $20 per month for Power, and $100 per month for Maximum, plus an Enterprise Platform led by former MongoDB CEO CJ Desai, while xAI's GrokBot has roughly 400,000 users after its August beta launch and is embedded in Cursor Premium Teams at $120 per seat per month. Ketan Karkhanis, CEO of ThoughtSpot, said on CNBC on October 7 that enterprise-scale agentic workflow adoption is still in its early chapters, and the October 13 event will show whether Apple offers any roadmap or timeline for enterprise-grade Siri or cedes the market to rivals that have already shipped the governance layer.
AAPL · Technology · Negative HomePad ships October 13 without the conversational multi-step HomeKit agent, and Siri AI still lacks enterprise tier, admin controls, audit logging, and SSO, with IT departments blocking it.
META · Competition · Positive Meta's Muse has 1.1 million installs, three pricing tiers, and an Enterprise Platform, moving faster than Apple's delayed enterprise Siri.
Foxconn Industrial Internet Hit with Section 337 Investigation by U.S. International Trade Commission
Foxconn Industrial Internet announced that the U.S. International Trade Commission declared on October 9 local time that it has formally launched a Section 337 investigation into patent infringement claims filed by Vicor Corporation of the United States. Vicor alleges that Foxconn Industrial Internet and its controlled subsidiaries infringed one of its patents for a vertical power delivery system. Foxconn Industrial Internet said that after an internal review, the products involved in this investigation are still in the internal validation and evaluation stage, and will not have a material impact on the company's current production, operations, or financial performance.
601138.CG · Regulation · Negative USITC launched a Section 337 patent infringement investigation into Foxconn Industrial Internet over Vicor's vertical power delivery patent.
VICR · Regulation · Positive Vicor's patent infringement complaint prompted the USITC Section 337 investigation against Foxconn Industrial Internet.
VICR80.BK · Regulation · Positive Vicor's patent infringement complaint prompted the USITC Section 337 investigation against Foxconn Industrial Internet.
US ITC launches Section 337 investigation into Foxconn Industrial Internet; company says no material impact
Foxconn Industrial Internet disclosed on the evening of October 11 that the US International Trade Commission announced on October 9, 2026 local time that it has formally launched a Section 337 investigation into patent infringement claims brought by Vicor Corporation of the United States. The announcement shows that Vicor accused Foxconn Industrial Internet and its controlled subsidiaries FII USA Inc., Ingrasys Technology Inc., and Ingrasys Technology USA Inc. of infringing one of its patents for a vertical power delivery system. The company responded that after an internal review, the relevant products involved in this Section 337 investigation are still in the internal validation and evaluation stage, and will not have a material impact on its current production, operations, or performance. The announcement also cautioned that this Section 337 investigation is still at the filing stage and has not yet entered the ruling phase, so the final outcome remains uncertain, and the company will continue to monitor subsequent developments and fulfil its information disclosure obligations. In the first half of 2026, Foxconn Industrial Internet achieved operating revenue of 557.861 billion yuan, up 54.63 percent year on year, and net profit attributable to shareholders of the listed company of 23.740 billion yuan, up 95.99 percent year on year.
601138.CG · Regulation · Negative US ITC launched a Section 337 patent infringement investigation into Foxconn Industrial Internet over Vicor's vertical power delivery patent claims.
VICR · Regulation · Positive Vicor's patent infringement complaint prompted the US ITC to launch a Section 337 investigation against Foxconn Industrial Internet, advancing its legal claim.
VICR80.BK · Regulation · Positive Vicor's patent infringement complaint prompted the US ITC to launch a Section 337 investigation against Foxconn Industrial Internet, advancing its legal claim.
Ingrasys Technology Inc. · Regulation · Negative Ingrasys Technology is named as a controlled subsidiary accused of infringing Vicor's patent in the Section 337 investigation.
Foxconn Industrial Internet Responds to US Section 337 Investigation: Products Involved Are in Internal Validation and Evaluation Stage
Foxconn Industrial Internet announced on October 11 that the US International Trade Commission declared on October 9, 2026, local time, the formal launch of a Section 337 investigation into patent infringement claims filed by Vicor Corporation of the United States. Vicor alleges that Foxconn Industrial Internet and its controlled subsidiaries FII USA Inc., Ingrasys Technology Inc., and Ingrasys Technology USA Inc. infringed one of its patents for a vertical power delivery system. Foxconn Industrial Internet stated that, following an internal review, the company's products involved in this Section 337 investigation are in the internal validation and evaluation stage, and the matter has no material impact on the company's current production, operations, or financial performance.
601138.CG · Regulation · Negative Foxconn Industrial Internet is the named respondent in the US ITC Section 337 patent-infringement investigation, though it says the products are only in internal validation and the matter has no material impact.
VICR · Regulation · Positive Vicor filed the Section 337 patent-infringement complaint that the US ITC has now formally launched, advancing its legal claim against Foxconn Industrial Internet.
VICR80.BK · Regulation · Positive Vicor filed the Section 337 patent-infringement complaint that the US ITC has now formally launched, advancing its legal claim against Foxconn Industrial Internet.
FII USA Inc. · Regulation · Negative FII USA Inc. is named as a controlled subsidiary respondent in the Section 337 patent-infringement investigation.
Ingrasys Technology Inc. · Regulation · Negative Ingrasys Technology Inc. is named as a controlled subsidiary respondent in the Section 337 patent-infringement investigation.
Apple Discloses Reverse Acqui-Hire Deal With Podcast Startup Huxe
Apple has disclosed in a regulatory filing that it reached an agreement to hire team members and license technology from personalized audio startup Huxe, in what is commonly known as a reverse acqui-hire. Apple told the European Commission it agreed to make employment offers to certain employees of Huxe AI and to receive a non-exclusive license to Huxe's intellectual property rights. Huxe was founded by developers who had previously worked on the AI-generated podcast features in NotebookLM, recently renamed Gemini Notebook, and the startup announced on May 21 that it was shutting down, pulling its app from the Apple and Google stores, halting service, and deleting user data. Apple notified the European Commission of the deal on June 9, shortly after Huxe's shutdown announcement. The filing does not say who received employment offers or whether they accepted, nor does it disclose Apple's plans; Huxe's shutdown came just a day after Spotify unveiled AI-powered podcast generation features of its own.
AAPL · Technology · Positive Apple agreed to hire Huxe team members and license its personalized audio IP, a reverse acqui-hire bringing AI podcast tech in-house.
Dell Shares Up 360% in 2026 as AI Server Demand Drives Record Quarter
Dell Technologies has extended one of the most notable large-cap tech rallies, closing at $578.96 on October 7 and rising almost 360% in 2026, far outpacing the broader S&P 500. The company delivered a record-breaking second quarter for fiscal 2027, with topline revenue jumping 58% year-over-year to $47 billion as AI-optimized server revenue doubled to $16.4 billion. Over the trailing twelve months Dell has generated $151.2 billion in cumulative revenue, though its roughly 9.4% operating margin and 7.52% net margin remain well below typical software or chip peers. In September the company's investment-grade bond sale was massively oversubscribed, upsized from an initial $4 billion target to $5 billion amid strong demand tied to its AI server business. Institutional sentiment remains strong, with 77 hedge funds holding positions at the end of Q2 2026 versus 72 in Q1 2026, and BlackRock the largest stakeholder at 24.09 million shares as of June 30. The stock trades at a trailing price-to-earnings multiple of 31.99x, dropping to 21.32x on forward earnings, leaving less room for disappointment after the big run.
Flex Secures US$3.3b Term Loan Facility Tied to EPC Power Corp Acquisition
Flex has secured a new undrawn US$3.3b senior term loan facility with Citibank and other lenders, tied to its planned EPC Power Corp acquisition and subject to rating-based covenants. The facility lands as the company's share price momentum cools after a strong run, with a 1 day return of 4.44% and a 7 day return of 2.76% clawing back some ground after an 11.76% decline over the past 90 days. Longer term enthusiasm remains far stronger, with a year to date share price return of 88.18%, a 1 year total shareholder return of 111.75% and a 5 year total shareholder return above 7x. Flex last closed at $119.83, while the most followed valuation narrative pegs fair value at $130.26, implying the stock trades at a discount. The company is positioning itself as a higher-margin engineered-solutions partner across AI infrastructure, supply chain nearshoring and energy transition power management, though it faces risks if large AI infrastructure projects are delayed or if the CPI spin off fails to secure strong standalone investor support.
FLEX · Capital · Positive Flex secured a new undrawn US$3.3b senior term loan facility tied to its planned EPC Power Corp acquisition, providing financing for the deal.
EPC Power Corp. · Capital · Neutral EPC Power Corp is the acquisition target in Flex's planned deal, but the article gives no details on the terms or impact for EPC itself.
Apple Cuts iPhone 18 Pro Component Orders 15% to 20% on Soft Demand and Memory Costs
Apple asked suppliers to cut October component orders for its new iPhone 18 Pro and Pro Max by at least 15% to 20%, according to early October 2026 reports, citing softer demand and sharply higher memory chip costs tied to AI infrastructure. The order reduction lands on the iPhone 18 and foldable iPhone Duo cycle, which the article frames as Apple's key near-term catalyst, and reflects pressure from elevated component pricing and mixed reception to higher flagship iPhone prices. Separately, Apple made Formula 1 available in Dolby Vision and Dolby Atmos on Apple TV in the U.S., a Services-side addition that does not offset the weaker iPhone 18 Pro demand or elevated memory pricing. Apple's narrative projects $618.2 billion in revenue and $164.4 billion in earnings by 2029, requiring 9.8% yearly revenue growth and roughly a $35.5 billion earnings increase from $128.9 billion today, with a $328.09 fair value implying 3% downside to the current price. The most pessimistic analysts already assumed about US$624,000,000,000 in revenue and near US$156,000,000,000 in earnings by 2029 on thinner margins, and the demand wobble and memory cost spike could push that cautious view on execution and profitability further.
JEOL Launches HAXIS Ion-Milling SEM for Semiconductor Failure Analysis
JEOL Ltd. has launched HAXIS, a new low-angle ion-milling scanning electron microscope for semiconductor failure analysis that combines LIM delayering, SEM imaging, and passive voltage contrast to deliver clear, highly reproducible observations with reduced damage and contamination. By integrating argon-based low-angle ion milling with PVC-guided, layer-by-layer analysis, HAXIS aims to speed up quick-turnaround failure localization in advanced semiconductor devices. JEOL is targeting about 15 units in annual sales for HAXIS, a modest contribution against the company's much larger existing revenue base. The launch reinforces JEOL's relevance in advanced semiconductor failure analysis, though investors are still watching execution against FY2027 guidance, integration of prior launches like LazEdge and the JCM-7000Plus, and margin management after a weak Q1 2026. The Simply Wall St Community currently carries a single JEOL fair value estimate of ¥8,740.
6951.JP · Technology · Positive JEOL launched HAXIS, a new low-angle ion-milling SEM for semiconductor failure analysis, reinforcing its product lineup.
BOE Technology Responds: Mass Production of Glass-Based Packaging Substrates Requires New Production Line Investment
BOE Technology stated on its investor interaction platform on October 10, in response to investor questions, that if the company's glass-based packaging substrate business reaches the conditions for a mass production decision, it will need to invest in building a new mass production line. Previously, investors had asked BOE Technology whether achieving mass production would require investing in a new production line, given that the company's glass substrates have already passed testing by multiple customers.
000725.CS · Capital · Neutral BOE says mass production of glass-based packaging substrates would require investing in a new production line, a capex decision contingent on future conditions.
Inno Laser completes acceptance of first ultrafast laser drilling equipment order in IC substrate sector
Inno Laser disclosed on October 10 during an investor relations event that its ultrafast laser drilling equipment secured its first order in the IC substrate sector at the end of 2025, and completed acceptance in the first half of this year. The company said the equipment offers advantages such as customized lasers, independently designed optical systems, and fast iteration response. The equipment can meet precision drilling needs for substrate-like PCBs and various specifications of PCB, and customer validation is currently being accelerated.
301021.CS · Demand · Positive Inno Laser secured its first ultrafast laser drilling equipment order in the IC substrate sector and completed customer acceptance, a concrete product order/adoption event.
Focus Media's acquisition of Xinchao Media clears antitrust review with six restrictive conditions valid for five years
The State Administration for Market Regulation announced on October 10 that it has approved, with restrictive conditions, Focus Media Information Technology's acquisition of equity in Chengdu Xinchao Media Group, marking important progress in the consolidation of the elevator media industry. The announcement shows that in 2024, Focus Media held a 50 to 55 percent share of China's elevator media advertising market, ranking first and presumed to have a dominant market position. Xinchao Media held a 5 to 10 percent share, ranking second. The combined entity would hold a 55 to 60 percent share, strengthening its dominant market position. The State Administration for Market Regulation requires both parties and the combined entity to fulfill six restrictive conditions, including continuing to perform existing customer contracts and commercial terms, maintaining service levels no lower than before the transaction, ensuring that annual actual transaction prices in each city do not exceed the actual transaction prices of both parties in the corresponding cities during the 24 months before the effective date, providing services fairly, reasonably, and without discrimination, relinquishing all rights under exclusive clauses already in effect with property management companies and other location resource holders, and not entering into exclusive clauses or automatic renewal clauses in new or renewed agreements, as well as improving antitrust compliance systems, valid for five years. Looking back at the transaction process, Focus Media launched the acquisition in April 2025, planning to acquire 100 percent of Xinchao Media at a valuation of 8.3 billion yuan. In March 2026, because some original transaction counterparties no longer participated, the plan was changed to acquiring 90.02 percent of shares through the issuance of shares and payment of cash, with the transaction consideration adjusted to approximately 7.794 billion yuan. In the first half of 2026, Focus Media achieved revenue of 5.991 billion yuan, down 1.98 percent year on year, and net profit attributable to the parent company of 3.128 billion yuan, up 17.39 percent year on year.
002027.CS · Regulation · Positive Antitrust approval with conditions clears the way for Focus Media's acquisition of Xinchao Media, advancing the elevator media consolidation.
新潮传媒集团有限公司 · Regulation · Neutral Xinchao Media is being acquired by Focus Media, but the approval imposes six restrictive conditions including price caps and giving up exclusive clauses, which could constrain its business.
ST Wingtech indirectly establishes Wenshixin Semiconductor wholly-owned subsidiary in Wuxi
ST Wingtech has set up a new semiconductor company in Wuxi. According to Qichacha APP, Wenshixin Wuxi Semiconductor Co., Ltd. was recently established, with Yang Mu as its legal representative and registered capital of 10 million yuan. The company's business scope includes manufacturing electronic components, manufacturing power electronic components, manufacturing special equipment for semiconductor devices, and manufacturing integrated circuit chips and products. Qichacha equity penetration shows that Wenshixin Wuxi Semiconductor Co., Ltd. is indirectly wholly owned by ST Wingtech.
Halo Microelectronics hit again by former employee's $3.5 million arbitration claim; two disputes in under a month total over RMB 70 million
Halo Microelectronics announced on the evening of October 9 that the company and its wholly owned subsidiary Halo Microelectronics International Corporation recently received arbitration application materials served by JAMS. The claimant, Darson Zhang, has filed a claim for $3.5 million, approximately RMB 23.456 million. The case has been accepted but has not yet gone to hearing. Darson Zhang previously worked at HMI and was granted stock options. He alleges that after his departure the company failed to cooperate in repatriating stock proceeds and exercising his remaining stock options, amounting to breach of contract, misappropriation of property, and wrongful termination. The claim involves approximately $1.75 million in withheld stock value and approximately $1.75 million in unexercised option value. He also requests that this case be consolidated with the arbitration Halo Microelectronics filed in November 2025 against Nam David Ingyun and others. Less than a month earlier, Halo Microelectronics disclosed a lawsuit brought by Nam David Ingyun, former CEO of a controlled subsidiary, on labor dispute grounds. He sought to exercise approximately 3.2576 million stock options, or otherwise claim RMB 48.4406 million in damages. The two lawsuits and arbitrations together involve claims totaling approximately RMB 71.8966 million. Halo Microelectronics said that in the first half of 2025 it discovered that the individuals involved were suspected of stealing trade secrets, breaching fiduciary duties, and engaging in unfair competition. It therefore suspended their vested but unexercised options and temporarily withheld cooperation on capital outflows. The company described this arbitration as a counterclaim and said it will actively defend itself. In addition, the South Korean controlled subsidiary Zinitix was designated as an administrative issue stock starting September 3 because its market capitalization fell below 20 billion Korean won for 30 consecutive trading days, putting it at risk of delisting. Its revenue in the first half of 2026 was RMB 82.8094 million, accounting for 15.66% of Halo Microelectronics' revenue in the same period, with related goodwill of RMB 64.2175 million. Halo Microelectronics' revenue in the first half of 2026 was RMB 529 million, up 13.35% year on year. Net profit attributable to the parent narrowed its loss by 32.02% year on year, but the company still posted a loss of RMB 30.3779 million.
688173.CG · Regulation · Negative Faces a $3.5M arbitration claim from a former employee over withheld stock proceeds and options, adding to a second dispute totaling ~RMB 71.9M.
Focus Media's acquisition of Xinchao Media equity approved with restrictive conditions in antitrust review
The elevator media industry consolidation that has drawn significant market attention has made important progress. On October 10, the State Administration for Market Regulation issued an announcement that, following a review in accordance with the law, it approved Focus Media's acquisition of Xinchao Media equity with restrictive conditions attached. Focus Media holds a market share of 50 to 55 percent in China's elevator media advertising market, while Xinchao Media holds 5 to 10 percent, giving the combined entity a total market share of 55 to 60 percent. Focus Media plans to issue shares and pay cash to purchase 90.02 percent of the target company's equity from 45 shareholders of Chengdu Xinchao Media Group, including Chongqing Jingdong Haijia E-commerce, Zhang Jixue, and Baidu Online Network Technology Beijing. The transaction consideration is 7.794 billion yuan, whereas in April 2025 the company had planned to acquire 100 percent of Xinchao Media for 8.3 billion yuan. Focus Media has committed that, without legitimate reasons, the combined entity's actual annual transaction prices in each city will not exceed the actual transaction prices of Focus Media and Xinchao Media in the corresponding cities during the 24 months before the effective date, and will waive all related rights arising from exclusive clauses already concluded and in effect with property companies and other holders of elevator media point resources, and will not enter into exclusive clauses or automatic renewal clauses when signing or renewing point agreements.
Focus Media's acquisition of Xinchao Media equity approved by SAMR with restrictive conditions
On October 10, the State Administration for Market Regulation issued an announcement, deciding to approve Focus Media's acquisition of Xinchao Media equity with restrictive conditions attached. The SAMR announcement shows that in 2024, Focus Media's market share in China's elevator media advertising market was 50 to 55 percent, ranking first, while Xinchao Media's market share was 5 to 10 percent, ranking second, and the combined entity's total market share would be 55 to 60 percent. SAMR believes that the restrictive condition commitment plan submitted by Focus Media on September 18, 2026 can effectively reduce the adverse impact of this concentration of undertakings on competition. From the effective date, the transaction parties and the combined entity shall comply with six restrictive conditions, including continuing to perform existing customer contracts and all their commercial terms, and continuing to provide elevator media advertising services under the principles of fairness, reasonableness, and non-discrimination. Focus Media stated that the company will advance this transaction in accordance with laws and regulations, focusing on price stability and fair services. Looking back, in April 2025 Focus Media disclosed a restructuring plan, proposing to acquire 100 percent equity of Xinchao Media through share issuance and cash payment, with the 100 percent equity of Xinchao Media preliminarily valued at 8.3 billion yuan. The revised draft acquisition plan disclosed on September 24 this year shows that the company plans to purchase 90.02 percent equity of Xinchao Media held by 45 counterparties including Zhang Jixue, Chongqing JD, and Baidu Online, with a total transaction consideration of 7.794 billion yuan, of which the cash consideration is 29.6495 million yuan and the share consideration is 7.765 billion yuan. This transaction will not result in a change of control of the listed company.
002027.CS · Regulation · Positive SAMR approved Focus Media's acquisition of Xinchao Media equity with restrictive conditions, clearing the regulatory path for the deal.
新潮传媒集团有限公司 · Regulation · Positive SAMR's conditional approval allows Xinchao Media to be acquired by Focus Media, advancing the transaction.
SAMR conditionally approves Focus Media's acquisition of Xinchao Media
On October 10, the State Administration for Market Regulation issued an announcement, deciding to approve with restrictive conditions the acquisition of Xinchao Media by Focus Media. The announcement shows that in 2024, Focus Media held a 50 to 55 percent share of China's elevator media advertising market, ranking first, while Xinchao Media held a 5 to 10 percent share, ranking second, with the combined entity holding a total share of 55 to 60 percent. The State Administration for Market Regulation believes that the commitment plan with restrictive conditions submitted by Focus Media on September 18, 2026, can effectively reduce the adverse impact of this concentration of undertakings on competition. From the effective date, both parties to the transaction and the post-concentration entity shall comply with six restrictive conditions, including continuing to perform existing customer contracts and all their commercial terms, and continuing to provide elevator media advertising services under the principles of fairness, reasonableness, and non-discrimination. Focus Media stated that it will advance the transaction in accordance with laws and regulations, focusing on price stability and fair services. Looking back, in April 2025, Focus Media disclosed a restructuring plan, proposing to acquire 100 percent equity in Xinchao Media through the issuance of shares and payment of cash, with a preliminary valuation of 8.3 billion yuan. The revised draft acquisition plan disclosed on September 24 this year shows that the company intends to purchase 90.02 percent equity in Xinchao Media held by 45 counterparties including Zhang Jixue, Chongqing JD, and Baidu Online, with a total transaction consideration of 7.794 billion yuan, of which the cash consideration is 29.6495 million yuan and the share consideration is 7.765 billion yuan. After the transaction is completed, Xinchao Media will become a subsidiary of the listed company, and it will not result in a change of control.
Apple Cuts iPhone 18 Pro Component Orders by at Least 15%
Apple has instructed its suppliers to reduce component orders for the iPhone 18 Pro and iPhone 18 Pro Max by at least 15% for October, according to a Nikkei Asia supply-chain report covered by Reuters. The order reductions are estimated at between 15% and 20% versus original requests, as Apple grew more conservative on shipments following a cooler consumer reception for its newly launched flagship devices. The production pullback follows Apple's decision to raise iPhone 18 Pro prices by $100 to offset escalating DRAM and NAND memory chip expenses, which have surged as artificial intelligence infrastructure demands strain global memory supply. Reuters noted that Apple did not immediately respond to requests for comment and could not immediately verify the report. Apple shares fell 2.3% in the morning session on the news before recovering to $333.57, down 2.1% from the previous close.
UBS Says Apple App Store Revenue Grew 5% in September, Warns October Test Is Tougher
UBS says Apple's App Store revenue grew 5% year over year in September, an improvement from no growth in August, though analyst David Vogt, who rates Apple Neutral with a $296 price target, says it is too early to draw broader conclusions. For the full quarter, App Store revenue rose about 2%, marking a second consecutive quarter of low-single-digit growth and roughly 150 basis points slower than the prior quarter. October will be a more important test, with comparisons about 180 basis points tougher and the first full month of App Store changes in the EU, a region that accounts for just over 10% of trailing twelve-month App Store revenue. At 37.69x forward earnings, Apple trades at a roughly 28% premium to its 5-year average P/E of 29.54x, a valuation that requires stronger growth than low-single-digit App Store gains. Hedge fund interest was broadly stable, slipping from 170 funds at the end of Q1 2026 to 169 at the end of Q2 2026, while short interest stood at just 0.88% of float as of September 15, 2026.
AAPL · Demand · Negative UBS reports Apple App Store revenue grew only 5% in September and ~2% for the quarter, a second straight quarter of low-single-digit growth, with a tougher October ahead.
AAPL · Capital · Neutral UBS rates Apple Neutral with a $296 price target and notes the stock trades at a ~28% premium to its 5-year average P/E, requiring stronger growth.
UBSG.SW · Capital · Neutral UBS is the analyst firm issuing the Apple App Store revenue note and Neutral rating; mentioned only as the source, not a subject of impact.
Dell Technologies Outpaces Market as Analysts Project 155.98% Earnings Growth
Dell Technologies rose 2.24% to $587.40 in its latest close, outpacing the S&P 500's 0.6% gain, the Dow's 0.83% advance and the Nasdaq's 0.64% rise. Over the past month the stock has appreciated 13.41%, beating the Computer and Technology sector's 4.03% gain and the S&P 500's 1.34% gain. Ahead of its upcoming earnings disclosure, analysts expect Dell Technologies to post earnings of $6.63 per share, a year-over-year increase of 155.98%, on revenue of $50.63 billion, up 87.47% from the equivalent quarter last year. For the full year, the Zacks Consensus Estimates project earnings of $26.09 per share and revenue of $195.68 billion, representing changes of +153.3% and +72.35% respectively from the prior year. The Zacks Consensus EPS estimate has moved 0.13% higher within the past month, and Dell Technologies currently holds a Zacks Rank of #1 (Strong Buy).
DELL · Capital · Positive Analysts project 155.98% YoY earnings growth and Dell holds a Zacks Rank #1 (Strong Buy) ahead of its earnings disclosure.
DELL23.BK · Capital · Positive Analysts project 155.98% YoY earnings growth and Dell holds a Zacks Rank #1 (Strong Buy) ahead of its earnings disclosure.
DELL80.BK · Capital · Positive Analysts project 155.98% YoY earnings growth and Dell holds a Zacks Rank #1 (Strong Buy) ahead of its earnings disclosure.
QTREX Quantum Gets Nasdaq Notice Over Sub-$1 Bid Price
QTREX Quantum announced Friday that it received a written Nasdaq notification that the closing bid price of its ordinary shares had been below the minimum of $1 per share for 30 consecutive business days. Under Nasdaq Listing Rules, the company has 180 calendar days from the date of the notification, or until April 3, 2027, to regain compliance with the minimum bid price requirement. The company said the notification has no immediate effect on the listing or trading of its ordinary shares, which continue to be listed and traded on Nasdaq under the symbol QTEX.
QTEX · Regulation · Negative QTREX Quantum received a Nasdaq notification that its bid price stayed below $1 for 30 consecutive days, triggering a 180-day compliance deadline.
Super Micro Computer Appoints Intel Veteran Shesha Krishnapura to Board
Super Micro Computer has appointed Shesha Krishnapura, a 35 year Intel veteran, as an independent member of its Board, replacing departing director Judy Lin. Krishnapura is known for his work in high performance computing and AI infrastructure, and his operational background in designing and running large, power hungry data centers lines up with the company's push into high density AI racks, liquid cooling, and large AI factory style deployments. The appointment follows recent Super Micro Computer partnerships, including an AI focused collaboration with NetApp on data infrastructure solutions. Super Micro Computer sells modular server and storage hardware used in data centers across the US, Asia, Europe, and other regions, and carries a market cap of $29.5b. The key marker to track is whether the company shows progress on its stretched 149 day cash conversion cycle in upcoming quarterly reports, especially as new AI partnerships and large orders flow through.
SMCI · Capital · Positive Super Micro appoints an Intel HPC/AI data-center veteran to its board, strengthening governance and AI infrastructure expertise.
Delta Falls 5% on Q3 Earnings Miss, Tesla Gains 3.6% on China Sales
Delta Air Lines shares fell about 5% in premarket trading after the carrier reported September-quarter adjusted earnings of $1.72 per share, missing the $1.82 consensus estimate, and lowered its full-year profit outlook to about $5.35 per share. Adjusted revenue rose 16% to $17.59 billion but came in slightly below expectations, with Delta citing elevated fuel costs that surged 62% to $4.14 billion in the quarter; the airline absorbed more than $500 million in additional fuel costs versus its early July guidance and expects $6 billion in higher fuel expenses for the full year. Tesla shares gained about 3.6% after China Passenger Car Association data showed deliveries of Model 3 and Model Y vehicles from its Shanghai factory rose 5% year-over-year to 95,366 units in September, extending its streak of annual sales gains to 11 consecutive months, while third-quarter shipments of Shanghai-built vehicles grew 13.7% even as global deliveries declined 2.1%. Apple shares fell about 2.6% in premarket trading on reports it cut component orders for some iPhone 18 Pro models after weaker-than-expected demand, and telecom stocks dropped sharply after SpaceX agreed to acquire a nationwide low-band spectrum license, with AT&T down 8%, Verizon Communications down 7.8%, and T-Mobile US down 7.6%, while SpaceX shares rose 4.3%. Ambarella shares rose 5.3% following reports that Qualcomm may be working with advisers on a possible deal to acquire the chip designer, speculation circulated via a Betaville alert that follows prior reports Ambarella is in advanced talks with potential buyers including NXP Semiconductors. Wall Street regained some momentum on Friday, with the S&P 500 up 0.4%, the Dow up 0.6%, and the Nasdaq Composite up 0.5%.
AAPL · Demand · Negative Apple cut component orders for some iPhone 18 Pro models after weaker-than-expected demand.
AMBA · Capital · Positive Ambarella rose on reports Qualcomm may be working with advisers on a possible acquisition of the chip designer.
DAL · Capital · Negative Delta missed Q3 earnings estimates and lowered its full-year profit outlook.
SPCX · Regulation · Positive SpaceX agreed to acquire a nationwide low-band spectrum license, a regulatory/spectrum asset deal that lifted its shares 4.3%.
T · Competition · Negative AT&T fell 8% after SpaceX agreed to acquire a nationwide low-band spectrum license, intensifying wireless competition.
TMUS · Competition · Negative T-Mobile US dropped 7.6% after SpaceX agreed to acquire a nationwide low-band spectrum license, a new competitive threat.
Egide Group announced that it experienced a cyberattack on October 6, 2026 through a third-party IT service provider. The incident, detected by the service provider, may have affected certain systems at the company's Bollène facility, and as a preventive measure operations there are partially suspended. Egide SA's technical teams immediately moved to contain the incident and mitigate its impact, working closely with the service provider, whose recovery efforts were still ongoing at the time of the press release, while external experts have been engaged to provide support. The company said technical investigations are primarily aimed at determining the nature and scope of potentially affected data, and that it has informed the competent authorities, including the French data protection authority CNIL, and filed a formal complaint with the relevant judicial authorities. Egide, a worldwide provider of hermetic packages and interconnection solutions for sensitive electronic components listed on Euronext Growth Paris under the ticker ALGID, said it will provide the market with updates on any material developments.
ALGID.PA · Technology · Negative Cyberattack via a third-party IT provider may have affected systems at its Bollène facility, forcing partial suspension of operations.
Sandisk reported fiscal Q4 2026 revenue of $8,965 million, up 372% from a year earlier, with gross margin of 84.6%, and guided fiscal Q1 2027 revenue to $10.30 billion to $10.80 billion with non-GAAP earnings per share of $44.00 to $46.00. Datacenter revenue reached $2,977 million in the quarter, up 103% sequentially, and $5,153 million for fiscal 2026, up 437%, while edge revenue was $5,432 million for the quarter, up 48% sequentially. Since its April earnings call, the company has signed five more agreements under its New Business Model, three with new customers and two expanding earlier deals, and it backs out $2,476 million tied to prepayments and deposits under these agreements when calculating adjusted free cash flow for fiscal 2026. The board approved another $14 billion in buybacks, bringing the remaining authorization to $15.5 billion. The stock trades at 7.75 times forward earnings as of October 6, against a sector P/E of 23.74, even as analysts expect EPS growth of 23.72% in 2027; about two-thirds of fiscal Q4 sequential growth came from higher prices and one-third from higher volume, and consumer revenue fell 32% from the prior quarter.
SNDK · Capital · Positive Sandisk reported blowout fiscal Q4 2026 revenue of $8,965M with 84.6% gross margin, guided fiscal Q1 2027 revenue to $10.30-$10.80B, and authorized another $14B in buybacks.
SNDK · Demand · Positive Datacenter revenue reached $2,977M in the quarter (up 103% sequentially) and the company signed five more New Business Model agreements, three with new customers.
Senao Networks Launches x86 Enterprise Server Portfolio for AI
Senao Networks Inc. announced the launch of its new x86 enterprise server portfolio, spanning data center and edge deployments with NVIDIA RTX GPU support in selected configurations. The portfolio comprises five platforms: the SR810 and SR710 for high-performance enterprise compute, the SR610 for mainstream enterprise compute, and the SE210 and SE110 for edge intelligence. The systems are designed to support generative AI, AI inference, model fine-tuning, data analytics, visualization, and intelligent edge computing workloads. Dr. Bou Lin, President at Senao Networks Inc., said the portfolio provides flexible computing building blocks that let customers deploy AI according to their own performance, security, and infrastructure requirements, from the data center to the edge. The launch expands Senao Networks' enterprise computing offering beyond its networking, security appliance, and manufacturing business, with product details available on the Senao Computing website.
Humana Jumps 13% on Medicare Star Upgrade; Delta Falls on Q3 Miss
Humana shares surged 13% after the Centers for Medicare & Medicaid Services upgraded its primary Medicare Advantage contract, designated H5216, to four stars for 2027, restoring eligibility for quality bonus payments across roughly 2.4 million members. Kopin rose 4% on an $18.6 million sole-source U.S. Army contract for MicroLED microdisplay work, bringing total program funding to $34 million. SpaceX gained 2% after an $8 billion cash deal with Grain Management for up to 14 MHz of nationwide 800 MHz low-band spectrum, a move that sent T-Mobile US, Verizon Communications and AT&T each down more than 6%. On the losing side, Alignment Healthcare tumbled 18% after its primary California contract fell to 3.5 stars, while Delta Air Lines fell 2% on September-quarter adjusted EPS of $1.72 versus the $1.82 consensus and a lowered full-year outlook, with adjusted fuel expense up 62% to $4.14 billion. Apple slipped 2% after Nikkei Asia reported it cut October component orders for the iPhone 18 Pro and iPhone 18 Pro Max by 15% to 20%.
AAPL · Demand · Negative Apple cut October component orders for iPhone 18 Pro/Pro Max by 15-20%, signaling weaker product demand.
ALHC · Regulation · Negative Its primary California Medicare contract fell to 3.5 stars, losing quality bonus eligibility.
DAL · Capital · Negative Delta missed Q3 EPS consensus ($1.72 vs $1.82) and lowered its full-year outlook.
HUM · Regulation · Positive CMS upgraded Humana's primary Medicare Advantage contract H5216 to four stars for 2027, restoring bonus payments.
KOPN · Demand · Positive Kopin won an $18.6M sole-source U.S. Army contract for MicroLED microdisplay work.
SPCX · Capital · Positive SpaceX gained 2% after an $8 billion cash deal with Grain Management for up to 14 MHz of nationwide 800 MHz low-band spectrum.
Cisco Product Revenue Jumps to $13.459 Billion as Services Stay Flat
Cisco Systems reported fiscal fourth-quarter product revenue of $13.459 billion, up from $10.886 billion a year earlier, while services revenue was nearly unchanged at $3.793 billion versus $3.787 billion. The August 12 results cover the quarter ended July 25. Services costs fell to $1.160 billion from $1.199 billion, lifting calculated gross margin to 69.4% from 68.3% and producing $45 million more gross profit on just $6 million of incremental sales. Product revenue supplied almost the entire $2.579 billion increase in consolidated quarterly sales, and a 10% decline in quarterly product sales would remove $1.35 billion of revenue, which services would need to grow 35.5% from their current base to offset. At the October 8 closing price of $114.89, Cisco traded at 22.6 times the $5.08 midpoint of management's fiscal 2027 adjusted EPS guidance and 28.5 times the $4.03 midpoint of GAAP guidance, while total product orders grew 35%, or 25% excluding hyperscalers.
CSCO · Capital · Positive Cisco's Q4 product revenue jumped to $13.459B from $10.886B, lifting gross margin to 69.4% and gross profit, with product orders up 35%.
Apple cuts iPhone 18 Pro component orders as demand softens
Apple has told its suppliers to cut back component production for the iPhone 18 Pro after demand reportedly slowed due to higher prices. According to Nikkei Asia, Apple reduced orders for October by roughly 15% to 20% versus initial estimates, and Apple stock declined more than 2.5% in early trade on Friday. Apple raised the price of its iPhone 18 Pro line by $100, to $1,199 for the iPhone 18 and $1,299 for the iPhone 18 Pro Max, and also increased prices on its various iPads and Macs, as the industry contends with a severe shortage of memory and storage chips driven by AI data center demand. Deepwater Asset Management managing partner Gene Munster said lead times have fallen 31% for the iPhone 18 Pro but risen 1% for the iPhone 18 Pro Max, leaving combined lead times roughly in line with last year's iPhone 17 Pro lineup, and warned the recent decline softens the case for measurable upside in the December quarter. Apple is also preparing to ship its $1,999 foldable iPhone Duo on Oct. 23, which could cannibalize iPhone 18 Pro sales; Munster expects first-year Duo units of close to 20 million, against current estimates of around 10 million.
Cisco Guides Fiscal 2027 Revenue of $72.2-$73.4 Billion on AI Networking Demand
Cisco Systems closed fiscal 2026 with $9.3 billion in hyperscaler AI infrastructure orders, about 4.5 times fiscal 2025, and roughly $4 billion in related revenues, and now expects hyperscaler AI revenues to reach $7.5 billion in fiscal 2027. For fiscal 2027, Cisco projects revenues of $72.2-$73.4 billion and non-GAAP earnings of $5.05-$5.11 per share, while for the first quarter of fiscal 2027 it expects revenues between $18 billion and $18.2 billion, non-GAAP earnings of $1.32-$1.34 per share, a non-GAAP gross margin of 65-66% and an operating margin of 35.5-36.5%. In the fourth quarter of fiscal 2026, networking product orders rose 40% year over year, the eighth straight quarter of double-digit growth, and company-wide orders excluding hyperscalers rose 25%. Cisco won three new hyperscaler designs in the quarter, covering a P200 scale-across system, a G200 scale-out system and an optical line system, with fiscal 2026 hyperscaler AI orders about 60% Silicon One-based systems and 40% optics, while Acacia generated more than $1 billion in orders in the last reported quarter. Security revenues increased 14% year over year in the fourth quarter of fiscal 2026, with firewall orders up more than 30% for the second consecutive quarter, and Cisco expects security growth to move from low single digits in fiscal 2026 to high single digits in fiscal 2027 and reach double-digit growth as the year progresses.
CSCO · Demand · Positive Cisco guided fiscal 2027 revenue of $72.2-$73.4B on hyperscaler AI orders of $9.3B (4.5x fiscal 2025) and three new hyperscaler designs.
Samsung Posts Record $80.2 Billion Quarter as TSMC Revenue Jumps 50%
Samsung Electronics reported the most profitable quarter ever by any company at $80.2 billion, while Taiwan Semiconductor Manufacturing Company posted record third-quarter revenue of $46.7 billion, up 50% year over year. Samsung, the world's largest memory manufacturer, counts Qualcomm, Alphabet, Tesla, Advanced Micro Devices and Amazon among its main customers. TSMC, the world's largest manufacturer of AI chips, produces over 60% of all global contract chips and over 90% of advanced chips, with NVIDIA, AMD, Qualcomm, Intel, Apple and Broadcom among its customers. Earlier this week, SpaceX announced it will raise $40 billion in debt to buy NVIDIA chips as it scales its AI compute, with a payback period well under one year thanks to deals with Google and Anthropic. The results and the SpaceX debt raise suggest record capital expenditure on AI infrastructure will continue.
Humana Jumps 15% on Medicare Ratings; SpaceX Spectrum Deal Sinks Telecom Stocks
Humana shares surged 15% in premarket trading after the health insurer said 95% of its Medicare Advantage members would be enrolled in plans rated four stars or higher in 2027, up sharply from 20% in 2026, well above J.P. Morgan's expected 60% to 70%. Delta Air Lines fell around 3.3% after cutting its annual profit forecast by nearly a quarter at the midpoint as surging fuel costs outweighed strong travel demand. Lumentum rose 3.8% after Chief Executive Michael Hurlston told Bloomberg Television in Tokyo that demand for its optoelectronic components had effectively booked out manufacturing capacity through early 2029, saying the company could not meet approximately 70% of demand for some products through next year and roughly 30% for certain others through 2028; Coherent gained 3.5% in sympathy. American Express fell almost 2% in after-hours trading after the Office of the Comptroller of the Currency imposed a $350 million penalty over compliance failures that let approximately $13 billion of suspected money laundering go undetected between 2014 and 2025. SpaceX gained 3.7% on a deal to acquire a nationwide low-band spectrum portfolio, sending T-Mobile US, Verizon Communications and AT&T down between 5% and 6%, while tower operators American Tower, Crown Castle and SBA Communications advanced between 6% and 10%.
AXP · Regulation · Negative OCC imposed a $350 million penalty on American Express over compliance failures that let suspected money laundering go undetected.
DAL · Capital · Negative Delta cut its annual profit forecast by nearly a quarter at the midpoint as surging fuel costs outweighed strong travel demand.
HUM · Regulation · Positive 95% of Medicare Advantage members to be in 4-star-plus plans in 2027, up from 20%, far above JPM's 60-70% estimate.
LITE · Demand · Positive CEO says optoelectronic component demand has booked out capacity through early 2029, unable to meet ~70% of demand for some products.
SPCX · Capital · Positive SpaceX gained 3.7% on a deal to acquire a nationwide low-band spectrum portfolio.
TMUS · Competition · Negative SpaceX's spectrum acquisition deal threatens T-Mobile's wireless competitive position, sending its shares down 5-6%.
Quantum QMCO Stock Up 191% in Three Months on Strong Q1 Results
Quantum Corporation's QMCO shares have surged 191.2% over the past three months, far outpacing the Zacks Computer & Technology sector's 5.2% gain and the Zacks Computer-Storage Devices industry's 19.7% decline, while the S&P 500 rose 3.1%. The company reported better-than-expected first-quarter fiscal 2027 results, with revenue up 25.7% year over year to $80.8 million, above the high end of management's guidance of $75 million, plus or minus $2 million, and gross margin improving to 39.3%, its highest level in five quarters. Non-GAAP operating expenses fell 16% year over year to $25.1 million, non-GAAP net income came in at $4 million, or 18 cents per share, against a loss of $14.5 million a year earlier, and adjusted EBITDA reached $8 million versus a loss of $6.5 million. Quantum eliminated all outstanding debt, cutting total debt from $144.8 million at the end of fiscal 2026 to zero as of June 30, 2026, after a private placement raised approximately $94.6 million in net proceeds, of which $56.8 million went to debt repayment, while cash, cash equivalents and restricted cash rose to $54.6 million from $16.2 million. For the second quarter of fiscal 2027, Quantum expects revenue of $82 million, plus or minus $2 million, about 31% year-over-year growth at the midpoint, but projects adjusted EBITDA of $6 million, plus or minus $1 million, below the first quarter's $8 million, as supply constraints on tape drives and certain disk drives continue to limit order fulfillment. QMCO trades at a forward 12-month price/sales ratio of 3.09 versus the industry's 2.91 and currently carries a Zacks Rank #2 (Buy).
QMCO · Capital · Positive Quantum posted better-than-expected Q1 fiscal 2027 results with revenue up 25.7% to $80.8M, improved gross margin, positive non-GAAP net income, and eliminated all debt.
QMCO · Supply · Negative Q2 guidance implies lower adjusted EBITDA as supply constraints on tape drives and certain disk drives limit order fulfillment.
Openreach Deploys Ciena's 1.6Tb/s Waveserver Platform in OSEA Rollout
Openreach is deploying Ciena's Waveserver platform, powered by WaveLogic 6 1.6Tb/s coherent technology, as part of its Optical Spectrum Extended Access portfolio. The deployment combines 400G and 800G client traffic over dedicated 1.6Tb/s wavelengths, with a compact 2RU chassis supporting up to 32 400G services, and enables Openreach to introduce national 800G services across the U.K. while providing a pathway to higher speeds. The solution will let Openreach offer wholesale customers tailored, high-capacity network services including connectivity for cable landing stations, data centers and core network nodes. Ciena faces competition from Corning, which announced a long-term partnership with NVIDIA to expand U.S.-based optical connectivity manufacturing capacity by 10 times and increase domestic fiber production capacity by more than 50%, and from Nokia, whose Network Infrastructure unit delivered double-digit growth in second-quarter 2026. Ciena shares have gained 27.3% in the past month, and the Zacks Consensus Estimate for its fiscal 2026 earnings has been revised upward over the past 60 days.
CIEN · Demand · Positive Openreach is deploying Ciena's Waveserver/WaveLogic 6 1.6Tb/s platform in its OSEA rollout, a concrete customer win.
GLW · Competition · Neutral Corning is cited only as a Ciena competitor via its NVIDIA optical-connectivity manufacturing partnership, not as a subject of the news.
NOK · Competition · Neutral Nokia is mentioned only as a competitor whose Network Infrastructure unit posted double-digit Q2 2026 growth.
SET orders SMT into Cash Balance criteria from 12-30 October 2026
The Stock Exchange of Thailand has announced that the securities of Stars Micro Electronics (Thailand) Public Company Limited, or SMT, have been placed under Level 1 trading supervision measures, prohibiting the calculation of trading credit limits and requiring all trades to be made under Cash Balance criteria. The measures take effect from 12 October 2026 and end on 30 October 2026.
SMT.BK · Regulation · Negative SET placed SMT under Level 1 trading supervision with Cash Balance requirements from 12-30 October 2026, restricting trading credit.
Wrap Technologies Names John "Chappy" Chapman Vice President of Training and Missions
Wrap Technologies, Inc. announced the appointment of John "Chappy" Chapman as Vice President of Training and Missions, tasking the veteran SWAT commander and multi-state POST instructor with leading the national expansion of the company's non-lethal response doctrine and training programs. Chapman, who began his public safety career in 1992 after serving in the United States Navy and is a certified POST instructor in 30 states, will oversee a standardized four-level training and credentialing architecture, expansion of the company's digital Learning Management System, state Peace Officer Standards and Training certification initiatives, and agency-wide adoption of WRAP's non-lethal response doctrine. That four-level model runs from Level 1 law enforcement users, who complete two hours of digital prerequisite learning plus eight hours of in-person training, up to a Level 4 credentialing board that certifies Level 3 master instructors; Level 2 instructors and Level 1 users recertify every two years, while Level 3 and Level 4 personnel recertify annually. Chapman has been a principal author of WRAP's non-lethal response doctrine, which is currently under review for POST certification in California with additional state submissions anticipated, and which incorporates non-lethal technologies such as the BolaWrap 150 into a standardized framework for early intervention and lawful subject control. Jared Novick, President of Wrap Technologies, said the company is building a national training and credentialing infrastructure intended to let law enforcement agencies institutionalize non-lethal response as a repeatable capability, adding that Chapman's appointment is an important step in scaling WRAP's technology, doctrine, and training programs across law enforcement.
WRAP · Demand · Positive Appointment of VP of Training and Missions to lead national expansion of WRAP's non-lethal response doctrine and training programs, driving agency-wide adoption.
SET Imposes Level 1 Trading Supervision Measures on SMT Starting October 12-30, 2026
The Stock Exchange of Thailand, or SET, announced that shares of Stars Microelectronics (Thailand) Public Company Limited, or SMT, are subject to Level 1 trading supervision measures, prohibiting trading credit limit calculation and cash balance. The measures take effect from October 12 to October 30, 2026. SMT shares closed today at 7.50 baht, up 0.30 baht, or 4.17%, with trading value of 197.67 million baht.
SMT.BK · Regulation · Negative SET imposes Level 1 trading supervision measures on SMT, restricting credit-limit and cash-balance trading from October 12-30, 2026.
CCET reports September sales surged 78.1% MoM and 16.6% YoY, shares jump 9%
Cal-Comp Electronics (Thailand) Public Company Limited, or CCET, reported monthly sales for September 2026 of 644.831 million US dollars, up 16.6% compared with September 2025 and up 78.14% compared with August 2026, when sales stood at 361.988 million US dollars. After the figures were announced, CCET shares closed at 10.00 baht, up 8.710%, or 0.80 baht, on trading value of 2,282.49 million baht. The stock opened at 9.15 baht, with a high of 10.00 baht and a low of 9.10 baht.
CCET reports September 2026 sales of 644.8 million dollars, up 78.14% from the previous month
Cal-Comp Electronics (Thailand) Public Company Limited, or CCET, reported September 2026 sales of 644.83 million US dollars, an increase of 16.6% from 553.13 million US dollars in the same month last year, and a rise of 78.14% from August 2026, when sales stood at 361.99 million US dollars. In baht terms, September 2026 sales came to 21.37319 billion baht, up from 12.09677 billion baht in August 2026. Sales in Taiwan dollars amounted to 20.23784 billion Taiwan dollars. For cumulative 2026 sales, the company recorded total sales of 3.42639 billion US dollars, up 10.8% from 3.09295 billion US dollars in 2025, with cumulative sales in baht terms at 111.60173 billion baht, compared with 102.72035 billion baht the previous year. Sales in Taiwan dollars stood at 108.96076 billion Taiwan dollars. The company stated that its monthly sales disclosure complies with the requirements of the Taiwan Stock Exchange, as its Taiwan Depository Receipts, or TDRs, are listed and traded on that market. The 2026 sales figures have not yet been audited by accountants, and use an exchange rate of 1 US dollar to 33.1454 baht and 31.3847 Taiwan dollars.
9105.TW · Demand · Positive September 2026 sales rose 78.14% month-over-month and 16.6% year-over-year, signaling strong end-customer demand for its products.
Apple cuts iPhone 18 Pro component orders by at least 15% as demand weakens
Apple has told some suppliers to reduce production of components for the iPhone 18 Pro and iPhone 18 Pro Max after soaring memory chip costs and price increases began to weigh on consumer demand. Nikkei Asia reported today, October 9, citing multiple sources, that Apple cut component orders for October by at least 15% from what it had initially indicated. The report said demand for electronic devices has weakened from late August through October, though part of the decline may stem from a shift in the launch schedule for Apple's various iPhone models. Apple previously raised prices for the iPad and MacBook in June, saying it could no longer absorb rising memory and storage chip costs. In September, Apple unveiled the iPhone 18 Pro and iPhone 18 Pro Max alongside the foldable phone Duo. The iPhone 18 Pro starts at 1,199 dollars, while the Pro Max starts at 1,299 dollars, each 100 dollars higher than the starting price of the previous generation.
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