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<title>Taipei Ledger</title><subtitle>Taiwan-listed companies in English: monthly revenue, features and data, from official filings.</subtitle><link href="https://taipeiledger.com/"/><link rel="self" href="https://taipeiledger.com/feed.xml"/><id>https://taipeiledger.com/</id><updated>2026-11-13T00:00:00+08:00</updated><author><name>Taipei Ledger</name></author>
<entry><title>Taiwan's Nvidia supply chain faces a test after Huang</title><link href="https://taipeiledger.com/features/2026-11-nvidia-ceo/"/><id>https://taipeiledger.com/features/2026-11-nvidia-ceo/</id><updated>2026-11-13T00:00:00+08:00</updated><summary>Taiwan-headquartered customers supplied 28% of Nvidia's revenue last quarter, and its suppliers now wait to see whether the chief executive's exit changes how far ahead the company commits.</summary></entry>
<entry><title>GTA VI arrives in a console squeeze; Taiwan's memory makers show its scale</title><link href="https://taipeiledger.com/features/2026-11-gta6/"/><id>https://taipeiledger.com/features/2026-11-gta6/</id><updated>2026-11-13T00:00:00+08:00</updated><summary>The game is console-only, consoles are scarce and dearer, and AI data centres are absorbing memory chips; five Taiwan memory companies' combined October revenue was up 338.2% on a year earlier.</summary></entry>
<entry><title>Taiwan's monthly sales give an early read on Japan's chip suppliers</title><link href="https://taipeiledger.com/features/2026-11-taiwan-japan-suppliers/"/><id>https://taipeiledger.com/features/2026-11-taiwan-japan-suppliers/</id><updated>2026-11-12T00:00:00+08:00</updated><summary>A Taipei Ledger test finds that some Japanese chip and component makers have moved with Taiwanese companies, some only for a while, and one not at all.</summary></entry>
<entry><title>AI's borrowers pay more as Taiwan's suppliers keep shipping</title><link href="https://taipeiledger.com/features/2026-11-ai-credit/"/><id>https://taipeiledger.com/features/2026-11-ai-credit/</id><updated>2026-11-12T00:00:00+08:00</updated><summary>Lenders are charging the riskiest AI borrowers far more, while Taiwan's hardware makers are still growing and holding more stock.</summary></entry>
<entry><title>Electronic parts prices climb faster than Taiwan's factory-gate average</title><link href="https://taipeiledger.com/features/2026-11-chip-prices/"/><id>https://taipeiledger.com/features/2026-11-chip-prices/</id><updated>2026-11-11T00:00:00+08:00</updated><summary>For companies that source chips, memory and circuit boards from Taiwan, official price data, the makers' own revenue and distributors' lead-time reports all point the same way.</summary></entry>
<entry><title>Revenue Day: October 2026</title><link href="https://taipeiledger.com/revenue/2026-10/"/><id>https://taipeiledger.com/revenue/2026-10/</id><updated>2026-11-10T23:59:43+00:00</updated><summary>Monthly revenue of Taiwan-listed companies for October 2026, 1,964 companies.</summary></entry>
<entry><title>Taiwan's Trade-Show Calendar Fills Up, and One Date Moves Earlier</title><link href="https://taipeiledger.com/features/2026-11-trade-shows/"/><id>https://taipeiledger.com/features/2026-11-trade-shows/</id><updated>2026-11-10T00:00:00+08:00</updated><summary>As AI crowds the exhibition halls, SEMICON Taiwan is shifting its slot, while Computex and Taipei Cycle have set their next dates.</summary></entry>
<entry><title>Taiwan Writes AI and Chips Into Law, Budgets and the Grid</title><link href="https://taipeiledger.com/features/2026-11-ai-chip-policy/"/><id>https://taipeiledger.com/features/2026-11-ai-chip-policy/</id><updated>2026-11-10T00:00:00+08:00</updated><summary>Ministries are tying artificial intelligence and semiconductors to statute, spending plans, the tax code and power supply at the same time.</summary></entry>
<entry><title>TSMC now builds the logic layer inside SK hynix's AI memory</title><link href="https://taipeiledger.com/features/2026-11-tsmc-memory/"/><id>https://taipeiledger.com/features/2026-11-tsmc-memory/</id><updated>2026-11-10T00:00:00+08:00</updated><summary>One part of TSMC's role in memory is confirmed, another rests on a single report, and Taiwan's own memory makers reported revenue up 347.9% on a year earlier.</summary></entry>
<entry><title>Nvidia's Taipei campus takes shape as its server builders' sales climb</title><link href="https://taipeiledger.com/features/2026-w47-nvidia/"/><id>https://taipeiledger.com/features/2026-w47-nvidia/</id><updated>2026-11-10T00:00:00+08:00</updated><summary>Nvidia's Constellation headquarters now has its land and its contract, while eight Taiwan-listed server makers reported combined revenue up 66.2% on a year earlier.</summary></entry>
<entry><title>Inside Taiwan's bourse: foreign owners, chip weight and a listing queue</title><link href="https://taipeiledger.com/features/2026-11-exchange-size/"/><id>https://taipeiledger.com/features/2026-11-exchange-size/</id><updated>2026-11-10T00:00:00+08:00</updated><summary>Foreign investors, technology companies and a pipeline of new listings make up the market behind Taiwan's shifting place in the world rankings.</summary></entry>
<entry><title>Inside TSMC's filings: record sales, bigger bets and new partners</title><link href="https://taipeiledger.com/features/2026-w46-tsmc/"/><id>https://taipeiledger.com/features/2026-w46-tsmc/</id><updated>2026-11-10T00:00:00+08:00</updated><summary>Month after month, the chipmaker's own disclosures show an expansion it is funding itself and sharing with partners.</summary></entry>
<entry><title>Data centres are racing ahead of the power to run them</title><link href="https://taipeiledger.com/features/2026-11-data-centres/"/><id>https://taipeiledger.com/features/2026-11-data-centres/</id><updated>2026-11-10T00:00:00+08:00</updated><summary>Cloud groups keep raising their spending while grids struggle to keep pace, and Taiwan's power and cooling suppliers are booking more revenue.</summary></entry>
<entry><title>Revenue Day: September 2026</title><link href="https://taipeiledger.com/revenue/2026-09/"/><id>https://taipeiledger.com/revenue/2026-09/</id><updated>2026-11-03T11:29:35+00:00</updated><summary>Monthly revenue of Taiwan-listed companies for September 2026, 1,865 companies.</summary></entry>
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