Taipei LedgerData Analysis on Taiwan's Companies and Economy

The Week in Taiwan Companies

02 Nov – 06 Nov 2026 · Taipei Ledger

Feature

Inside TSMC's filings: record sales, bigger bets and new partners

Month after month, the chipmaker's own disclosures show an expansion it is funding itself and sharing with partners.

Read the feature →

Revenue Day for September 2026 is out: read it.

180 new supply-chain links published: see the map.

Foreign investors

Over 5 trading days, foreign investors were net buyers of NT$11.2bn on TPEx and sellers of NT$517.4bn on TWSE.

Most boughtNet
Holy Stone Enterprise 3026+NT$4.4bn
LandMark Optoelectronics 3081+NT$3.2bn
WinWay 6515+NT$2.8bn
eMemory Technology 3529+NT$2.7bn
LuxNet 4979+NT$2.5bn
Most soldNet
TSMC 2330−NT$182.4bn
MediaTek 2454−NT$70.2bn
ASE Technology 3711−NT$27.6bn
Unimicron 3037−NT$16.5bn
Elite Material 2383−NT$15.3bn

Daily flows by company and industry

Company announcements

This week: 736 results and earnings, 308 board and management, 278 capital and securities, 243 other, 155 loans and guarantees, 111 assets bought or sold. Notable ones from large and AI-hardware companies:

Winbond 2344 · Capital and securities
Winbond sets conversion price and premium for fifth domestic unsecured convertible bond. Winbond said its fifth domestic unsecured convertible bond registration took effect on October 30, 2026, under a letter from the Financial Supervisory Commission. Based on an average common-share closing price of NT$127.5 on the business day before November 6, 2026, the conversion premium is 105.1% and the conversion price is NT$134 per share.

Winbond 2344 · Capital and securities
Winbond Sets Conversion Price and Premium for Fourth Domestic Unsecured Convertible Bonds. Winbond’s issuance of its fourth domestic unsecured convertible bonds was approved by the Financial Supervisory Commission on October 30, 2026. Based on the average closing price of NT$127.5 per common share on the business day before November 6, 2026, the conversion premium is 109.8% and the conversion price is NT$140 per share.

TSMC 2330 · Other
TSMC to Attend JPMorgan APAC Technology, Innovation and Growth Conference. TSMC was invited to attend the conference organized by JPMorgan Securities on November 16–17, 2026, at the Grand Hyatt Hong Kong. The company will discuss financial figures and operating performance information already disclosed at its October 15 earnings conference.

Wiwynn 6669 · Capital and securities
Wiwynn sets capitalization date for shares issued upon convertible bond conversion. Wiwynn’s board resolved on November 6, 2026, to set that date as the capitalization date for ordinary shares issued upon conversion of its overseas unsecured convertible bonds. The issuance totals NT$238,257,270, or 23,825,727 shares with a par value of NT$10 per share; the new shares carry the same rights and obligations as the company’s existing ordinary shares.

Wiwynn 6669 · Capital and securities
Wiwynn Board Approves Cash Capital Increase for Overseas Depositary Receipts. On November 6, 2026, Wiwynn’s board approved a cash capital increase of up to 18 million common shares, with the issue amount and price to be determined based on market conditions. The shares will support an overseas depositary receipt offering; 10%–15% are reserved for employees, and proceeds will be used to purchase foreign-currency-denominated materials.

Wiwynn 6669 · Investments and acquisitions
Board approves US$250 million capital increase in U.S. subsidiary. On November 6, 2026, Wiwynn’s board approved a US$250 million (approximately NT$7.95 billion) cash capital increase in Wiwynn Technology Corporation, its wholly owned subsidiary, funded from the company’s own funds for long-term investment. After the investment, Wiwynn’s cumulative investment in the subsidiary will be US$800 million, with a 100% ownership stake.

Wiwynn 6669 · Investments and acquisitions
Wiwynn approves US$200 million capital increase for Malaysian subsidiary. Wiwynn’s board approved a cash capital increase of US$200 million (approximately NT$6.36 billion) in Wiwynn Technology Service Malaysia SDN. BHD. on November 6, 2026. The subsidiary is wholly owned by Wiwynn; the investment is for long-term investment, funded with the company’s own funds, and will be made according to funding needs.

Wiwynn 6669 · Results and earnings
Wiwynn Board Approves Third-Quarter 2026 Consolidated Financial Report. Wiwynn’s board approved its consolidated financial report for the period January 1 to September 30, 2026, on November 6, 2026; the audit committee approved it on the same date. For the first nine months, revenue was NT$989.278016 billion, gross profit NT$85.197319 billion, operating income NT$70.126660 billion, pretax profit NT$67.324766 billion, net income attributable to the parent NT$52.447797 billion, and basic EPS NT$94.04; at period-end, total assets were NT$689.600265 billion, total liabilities NT$501.574763 billion, and equity attributable to the parent NT$188.025502 billion.

Accton 2345 · Assets bought or sold
Accton’s equipment acquisitions exceed NT$500 million within one year. Accton reported cumulative acquisitions of machinery and equipment for operational use totaling approximately NT$508 million, with transaction dates from January 24 to November 6, 2026. The counterparty is Global Instrument Technology Co., Ltd., which is not a related party; the transaction was negotiated based on market prices and approved by the board on December 18, 2025.

Delta Electronics 2308 · Contracts and orders
Delta Electronics Announces Guanyin Plant Construction Contract. Delta Electronics’ board approved construction of the Guanyin plant on April 29, 2026, with the total project cost provisionally estimated at NT$10.3 billion. The civil engineering contract was awarded to Lijin Engineering Co., Ltd., which is not a related party, for NT$9.47 billion; Lijin must meet requirements for applying for U.S. LEED green building certification.

Phison 8299 · Capital and securities
Phison Board Approves Buyback of 2 Million Shares for Employee Transfer. Phison’s board approved repurchasing up to 2,000,000 common shares, representing 0.90% of issued shares, for transfer to employees. The buyback is scheduled for November 6, 2026, through January 5, 2027, via the centralized market, at NT$1,680–NT$2,280 per share; the planned buyback amount is capped at NT$4.56 billion, within the statutory total buyback limit of NT$81,404,460,447.

Phison 8299 · Contracts and orders
Phison Approves Long-Term DRAM Supply Agreement. On November 6, 2026, Phison’s board approved signing a long-term DRAM supply agreement with an unaffiliated supplier, effective November 7, 2026, through December 31, 2029. The agreement provides priority allocation of production capacity to meet the company’s operating needs. Phison stated that it expects the agreement to have a positive impact on its future finances and operations.

All announcements in English

GPU rental prices

Median price of one GPU-hour on the Vast.ai marketplace, and the change over seven days.

GPUUS$/hour7 days
B200$10.00–
H200$4.41–
H100 SXM$2.33–
A100 80GB$1.13–

All GPUs and providers

Earnings growth

Companies whose earnings per share rose at least 25% on a year earlier in both Q2 2026 and Q1 2026, and whose annual EPS rose every year from 2022 to 2025: 35 of 1,987 companies, listed by industry and code. From filed income statements; EPS in NT$.

The full list, with each company's figures, is in the email edition. Subscribe free:

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Facts from TWSE and TPEx statistics, company filings and provider price lists. Information only, not investment advice. Taipei Ledger is published by MDK Analytics.

Generated 2026-11-09 17:15.