The Week in Taiwan Companies
09 Nov – 13 Nov 2026 · Taipei Ledger
This week, only for subscribers
- Next week: 91 investor conferences, 5 ex-dividend dates, 6 shareholder meetings
- 45 companies foreign investors bought or sold 5+ days in a row
- The chart of the week
- Japan watch: Taiwan's monthly sales next to 5 Japanese suppliers' results
- The earnings-growth list: 35 companies
- A note from the editor
Feature
Electronic parts prices climb faster than Taiwan's factory-gate average
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.
Feature
Taiwan's monthly sales give an early read on Japan's chip suppliers
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.
Feature
AI's borrowers pay more as Taiwan's suppliers keep shipping
Lenders are charging the riskiest AI borrowers far more, while Taiwan's hardware makers are still growing and holding more stock.
Feature
Taiwan's Nvidia supply chain faces a test after Huang
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.
Revenue Day for October 2026 is out: read it.
43 new supply-chain links published: see the map.
Foreign investors
Over 4 trading days, foreign investors were net sellers of NT$0.5bn on TPEx and sellers of NT$124.5bn on TWSE.
| Most bought | Net |
|---|---|
| Taiwan Glass IND 1802 | +NT$19.7bn |
| Alchip Technologies 3661 | +NT$6.3bn |
| Nanya Technology 2408 | +NT$5.6bn |
| Fulltech Fiber Glass 1815 | +NT$3.1bn |
| Hon Hai 2317 | +NT$3.0bn |
| Most sold | Net |
| TSMC 2330 | −NT$33.1bn |
| Jentech 3653 | −NT$12.8bn |
| MediaTek 2454 | −NT$12.5bn |
| Elite Material 2383 | −NT$10.5bn |
| Unimicron 3037 | −NT$9.3bn |
Daily flows by company and industry
Company announcements
This week: 977 results and earnings, 394 board and management, 334 loans and guarantees, 280 capital and securities, 267 other, 187 assets bought or sold. Notable ones from large and AI-hardware companies:
TSMC 2330 · Legal and regulatory
TSMC Reports Unauthorized Access to Employee Information. On November 12, 2026, TSMC said information concerning some current and former employees had been placed on an external website without authorization; there is currently no evidence that TSMC’s systems were compromised. The information matches data in a cloud service provider’s systems and is unrelated to TSMC production or customer data; TSMC has notified affected individuals and is working with the provider, investigative authorities and a third-party cybersecurity firm to clarify the incident and take necessary measures.
Hon Hai 2317 · Capital and securities
Hon Hai Receives Approval to Extend Overseas Convertible Bond Offering Period. Hon Hai received approval from Taiwan’s Financial Supervisory Commission to extend the fundraising period for its 2026 first overseas unsecured convertible bond issue by three months. The issue has a maximum aggregate amount of US$1.5 billion and was approved to become effective on August 17, 2026; the extension was approved on November 12, 2026.
Hon Hai 2317 · Other
Hon Hai to Participate in Investor Conferences. Hon Hai will attend investor conferences on November 13, 24, 25 and 26, 2026, at the invitations of CLSA, Citi, Taishin Securities and Soochow Securities, respectively, to discuss its operations. The announcement lists venues in Taipei, including No. 32, Jihu Road, W Taipei and the Regent Taipei.
Winbond 2344 · Capital and securities
Winbond Receives Full Proceeds for Fourth Domestic Unsecured Convertible Bond Issue. On November 12, 2026, Winbond Electronics announced that the collection bank had received all subscription proceeds for its fourth domestic unsecured convertible bond issue, totaling NT$14 billion, and transferred them to the custody bank account.
Asus 2357 · Results and earnings
Asus Board Approves Third-Quarter 2026 Consolidated Financial Report. On November 12, 2026, Asus’s board approved its consolidated financial report for January 1–September 30, 2026. The nine-month results included revenue of NT$742,431.278 million, gross profit of NT$120,692.891 million, operating profit of NT$56,150.348 million, pretax profit of NT$67,502.859 million, net profit of NT$54,724.064 million, net profit attributable to owners of the parent of NT$50,475.863 million, and basic EPS of NT$67.96; at September 30, total assets were NT$1,070,327.3 million, total liabilities NT$687,471.808 million, and equity attributable to owners of the parent NT$351,470.032 million.
Evergreen Marine 2603 · Assets bought or sold
Clove Holding to Transfer 5.57% Stake in Everport Terminal Services. Evergreen Marine said its subsidiary Clove Holding Ltd. will transfer 59 shares, representing a 5.57% stake in Everport Terminal Services Inc., to related party Evergreen Marine for US$17,206,633.50. Clove Holding’s board approved the transaction on November 12, 2026, for operational planning; because the transaction is within the consolidated entity, no disposal gain or loss will be recognized.
Evergreen Marine 2603 · Investments and acquisitions
Evergreen Marine acquires 5.57% stake in Everport Terminal Services. Evergreen Marine’s board approved the acquisition of 59 shares, representing a 5.57% stake in Everport Terminal Services Inc., from related party Clove Holding Ltd. on November 12, 2026, for US$17,206,633.50. The stated purpose is operational planning; following the transaction, Evergreen Marine will hold 1,059 shares, or 100% of the company.
Evergreen Marine 2603 · Assets bought or sold
Evergreen Marine subsidiary to purchase 18,300 new containers. Evergreen Marine announced that its subsidiary Evergreen Marine (Asia) Pte. Ltd. will purchase 18,300 new containers from related party Evergreen Heavy Industrial Corp. (Malaysia) Berhad for a total amount not exceeding US$62,516,400. The transaction was approved on November 12, 2026, and the containers are for business operations.
Evergreen Marine 2603 · Assets bought or sold
Evergreen Marine Subsidiary to Purchase 11,000 New Containers. Evergreen Marine (Asia) Pte. Ltd. approved the purchase of 11,000 containers from Yangzhou Rixin Transportation Logistics Equipment Co., Ltd. on November 12, 2026, for a total amount not exceeding US$32,320,000. The containers are for business use; the transaction is not with a related party.
Evergreen Marine 2603 · Assets bought or sold
Evergreen Marine subsidiary to purchase 24,000 new containers. Evergreen Marine (Asia) Pte. Ltd. approved the purchase of 24,000 new containers from Xinhua Chang Group Co., Ltd. on November 12, 2026, for a total amount not exceeding US$76,442,000. The seller is not a related party; the containers are for business use, and the price was negotiated with reference to market prices.
Evergreen Marine 2603 · Assets bought or sold
Evergreen Marine subsidiary announces acquisition of 30,000 new containers. Evergreen Marine (Asia) Pte. Ltd. will acquire 30,000 containers from China International Marine Containers (Group) Co., Ltd. for no more than US$97.02 million. The subsidiary’s board approved the transaction on November 12, 2026; the containers are for business use, and the counterparty is not a related party.
Hon Hai 2317 · Board and management
Hon Hai Changes Company Governance Officer. Hon Hai appointed Wu Fu-mei, its chief compliance officer and chief information security officer, as company governance officer effective November 12, 2026, replacing Huang De-cai, the company’s chief financial officer, following an organizational adjustment. Wu previously served as deputy director and chief information security officer of the Investigation Bureau, Ministry of Justice.
GPU rental prices
Median price of one GPU-hour on the Vast.ai marketplace, and the change over seven days.
| GPU | US$/hour | 7 days |
|---|---|---|
| B200 | $10.00 | -3.0% |
| H200 | $4.61 | +0.0% |
| H100 SXM | $2.27 | -33.4% |
| A100 80GB | $0.90 | -9.8% |
Earnings growth
Companies whose earnings per share rose at least 25% on a year earlier in both Q2 2026 and Q1 2026, and whose annual EPS rose every year from 2022 to 2025: 35 of 1,987 companies, listed by industry and code. From filed income statements; EPS in NT$.
The full list, with each company's figures, is in the email edition. Subscribe free:
Facts from TWSE and TPEx statistics, company filings and provider price lists. Information only, not investment advice. Taipei Ledger is published by MDK Analytics.