News / Taiwan / economic_daily
Nov 4 Financial Briefing: Apple's Memory Cost Warning, ASE's Expansion, and Samsung's 8-inch Fab Exit
Electronic Technology · Semiconductors · economic_daily · 2026-11-03
Key financial updates for today include Apple's warning on memory costs, market outlook for Taiwan stocks, ASE's massive expansion plans, and the potential impact of Samsung's 8-inch fab closure on UMC.
What Happened
Apple's Cost Outlook: Apple CEO Luca Maestri warned that memory chip prices have reached unprecedented levels and are expected to rise further next year. This rising cost structure is likely to pressure the company's revenue growth and gross margins in the current quarter.
Taiwan Market Sentiment: Despite recent volatility and foreign capital outflows, analysts maintain that the structural bull market driven by AI remains intact. Market participants expect a rebound in capital inflows following the conclusion of the U.S. midterm elections.
Semiconductor Expansion: ASE Technology's subsidiary, Siliconware Precision Industries (SPIL), is reportedly planning a massive NT$100 billion investment to expand advanced packaging capacity in the Central Taiwan Science Park. This move underscores the ongoing strategic build-out of Taiwan's semiconductor supply chain.
Samsung's Strategic Shift: Samsung has notified clients of its plan to phase out 8-inch wafer production by the end of 2030. Industry experts anticipate that this exit will benefit foundry partners like UMC, which are expected to capture significant order transfers.
Read original
More in Electronic Technology
Electronic Technology · economic_daily · 2026-11-03
Despite recent market turbulence driven by geopolitical tensions and US election uncertainty, experts believe the structural AI-led bull market remains intact.
Electronic Technology · economic_daily · 2026-11-03
Foreign institutional investors have sold a record NT$2.55 trillion in Taiwan stocks this year, while local funds and state-backed banks aggressively buy the dip.
1303, 2308, 2327, 2330, 2382, 2454
Electronic Technology · economic_daily · 2026-11-03
The 2026 Taiwan Week event brings together global financial leaders and tech innovators to showcase Taiwan's ambition to evolve from a tech hub into a premier capital market center.
Latest in Taiwan
Finance · economic_daily · 2026-11-03
Taiwan's stock market faced a triple-threat sell-off, with the index dropping below 44,000 points as foreign investors offloaded over NT$100 billion in a single day.
Electronic Technology · economic_daily · 2026-11-03
Despite recent market turbulence driven by geopolitical tensions and US election uncertainty, experts believe the structural AI-led bull market remains intact.
Electronic Technology · economic_daily · 2026-11-03
Foreign institutional investors have sold a record NT$2.55 trillion in Taiwan stocks this year, while local funds and state-backed banks aggressively buy the dip.
1303, 2308, 2327, 2330, 2382, 2454
Electronic Technology · economic_daily · 2026-11-03
The 2026 Taiwan Week event brings together global financial leaders and tech innovators to showcase Taiwan's ambition to evolve from a tech hub into a premier capital market center.