ASE Technology Holding, the world’s largest outsourced chip packaging and testing group, reported unaudited October consolidated net revenue of NT$88,615 million (2,779 million dollars), up 47.1 percent year on year in Taiwan dollar terms and 0.6 percent sequentially. Revenue from its assembly, testing and materials business was NT$56,840 million, up 57.7 percent year on year and 7.9 percent sequentially, a direct read on advanced packaging demand behind the TSMC revenue print covered elsewhere in today’s edition.
ChipMOS Technologies, the Taiwan display driver and memory testing house, reported third quarter results in a board resolution filing: gross profit of NT$4,101,569 thousand, operating profit of NT$3,125,045 thousand and net profit of NT$2,719,898 thousand, for basic earnings per share of NT$3.89. Total assets at September 30 were NT$45,630,142 thousand against equity of NT$26,117,184 thousand.
Vertiv signed a three year strategic partnership with Infineon to develop and scale supply of silicon and silicon carbide power semiconductors, supporting supply continuity as Vertiv builds its 800 volt direct current power systems for AI data centers. The agreement expands an existing relationship and aligns the two companies’ technology roadmaps; no financial terms were disclosed. It pairs naturally with Infineon’s results in today’s edition, where data center power supply revenue is guided to close to 4 billion euros next fiscal year.
The EU’s AI gigafactories programme has told applicants to resubmit funding bids for undisclosed technical reasons. The EuroHPC Joint Undertaking said all submissions currently in the system, draft and submitted, will not be considered, extended the large gigafactory lot deadline to the start of February 2027 and kept the medium lot at December 6, 2026. Four smaller facilities are eligible for up to 100 million euros each in phase one funding and three larger ones for up to 200 million euros each, with larger phase two amounts behind capacity conditions.
Microsoft is winding down its 2023 compute capacity agreement with Oracle, Bloomberg reported, because the older generation Nvidia hardware no longer meets its specifications; the capacity powered an AI assisted version of Bing. Newer contracts between the two are reported unaffected, Oracle said demand for its infrastructure remains strong including for older hardware at a premium, and Microsoft declined to comment. Bloomberg also reported Microsoft is increasing oversight of some neocloud projects with Nebius, Iren and Nscale and stepping away from projects it deems risky, against estimated neocloud leases now above 80 billion dollars.
In Washington, CISA added four known exploited vulnerabilities to its catalog on November 9 and launched an enhanced cyber incident reporting form, routine but binding maintenance for federal agencies and contractors. Separately, Equinix filed an 8-K on November 9 (accession 0001104659-26-124509) recording the closing of 2.4 billion euros of senior notes in four tranches due 2028 to 2038 by its European financing subsidiary; the operating news in that name today, the SG6 Singapore opening, is covered in the infra-deals edition, and the notes closing is a financing record, not a new operating development. Sony’s November 10 Form 6-K is the English translation of its Japanese semi-annual securities report for the six months ended September 30 and adds no figures beyond its November 5 results, covered on this site that day.