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[Taiwan’s Weekly Standout #2#] Tongtai (4526 TT) is going after a simple problem in AI-board manufacturing: drilling machines sitting idle while they wait for tools and boards. The machine-tool maker makes drilling and routing machines for PCB manufacturers, including equipment for AI server boards and the IC substrates used in chip packaging. Its shares rose 36.4% between the Oct. 22 and Oct. 30 closes. Orders are already stretching into 2027. MoneyDJ reported that Tongtai had PCB drilling-equipment order visibility through the end of next year, including annual orders from customers in Japan and South Korea. But component lead times are also getting longer, which could affect deliveries. We’re watching whether customers take up the integrated stations, and whether Tongtai can get the equipment out the door on time.

Chroma, a Taiwanese test-equipment maker, says it has received purchase orders for Q1 2027 to support volume production of co-packaged optics (CPO). The company expects the current pilot phase to wrap up by the end of 2026, and customers have provided their 2027 demand forecasts. For Nvidia's Spectrum-X, Chroma expects 2027 shipments of Insertion 3 optical-engine test equipment to be at least four to five times the pilot-run level. Chroma said Marvell plans to enter the pilot stage in 2027, with volume production targeted for Q4 of that year. Q3 revenue rose 33% from the previous quarter and 180% year over year to NT$17.93 billion. Operating profit increased 37% from Q2 and 288% from a year earlier to NT$7.17 billion. Gross margin slipped to 57.5% from 60.5% in Q2, but operating margin improved to 40.0% from 38.7% as revenue grew faster than operating expenses. Net profit attributable to shareholders was NT$5.65 billion. Basic EPS rose 11% year over year to NT$13.34. The year-earlier quarter included a NT$3.19 billion gain from residential property sales. On a parent-company basis, semiconductor and photonics testing revenue reached NT$6.06 billion, up 38% from Q2 and 189% year over year, accounting for 42% of parent-company sales. Test instruments and automated test systems generated NT$7.43 billion, up 21% from Q2. Operating cash flow for the first nine months was NT$6.21 billion, compared with NT$14.96 billion in consolidated net income. Inventory rose 74% from the end of 2025 to NT$13.81 billion.

Elite Material (2383 TT), a maker of copper-clad laminates, expects to supply half the core laminate used in ABF substrates for MediaTek’s TPU v8 program for Google ($GOOGL), according to Goldman Sachs. The company said on its Oct. 29 earnings call that tight supplies from Japanese material makers were prompting customers to accelerate qualification of a second source. Elite Material expects to begin shipments in 2027. The company expects gross margins of at least 50% on the substrate material, compared with more than 65% for the market leader, according to Goldman. Elite Material is also working with several customers on qualification projects for high-end ABF substrate materials. Goldman says shipments from those projects are expected to begin in Q4 2027. The company plans to add capacity ahead of customer demand. That capacity could also be used to make M9, M10 and M11 circuit-board laminates if substrate demand does not fully absorb it, according to Goldman.

Hanmi Semiconductor (042700 KS), which makes bonding equipment for HBM production, reported preliminary Q3 revenue of 181.0 billion won, down 27.9% from Q2. Operating profit fell 30.3% to 90.8 billion won. Revenue was up 8.9% from a year earlier, while operating profit rose 33.9%. Operating margin widened to 50.2% from 40.8%. Hanmi said some equipment revenue had been deferred to Q4 and expects a stronger fourth quarter. The company also expects 2026 to deliver a third straight year of record revenue and a new annual high in operating profit.

Intel ($INTC) reported higher Q3 adjusted earnings on strong data center demand, but PC weakness and the Fab 28 shutdown are weighing on Q4. Q3 2026: • Revenue: $16.51B, up 21% YoY • Adjusted operating income: $3.23B; operating margin: 19.6% • Adjusted gross margin: 44.1%, up 4.1 percentage points YoY • Adjusted EPS: $0.52, up 126% YoY DCAI revenue rose 78% YoY to $7.32B, while client revenue fell 5% YoY. Q3 results: For Q4, Intel forecasts $15–16B in revenue, a 38% adjusted gross margin and $0.25 in adjusted EPS. An October accident led to an extended shutdown at Fab 28 in Israel. Intel estimates a $300M Q4 revenue impact, almost entirely from 10nm server products, plus a two-percentage-point hit to gross margin. Both impacts are already included in Q4 guidance. Despite the disruption, Intel still expects DCAI revenue to grow at a mid-teens percentage rate sequentially—underscoring that server supply remains a constraint even as PC demand weakens. Earnings-call remarks: