Everlight Electronics (億光電子) said it has no other plant-sale plans beyond the Tongluo (銅鑼) facility it is already divesting.CITE:E1CITE:E8 The company described the Tongluo sale as a standalone move rather than the start of a broader divestiture pattern, framing it strictly as a single, completed decision.CITE:E1
Everlight said its Thailand plant's construction formally began in August 2026 and is scheduled to start production in the second half of 2027.CITE:E2CITE:E9 The company linked the timing of the buildout to geopolitical considerations affecting its supply chain.CITE:E2
Everlight said current capacity utilization is below 70% following the Tongluo sale, with the Thailand plant not due online until next year.CITE:E3CITE:E10 The company added that utilization at this level is still sufficient to meet existing shipment demand.CITE:E3
Everlight said it wants optocoupler products to account for more than 40% of revenue once the Thailand plant is operating.CITE:E4 The company said the new plant will target the optocoupler and automotive supply chains specifically, aiming to give customers more supply-chain flexibility.CITE:E4
Everlight said rising material costs are the single biggest variable affecting its profit.CITE:E5 The company also said foreign-exchange losses in the first half of this year were sharply lower than in the same period a year earlier.CITE:E5
Everlight said its EV charger products are growing quickly but still account for a small share of total revenue.CITE:E6
Everlight said capital expenditure this year and next is mainly earmarked for the Thailand plant, at roughly NT$1.5 billion to NT$2 billion.CITE:E7CITE:E11 The company said spending outside that project is not substantial by comparison.CITE:E7
| Metric | Value |
|---|---|
| Current capacity utilization | Below 70% CITE:E3 |
| Target optocoupler revenue share (post-Thailand ramp) | Above 40% CITE:E4 |
| Capex, this year through next (mainly Thailand plant) | NT$1.5–2 billion CITE:E7 |
| Thailand plant production start | H2 2027 CITE:E2 |
Everlight is operating with capacity utilization below 70% while directing its capex — roughly NT$1.5 billion to NT$2 billion through next year — almost entirely into a Thailand plant that will not produce until the second half of 2027, leaving the near-term utilization gap unresolved by design.CITE:E3CITE:E7CITE:E2 The company frames that future capacity around a specific product-mix shift, targeting more than 40% of revenue from optocouplers, even as it separately flags EV chargers as a fast-growing but still small revenue line and material costs — not currency, which it said improved — as the main swing factor for profit.CITE:E4CITE:E6CITE:E5
No. Everlight said it has no other plant-sale plans beyond the Tongluo facility.<CITE:E1>
Everlight expects the Thailand plant to start production in the second half of 2027.<CITE:E2>
Market rumors, based on a SemiAnalysis client report, say Google is working with AMD on a 10th-generation TPU project. The report suggests Google wants AMD's CPU IP, interconnect, or packaging technology rather than direct chip design, and cautions the collaboration's exact form remains unconfirmed.
Stifel strategist Barry Bannister warns that fading speculation in AI-linked stocks and a roughly 25% probability of a 2026 US recession could drag the S&P 500 down about 20%, versus about 9% upside if growth holds — in line with historical recession declines averaging 23% since World War II.
Anthropic detailed how Claude's watermark works, using a version of DeepMind's SynthID-Text method to meet EU AI Act rules, amid user backlash.