PRE-MARKET TAIWAN AND SINGAPORE STOCKS NEWS: Earnings from Hon Hai (2317 TT) and Singapore Telecommunications (ST SP)

E Ink Holdings (8069 TT) - Co. lowered its FY26 revenue growth forecast to 9% (prev. 10-15%), citing weaker consumer electronics demand amid rising memory chip costs, although it continues to expect record annual revenue and profit. (Taipei Times)

Hon Hai (2317 TT) - Co. Q3 (TWD) net rose 34% Y/Y to 77.5bln (exp. 70.3bln), rev. 3.02tln (prev. 2.06tln Y/Y); expects strong Q4 revenue growth Y/Y and FY performance to exceed previous guidance, with positive momentum continuing into FY27 and AI server rack shipments expected to rise by a high-double-digit percentage Q/Q in Q4. (Newswires)

Quanta Computer (2382 TT) - Co. expects its server business to grow by a double-digit percentage in FY27, with servers accounting for over 80% of Q3 revenue of TWD 1.12tln and their revenue contribution projected to increase to 85-90% in FY27. (Taipei Times)

Tech - Nasdaq 100 finished lower during Wall St trade, but off worst levels with price action choppy in the fallout from Nvidia and Jensen Huang’s resignation, although futures rebounded overnight.

Micron Technology's Taiwan plant union has withdrawn from further negotiations with the Co. after failing to secure a new profit-sharing agreement. (Taipei Times)

Bumitama Agri (BAL SP) - Co. Q3 (IDR) net rose 1.8% Y/Y to 614bln, rev. rose 9.6% Y/Y to 4.24tln. (Newswires)

Singtel (ST SP) - Co. H1 FY27 (SGD) underlying net rose 10.4% Y/Y to 1.49bln, operating revenue rose 5.5% Y/Y to 7.29bln; raised FY27 EBIT growth guidance to mid-to-high single digits (prev. low-to-mid single digits). (Newswires)

The thread running through this tape is the familiar AI hardware split: the server and assembly complex prints strong, the consumer-facing complex guides down. Hon Hai's revenue roughly doubling year on year with guidance for accelerating AI rack shipments mirrors what its prior quarters in this cycle have shown, and Quanta's disclosure that servers now dominate its revenue mix and are headed higher extends the same read across the ODM peer set. In past episodes of this kind, the read-through has run through the Taiwanese supply chain first, with order momentum at the assemblers treated as a lead indicator for the component names further upstream. The E Ink cut is the counterweight, attributing softness to consumer electronics demand squeezed by rising memory costs, a margin-transfer dynamic that has recurred whenever tight memory supply lifts input prices faster than device makers can pass them on. The Micron Taiwan union withdrawal is a labour cost data point rather than a production risk at this stage; comparable disputes have tended to resolve short of disruption. Singtel's guidance raise sits apart from the hardware story and fits the pattern of regional telcos grinding out mid-single-digit growth on enterprise and digital infrastructure exposure. The follow-ons are whether the AI rack shipment pace implied by the assemblers holds into subsequent quarterly prints and whether memory cost pressure broadens across the consumer electronics peer group.