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NEWS TAGGED 2026
Monday 4 August 2025
CyberLink reports steady 2Q25 revenue growth, eyes stronger AI PC impact in 2026
On June 30, CyberLink held an online investor conference to announce its financial results for the second quarter of 2025. The company reported revenue of around NT$599 million (approx...
Monday 4 August 2025
China eases InP restrictions; LMOC projects stable 3Q25, strong 800G demand through 2026
LandMark Optoelectronics Corporation (LMOC) expects third quarter 2025 revenue to remain flat or edge higher as China eases export restrictions on indium phosphide (InP) substrates...
Monday 4 August 2025
IPC maker Posiflex elects new board, eyes double-digit growth for 2026
Industrial PC (IPC) firm Posiflex held an extraordinary shareholders' meeting on July 30 to conduct a full board re-election. Under this new leadership team, the company expects to...
Monday 4 August 2025
Ventec to launch Thailand factory in 2026 to serve US, Asia auto and aerospace markets
Ventec International Group, a specialty manufacturer of copper-clad laminates (CCLs), has commenced construction of a new manufacturing facility in Thailand as part of its broader...
Monday 4 August 2025
Taiwan boosts military drone orders 16-fold as tensions with China escalate
Taiwan plans to spend more than US$1.68 billion acquiring 48,000 military drones by 2027, a 16-fold increase from current levels, as the island strengthens defenses against growing...
Saturday 2 August 2025
Tokyo Electron cuts profit forecast amid weaker semiconductor equipment demand and China slowdown
On July 31, 2025, Tokyo Electron (TEL) revised its operating profit forecast for the fiscal year ending March 2026 to JPY570 billion (US$3.83 billion), an 18% decline from the previous...
Friday 1 August 2025
CoWoS growth stalls on fiberglass crunch; Unimicron sees relief in 2026
Unimicron Technology said AI-related products will account for more than 30% of its 2025 revenue and could surpass 40% in 2026. However, near-term profitability is under pressure...
Friday 1 August 2025
Liteon turbocharges Taiwan-US expansion as AI drives growth surge
Liteon Technology reported double-digit sequential and annual growth in consolidated revenue for the second quarter of 2025, with all core business units contributing to the gains...
Friday 1 August 2025
Major IPC suppliers begin new certification; DDR4 price surge expected to last until late 2025
Leading memory manufacturers have successively announced end-of-life (EOL) plans for DDR4 DRAM, with memory module vendors reporting strong order momentum from end customers in the...
Thursday 31 July 2025
Lam Research sees strong start to FY26 on AI chip boom
Lam Research reported fourth-quarter earnings for its fiscal year ending June 29, 2025, that exceeded analyst expectations, driven by increased demand for equipment used in the production...
Thursday 31 July 2025
Samsung maps foundry future post-Tesla deal: eyes 2026 Taylor ramp and broader US client base
During the earnings call for second quarter results, Samsung Electronics declined to provide further information regarding its US$16.5 billion foundry deal with Tesla, while noting...
Thursday 31 July 2025
MediaTek's three strategic pillars to drive 2026 growth
At MediaTek's earnings call, aside from presenting their outlook for the third quarter, the Q&A session demonstrated that the market is most interested in the company's three...
Thursday 31 July 2025
Arm's China surge and steady royalties offset smartphone and export curbs slump
Arm Holdings saw steady royalty revenue growth in the first quarter of fiscal 2026 despite a slow smartphone market recovery. CFO Jason Child reported a 25% year-over-year increase...
Thursday 31 July 2025
AI and ASIC servers drive soaring demand for BBUs amid rising power consumption
The rapid increase in power consumption by AI servers is fueling a surge in demand for backup battery units (BBUs). Market expectations indicate that key Taiwanese players such as...
Wednesday 30 July 2025
Japan's Advantest raises FY2025 outlook on strong AI chip demand and weak yen
Japanese chip testing equipment maker Advantest has raised its full-year revenue and earnings forecasts for fiscal 2025, citing stronger-than-expected demand driven by generative...