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NEWS TAGGED 2026
Thursday 30 April 2026
Chunghwa Precision Test raises capex as HPC probe card orders hit 30% of sales
Chunghwa Precision Test Tech reported that strong demand from high-performance computing chip customers drove first-quarter 2026 revenue to NT$1.357 billion (US$43 million) and operating...
Thursday 30 April 2026
Delta Electronics posts 34% revenue growth in 1Q26, invests NT$12.1B to expand Taoyuan plants
Delta Electronics reported strong first-quarter results and approved NT$12.1 billion (US$380 million) in plant investments, moves that signal expanded production capacity for AI servers...
Thursday 30 April 2026
China Electric manufacturing bets on AI to revive growth
More than 70 years after its founding, China Electric Manufacturing Corporation has built a steady market position under its "TOA" lighting brand. Now, the company is turning to artificial...
Thursday 30 April 2026
AU Optronics posts slight first-quarter loss and warns of softer consumer electronics orders
AU Optronics reported first-quarter 2026 consolidated revenue of NT$69.03 billion (US$2.19 billion) and a net loss attributable to parent shareholders of NT$1.14 billion, the firm...
Thursday 30 April 2026
UMC stresses disciplined price hike, Intel deal, and memory foundry rumors draw attention
United Microelectronics (UMC) held its earnings call, where market focus centered on its recent price increases, progress in silicon photonics (SiPh) and advanced packaging, and speculation...
Thursday 30 April 2026
Wingtech losses widen on Nexperia dispute, triggering delisting risk
China's Wingtech Technology is entering a critical phase marked by a sharp deterioration in financial performance, regulatory scrutiny, and operational disruption tied to its contested...
Thursday 30 April 2026
Corning reports first-quarter 2026 growth and advances portfolio restructuring under Springboard plan
Corning Incorporated reported higher first-quarter 2026 core sales and earnings while outlining continued restructuring efforts across its operating model, including expanded platform-based...
Thursday 30 April 2026
Cambricon earnings surge on AI compute demand
China's Cambricon Technologies reported a sharp rise in first-quarter 2026 earnings, driven by surging AI compute demand, while intensifying competition and shifting investor positioning...
Thursday 30 April 2026
SK Group chairman urges Korea-Japan integration to boost bargaining power amid US-China tech rivalry
SK Group chairman Chey Tae-won urged South Korea to pursue deep economic integration with Japan to gain strategic influence amid US-China tech tensions, arguing that a larger Korea-Japan...
Thursday 30 April 2026
Chang Wah Technology forecasts double-digit growth in the second quarter on EMC LED strength
Packaging leadframe maker Chang Wah Technology Co., Ltd. reported that it achieved NT$3.672 billion (US$116 million) in revenue in the first quarter of 2026, its fourth-highest quarterly...
Thursday 30 April 2026
Lenovo sets US$100 billion revenue target as AI PCs and GPU servers drive growth
Lenovo Group told suppliers at its 2026 Global Supplier Conference on April 29 in Hefei that it expected surging demand for AI PCs and GPU servers to lift revenues and that the company...
Thursday 30 April 2026
ASE raises 2026 capex to record US$8.5 billion on strong advanced packaging demand
ASE Technology Holding Co. raised its 2026 capex plan to as much as US$8.5 billion as demand for advanced packaging and testing services exceeded expectations, the company said.
Thursday 30 April 2026
CyberLink warns AI search and memory costs may dent growth in 2Q26
Multimedia software developer CyberLink reported steady first-quarter 2026 results but warned that growth will face headwinds in the second quarter 2026 from generative AI search and...
Thursday 30 April 2026
Amazon highlights US$50 billion chip potential and advances LEO satellite plans
On April 29, Amazon told investors on its first-quarter 2026 earnings call that AWS continued to accelerate, while the company doubled down on its custom chip business and pushed forward...
Thursday 30 April 2026
Alphabet's 1Q26 earnings call: AI boom hits capacity ceiling
Alphabet's first-quarter 2026 earnings call was less a victory lap than a capacity warning. Management's message was clear: AI is now lifting Search, Cloud, ads, subscriptions, and...