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NEWS TAGGED 2026
Friday 15 May 2026
Quanta hits record revenue but margin pays the price for AI server ramp
Quanta posted record revenue and earnings per share for the first quarter of 2026, but gross margin collapsed as the company absorbed costs tied to a rapid shift into high-priced GPU-based...
Friday 15 May 2026
Edge AI is transforming wearables into proactive health and sensing platforms
Edge AI is accelerating across consumer devices and is increasingly embedded in wearables, reshaping smartwatches, earbuds, and smart rings into proactive sensing and response endpoints,...
Friday 15 May 2026
Foxconn's operating profit jumps 63% as AI server scale offsets seasonal dip
Hon Hai Precision Industry (Foxconn) reported first-quarter 2026 consolidated revenue of NT$2.11 trillion (approximately US$66.95 billion), up 29.68% year over year but down 19% from...
Friday 15 May 2026
Hua Hong bets US$6bn on Wuxi as specialty chip demand lifts margins
Hua Hong Semiconductor is accelerating its growth strategy through significant capacity expansion and the development of specialty technologies to meet rising global demand. During...
Friday 15 May 2026
Applied Materials posts 25-year margin high as agentic AI drives equipment boom
Applied Materials delivered record revenue and earnings in its second fiscal quarter of fiscal 2026, signaling a robust expansion in the semiconductor equipment market driven by the...
Friday 15 May 2026
SMIC beats margin guidance even as operating profit slides
On May 14, Semiconductor Manufacturing International Corporation (SMIC) released its unaudited financial results for the first quarter of 2026, reporting a modest quarterly revenue...
Friday 15 May 2026
Foxconn says AI server mix and consignment model will drive annual shipments to more than double
Foxconn (Hon Hai) held an online investor briefing on May 14, where executives outlined that cloud and networking products accounted for nearly 50% of group revenue in the first quarter...
Friday 15 May 2026
Ubiqconn Technology reports improved gross margin in the first quarter as product mix shifts
Ubiqconn Technology reported consolidated revenue of NT$130 million in April 2026, down 25% month-over-month and down 20% year-over-year, and cumulative revenue for the first four...
Friday 15 May 2026
Faster AI servers drive a shift to advanced PCB technologies
The global buildout of artificial intelligence data centers is driving a new wave of demand for high-speed networking infrastructure, as the efficiency of communication between servers...
Friday 15 May 2026
Etron chair warns of US-South Korea alliance threatening Taiwan's chip industry
Memory industry profits have surged, and Samsung Electronics recently posted earnings that exceeded TSMC's revenue for the first quarter of 2026, underscoring memory's rise as a strategic...
Friday 15 May 2026
Foxconn targets 3Q26 CPO switch mass production, eyes multifold 2027 growth
Foxconn announced at an online investor briefing on May 14 that its common-package optics (CPO) switches are scheduled for mass production and shipments beginning in the third quarter...
Friday 15 May 2026
Nan Ya PCB targets high-end IC substrate growth amid AI demand
Nan Ya PCB's push into advanced IC substrates could influence global AI hardware supply chains by increasing capacity for high-performance GPUs, switches, and edge AI devices. The...
Friday 15 May 2026
Taiwan touch panel makers post mixed 1Q26 results on consolidation and uneven demand
Taiwan's touch panel makers posted mixed first-quarter 2026 results. TPK Holding led the sector after consolidating display driver IC maker Ilitek, boosting revenue, margins, and net...
Friday 15 May 2026
WeMo unveils dual-scooter service and plans cross-platform integration by 2026
Taiwan scooter-sharing leader WeMo on May 12 announced a major service upgrade that introduced a new white-license model, dubbed WeMo Go, and signaled plans to integrate its platform...
Friday 15 May 2026
Taiwan IC revenue surges 29% in 1Q26, full-year outlook tops US$270 billion
Explosive AI-driven demand and a booming memory rebound push Taiwan's chip industry to NT$1.93 trillion (approx. US$61.9 billion) in the first quarter of 2026, with foundry and memory...