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NEWS TAGGED 2026
Friday 27 February 2026
Yageo sees strong 1Q26 on AI orders; memory shortage yet to hit demand

Yageo CEO David Wang said that although seasonal factors reduced working days from the previous quarter, capacity utilization is expected...

Friday 27 February 2026
Chart: Five key takeaways from Taiwan's IC design sector's early 2026 revenue surge

Taiwan's IC design landscape is undergoing a massive structural shift. Early 2026 revenue data reveals a dual-track performance: while established...

Friday 27 February 2026
Lite-on doubles down on AI power as consumer markets dim
Lite‑on Technology reported strong 2025 operational results and forecast sustained double‑digit quarterly growth for 2026, while flagging consumer and ICT demand headwinds...
Thursday 26 February 2026
AI server surge lifts high-voltage MOSFET, fan demand at Taiwan power device maker APEC

Advanced Power Electronics Co. (APEC) said high-power AI servers are driving demand for medium- and high-voltage power devices, and expects...

Thursday 26 February 2026
Macronix January profit surges 195%; OSE, Walton earnings rise
Despite persistent noise in the memory market, leading memory chipmaker Macronix reported a sharp surge in profitability in January 2026. The company posted preliminary pre-tax net...
Thursday 26 February 2026
Samsung reportedly exits 2D NAND, converts Hwaseong Line 12 to 1c DRAM end fab
Samsung Electronics will halt 2D NAND flash production at its Hwaseong Line 12 and convert the facility into a 1c DRAM end fab, formally exiting planar NAND manufacturing and reallocating...
Thursday 26 February 2026
Nvidia constrained in China as local AI players strengthen market position
Nvidia's ability to sell high-performance AI chips in China has been sharply limited by US export licensing rules, which have restricted shipments of its H20 and H200 products. The...
Thursday 26 February 2026
Chinese automakers surge in Europe as plug-in hybrids outpace diesel
Europe's auto market stumbled at the start of 2026. Overall vehicle sales fell 3.9% in January from a year earlier, as most major manufacturers reported declines and consumer demand...
Thursday 26 February 2026
Amazon's potential US$50 billion OpenAI investment highlights escalating AI arms race and financial pressure
OpenAI is reportedly negotiating one of the largest private financing rounds in tech history, with Amazon considering a US$50 billion investment. The potential deal underscores the...
Thursday 26 February 2026
Taiwan Mask posts nearly NT$100m profit in January, advanced packaging to boost revenue in 2H26
Benefiting from its group integration strategy, Taiwan Mask Corporation (TMC) is seeing operations that are gradually recovering. The parent company's core business has seen five consecutive...
Thursday 26 February 2026
King Slide says GenAI-driven density surge will raise slide rail demand and reshape supply footprints
King Slide, a manufacturer of server slide rails, told investors on its fourth-quarter 2025 earnings call on February 25 that generative AI-driven upgrades to data center architectures...
Thursday 26 February 2026
Fiberglass shortage persists in 2026, Unimicron increases substrate price
As demand for high-speed transmission in AI advanced packaging surges, IC substrate major Unimicron Technology said that high-end ABF substrates required for AI applications are strongly...
Thursday 26 February 2026
TSMC crosses US$2 trillion mark, undeterred by geopolitical and AI risks
On February 24, 2026, Taiwan Semiconductor Manufacturing Company (TSMC) crossed the US$2 trillion market capitalization mark, becoming the eighth company in US stock market history...
Thursday 26 February 2026
Nvidia GTC 2026 to spotlight mystery chip, silicon photonics, and power limits
Nvidia's GTC 2026 will be held in mid-March. CEO Jensen Huang is expected to address concerns about an AI bubble while reaffirming that the Vera Rubin platform has entered mass production...
Thursday 26 February 2026
Gogoro's Vietnam push could reshape regional electric scooter market and supply chains
Scooters remain a vital mode of daily transport in Vietnam, and buoyed by policy support and demographic trends, the country is becoming a central battleground for the global electric...