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Wednesday 13 May 2026
Commentary: AI server ODMs face margin squeeze as memory costs soar
As AI server orders surge, system assembly makers are finding that more business does not always mean better profits. High-priced GPUs and soaring memory costs are pushing up revenue...
Wednesday 13 May 2026
GLT shifts to auto and medical markets as display revenue drops to 1%
Global Lighting Technologies (GLT) has moved away from its traditional display business and is now focusing on optical microstructures for automotive, wearables, and biomedical applications,...
Tuesday 12 May 2026
Chicony reports rebound in first quarter as higher-end keyboards and imaging lift margins
Chicony Electronics reported a sharp profit rebound in the first quarter of 2026, excluding one-time consolidation costs tied to its Dongguan plant, executives said, with earnings...
Monday 11 May 2026
Dayuan 1Q26 rebounds on North America broadband and defense orders
Dayuan Optoelectronics' consolidated revenue for the first quarter of 2026 reached NT$443 million (US$14.11 million), a 42.7% increase year on year, driven by North American broadband...
Monday 11 May 2026
Gemtek posts first-quarter loss as it pivots to 800G and 1.6T optical modules
Gemtek Technology reported consolidated revenue of NT$3.112 billion (US$99.1 million) in the first quarter and a gross margin of 10.4%, but swung to a net loss as strategic restructuring...
Sunday 10 May 2026
AI demand fills Vanguard's Singapore fab ahead of schedule
Vanguard International Semiconductor said AI-driven demand has largely offset geopolitical and macroeconomic headwinds and will be the dominant force shaping semiconductor industry...
Saturday 9 May 2026
Wistron profit triples on server surge, AI demand seen robust
Wistron reported a sharp first-quarter rebound, with consolidated revenue of NT$846.3 billion and net profit of NT$9.631 billion, driven by a surge in server shipments that accounted...
Friday 8 May 2026
Transcend 1Q26 profit jumps 20-fold as gross margin hits 76%
Memory module maker Transcend Information posted strong financial results in the first quarter of 2026, with gross margin reaching 76.39%, comparable to levels seen at major international...
Friday 8 May 2026
Anpec plans midyear 15% price hike to protect PMIC margins
Taiwan power management IC (PMIC) maker Anpec Electronics recently said its 2026 growth momentum will mainly rely on demand in non-PC applications to offset declines in PC-related...
Thursday 7 May 2026
Darfon posts margin rebound as AI server MLCC demand lifts first-quarter results
Darfon Electronics reported that its first-quarter 2026 profit and gross margin improved as consolidated revenue rose 9.9% year on year to NT$6.025 billion (US$192.11 million). The...
Thursday 7 May 2026
Sporton posts six-quarter high profit as FCC rule changes boost Taiwan testing demand
Sporton posted consolidated revenue of NT$1.191 billion (US$37.98 million) in the first quarter of 2026, with a gross margin of 47% and net profit after tax of NT$302 million, up 4.3%...
Thursday 7 May 2026
Transcom sees overseas defense orders drive revenue and production into 2026
Transcom Technology reported that April 2026 revenue rose 45.94% year on year to NT$90.82 million (US$2.9 million) as delayed defense project shipments from March were booked in April,...
Thursday 7 May 2026
HTC reports steep April revenue decline as AI smart-glasses push expands overseas
HTC on May 6 released operating results showing consolidated revenue for April 2026 dropped to NT$151 million (US$4.81 million), down 54.64% from March, while cumulative revenue for...
Wednesday 6 May 2026
'Chipflation' hits Samsung, boosts Apple results
As soaring memory prices fuel "chipflation," Samsung Electronics and Apple are taking sharply different approaches. Samsung's Mobile eXperience (MX) division is trying to protect profitability...
Wednesday 6 May 2026
Eris Technology posts record April revenue on AI robot and server demand
Power semiconductor maker Eris Technology reported consolidated revenue of NT$250 million (US$7.9 million) in April 2026, a company record and up 19% from a year earlier, executives...