CONNECT WITH US
NEWS TAGGED REVENUE
Wednesday 11 February 2026
Strong CSP investment spurs AI data center growth and boosts component shipments
Strong investment from international cloud service providers is driving robust growth in AI data centers in 2026 and lifting shipments for electronic component distributors, according...
Wednesday 11 February 2026
CSBC eyes profit turnaround in 2026 with momentum from building submarines and vessels for Taiwan Navy
Taiwanese shipbuilding company CSBC expects to return to profitability in 2026 as its full-year 2025 revenue rebounded significantly, aligning with its operational plans despite ongoing...
Wednesday 11 February 2026
SMIC follow-up: dissecting the AI memory cycle behind capacity shifts and margin risk
China's largest contract chipmaker Semiconductor Manufacturing International Corporation (SMIC) reported a resilient fourth quarter and record full-year results for 2025, supported...
Wednesday 11 February 2026
AUO's pivot toward AI, optics and satellites aims to shift revenue mix and steady margins by 2030
AUO is overhauling its business model to make Vertical Solution and Mobility Solution the dominant revenue sources, targeting a combined 70% share of sales by 2030 while expanding...
Wednesday 11 February 2026
Coretronic expects February shipments to decline amid off-season, fewer workdays
Taiwanese display solutions provider Coretronic reported consolidated revenue of NT$3.21 billion (US$101.86 million) for January 2026, down 21% from NT$4.06 billion in December 2025,...
Wednesday 11 February 2026
Coretronic warns seasonal dip but sees 10-20% annual growth potential across product lines
Coretronic said shipments of its energy-saving and imaging products will fall in the first quarter of 2026 due to seasonal factors and fewer working days, while projecting 10–20%...
Wednesday 11 February 2026
SMIC breaks 2025 revenue record, margins fall to 19.2%
On February 10, Semiconductor Manufacturing International Corporation (SMIC) reported record 2025 revenues, but quarterly gross margins fell to 19.2%. The decline, driven by heavy...
Wednesday 11 February 2026
Novatek predicts memory and visual edge AI to be the main demand drivers in 2026
Taiwanese display driver IC (DDI) giant Novatek recently held an investor briefing, where Vice Chairman and General Manager Steve Wang said that memory supply and costs will be the...
Wednesday 11 February 2026
AI demand pushes Taiwan's Topco Scientific to record January revenue

Taiwanese semiconductor materials distributor Topco Scientific (TSC) reported record revenue for January 2026, buoyed by robust demand...

Wednesday 11 February 2026
Jarllytec eyes quarterly growth in 2026 with fiber optic revenue surging over 100%
Bearing manufacturer Jarllytec reported January 2026 revenue of NT$601 million (approx. US$19.01 million), down 18% month-over-month and 24% year-over-year. The company attributed...
Tuesday 10 February 2026
AUO turns profitable in 2025, expects revenue growth through 2026 despite uncertainties
AUO posted a net profit for full-year 2025, reversing previous losses, and anticipates quarterly revenue increases throughout 2026 despite ongoing macroeconomic uncertainties, including...
Tuesday 10 February 2026
Acer ITS drives 40% revenue surge in January 2026, fueled by multi-business growth
Acer reported consolidated revenue of NT$21.077 billion (approx. US$668.4 million) for January 2026, marking a 39.8% year-over-year increase and setting a post-pandemic record for...
Tuesday 10 February 2026
Vanguard sees modest recovery as capacity use rises in early 2026

Vanguard International Semiconductor (VIS) reported consolidated revenue of NT$4.01 billion (approx. US$127 million) in January 2026,...

Tuesday 10 February 2026
TSMC posts 36.8% sales surge in January 2026 on strong AI demand

Taiwan Semiconductor Manufacturing Co.(TSMC) reported a sharp 36.8% jump in January revenue, underscoring an acceleration in global demand...

Tuesday 10 February 2026
Onsemi 4Q25 revenue drops 11% as power, analog weakness persists

Onsemi's revenue declined in the fourth quarter as its two largest business units continued to post year-over-year sales declines, highlighting...