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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
WinWay sees AI-driven demand push 2025 records, plans Kaohsiung expansion
Semiconductor test interface maker WinWay reported record 2025 revenue and profit driven by demand from AI, high-performance computing, and ASIC markets, and announced a NT$3.499 billion...
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
BizLink sees HPC and semiconductor revenue surpass 50% with AI data center upgrade wave
As generative AI drives rapid expansion in data centers and high-performance computing (HPC) infrastructure, the importance of interconnect technology is evolving from traditional...
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
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
CyberLink hits 12-year revenue high on AI creation boom, defying 'SaaS apocalypse' concerns
Taiwan-based multimedia software developer CyberLink reported its strongest revenue performance in nearly 12 years for 2025, driven by robust demand across its consumer creation and...
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
Memory makers Team Group and Apacer post record profits as AI-driven demand lifts DRAM and NAND prices
Memory manufacturers Team Group and Apacer Technology reported record profits in 2025, driven by rising DRAM and NAND Flash prices and growing demand for high-capacity, high-bandwidth...
Thursday 26 February 2026
Yageo posts 82% profit jump in 4Q25 on AI-driven product mix
Taiwanese passive component giant Yageo reported a strong operational rebound in the fourth quarter of 2025, driven by continued growth in demand related to artificial intelligence...
Thursday 26 February 2026
Nvidia ships first Vera Rubin samples, positions Vera CPU as core to next-generation AI architecture
At the earnings call on February 25, Nvidia detailed its next-generation Rubin platform and Vera CPU roadmap as Blackwell systems continue to ramp, with management signaling sustained...
Thursday 26 February 2026
Coretronic turns a corner as robotics and MEMS units hit profitability
Coretronic Corp. has accelerated its transformation from a traditional backlight module supplier into a diversified technology group spanning AI sensing, drones, and automated logistics...
Thursday 26 February 2026
Nvidia says no revenue yet from approved China H200 shipments, expects gaming supply for quarters
Nvidia said uncertainty over China shipments and tight product supply remain key constraints, even as generative AI drives record capital spending by hyperscalers and sovereign customers...
Thursday 26 February 2026
Nvidia says AI monetization supports sustained CSP capex
During the earnings call on February 25, Nvidia said record capex plans by major cloud service providers reflect a structural shift toward monetizable AI workloads, with management...
Thursday 26 February 2026
Nvidia's strong quarter and outsized guidance soothe fears of an AI investment bubble
On February 25, Nvidia's blowout fourth-quarter results and bullish fiscal-2027 guidancehelped dispel recent market worries that the AI spending boom may be an unsustainable bubble,...