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Tuesday 28 April 2026
Taiwan's 2026 exports set to top US$800 billion as AI fuels electronics surge
Taiwan's exports were forecast to surpass US$800 billion in 2026, driven by strong demand for electronic components and information and audiovisual products tied to artificial intelligence,...
Tuesday 28 April 2026
Amkor records strong 1Q26, advanced packaging expected to triple YoY
Amkor Technology is off to a record start in 2026. First-quarter revenue hit US$1.68 billion, up 27% from the prior year, driven by record performance in AI data center applications...
Tuesday 28 April 2026
Empyrean draws retail inflows while profit falls, testing China EDA valuations
China's domestic EDA software developer Empyrean Technology is attracting a growing base of retail investors even as its earnings weaken, underscoring a widening gap between market...
Tuesday 28 April 2026
Macronix returns to profit in 1Q26, citing tighter supply and higher memory prices
Macronix's return to profitability in the first quarter of 2026 signals supply constraints and stronger memory pricing, with implications for global flash markets and customer supply...
Tuesday 28 April 2026
Restocking, cost pass-through lift Eternal Materials to 1Q26 profit gains
Eternal Materials's stronger March and first-quarter 2026 results signal resilience across global supply chains of synthetic resins and electronic materials. Rising sales, steady margins,...
Tuesday 28 April 2026
Celestica reports strong 1Q26 as cloud demand lifts results
Celestica reported a strong start to 2026, underscoring the growing demand for data center hardware as cloud spending accelerates.
Tuesday 28 April 2026
New flagship launches expected to narrow Taiwan phone shipment decline in the second quarter
The Taiwan smartphone market showed resilience after the Lunar New Year peak as manufacturers introduced multiple new flagship models, and industry sources said the launches should...
Tuesday 28 April 2026
Cadence signals strong start to 2026 as AI drives growth across EDA and IP

Cadence Design Systems reported a robust first quarter for 2026, underscoring how accelerating demand for AI is reshaping semiconductor...

Tuesday 28 April 2026
End of exclusivity becomes industry norm as OpenAI-Microsoft reset signals broader AI shift
OpenAI and Microsoft have agreed to end one of the AI industry's most prominent exclusive partnerships, underscoring a wider shift toward multi-cloud deployment and cross-platform...
Tuesday 28 April 2026
Radiant Opto-Electronics delays optical communications push by 2–3 years
Radiant Opto-Electronics will wait two to three years before accelerating investment in optical communications and co-packaged optics (CPO), as uncertainties around industry structure...
Tuesday 28 April 2026
Strong demand and advanced packaging execution drive Amkor's upbeat quarter
Amkor Technology reported a strong start to 2026, with management attributing the performance to robust demand across multiple end markets and continued execution in advanced packa...
Tuesday 28 April 2026
AI-driven demand and record backlog fuel Cadence's strong start to 2026
Cadence Design Systems reported a solid first quarter for 2026, with growth driven by accelerating AI demand and sustained customer investment in chip and system design tools.
Tuesday 28 April 2026
Why the AI boom still runs through Taiwan — and why that won't change
As trade tensions simmer and geopolitical flashpoints multiply, Taiwan's technology sector is holding firm. Anchored by surging AI infrastructure demand and a pivotal shift in how...
Tuesday 28 April 2026
AI chip testing complexity lifts probe card and upstream supply chain demand
As AI chips move to advanced process nodes and packaging technologies, semiconductor testing requirements are becoming significantly more complex.
Tuesday 28 April 2026
Taiwan's Tmytek targets profitability with push into satellite communications

TMY Technology, a maker of millimeter-wave (mmWave) phased-array solutions, is reshaping its business as it pushes beyond its traditional...