Cisco Systems reported record fiscal third-quarter results for fiscal 2026, surpassing its own financial guidance, driven by triple-digit order growth from hyperscale cloud providers. The company significantly raised its full-year outlook for AI-related infrastructure orders. It announced a major restructuring plan to reallocate human and financial resources toward high-growth technologies, including proprietary silicon and optics.

Oppo Taiwan said on the 12th that annual smartphone shipments were likely to fall 5% to 8% this year as surging memory prices pushed up handset costs and extended replacement cycles from 38 months to 42 months. Still, the company expected higher sales value from stronger demand for mid-to-high-end models. The firm launched its new Find X9 series in Taiwan on the 12th alongside wearable products, including earphones and watches, as it sought to use product upgrades and a broader lineup to lift local performance.

FocalTech Systems said its business is expected to bottom out in the first quarter of 2026, with a recovery already underway and a return to growth in both revenue and profitability beginning in the second quarter, according to remarks made at an investor conference on May 8.

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 and raw material pressure hit results, the firm announced. The networking equipment maker recorded an operating loss of NT$205 million, a net loss of NT$131 million, and earnings per share of NT$0.32, while April revenue declined 23.21% year on year to NT$1.149 billion.

Taiwan's Ministry of Economic Affairs (MOEA) has launched a new next-generation communications program under its A+ Industrial Innovative R&D Program, aiming to steer company research toward 6G networks, non-terrestrial networks (NTN), and all-photonics networks (APN). The move follows the Executive Yuan's Five Trusted Industry Sectors push launched in May 2024, and its Next-Generation Communications Technology Development Program announced in July 2025.

Samsung Electronics has reportedly raised its May production plans for the Galaxy S26 series, with the Galaxy S26 Ultra leading the increase as demand for the company's premium smartphones holds steadier than expected amid the second quarter of 2026's seasonal slowdown.

Driven by surging AI computing demand and the industry-wide shift toward higher-bandwidth, lower-power network infrastructure, optical communications company Coherent Corp. says customer orders are growing at an accelerated pace, with its backlog reaching a record high and order visibility now extending into the 2028–2030 timeframe.

Accton Technology reported consolidated results for the first quarter of 2026 after a board meeting on the 7th, disclosing that revenue rose to NT$70.121 billion, up 64.02% year on year and down 2.63% sequentially, driven by shipments of AI products and orders from hyperscale cloud service providers. The network equipment maker said operating profit reached NT$10.049 billion, up 70.16% year on year and up 10.28% quarter on quarter, while net profit after tax was NT$8.341 billion, up 62.68% year on year and down 0.18% sequentially.

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% year on year, the firm announced. Earnings per share were NT$2.97, up 4.21%, as strong testing demand for 5G flagship phones, AI PCs, and enterprise-grade commercial access points lifted revenue and pushed profit to its highest level in six quarters.