IC design firm PixArt Imaging said on May 12 that its three core business areas will post strong growth in the second quarter of 2026, with revenue expected to rise by the double digits quarter over quarter. The company said better-than-expected game console shipments lifted first-quarter 2026 results above its earlier forecast, helping offset a weak PC market.
Tesla's Electric Semi Truck (Tesla Semi) has revealed production specifications and a US-made 4680 lithium battery breakthrough, according to certification documents filed with the California Air Resources Board in May 2026 and reporting by Reuters. The disclosures showed the Semi supports megawatt-level fast charging and uses a second-generation 4680 cell called Cybercell, enabling the truck to enter mass production and compete more directly with diesel rigs on charging speed and range.
Rising international oil prices driven by conflict in the Middle East could further support electric vehicle sales in 2026 and boost demand for charging stations, according to charging operators. But resolving land-use and grid-construction bottlenecks has become a key challenge as operators compete for a share in Taiwan's EV charging market.
China's retail penetration rate for new-energy vehicles, including battery electric vehicles and plug-in hybrids, reached 61.4% in April, the highest on record and the first time it crossed 60%, according to the China Passenger Car Association. The surge from 52% in March coincided with rising international oil prices linked to the Middle East conflict, which supply chain sources said accelerated the shift away from gasoline cars.
Himax Technologies said its revenue and profit in the first quarter of 2026 both came in at the upper end of its original financial forecasts, and it expects operations to trend higher over the next several quarters as new automotive projects enter mass production and non-driver ICs gain traction, particularly timing controllers (TCONs) and WiseEye AI. The Taiwan-based display driver IC (DDI) maker disclosed these results in its latest earnings report.
Taiwan and Germany signed a Science and Technology Arrangement (STA) in 2023 to promote joint research in semiconductors, hydrogen energy, artificial intelligence (AI), and other fields. Officials from Taiwan's National Science and Technology Council (NSTC) recently attended a lithium battery cooperation workshop in Dresden, Germany, where both sides confirmed continued support for a bilateral advanced battery research and development program from 2026 to 2029.
As Europe accelerates the build-out of infrastructure for battery electric vehicles (EVs), the region has become one of the world's most strategically important and fiercely competitive markets for charging networks.
Foxconn announced a strategic partnership with ElectroMobility Poland S.A. (EMP), a Polish state-owned enterprise, to jointly evaluate building an electric vehicle manufacturing and R&D center in Poland. The deal, announced alongside Poland's Minister of State Assets Wojciech Balczun and Deputy Minister Eliza Zeidler, represents the Taiwanese electronics giant's most concrete move yet toward establishing a manufacturing presence on European soil.
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 business, while more meaningful expansion is not expected until 2027. The company also said rising wafer packaging and testing costs will drive a price increase of its products by up to 15% in June-July to preserve gross margins.
Power Win said it is expanding its lithium battery recycling business as demand from energy storage and electric vehicles (EVs) surges and geopolitical tensions elevate scarce metals into strategic assets. The company is also targeting Southeast Asia for technology exports and moving deeper into EV and AI asset recovery.
MicroLED applications are expanding across automotive, wearable, and display markets, but the sector is facing mounting pressure. Following Sony Honda Mobility's cancellation of the Afeela 1 electric vehicle (EV) project, MicroLED adoption in automotive displays has suffered a setback. At the same time, reports that Samsung may scale back its MicroLED TV business are raising fresh concerns over PlayNitride's 2026 growth outlook.
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