Largan Technology said on October 8 that demand for new smartphone models weakened in September and that its newly completed automated plant will be used entirely for fiber array units, or FAUs, for co-packaged optics applications. The optical lens maker said the move comes as customers are asking it to deliver the finished FAU product directly.

Aker Technology said AI and electric vehicle demand are driving faster shipments, with automotive products accounting for 51.88% of sales in the first half of 2026. The quartz component maker also said its 312.5MHz product is scheduled to sample in the fourth quarter of 2026.

MAtek, a leading semiconductor testing company, reported September 2026 revenue of NT$569 million (approx. US$17.8 million), up 12.31% year-over-year. Revenue for the first nine months reached NT$4.765 billion, rising 16.99% year-over-year, while third-quarter revenue climbed 16.14% year-over-year to NT$1.697 billion, a record for the period.

Baso Precision Optics held its latest online earnings call on October 7, during which the company acknowledged short-term pressures on its gross margin, due to ongoing adjustments to its product mix, resulting in higher upfront costs and initial production yields that could still see improvement. Looking ahead to 2027, the company expects generally stable revenue and gross margin, with potential for additional growth depending on the validation of new products or pilot production breakthroughs in the semiconductor and automated optical inspection (AOI) segments.

System integration provider Neweb Information, which is set to list on October 23, reported September 2026 revenue of NT$77.02 million (approx. US$2.41 million), up 33.48% year-over-year, as demand rose for enterprise core system replacements, network and cybersecurity upgrades, and AI infrastructure.

Prices for electronic components such as memory, advanced copper foil, glass fiber cloth, and ABF substrates have been rising for some time as makers pass on costs amid tight supply. For the US, even if Apple raises retail prices for its core products, the impact on the Consumer Price Index (CPI) is limited and the supply-side shock has been less severe than expected.

AI is changing the logic of telecom traffic growth, with Ericsson and industry researchers warning that mobile networks must now handle not only more data, but also more uplink traffic, real-time interaction, and connected-on-the-move usage. As generative AI, agentic AI, and multimodal interactions spread, telecom operators are being pushed to rethink network investment beyond downlink capacity.

Winmate posted September 2026 revenue of NT$535 million (approx. US$16.8 million), up 31.8% month-on-month and 95.9% year-on-year, driven by strong end-market demand in defense, semiconductors, and edge AI. The industrial PC maker said robust orders in those segments are powering sales growth and expects overall operations to hit another record in 2027.

Nanya Plastics Corporation is expanding into heavy electrical equipment and power engineering, a move that could ripple beyond Taiwan as global demand for AI data centers, grid upgrades, and energy transition projects rises. The company's strategy signals growing competition in a sector increasingly critical to digital infrastructure worldwide.

Vicor Corporation is trying for the second time this year to get AI server power hardware from Taiwan's largest server makers barred from the US. It has won such a ban before.