Asus Computer Inc. reported first-quarter 2026 brand revenue of NT$194.051 billion (US$6.19 billion), a record high and a 44% increase year on year, driven by surging AI server demand and stable notebook shipments. The company's co-CEOs, S.Y. Hsu and Samson Hu, raised the full-year server revenue growth target to "at least double," up from a prior 50% to 100% range.

Wieson Technology said on May 12 that its first quarter 2026 results lagged expectations as soaring global memory costs and chip shortages delayed customer shipments, and intensifying competition plus inventory digestion in China's auto market weighed on performance. The electronics components maker reported consolidated revenue of NT$704 million (US$22.33 million) in the first quarter of 2026, down 24.95% year-on-year, with gross margin at 21% versus 27% a year earlier, operating margin at around 2%, and earnings per share of NT$0.13, down from NT$0.86 in the same period of 2025.

SoftBank is committing JPY1 trillion (US$6.34 billion) through fiscal 2030 to make artificial intelligence, data centers, and energy infrastructure its next growth engines, according to company materials as well as Bloomberg and Nikkei reports.

Khgears International said it has expanded its robot-related supply chain presence, with smart transmission products accounting for more than 10% of revenue in the first quarter of 2026. The company reported consolidated revenue of NT$784 million (US$24.87 million) and net profit after tax of NT$125 million for the period. Executives disclosed that humanoid robots have yet to generate revenue. Still, three development projects are currently underway for customers in Taiwan, China, and the US, with sample testing and prototype deliveries planned throughout 2026.

Nan Pao Resins Chemical reported net profit attributable to the parent company of NT$790 million (approx. US$25.08 million) for the first quarter of 2026, up 8.4% year over year, with earnings per share (EPS) of NT$6.55, up 8.3% from the first quarter of 2025. Supported by revenue growth, continued optimization of its product mix, and improved operating efficiency, the company's operating margin reached 17.6%, up 1.2% from the first quarter of 2025 and 1.4% from the fourth quarter of 2024.

Rising memory prices are reshaping the global PC market: stronger first-half notebook shipments are propping up revenue, but surging component costs threaten gross margins and are prompting cautious second-half planning by ODMs and brands, which are increasingly pivoting toward AI servers for relatively better profitability despite similar inflationary pressures and uncertainty.

The artificial intelligence(AI) boom is triggering an unprecedented expansion race among the world's largest memory chipmakers.

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.

Analysts gave Alibaba Group Holding's latest results a cautious reception, warning that surging artificial intelligence (AI) investments are pressuring profitability even as cloud growth accelerates. While investors welcomed strong AI-related momentum and rising cloud revenue, several research firms said heavy infrastructure spending and weaker-than-expected earnings underscored the mounting costs of Alibaba's ambitious AI expansion.

Tencent Holdings Limited reported a 9% year-over-year increase in total revenue to CNY196 billion (approx. US$28.86 billion) for the first quarter of 2026, driven by a strategic pivot toward artificial intelligence (AI) and stabilized growth in its core gaming and advertising segments. Company executives highlighted the quarter as a turning point, noting "significant initial progress on our new AI products" while continuing to integrate machine learning across existing business lines.

A US federal court in New Jersey granted Apple the right to pursue internal records from Samsung Electronics' South Korea headquarters as part of Apple's response to the Department of Justice antitrust lawsuit, according to South Korean outlets Ddaily and Digital Today. The court approved Apple's Hague Evidence Convention request in April 2026, determining there was good cause and rejecting the DOJ's contention that Apple had begun discovery nine months late.