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NEWS TAGGED 2026
Wednesday 11 February 2026
GPTC management shakeup raises concerns over TSMC, ASE, Micron orders
Grand Process Technology Corporation (GPTC), a key wet process equipment supplier in the supply chains of TSMC, ASE, and Micron, posted record consolidated revenue of NT$6.514 billion...
Wednesday 11 February 2026
TSMC supplier AblePrint sees January 2026 revenue jump 142% on AI chips packaging boom
Taiwan-based AblePrint Technology, a key supplier of advanced packaging defoaming equipment for major clients including TSMC, reported record-breaking performance despite earlier regulatory...
Wednesday 11 February 2026
Tesla looks beyond cars to map strategy toward 2026
On the afternoon of February 6, 2026, at a media briefing in Beijing, Grace Tao, Tesla Vice President, offered the company's most comprehensive public account to date of its strategic...
Wednesday 11 February 2026
Analysis: Arm pivots to data centers as smartphones slump
Arm reported record revenue in its fiscal third quarter of 2026. The UK-based semiconductor IP company is navigating ongoing smartphone market headwinds while shifting its growth focus...
Wednesday 11 February 2026
AI demand fuels photonics-semiconductor convergence at APE 2026
As artificial intelligence workloads push traditional computing architectures to their limits, the photonics industry is emerging as a critical enabler of next-generation data center...
Wednesday 11 February 2026
Singapore to boost semiconductors and photonics under RIE 2030
As demand for higher transmission performance rises alongside the expansion of artificial intelligence and data centers, the 2026 Asia Photonics Expo (APE 2026), held in Singapore,...
Wednesday 11 February 2026
Inventory pressures ease for Taiwan's networking equipment makers
Inventory pressures across Taiwan's networking equipment supply chain are beginning to ease, offering early signs of a cyclical recovery. Several major manufacturers, including Accton...
Wednesday 11 February 2026
Taiwan display supply chain earnings kick off, new businesses move to center stage
Taiwan's display supply chain earnings season is starting, led by AUO and Coretronic, followed by BenQ Materials, Radiant Opto-Electronics, and Daxin Materials. Intensifying competition...
Wednesday 11 February 2026
Pan-International January revenue drops as tariff concerns delay orders
Pan-International reported revenue declines both month over month and year over year in January 2026, as communications product customers adopted a more cautious stance and delayed...
Wednesday 11 February 2026
Silan raises device prices about 10% from March, signaling wider cost pass-through
On February 9, 2026, Hangzhou Silan Microelectronics said that it will raise prices on certain device product categories by about 10% on average starting March 1, 2026, citing severe...
Wednesday 11 February 2026
Topoint plans second price hike in 1Q26 as tungsten price rises
Affected by the continued rise in tungsten carbide prices, PCB drill manufacturer Topoint Technology said that it plans to implement another price increase in the first quarter of...
Wednesday 11 February 2026
Strong CSP investment spurs AI data center growth and boosts component shipments
Strong investment from international cloud service providers is driving robust growth in AI data centers in 2026 and lifting shipments for electronic component distributors, according...
Wednesday 11 February 2026
CSBC eyes profit turnaround in 2026 with momentum from building submarines and vessels for Taiwan Navy
Taiwanese shipbuilding company CSBC expects to return to profitability in 2026 as its full-year 2025 revenue rebounded significantly, aligning with its operational plans despite ongoing...
Wednesday 11 February 2026
Why SMIC’s full fabs don’t guarantee fatter profits
China's largest contract chipmaker Semiconductor Manufacturing International Corporation (SMIC) reported a resilient fourth quarter and record full-year results for 2025, supported...
Wednesday 11 February 2026
Nam Liong says order visibility extends in 3Q25 as advanced materials enter trial ramp-up
Nam Liong Global said its overall order visibility has extended through the third quarter of 2026, with advanced materials for the electronics technology industry clearing customer...