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    NEWS TAGGED 2026
    Friday 8 May 2026
    China smartphone market and industry, 1Q 2026: 1Q26 shipments fall; cost pressures cloud 2Q26 outlook

    Introduction

    Friday 8 May 2026
    Topco hits record 1Q26 revenue, profit on semiconductor materials demand
    Topco Scientific reported record first-quarter 2026 revenue and profit on May 7, driven by strong demand for photoresists, photomask substrates, and silicon wafers used in advanced...
    Friday 8 May 2026
    Accton's blowout quarter signals hyperscalers are still spending hard on AI infrastructure
    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...
    Friday 8 May 2026
    PMIC supplier GMT bets on volume growth over higher prices
    Power-management chip maker Global Mixed-Mode Technology, or GMT, said demand conditions in the first quarter of 2026 were stronger than expected, helped by an improved product mix...
    Friday 8 May 2026
    M31 weathers project delays as royalties and advanced-node demand signal recovery
    M31 Technology reported a first-quarter 2026 revenue decline as contract timing disruptions pushed some North American advanced-process projects into the next quarter, but the company...
    Friday 8 May 2026
    HannStar pivots to automotive, reflective displays after US$333 million factory sale
    Taiwan panel maker HannStar Display, which posted losses in 2025, is repositioning its 2026 strategy around Generation 5.3 α-Si production, targeting full-capacity utilisation...
    Friday 8 May 2026
    Analysis: AMD overtakes Intel in data center revenue as agentic AI revives x86 CPUs
    AMD data center revenue surpassed Intel's for the first time in the first quarter of 2026, highlighting how the rise of agentic artificial intelligence (AI) is reshaping demand across...
    Friday 8 May 2026
    Transcend 1Q26 profit jumps 20-fold as gross margin hits 76%
    Memory module maker Transcend Information posted strong financial results in the first quarter of 2026, with gross margin reaching 76.39%, comparable to levels seen at major international...
    Friday 8 May 2026
    Anpec plans midyear 15% price hike to protect PMIC margins
    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...
    Friday 8 May 2026
    Taiwan's Syncmold bets on the satellite internet boom to power its next growth cycle
    Syncmold, a precision mechanical components manufacturer, is positioning itself more deeply within the fast-expanding low-Earth-orbit (LEO) satellite supply chain, betting that space...
    Friday 8 May 2026
    Chenbro Micom sees strong second-half 2026 server demand as AI build-out continues
    Chenbro Micom said demand driven by AI deployments remained clear for the second quarter and the second half of 2026 as the company accelerated localization of manufacturing and operations...
    Friday 8 May 2026
    Zhen Ding Tech's AI push gains traction: server, IC substrate sales surge to records
    High-end AI-related products continued to drive revenue growth at PCB maker Zhen Ding Tech (ZDT) in April, with server and optical communication revenue surging more than 230% year...
    Friday 8 May 2026
    PlayNitride pivots to MicroLED optical interconnects as Samsung TV strategy shifts

    MicroLED applications are expanding across automotive, wearable, and display markets, but the sector is facing mounting pressure. Following...

    Friday 8 May 2026
    AI boom reshapes global EMS supply chain as Taiwanese firms extend lead

    As 2026 entered its second quarter, market research firm DIGITIMES released its ranking of the world's top 20 electronics manufacturing...

    Friday 8 May 2026
    TSMC eyes bigger US investment; Arizona chip expansion accelerates
    Taiwan remained the largest foreign delegation at the US Department of Commerce's SelectUSA Investment Summit for a third straight year, with TSMC indicating it may further expand...
    1/192 pages
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook