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NEWS TAGGED 2026
Sunday 2 November 2025
OpenAI and Oracle partner to build 1GW data center campus in Michigan
OpenAI and Oracle have announced plans to construct a 1GW data center campus in Saline Township, Michigan, with construction scheduled to begin in early 2026. The site, part of the...
Saturday 1 November 2025
Taiwan solar maker pushes storm-proof technology and niche strategy in U.S. and Japan markets
Taiwanese solar module maker TSEC is aiming to reposition itself amid ongoing geopolitical realignments. In remarks on October 29, 2025, TSEC executive vice president William Liao...
Saturday 1 November 2025
LandMark eyes strong SiPh growth with rising long-term orders
LandMark expects its silicon photonics (SiPh) product shipments to continue increasing over the next few quarters, with fourth quarter 2025 revenue projected to match or slightly...
Friday 31 October 2025
Samsung Electro-Mechanics posts strong 3Q25 results, eyes double-digit MLCC growth in 2026
Samsung Electro-Mechanics has reported robust financial results for the third quarter of 2025 and projects sustained strong demand for multilayer ceramic capacitors (MLCCs) in 2026,...
Friday 31 October 2025
AUO adopts conservative 4Q25 outlook but optimistic for 2026
AUO's profits turned to losses in the third quarter of 2025, but the company still maintained profitability for the first three quarters. The second half of the year is expected to...
Friday 31 October 2025
Global notebook shipment forecast, 2026 and beyond

Introduction

Friday 31 October 2025
Elan Microelectronics advances AI strategy with new smart campus, expanding product lines
Elan Microelectronics has marked the progress of its new AI smart campus headquarters in Zhubei with a topping-off ceremony. The facility, slated for completion in 2026 and official...
Friday 31 October 2025
ASE's advanced packaging and testing revenue to rise by US$1 billion in 2026
Leading semiconductor packaging and testing company ASE expects that fourth quarter revenue in NTD will grow 1-2% quarter-over-quarter, while semiconductor assembly and test materials...
Friday 31 October 2025
TSMC's profit engines: Nvidia and Apple orders exceed 40% of revenue
TSMC has secured a record-breaking performance for 2025, with profits reaching NT$1.21 trillion (approx. US$39.4 billion) in the first three quarters, already surpassing full-year...
Friday 31 October 2025
MCU maker Holtek rebounds strongly, riding security and health momentum into 2026
Taiwan's microcontroller unit (MCU) designer Holtek Semiconductor posted consolidated revenue of NT$754 million (US$24.53 million) for the third quarter of 2025, up 10% from a year...
Friday 31 October 2025
CHPT eyes 2026 US orders amid slight 4Q25 revenue dip
Chunghwa Precision Test Tech (CHPT) expects a mild seasonal decline in overall operations for the fourth quarter of 2025, with revenues dipping slightly from the third quarter of...
Friday 31 October 2025
Delta Electronics sees AI boom stretch power and cooling capacity to the limit
Global AI growth continues unabated, with Delta Electronics emerging as a key indicator of demand for AI server power and cooling systems. At its latest investor meeting, chairman...
Friday 31 October 2025
Taiwan's Coretronic ramps up drone production as rare earth risks loom

Coretronic Intelligent Robotics Corp. (CIRC), a subsidiary of Taiwan's Coretronic Group, said it is ramping up drone production to meet...

Thursday 30 October 2025
Lite-On AI revenue exceeds expectations, expected to reach 40% in 2026
With newly added production capacity in place, growth in AI product shipments, and continued average selling price (ASP) increases, Lite-On achieved strong profits in the third quarter...
Thursday 30 October 2025
MXIC chair vows comeback after ninth straight quarterly loss
Memory chipmaker MXIC reported a net loss of NT$862 million (US$28.1 million) in the third quarter of 2025, marking its ninth consecutive quarterly deficit. Chairman Miin Wu candidly...