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Thursday 5 March 2026
Elan eyes growth from AI drone modules despite PC market decline
Touch chipmaker Elan held an investor briefing on March 3, 2026, sharing a positive outlook despite challenges in the PC sector. The company noted that customers are accelerating orders...
Thursday 5 March 2026
Excellence Opto's Mexico expansion and AI orders set stage for margin improvement and supply-chain resilience
Excellence Optoelectronics reported a new monthly revenue high of NT$606 million (approx. US$19.31 million) for February 2026, a 7.38% increase from January and a 31.58% rise year-over-year,...
Thursday 5 March 2026
Memory price surge drives Transcend's profits higher, signaling tighter DDR4 market and potential industry margin gains
Memory module maker Transcend Information saw its net profit double from a year ago in 2025, as rising memory prices and sustained demand lifted margins and revenues. The company said...
Thursday 5 March 2026
PC chip orders pull forward, blurring the 2026 seasonal cycle

In recent weeks, Taiwanese IC design companies have indicated during earnings calls that advance stocking across the IT industry has been...

Thursday 5 March 2026
Broadcom says Tomahawk switches are driving market share as AI networking demand accelerates
On March 4, Broadcom told investors its Tomahawk family is a key competitive advantage as customers build larger AI clusters. Management highlighted Tomahawk 6 — which it described...
Thursday 5 March 2026
Broadcom targets $100bn AI chip revenue by 2027 as hyperscaler demand scales
On March 4, Broadcom told investors on its fiscal first quarter 2026 earnings call that its projection of “significantly in excess of US$100 billion” in 2027 refers specifically...
Thursday 5 March 2026
UK reshapes space policy with £500m push to build a competitive orbital industry

In a landmark pivot for British aerospace, Liz Lloyd, Minister for the Digital Economy, responsible for space, has announced a sweeping restructuring...

Thursday 5 March 2026
Broadcom posts $19.3B quarter as AI surge drives $22B revenue outlook
Broadcom's first-quarter results and stronger-than-expected guidance underscore accelerating AI-driven demand in the data-center market, with implications for chip supply chains and...
Thursday 5 March 2026
GIS eyes mass production of microLED AR glasses in 2H26 amid optical push
Touch panel maker GIS Holding said it has completed key processes and established strategic partnerships for optical and AI/AR device applications and expects some customers' microLED...
Thursday 5 March 2026
Syncmold braces for satellite boom, plans Thailand plant and product launches in 2026–2027
Syncmold is moving deeper into the low Earth orbit satellite (LEO) supply chain, aiming to turn nascent demand for ground receivers and satellite components into a larger share of...
Wednesday 4 March 2026
Chunghwa Precision Test Tech posts record February revenue despite seasonal dip
Semiconductor test interface supplier Chunghwa Precision Test Tech (CHPT) said that continued demand from the high-performance computing (HPC) and mobile application processor (AP)...
Wednesday 4 March 2026
Rising memory prices push Nanya and Winbond into expansion and record revenues
Nanya Technology and Winbond Electronics reported consecutive record results in early 2026 as memory prices continue to climb, prompting both firms to increase capex and accelerate...
Wednesday 4 March 2026
Chinese fabless AI chipmakers report sharp revenue growth with divergent profitability in 2025
Two of China's leading AI chip developers, Moore Threads and Cambricon Technologies, reported strong revenue expansion in 2025, supported by rising demand for AI computing power. However,...
Wednesday 4 March 2026
Mitac expands US server capacity, eyes growth in 2026
Mitac Holdings announced its financial results for 2025, reporting full-year consolidated revenue of NT$105.58 billion (approx. US$3.33 billion), with profit attributable to owners...
Wednesday 4 March 2026
Primax's shift to automotive, AIoT and robotics could reshape revenues within two years
Primax Electronics' push into automotive, AIoT and robotics signals a strategic shift that should reshape revenue mix over the next two to three years, even as near-term margins face...