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NEWS TAGGED REVENUE
Sunday 12 April 2026
Pan-International bets on AI servers as automotive demand growth slows in 2Q26
Pan-International, a Foxconn subsidiary specializing in connectors, reported a year-over-year revenue decline in the first quarter of 2026 due to cautious customer sentiment and stagnant...
Sunday 12 April 2026
How long can the AI server ODM boom last as growth begins to slow
Taiwan's AI server ODM and EMS sector continues to deliver exceptional revenue growth in the first quarter of 2026, driven by sustained hyperscaler investment in artificial intelligence...
Sunday 12 April 2026
Why some ASIC design service firms are missing out on the AI boom?
Taiwan's ASIC design service providers delivered sharply divergent results in the first quarter of 2026, underscoring how exposure to artificial intelligence (AI) demand does not translate...
Saturday 11 April 2026
Novatek hits 1Q26 revenue target on SoC, edge AI growth
Taiwanese display driver IC (DDI) leader Novatek Microelectronics reported March 2026 revenue of NT$8.47 billion (approx. US$266.32 million), up 19.9% from February but down 9.6% from...
Saturday 11 April 2026
Analysis: Taiwan's March supply chain data makes the AI acceleration case better than any earnings call
Taiwan's listed AI hardware companies collectively generated $69.7 billion in March 2026 revenue across 13 supply-chain segments — up 63% year-over-year — offering the...
Saturday 11 April 2026
Analysis: Taiwan's AI supply chain posts strong March revenues, signaling the buildout is still accelerating
Taiwan's listed companies powering the global AI server supply chain delivered exceptional March 2026 revenues across virtually every segment, with TSMC posting its strongest single-month...
Saturday 11 April 2026
Taiwan chip distributors report record quarter on AI boom
Taiwan's two largest semiconductor distributors, WT Microelectronics and WPG Holdings, reported record-breaking quarterly results, underscoring how surging demand for artificial intelligence...
Saturday 11 April 2026
Catcher adopts cautious outlook, citing supply chain bottlenecks and cost pressures
Despite revenue growth in March 2026, Catcher Technology is maintaining a prudent outlook for 2026, citing supply chain bottlenecks, cost pressures, and uncertain end-market demand...
Saturday 11 April 2026
BenQ Materials expands into semiconductor processes, targets advanced nodes

BenQ Materials is expanding into semiconductor materials, with president Ray Liu saying the company has entered CMP cleaning brush rollers...

Friday 10 April 2026
AD Technology eyes KRW1T revenue with 2nm CPU platform after shift from TSMC to Samsung DSP
South Korean IC design firm AD Technology transitioned from the TSMC Value Chain Alliance (VCA) to become one of Samsung's Design Solution Partners (DSPs) in 2019. After overcoming...
Friday 10 April 2026
Eclat Forever Machinery secures large IC substrate orders with visibility to 2027
High-end ABF substrate wet process equipment maker Eclat Forever Machinery (EF) announced that, driven by clear expansion momentum from domestic IC substrate customers, capital expenditures...
Friday 10 April 2026
Compal sees PC demand steady, server shipments set to double quarterly
Compal Electronics' stronger-than-expected March and first-quarter 2026 results signal supply-chain and product-mix shifts with global implications for PC supply, server capacity for...
Friday 10 April 2026
Realtek posts 39% revenue surge as new SerDes demand drives growth
Realtek's stronger-than-expected March and first-quarter 2026 revenues signal important implications for global supply chains and device makers, showing pull-ins in PC shipments and...
Friday 10 April 2026
MAtek sees record March revenue as AI and silicon photonics boost testing demand
MAtek's March revenue surge has implications for global chipmakers and AI infrastructure providers: rising demand for advanced material and failure analysis testing linked to AI chip...
Friday 10 April 2026
GlobalWafers' 12-inch line to run full in 2Q26 as wafer utilization rises
GlobalWafers reported March and first-quarter 2026 revenue that underscores transient operational disruptions with global implications: March consolidated revenue reached NT$5.45 billion...