CONNECT WITH US
NEWS TAGGED REVENUE
Wednesday 6 May 2026
Hengs Technology shifts to recurring revenue as O&M business matures in 2026
Hengs Technology, a Taiwan solar system integrator and operator, said its operations and maintenance business would enter a harvest phase in 2026, supporting another year of strong...
Wednesday 6 May 2026
Weblink posts record first-quarter revenue as business PC refresh fuels 70% hardware surge
Weblink International Inc. reported record consolidated revenue of NT$7.78 billion (US$247 million) for the first quarter of 2026, up 19.8% year on year, and net profit after tax of...
Wednesday 6 May 2026
Acer E-Enabling reports record first-quarter revenue as cloud AI projects surge
Acer E-Enabling Service Business reported first-quarter 2026 revenue of NT$2.96 billion (US$93.9 million), up nearly 15% year on year, and net profit after tax of NT$199 million, delivering...
Wednesday 6 May 2026
Analysis: The US$2.5 billion smuggling case hanging over Supermicro's US$40 billion year
Supermicro CEO Charles Liang used the opening of his fiscal third quarter of 2026 earnings call to address a topic unrelated to revenue or margins: the DOJ indictment of former employees...
Wednesday 6 May 2026
Lumentum sees explosive expansion as AI demand fuels record results
Lumentum reported record third-quarter fiscal 2026 results, with revenue rising to US$808 million, reflecting strong year-over-year growth driven by demand for optical components used...
Wednesday 6 May 2026
GlobalFoundries signals stronger second half despite mixed end-market demand
GlobalFoundries reported first-quarter results broadly in line with expectations, with management highlighting solid execution and profitability at the upper end of guidance ranges,...
Wednesday 6 May 2026
Transcend reports record April revenue as memory shortage drives prices higher
Transcend Information posted consolidated revenue of NT$7.449 billion (roughly $235 million USD) in April 2026, marking its strongest month on record—nearly six times higher...
Wednesday 6 May 2026
Supermicro posts US$10.2B in Q3 revenue, missing own guidance by US$2B as working capital swings drive US$6.6B cash outflow
Supermicro reported fiscal third-quarter revenue of US$10.24 billion, up 123% year-over-year but down 19% sequentially and well below both the company's own guidance of at least US$12.3...
Wednesday 6 May 2026
Foxconn revenue nears US$95B in first four months, AI server racks fuel 2Q26 outlook
Driven by sustained growth in AI server demand, Foxconn reported consolidated revenue of NT$832.1 billion (US$26 billion) for April 2026, marking a record high for the month.
Wednesday 6 May 2026
AMD lifts outlook as AI demand fuels data center growth
On May 5, AMD reported first-quarter 2026 results that exceeded expectations, supported by strong demand for artificial intelligence (AI) infrastructure, according to company data...
Tuesday 5 May 2026
Ardentec's Longtan plant to start AI ASIC testing in 3Q26
Ardentec's Longtan plant is set to begin taking AI ASIC wafer-probing orders in the third quarter of 2026, as the semiconductor testing provider moves to capture spillover demand from...
Tuesday 5 May 2026
Google's TPU push hits Nvidia's neocloud grip

Google's effort to expand its tensor processing units (TPU) beyond its own cloud is meeting resistance from some of the AI infrastructure...

Tuesday 5 May 2026
SEMICON SEA 2026: the trillion-dollar chip era is already here
The global semiconductor industry is entering a "multi-trillion-dollar" growth cycle sooner than expected, SEMI President and CEO Ajit Manocha said, urging Southeast Asian countries...
Tuesday 5 May 2026
Taiwan's TCC plots European listing as green revenues overtake home market
Taiwan Cement Corporation (TCC) Group Holdings is evaluating a listing in Europe as it expands its low-carbon cement and green energy businesses across the region. Europe already accounted...
Tuesday 5 May 2026
Nanya Technology's April revenue soars, driven by strong ASP outlook and accelerated expansion efforts
Nanya Technology reported consolidated revenue of NT$25.49 billion (approx. US$805.3 million) for April 2026, surging 717.33% from NT$3.12 billion a year earlier and 40.29% from March,...