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Friday 6 February 2026
Samsung vows 130% growth in 2nm orders, eyes major customers besides Tesla
The global competition for advanced wafer foundry processes is intensifying, with Samsung Electronics recently announcing that its 2nm process will focus on artificial intelligence...
Friday 6 February 2026
ASE expects advanced packaging and testing revenue to double in 2026
OSAT leader ASE Technology Holding is optimistic that its growth momentum will extend through 2026 and beyond, benefiting from the short supply of advanced packaging and testing capacity...
Friday 6 February 2026
Qualcomm, MediaTek strike cautious tone as smartphone market pressures mount
Qualcomm and MediaTek struck a similar cautionary tone on the smartphone market outlook during their latest earnings calls, pointing to mounting pressure from memory shortages and...
Friday 6 February 2026
Taiwan's drone exports surge, with economics ministry confident in NT$20 billion target
Taiwan's drone industry has rapidly grown from scratch to exporting to European countries like Poland and the Czech Republic, generating over NT$3 billion (US$95 million) in output...
Friday 6 February 2026
ASE Technology posts 3-year profit high on strong advanced packaging orders in 4Q25
Global outsourced semiconductor assembly and test (OSAT) leader ASE Technology Holding held its earnings call, revealing that robust demand for advanced semiconductor packaging services...
Friday 6 February 2026
Wistron posts strongest January on AI server growth
Wistron reported a record-strong revenue of NT$228.3 billion (US$7.24 billion) in January 2026, marking a 10.5% month-on-month decline but a robust 151.5% year-on-year increase. The...
Friday 6 February 2026
Foxconn sees 35% revenue increase in January on AI server demand
Hon Hai Precision Industry (Foxconn) reported a 35.53% year-over-year increase in revenue for January 2026, reaching NT$730.04 billion (US$23.06 billion), driven by strong demand for...
Friday 6 February 2026
Amazon flags US$200 billion capex as AI push overshadows record cloud-led revenue
Amazon reported record revenue on accelerating cloud growth, but investor attention shifted to its plan to spend about US$200 billion in capital expenditure in 2026. The scale of AI-driven...
Friday 6 February 2026
Ventec sees surge in aerospace orders, posts strongest revenue in two years

Ventec, a specialized manufacturer of copper-clad laminates (CCL), reported that consolidated revenue for January 2026 surpassed NT$400...

Friday 6 February 2026
Radbon sees overseas revenue surge on aerospace and defense demand
Radbon Electronics said it continues to deepen its presence in the aerospace and defense markets, benefiting from robust demand from overseas customers that drove double-digit revenue...
Friday 6 February 2026
China smartphone market stumbles at 2025 finish line as December shipments plunge 29%, Apple share slips below 15%
China's smartphone market ended 2025 on a weaker note than expected, despite Apple's strong fourth-quarter earnings and the early success of the iPhone 17. December shipments fell...
Friday 6 February 2026
CHPT sees AI, AP drive load board shipments with January revenue up
Chunghwa Precision Test Tech (CHPT) reported year-over-year and month-over-month revenue growth in January. The surge was mainly driven by strong demand for AI, application processor...
Friday 6 February 2026
MediaTek CEO warns of smartphone demand challenges in 2026, while Pegatron chairman sees growth in emerging markets
During MediaTek's earnings call on February 3, CEO Rick Tsai cautioned that smartphone demand is expected to encounter difficulties in 2026. Contrasting this outlook, Pegatron chairman...
Thursday 5 February 2026
Memory shortage weighs on Qualcomm, Arm as smartphone chip sales slow

Arm Holdings reported fiscal third-quarter revenue growth of 26% from a year earlier, supported by gains in licensing and royalties, while...

Thursday 5 February 2026
Renesas posts first annual loss in six years as 1Q26 margin rebounds to 32%
Renesas Electronics forecast a sharp improvement in profitability for the January to March quarter as growth in data center and other industrial infrastructure demand offsets weakness...