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Friday 6 March 2026
Samsung reports faster-than-expected 2nm yield gains, aims to triple HBM revenue
Samsung Electronics announced that its 2nm process yield is improving faster than expected, signaling strong progress in semiconductor manufacturing. The company also revealed plans...
Friday 6 March 2026
Amkor eyes triple revenue growth in 2.5D and HDFO packaging for 2026
Semiconductor OSAT leader Amkor has announced plans to boost its capital expenditure budget for 2026 to US$2.5-3 billion, prioritizing expansion of advanced packaging capacities such...
Friday 6 March 2026
SuperAlloy targets 2026 growth with semiconductor components and recycled aluminum
SuperAlloy Industrial said it plans to return to growth by 2026, pivoting to semiconductor components and expanding its recycled aluminum capacity, following a subdued year for its...
Friday 6 March 2026
Samsung bets on higher-priced Galaxy S26 to lift Taiwan revenue
Samsung Electronics unveiled its Galaxy S26 series and Galaxy Buds4 earphones on February 26. They disclosed a Taiwan rollout plan on March 4, with pre-orders running from March 4...
Friday 6 March 2026
Chicony Power sees strong 1Q26 amid customer inventory replenishment
Chicony Power Technology reported its 2025 financial results on March 4, revealing a year-over-year decline in full-year performance due to the tight supply of key components and project...
Friday 6 March 2026
Memory boom lifts Adata to record 4Q profit as inventory hits NT$30B early
Memory module maker Adata achieved record-high profits in 2025, with its fourth quarter consolidated revenue, gross margin, operating margin, pre-tax and after-tax net income, and...
Friday 6 March 2026
Amtran hits 9-year revenue high in 2025 with product mix optimization
Benefiting from a global market rebound and optimized product portfolio, Amtran Technology's consolidated revenue reached NT$24.6 billion (approx. US$775.4 million) in 2025, up 6.13%...
Friday 6 March 2026
Notebook shipments buoyed by early-2026 orders amid memory shortages and Apple's MacBook Neo reveal
Memory supply shortages and price hikes continue to impact the notebook market, prompting major non-Apple brands to accelerate shipments. This surge has helped original design manufacturers...
Friday 6 March 2026
Foxconn February revenue rises 8% on continued AI server demand
Hon Hai Precision Industry (Foxconn) reported consolidated revenue of NT$595.81 billion (approx. US$18.78 billion) for February 2026, down 18.39% from NT$730.04 billion in January,...
Friday 6 March 2026
Qisda sees February 2026 revenue decline, expands AI investment across three sectors
Qisda reported consolidated revenue of NT$14.394 billion (approx. US$453.8 million) in February 2026, down 18% month-over-month and 7% year-over-year, impacted by fewer working days...
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...