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Thursday 7 May 2026
Chelic posts stronger first-quarter profit as AI server demand lifts automation parts
Chelic reported stronger first-quarter results as rising global shipments of AI servers drove demand across PCB, liquid-cooling, and semiconductor equipment supply chains, boosting...
Thursday 7 May 2026
MetaAge posts 27% revenue increase as AI demand boosts server shipments
MetaAge, a unit of Qisda, reported consolidated first-quarter 2026 revenue of about NT$6.02 billion, up NT$1.29 billion (US$192 million) from NT$4.73 billion a year earlier, a 27%...
Thursday 7 May 2026
Transcom sees overseas defense orders drive revenue and production into 2026
Transcom Technology reported that April 2026 revenue rose 45.94% year on year to NT$90.82 million (US$2.9 million) as delayed defense project shipments from March were booked in April,...
Thursday 7 May 2026
Inventec sees strong NB and server demand but warns of component-driven margin pressure
Inventec reported April 2026 revenue of NT$84.786 billion (US$2.68 billion), down 3.17% month on month but up 36.53% year on year, signaling continued momentum in its notebook and...
Thursday 7 May 2026
Amtran shifts to higher-value products and posts double-digit revenue gains
Amtran Technology reported consolidated revenue of NT$2.348 billion (US$74.85 million) in April, up about 14.3% from NT$2.055 billion a year earlier, as its product-mix transformation...
Thursday 7 May 2026
HTC reports steep April revenue decline as AI smart-glasses push expands overseas
HTC on May 6 released operating results showing consolidated revenue for April 2026 dropped to NT$151 million (US$4.81 million), down 54.64% from March, while cumulative revenue for...
Thursday 7 May 2026
Flex says separate AI infrastructure company will better address hyperscaler power and thermal needs
Flex has announced a strategic plan to spin off its Cloud and Power Infrastructure (CPI) segment into an independent, publicly-traded company, with the transaction expected to be completed...
Thursday 7 May 2026
Arm shifts focus to high-value silicon to bypass mobile growth plateau
The strategic significance of Arm's current transformation lies in its transition from a volume-dependent mobile component provider to a value-driven infrastructure architect. As the...
Thursday 7 May 2026
Arm's $2 billion AGI CPU backlog signals strong hyperscaler demand
During the earnings call on May 6, Arm announced a significant expansion of its product strategy, centering on the emergence of "Agentic AI" and "Physical AI" as primary growth drivers...
Thursday 7 May 2026
Arm's licensing surge masks smartphone market slowdown
Arm reported fiscal fourth-quarter revenue of US$1.49 billion, up 20% year over year and nearly 20% higher sequentially, according to company financial data. Net profit rose 49% from...
Thursday 7 May 2026
Taiwan component maker Fositek rides AI server cooling demand
Fositek said strong demand from artificial intelligence (AI) infrastructure is driving rapid growth in its liquid cooling business and will prompt continued capacity expansion to meet...
Thursday 7 May 2026
Raydium Semiconductor sees mixed display demand as AI-driven IT cycle reshapes inventory trends
Raydium Semiconductor reported first-quarter 2026 revenue and profit figures, signaling demand trends in large displays, automotive, and industrial markets that could affect global...
Thursday 7 May 2026
As AI expands, broadband upgrades fuel growth at Sercomm

Broadband equipment maker Sercomm reported a sharp surge in revenue for April, underscoring how demand for faster networks, fueled in part...

Wednesday 6 May 2026
'Chipflation' hits Samsung, boosts Apple results
As soaring memory prices fuel "chipflation," Samsung Electronics and Apple are taking sharply different approaches. Samsung's Mobile eXperience (MX) division is trying to protect profitability...
Wednesday 6 May 2026
AI networking surge pushes Lumentum to record growth

The fiscal third quarter of 2026 results from Lumentum Holdings offered one of the clearest signals yet that a powerful new cycle in artificial...