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    NEWS TAGGED GROSS MARGIN
    Friday 13 March 2026
    Flytech extends momentum in Europe and US, evaluates key component substitution
    Flytech surpassed NT$5 billion (approx. US$160 million) in 2025 revenue while improving margins, and plans to pivot from a hardware supplier toward a solutions and services provider...
    Friday 13 March 2026
    Acer reports higher revenue and profit for fourth quarter and full year 2025
    Acer reported consolidated revenue of NT$74.359 billion (approx. US$2.34 billion) in the fourth quarter of 2025, an increase of 12.6% year-over-year. Gross profit for the quarter reached...
    Thursday 12 March 2026
    Asia Optical posts strong 2025 profit growth led by tech upgrades
    Asia Optical reported robust growth in 2025, with net revenue reaching NT$26.446 billion (US$831.1 million), up 15% year-over-year, and operating profit increasing 28%. Despite a fourth-quarter...
    Thursday 12 March 2026
    Argosy expects double-digit growth in 2026, driven by Vietnam plant and new connector specs
    Connector maker Argosy is set to defy the expected 5-10% decline in notebook shipments in 2026 by leveraging strong demand for server long-DIMM modules, scaling next-gen CABB and CAMM2...
    Wednesday 11 March 2026
    Gemtek reports full-year revenue rise despite net loss after one-time charges
    Gemtek Technology's board approved the financial report for 2025 on March 9, reporting full-year consolidated revenue of NT$16.493 billion (approx. US$520 million) and a gross margin...
    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...
    Thursday 5 March 2026
    Broadcom says move into rack shipments won't dent margins, signals deeper customer deals, and supply confidence
    Broadcom's pivot to shipping complete AI racks — not just chips — will be a meaningful operational shift but one the company says is already priced into its margins and...
    Wednesday 4 March 2026
    AblePrint Technology offsets forex losses with strong equipment shipments, maintains 2025 profit
    AblePrint Technology (APT) reported a consolidated revenue of NT$2.302 billion (US$72.4 million) in 2025, up 27.91% year-over-year, driven by robust shipments of pneumatic and thermal...
    Tuesday 3 March 2026
    Compal expects sharper PC slowdown in 1Q26, speeds up shift to non‑PC revenue
    Compal Electronics president and CEO Anthony Peter Bonadero said the company anticipates PC shipments in the first quarter of 2026 will fall 15-20% quarter-over-quarter and that Compal...
    Monday 2 March 2026
    Trade tensions deepen Nvidia and TSMC's strategic grip on AI infrastructure
    As expected, Nvidia delivered another strong earnings beat for the fourth quarter of its fiscal 2026, reinforcing the view that global demand for AI computing remains resilient despite...
    Thursday 26 February 2026
    Memory makers Team Group and Apacer post record profits as AI-driven demand lifts DRAM and NAND prices
    Memory manufacturers Team Group and Apacer Technology reported record profits in 2025, driven by rising DRAM and NAND Flash prices and growing demand for high-capacity, high-bandwidth...
    Wednesday 25 February 2026
    PGC profits rebound in 2025 with sub-12nm processes exceeding 70% of revenue
    Benefiting from a continued increase in high-end process non-recurring engineering (NRE) projects, Progate Group Corporation (PGC) reported fourth-quarter 2025 revenue of NT$415 million...
    Thursday 12 February 2026
    Cisco revenue beats expectations, but margin outlook pressured by rising memory costs

    Cisco Systems forecast quarterly gross margins below market expectations, citing higher memory chip costs. The weaker margin outlook overshadowed...

    Thursday 12 February 2026
    TSMC's advanced process drives AI profits; SMIC, UMC, VIS face growth pressure
    Amazon, Google, Meta, and Microsoft are set to sharply increase AI capital expenditure in 2026, with total investments reaching US$670 billion. This surge has sparked market concerns...
    Thursday 12 February 2026
    Young Optics narrows losses as it shifts toward AI-focused products

    After a series of operational adjustments, Young Optics narrowed its losses sharply in 2025, benefiting from an improved product mix and...

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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook