Samsung is reportedly testing a next-generation Exynos processor that could push the company's chip ambitions beyond smartphones, with early specifications pointing to a 1.4nm-class design, a 10-core CPU, a large 96MB system-level cache, and a possible PC variant aimed at Google's Chromebook ecosystem.
Memory module maker Transcend Information posted strong financial results in the first quarter of 2026, with gross margin reaching 76.39%, comparable to levels seen at major international upstream memory manufacturers. Net profit after tax rose to NT$8.12 billion (approx. US$259.04 million), up 149% from the previous quarter and a staggering 2,075% higher than the same period in 2025. Earnings per share (EPS) came in at NT$18.93, surpassing the full-year 2025 EPS of NT$12.98, setting a new record high.
Taiwan power management IC (PMIC) maker Anpec Electronics recently said its 2026 growth momentum will mainly rely on demand in non-PC applications to offset declines in PC-related business, while more meaningful expansion is not expected until 2027. The company also said rising wafer packaging and testing costs will drive a price increase of its products by up to 15% in June-July to preserve gross margins.
AI-driven demand is turning storage into one of the hottest segments in enterprise infrastructure, but tightening memory supply and rising component costs are creating growing pressure on customers, according to executives at Hitachi Vantara Taiwan.
High-end AI-related products continued to drive revenue growth at PCB maker Zhen Ding Tech (ZDT) in April, with server and optical communication revenue surging more than 230% year over year to another monthly record high, the company said. Revenue from its IC substrate business also climbed nearly 70% year over year, reaching a new monthly record.
Taiwan's government decided five years ago to expand science park development after concluding that the US-China tech war would not end soon, laying the groundwork for the Third Kaohsiung Science Park (KSP), also called the Nanzih Science Park (NSP), under the Southern Taiwan Science Park (STSP) Bureau. The Nanzih project is now under environmental review and, if approved, is expected to support semiconductor production, generate NT$960 billion (approx. US$30.46 billion) in annual output, and create 6,600 jobs.
Taiwan remained the largest foreign delegation at the US Department of Commerce's SelectUSA Investment Summit for a third straight year, with TSMC indicating it may further expand its US investment footprint amid rising demand for advanced semiconductor manufacturing and AI infrastructure.
Taiwan's stock exchange placed MediaTek — the chip designer behind silicon used in Samsung phones, Chromebooks, and a growing share of AI hardware — under trading restrictions from May 7 through May 20 after its market value surged past NT$5 trillion (approx. US$165 billion) on strong demand for its custom AI chips. The Financial Supervisory Commission said it would review the rules that triggered the move.
As global supply chains continue shifting under "China+1" and "Taiwan+1" strategies, Southeast Asia has emerged as a key destination for semiconductor and electronics investment. For Taiwanese power and automation company Delta Electronics, Malaysia is becoming a central part of that regional expansion strategy.
WinWay said April 2026 revenue fell nearly 20% from the previous month due to its customer mix and product profile, but still rose more than 50% from a year earlier as orders for AI and high-performance computing (HPC) applications surged. The test interface maker said its Coaxial Socket high-end test socket capacity kept coming online.
MediaTek announced the opening of a new research and development data center at the Tongluo Science Park in Miaoli, Taiwan, aimed at supporting growing demand for edge AI and cloud AI development.
More coverage
