Realtek reported first-quarter results on April 30, saying revenue rose to NT$36.42 billion (US$1.15 billion), driven by early customer pull-in orders that boosted demand into the second quarter, while warning of higher order uncertainty in the second half of the year. Executives said the company saw sequential margin improvement but flagged potential cost pressures from memory price moves and packaging constraints that could affect profitability going forward.

SEMICON SEA 2026 convened from May 5 to 7 at the Malaysia International Trade and Exhibition Center in Kuala Lumpur to showcase Malaysia's expanding role in the global semiconductor supply chain amid surging demand for artificial intelligence and high-performance computing. Organizers presented the event under the theme "Transform Tomorrow" and framed the conference as a platform for industry decision-makers, multinational firms, and innovators to explore capacity, talent, and sustainability challenges.

Croma ATE reported record first-quarter 2026 revenue and profits after customers booked full-year capacity, driven by soaring demand for AI server power supplies, the company announced. The electronic measurement and testing equipment maker said the strength in orders came despite the typical seasonal slowdown and that growth was expected to continue in the coming quarters.

Siliconware Precision Industries Co., Ltd. (SPIL), a subsidiary of ASE Technology Holding, acquired two Nanke-area plants in 2026 from HannStar Display and its affiliate HannsTouch Technology as part of a broader push to expand advanced packaging capacity for artificial intelligence workloads.

BenQ Materials is accelerating its expansion into semiconductor materials as its subsidiary Cenefom officially begins operations at its new Guangyuan plant. The facility's chemical mechanical planarization (CMP) brush wheels have entered the Taiwan supply chain of a major memory manufacturer.

The European Semiconductor Manufacturing Company (ESMC), a joint venture among TSMC, Bosch, Infineon Technologies, and NXP Semiconductors, is set to begin initial production in 2027. On April 29, the German Trade Office Taipei confirmed that construction is progressing as scheduled and expressed confidence in the timely delivery of the first batch of chips.

Microcontroller (MCU) maker Holtek announced it has raised prices on low-margin MCUs following wafer foundry and packaging cost hikes in China at the end of 2025. This price adjustment has since driven order inflows for touch MCUs and other products. Holtek expects strong growth momentum in the security and health segments in the first half of 2026, with some orders already visible up to six months ahead. The company is also advancing the development of brushless DC motor (BLDC) products and external laser optical communication modules targeting AI servers.

Samsung Electro-Mechanics (Semco) has moved early to commercialize embedded semiconductor substrates, but the window is rapidly closing as Japan's Ibiden and Taiwan's Unimicron prepare to enter the field, setting up a new competitive front in advanced packaging.

Recovery in the industrial chip market, driven by AI data center demand, is poised to reshape manufacturers and supply chains worldwide, as Texas Instruments and NXP Semiconductors report stronger performance in their industrial segments. Improved demand visibility and projected growth through 2026 could influence component sourcing, pricing, and investment strategies for technology stakeholders.

China-based chip design service provider VeriSilicon Microelectronics (Shanghai) Co. is seeing a sharp acceleration in AI-driven demand, with record orders and surging revenue in the first quarter of 2026 — even as heavy R&D spending continues to weigh on profitability.