Taiwan's IC design landscape is undergoing a massive structural shift. Early 2026 revenue data reveals a dual-track performance: while established consumer giants navigate a high-base stabilization phase, specialized leaders in Intellectual Property (IP) and AI-optimized storage are capturing explosive value from the ongoing AI infrastructure wave.
AI chip startup SambaNova Systems has introduced its fifth-generation processor, the SN50, positioning it as a direct alternative to Nvidia’s Blackwell B200 for large-scale AI inference. The company claims up to 5x peak speed in agent-based workloads and up to an 8x total cost advantage in certain deployments.
The boom in cloud-based artificial intelligence (AI) is reverberating far beyond the most advanced chipmaking nodes.
Display driver IC supplier Raydium reported its 2025 financial results, posting full-year revenue of NT$22.4 billion (approx. US$715 million), down 8.1% year-over-year. Gross margin was 28.5%, down 1.5pp, while operating net profit reached NT$1.52 billion, down 28.4% from a year earlier.
