Taiwan's National Science and Technology Council (NSTC) is preparing the second-phase quantum research program, known as the "Quantum Leap Project," for 2027 to 2031, while a Request for Proposal for the National Center for High-Performance Computing's (NCHC) quantum computing (QC) host is expected soon. The move has raised questions over whether NSTC Minister Wu Cheng-wen's recent US trip could include talks with leading quantum computing companies on potential Taiwan-US cooperation.
MediaTek has reportedly landed major orders for Google TPU products in recent years, even appearing to challenge Broadcom's position. At a recent earnings call, MediaTek also raised its 2027 ASIC market share target to 15% to 20%, and industry watchers largely credit that goal to the breadth of MediaTek's ASIC services.
Connector maker Lotes is deepening its server business, with its server quick disconnect (QD) line set to enter mass production in July, and expansion is expected to accelerate at the same time. A new-generation server platform is expected to begin small-volume shipments in the fourth quarter of 2026, followed by a larger-scale ramp-up in early 2027, making both key growth drivers to watch in the coming quarters.
Qisda Chairman Peter Chen said infrastructure is the foundation that must first be built as AI compute demand surges. He said Qisda will not be absent from the fast-growing race, as the company steps up work on AI servers, data centers, 1.6T switches, and silicon photonics (SiPh).
Optical communications filter manufacturer Apogee Optocom turned a profit in the second quarter of 2026, reporting net income of NT$86 million for the quarter, up 207% from the previous quarter, and reversing a loss from the same period in 2025. Earnings per share (EPS) came to NT$2.22. The company said continued expansion in artificial intelligence (AI) data center construction has kept its book-to-bill ratio healthy, while market supply and demand remain relatively tight.
Electronic paper, once a niche technology overlooked by the display industry, is gaining momentum as E Ink continues to expand its applications from early e-book readers into electronic shelf labels (ESL). Riding the global retail digitalization wave, the technology is now driving rapid market growth.
Taiwanese display driver IC (DDI) maker Fitipower Integrated Technology's Chairman Young Lin said the company will roll out several new products for sampling and mass production in 2026, laying the groundwork for continued revenue growth. He added that the e-paper and electronic label markets are a major focus, with Fitipower hoping for sequential quarterly growth this year. However, he said end-market demand is not yet strong and still requires caution.
