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Wednesday 13 May 2026
Compal lifts non-PC revenue to 35%, eyes 2Q26 server surge
Compal Electronics' non-PC operations grew to 35% of first-quarter 2026 revenue, signaling a shift in global supply chains as the notebook and server maker advances toward a 40% annual target; investors and customers worldwide may see a changing product mix, margin pressures, and inventory dynamics affecting suppliers, pricing, and markets.
Wednesday 13 May 2026
Commentary: Trump's China dealbook favors Boeing, soybeans, and Wall Street over AI chips

Against a backdrop of persistently high tensions between the US and China, the upcoming Trump-Xi summit is being closely watched not only for its implications for trade, technology controls, and geopolitics, but also as a key signal of how both sides are reassessing the remaining areas where cooperation may still be possible.

Wednesday 13 May 2026
GLT shifts to auto and medical markets as display revenue drops to 1%
Global Lighting Technologies (GLT) has moved away from its traditional display business and is now focusing on optical microstructures for automotive, wearables, and biomedical applications, with display revenue accounting for just 1% in the first quarter of 2026. Chairman Man-Shiang Lee said the company has expanded its core technology into new fields and will reposition itself around optical microstructures in 2026.
Wednesday 13 May 2026
Taiwan machinery exports rise for 15th month on AI and semiconductor demand
Taiwan's machinery exports expanded for the 15th consecutive month in April 2026, as sustained demand for AI infrastructure and semiconductors lifted shipments of electronic equipment as well as inspection and metrology tools, the Taiwan Association of Machinery Industry said. The association reported a 16.9% year-on-year increase in April machinery exports and an 18% rise in cumulative exports for January–April 2026.
Wednesday 13 May 2026
Foxconn breach underscores rising cybersecurity threats facing Apple suppliers
Hon Hai Precision Industry, also known as Foxconn, said some of its facilities in North America were hit by a cyberattack, according to a corporate filing released on Monday.
Tuesday 12 May 2026
PC chip demand stays murky in 2H26 as pre-buying clocks key
Demand for PC, notebook, and other IT application chips in the first half of 2026 remains relatively strong, driven not only by memory and CPU shortages and price increases, but also by solid pull-in demand for peripheral chips. Many industry players say the current buying momentum is stronger than in a typical seasonal low and reflects customers' expectations that component costs will keep rising. By past patterns, inventory digestion would usually emerge in the second half, but chipmakers now cannot say for sure whether customer orders will see a major correction.
Tuesday 12 May 2026
SK Hynix reportedly buys Silicon Valley property to bolster AI supply chain
SK Hynix has reportedly acquired a building in San Jose, California, as the memory chip maker moves to establish a new production and R&D base in Silicon Valley, a key battleground for AI semiconductors. Industry observers said the move is part of a broader push to expand its global footprint and strengthen its position in the AI semiconductor supply chain.
Tuesday 12 May 2026
Samsung labor dispute rattles global supply chain
Samsung Electronics' escalating labor dispute has sparked global supply-chain concerns, with Apple and HP said to be warning they could exit the company's ecosystem. Suppliers, industry groups, and clients are now assessing contingency measures as mediation resumes, with potentially wide-ranging implications for production schedules, procurement stability, investor confidence, and the wider technology hardware market at large.
Tuesday 12 May 2026
China AI model boom pulls smartphone supply chain into ecosystem battle

China's generative AI sector is seeing another wave of aggressive fundraising, with leading large language model (LLM) developers rapidly securing capital while expanding ties with consumer electronics and device ecosystems.

Tuesday 12 May 2026
E Ink eyes 25% growth in 2026 on surface push
E Ink expects its operations to keep growing in 2026, with chairman Johnson Lee saying the e-paper maker sees revenue growth of 20-25% as applications expand across e-readers, e-notebooks, electronic shelf labels (ESLs), and digital signage. He said retail digitization and outdoor surface applications will be the next major growth drivers.
Tuesday 12 May 2026
VSO Electronics pins growth on AI cable demand and in-house leak-detection line for late 2026
VSO Electronics said at its annual shareholders meeting on May 12 that it approved its 2025 financial statements and will pay a cash dividend of NT$2.5 per share. Executives reported that orders for the second quarter of 2026 were fully booked, that April 2026 consolidated revenue topped NT$300 million (US$9.7 million), and that cumulative revenue for January through April 2026 rose more than 20% year on year, as AI-related products offset declines in the PC business.
Tuesday 12 May 2026
Innolux shares surge on reports of potential TSMC FOPLP partnership
Unlike AUO, which remained in the red in the first quarter of 2026, Innolux returned to operating profitability, posting net income of NT$1.79 billion (approx. US$56.9 million) for the quarter.
Tuesday 12 May 2026
Univacco posts record first-quarter revenue as North American demand strengthens
Univacco Technology reported that consolidated revenue for the first quarter of 2026 reached NT$774 million, up 3.9% year-over-year and a record for the period, driven by steady growth in North American demand and a pickup in orders from end-brand customers. The company said the Americas now account for a growing share of sales and have become a key driver of the group's operating momentum.
Tuesday 12 May 2026
OpenAI launches US$4 billion deployment venture to accelerate enterprise AI adoption

OpenAI is expanding beyond AI model development and into enterprise implementation with the launch of the OpenAI Deployment Company, a new business unit backed by more than US$4 billion in initial funding that will help organizations integrate AI into core operations and workflows.

Tuesday 12 May 2026
Pan Jit and subsidiary sponsor Make NTU 2026 hackathon to push robotic gripper innovations
Pan Jit International and its subsidiary participated in Make NTU 2026, a 36-hour student hackathon hosted by the electrical engineering student association at National Taiwan University, and sponsored corporate awards focused on robotic gripper applications. The event, held in 2026, aimed to promote projects that combined artificial intelligence, sensing, smart control, and innovative design to explore smart robotics and related future technologies.
Tuesday 12 May 2026
AcBel Polytech teams with OmniOn and Kinpo Group to target AI power-supply market
AcBel Polytech reported record first-quarter consolidated revenue in 2026, driven by rising demand for enterprise and data-center power, but flagged muted near-term profit performance due to product-mix shifts and delayed shipments of some high-power products. The firm said first-quarter consolidated revenue was NT$8.581 billion (US$273 million), up 20.5% year-over-year and down 6.7% sequentially, and that April revenue was NT$3.152 billion, up 34.61% year-over-year and up 0.19% month-over-month.
Tuesday 12 May 2026
Ichia targets optical communications growth with Evercast Precision investment
Ichia Technologies announced on May 11 that it plans to make a cash-based strategic investment in optical communications components maker Evercast Precision, totaling no more than NT$74 million (approx. US$2.36 million).
Tuesday 12 May 2026
Chenbro expands from AI server chassis into liquid-cooling CDU
Chenbro CEO Corona Chen said strong AI demand is reshaping data center architecture, pushing the company beyond its traditional chassis business into systems, racks, and liquid-cooling infrastructure. She said Chenbro has moved from PC chassis to general-purpose servers and AI servers, and is now entering racks, liquid-cooling cabinets, and IT racks by leveraging its mechanical design expertise.
Tuesday 12 May 2026
Himax targets 2026 rebound on auto DDI and AI glasses momentum
Himax Technologies said its revenue and profit in the first quarter of 2026 both came in at the upper end of its original financial forecasts, and it expects operations to trend higher over the next several quarters as new automotive projects enter mass production and non-driver ICs gain traction, particularly timing controllers (TCONs) and WiseEye AI. The Taiwan-based display driver IC (DDI) maker disclosed these results in its latest earnings report.
Tuesday 12 May 2026
Taiwan's cybersecurity market shifts toward managed services as ransomware pressure mounts
For many Taiwanese businesses, cybersecurity still means buying a router and moving on. That gap between perception and exposure has become expensive — and increasingly hard to ignore. Speaking at CYBERSEC 2026 in Taipei, executives from Zyxel Group subsidiaries Zyxel Networks and Zyell Solutions described an industry in transition: from one-time hardware purchases toward continuous managed protection, and from conventional encryption toward systems designed to withstand quantum-era threats.
Tuesday 12 May 2026
Chicony reports rebound in first quarter as higher-end keyboards and imaging lift margins
Chicony Electronics reported a sharp profit rebound in the first quarter of 2026, excluding one-time consolidation costs tied to its Dongguan plant, executives said, with earnings per share reaching NT$2 (US$0.064), signaling a recovery in core profitability. The company disclosed these results on May 11 and said April revenue eased after some customers pulled orders into March, but it expects sales to stabilize from May. Still, it anticipates second-quarter revenue to grow quarter on quarter.
Tuesday 12 May 2026
Powerlogic reports weaker first quarter as chip shortages hit gaming fan sales
Powerlogic reported weaker first-quarter results after upstream shortages of chips, DRAM, and GPUs prioritized for AI applications squeezed supply to the broader gaming market, delaying customer pull-ins and weighing on operations, the firm announced. The company said these supply constraints cut into demand and shipments for gaming cooling components in the first quarter of 2026.
Tuesday 12 May 2026
TienPin posts more than fivefold April revenue surge as AI liquid-cooling demand climbs
TienPin United Enterprise reported consolidated revenue of NT$61.922 million (US$1.97 million) in April 2026, a 516.94% increase from April 2025. It said cumulative consolidated revenue for the first four months of 2026 reached NT$338 million, up 963.53% year on year. The company attributed the gains to the rapid buildout of AI computing infrastructure and increased demand for liquid-cooling and precision cleaning services for AI servers.
Monday 11 May 2026
Nan Pao targets semiconductor specialty materials as revenue hits record for April
Nan Pao Resins Chemical Group said April revenue rose 15.0% year on year to NT$2.285 billion (US$72.77 million), a record for the month, while cumulative revenue for January to April 2026 reached NT$8.122 billion, up 7.7% from the same period in 2025. The company attributed the monthly gain to raw material price swings and customer expectations of price increases, which prompted earlier order placements and stockpiling. A spokesperson added that Nan Pao accelerated new product development and won new customers during the period.
Monday 11 May 2026
Qisda sees recovery driven by AI and semiconductors, expects profit rebound through 2026
Qisda said its operations began to recover in the first quarter of 2026 after profits bottomed out in 2025, with chairman Peter Chen saying visibility for the second and third quarters is now better than in the first quarter. Chen expects revenue and earnings to return to normal in 2026 as AI and semiconductors continue to reshape the group's direction.