MetaAge, a unit of Qisda, reported consolidated first-quarter 2026 revenue of about NT$6.02 billion, up NT$1.29 billion (US$192 million) from NT$4.73 billion a year earlier, a 27% year-on-year increase, and net profit attributable to owners of the parent of about NT$33 million with basic earnings per share of NT$0.17. The board approved the results, which the company said reflected strong global demand for AI infrastructure and enterprise high-performance computing.

Inventec reported April 2026 revenue of NT$84.786 billion (US$2.68 billion), down 3.17% month on month but up 36.53% year on year, signaling continued momentum in its notebook and server businesses heading into the second quarter of 2026, with broader implications for supply chains and enterprise AI deployments globally.

Flex has announced a strategic plan to spin off its Cloud and Power Infrastructure (CPI) segment into an independent, publicly-traded company, with the transaction expected to be completed by the first quarter of calendar 2027. This move follows a record-setting fiscal year 2026, where the company reported total revenue of "US$27.9 billion, up 8% on continued strong growth in cloud, power, and industrial".

Fositek said strong demand from artificial intelligence (AI) infrastructure is driving rapid growth in its liquid cooling business and will prompt continued capacity expansion to meet customer needs. The company expects server-related revenue to rise quarter by quarter through 2026 and said second-half shipments of a customer's new foldable phones will further lift margins.

As soaring memory prices fuel "chipflation," Samsung Electronics and Apple are taking sharply different approaches. Samsung's Mobile eXperience (MX) division is trying to protect profitability by optimizing its product mix and expanding across more price points, while Apple is leaning on an ecosystem of 2.5 billion devices and high-margin services to offset rising component costs.

Robots have become a main focus for Hyundai Motor Group, with continued investments in research and development as part of its strategy for the future. However, rather than promoting the broad adoption of humanoid robots, Hyundai is instead pursuing robots tailored for specific industries, pushing a range of new technologies in a diverse range of solutions and ecosystems.

Researchers at National Yang Ming Chiao Tung University announced a new non-toxic, metal-free light-emitting silicone that produces blue fluorescence when mechanically stressed, a development they said could advance glasses-free 3D displays and wearable imaging sensors. The research was published on May 6 in the journal JACS Au, and the work was carried out in collaboration with a team at Osaka Institute of Technology, the university stated.

Chicony Power's first-quarter performance signals supply-chain resilience and potential upside for global notebook, server, and satellite power markets, as the company forecasts second-quarter revenue growth driven by inventory pull-ins, rising average selling prices, and expanding satellite and AI power-supply businesses serving international customers.

Taiwan's decades-long tilt toward China is giving way to a sharper, US-focused strategy. Semiconductor expansion and surging demand for AI infrastructure are redrawing the island's trade flows — and its industrial ambitions.

Delta Electronics presented its latest AI-enabled smart manufacturing solutions at SEMICON Southeast Asia 2026, underscoring its efforts to advance efficiency, precision, and scalability in semiconductor packaging production amid intensifying industry demands.

Trade between Taiwan and the US reached US$78.25 billion in the first quarter of 2026, driven primarily by advanced node chips and AI servers. This marks the first time in 25 years that the US has surpassed China and Hong Kong to retake its place as Taiwan's largest trading partner. Moreover, Minister of Economic Affairs Ming-hsin Kung has forecast 7% GDP growth for 2026, following 8.68% growth in 2025.

Delta Electronics has moved to consolidate its security brands, aiming to align AI video analytics and cloud services with its building automation strategy. This shift could accelerate its push into the growing smart building market. The integration brings together VIVOTEK and March Networks to jointly target retail, financial services, transportation, factories, and smart cities.

Machvision reported consolidated revenue of about NT$343 million (US$10.84 million) for April 2026, up 1.4% from the previous month and 3.75% from a year earlier, marking another monthly high.

Univacco said its Vietnam plant will begin mass production in the second quarter of 2027 as the company moves to position itself in the co-packaged optics and advanced packaging materials supply chain. The move aims to leverage tariff advantages, lower manufacturing costs, and ample labor to boost overseas competitiveness.

Ta Tun Electric Wire and Cable reported record quarterly revenue, gross margin and profit for the first quarter, driven by sales of ultra-high-voltage products and steady Taiwan Power tenders, the company announced. Leadership said the firm expects a cautious second quarter as Taiwan Power pull-in schedules have shifted but anticipates deferred demand will bolster shipments in the third quarter.

Apple's product strategy is moving toward an AI-centered architecture, prioritizing on-device intelligence, tighter chip integration, and system-level design, a shift that could change how Taiwan's suppliers compete and collaborate. The company has signaled the direction through recent executive comments and its continued in-house chip work.

Taiwan's manufacturing purchasing managers index rose to 60.3% in April 2026, marking the seventh consecutive month of expansion and the strongest pace since September 2021, the Chung-Hua Institution for Economic Research and the Taiwan Management Institute Taiwan said on May 4. Executives attributed the rise to shifting capacity and price pressures from AI, semiconductors and electronic components, plus pre-buying by manufacturers amid supply tightness and geopolitical tensions in the Middle East.

Amid the rapid advancement of generative AI and the simultaneous rise of autonomous vehicles and robotics, industry competition is shifting away from pure computing power and hardware scaling toward deeper control of "perception capabilities" and "real-world data."

Meta Platforms has acquired Assured Robot Intelligence (ARI), a startup focused on AI models for humanoid robots, marking another step in the company's broader push into physical-world artificial intelligence (AI).

Foxconn's Hon Hai Research Institute has launched its second-generation low-Earth-orbit satellites, PEARL-1A and PEARL-1B, from Vandenberg Space Force Base in California aboard a SpaceX Falcon 9 rocket. The mission has entered an on-orbit validation phase as part of a satellite networking strategy.

Tata Electronics has rapidly expanded its electronics manufacturing operations, emerging as one of Apple's most important contract manufacturers in India as the country strengthens its position in global electronics production.

Delta Electronics reported record consolidated revenue and profit in the first quarter, driven by stronger demand from cloud service providers and AI-related data center projects. The firm disclosed quarterly revenue of NT$159.4 billion (US$5.05 billion) in the first quarter, up 34% year-over-year, and record gross and operating margins of 37% and 17.8%, respectively, attributing the gains to a higher mix of AI products, scale effects, and a one-time compensation payment related to certain electric vehicle projects.

Foxconn announced that a recent search at its Tucheng facility was focused on alleged misconduct by certain employees and did not have a material impact on the company's finances, order intake, shipments, or customer relationships.

Samsung Electronics is reportedly initiating a large-scale restructuring of its home appliance division aimed at reversing declining profitability by increasing outsourced production and streamlining operations. According to South Korean media outlets including Maeil Business Newspaper and Hangyung, Samsung held a high-level meeting in early April 2026 to establish plans for bolstering competitiveness in the home appliance sector.