Wiwynn said changes in how it buys components with customers began to show results in the second quarter of 2026, helping lift gross margin to 9.3%. The server ODM said the shift also supported operating margin of 7.3% and net profit margin of 5.4% as it navigated AI product mix changes and higher component costs.
A cluster of measures signed and drafted since late July has shifted the center of gravity in US supply-chain policy away from finished electronics and toward the raw materials that feed them.
Wistron expects stronger AI server growth in August 2026 after reporting July revenue of NT$308.22 billion (approx. US$9.53 billion), down 4.2% month-over-month but up 60.8% year-over-year. Revenue for the first seven months reached NT$2.05 trillion, up 88.2% from a year earlier. The company expects AI server shipments to grow sequentially throughout the second half of 2026.
AI-driven demand for advanced packaging is giving old-generation panel fabs and equipment new value. As Taiwan's panel makers accelerate the phaseout of LCD capacity at the 5.5 generation and below, they are splitting into two tracks: selling factories to foundries and outsourced semiconductor assembly and test (OSAT) providers, or keeping lines in-house to develop fan-out panel-level packaging (FOPLP), through-glass via (TGV), redistribution layer (RDL), and glass core technologies.
Primax Electronics reported stronger second-quarter 2026 consolidated revenue on the back of robust shipments from new consumer audio programs and contributions from professional audio projects, while profit metrics weakened under pressure from a stronger yuan, rising component costs and product-mix changes. The Taiwan-based electronics maker said it was adopting a more cautious view of the third quarter as it expanded into AIoT, smart surveillance and robotics.
Infineon said demand for its AI data center power semiconductors continues to exceed available supply, prompting leading customers to sign multi-year capacity reservation agreements that give the chipmaker greater visibility while securing future supply for hyperscale AI deployments.
