Facing memory shortages and Sharp’s plan to shut down its Guishan K2 plant by the end of 2026, GIS chairman Hsien-Ying Chou said the company faces greater operational challenges in the second half of 2026. However, its transformation strategy is accelerating. Among its new businesses, optical waveguide products used in AI glasses and other applications began small-volume shipments in the first quarter of 2026, while its optical communications business is targeting advanced optical source packaging and testing services. Both new application areas are expected to gradually ramp up in 2027, creating new growth momentum for revenue and gross margins.

As the Middle East conflict escalates and demand for AI applications grows, product quotations continue to rise in the second quarter of 2026. Chen-Cheng Pan, chairman of silicone materials distributor Topco Scientific Materials, says upstream material shortages have also become severe. As applications in AI, optical communications, and robotics continue to expand, the proportion of revenue contributed by electronic materials is expected to increase further.

AUO said its automotive business has entered a high-growth phase, with annual orders for in-vehicle products now exceeding current-year revenue. The company expects revenue benefits from orders secured over the past two years to begin in the second half of 2026 or 2027, supporting growth at AUO Mobility Solutions.

Networking equipment maker Senao Networks reported that shareholders approved its 2025 financial report and a cash dividend of NT$3 (US$0.096) per share at a meeting on May 28, 2026, and the company said its shift into the internet service provider market was beginning to yield results while a persistent memory shortage could cut first-half 2026 shipments by 20% to 30% versus orders. The firm disclosed 2025 revenue of NT$15.036 billion and net profit attributable to the parent of NT$307 million, with earnings per share of NT$5.2.

The conversation about humanoid robotics I observed over two days in Sunnyvale had a different quality from what I remembered a year ago. The demos were real. The deployments were live. The debate had shifted from “will this work” to “who gets to scale first” — and the answer is not obvious.

The Acer Predator XB273K 3D monitor debuts at Computex 2026. This model is built to go beyond conventional gaming screens, combining 4K UHD resolution, up to a 180Hz refresh rate, and built-in 3D functionality in a single display. The company is pitching the panel as a versatile option for gamers, creators, and users who want to view native 3D content, inspect 3D assets, and convert standard…