Riding a year of extraordinary growth powered by the AI boom, Taiwan Semiconductor Manufacturing Co. (TSMC) has approved a 2026 strategy that couples record capital spending with one of the most consequential management reshuffles in its history. The board’s decisions underscore how aggressively the world’s largest contract chipmaker intends to widen its technological and organizational lead.

AUO posted a net profit for full-year 2025, reversing previous losses, and anticipates quarterly revenue increases throughout 2026 despite ongoing macroeconomic uncertainties, including tariffs, memory shortages, and price hikes, as well as geopolitical tensions.

Renesas Electronics recorded its first net loss in six years in fiscal 2025, reflecting weak demand for automotive semiconductors and a limited contribution from AI-related products. The company is recalibrating its strategy, with India and China positioned as key pillars in its recovery roadmap.

SK Hynix is expected to begin shipments this month of its sixth-generation high-bandwidth memory, HBM4, a high-performance, low-power semiconductor designed for Nvidia’s next-generation artificial intelligence accelerator, Vera Rubin.

Acer reported consolidated revenue of NT$21.077 billion (approx. US$668.4 million) for January 2026, marking a 39.8% year-over-year increase and setting a post-pandemic record for the month. Key operational highlights included notebook sales rising 50.6%, desktop PC revenue up 41.9%, gaming and esports-related products growing 53.4%, and commercial product revenue surging 63.4%.

Vanguard International Semiconductor (VIS) reported consolidated revenue of NT$4.01 billion (approx. US$127 million) in January 2026, reflecting a decline in wafer shipments. The figure was down 18.6% from December 2025, when revenue totaled NT$4.93 billion, but up 18.4% from a year earlier, underscoring uneven but improving demand conditions.