Stronger-than-expected results from Nvidia were reflected in its manufacturing partners. Quanta reported fourth-quarter 2025 earnings per share of NT$5.75, a record high for a single quarter. Full-year EPS reached NT$19.45, also a record.
In the high-stakes world of global semiconductors, where microscopic precision meets massive geopolitical shifts, Dr. Tien Wu stands as a rare figure: a leader who balances the exacting standards of a $22 billion tech giant with a deeply humanistic philosophy.
Yageo CEO David Wang said that although seasonal factors reduced working days from the previous quarter, capacity utilization is expected to rise by 3-5pp sequentially, supported by sustained AI demand and strong order intake. Revenue, gross margin, and operating margin in the first quarter of 2026 are all projected to increase slightly from the fourth quarter of 2025.
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