Macronix January profit surges 195%; OSE, Walton earnings rise

Despite persistent noise in the memory market, leading memory chipmaker Macronix reported a sharp surge in profitability in January 2026. The company posted preliminary pre-tax net income of NT$304 million (US$9.73 million) for the month, up 195% year on year. Net income attributable to the parent reached NT$271 million, also up 195%, with earnings per share of NT$0.15.

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The ‘AI general’ emerges: OpenAI report details China’s automated operations in Japan-Taiwan corridor

A new era of automated geopolitical warfare has arrived in East Asia. In its recently published “Disrupting Malicious Uses of AI” report, OpenAI reveals that Chinese state-sponsored actors have moved well beyond simple bot networks. They are now deploying artificial intelligence as a strategic “operational manager” — coordinating complex “cyber special operations” (wǎngluò tèzhàn) against Japan’s leadership and Taiwan’s digital sovereignty.

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BizLink sees HPC and semiconductor revenue surpass 50% with AI data center upgrade wave

As generative AI drives rapid expansion in data centers and high-performance computing (HPC) infrastructure, the importance of interconnect technology is evolving from traditional signal transmission to power delivery and system integration. Connector and cable maker BizLink Holding has seen a significant shift in its business structure, with HPC and semiconductor segments already accounting for over 51% of total company revenue by the third quarter of 2025, reflecting growth momentum shifting toward AI infrastructure and semiconductor equipment sectors.

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Nvidia constrained in China as local AI players strengthen market position

Nvidia’s ability to sell high-performance AI chips in China has been sharply limited by US export licensing rules, which have restricted shipments of its H20 and H200 products. The controls have already forced Nvidia to take a US$4.5 billion inventory charge and have left the company uncertain about future revenue from China. Meanwhile, local competitors, some strengthened by recent IPOs, are expanding rapidly, potentially reshaping the global AI market.

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Amazon’s potential US$50 billion OpenAI investment highlights escalating AI arms race and financial pressure

OpenAI is reportedly negotiating one of the largest private financing rounds in tech history, with Amazon considering a US$50 billion investment. The potential deal underscores the escalating AI compute arms race and OpenAI’s need to diversify beyond Microsoft while navigating immense operational costs and financial risks.

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Taiwan Mask posts nearly NT$100m profit in January, advanced packaging to boost revenue in 2H26

Benefiting from its group integration strategy, Taiwan Mask Corporation (TMC) is seeing operations that are gradually recovering. The parent company’s core business has seen five consecutive months of profit growth. In January 2026, consolidated revenue reached NT$536 million (US$17.2 million), with the core photomask business contributing NT$340 million, accounting for over 60% of total revenue — marking nearly a one-year high. The company’s monthly self-reported profit came close to the NT$100 million mark.

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