Taiwan’s major semiconductor and server supply chain companies posted mixed February 2026 revenue results, with continued strength in artificial intelligence (AI) infrastructure demand supporting year-over-year growth across most firms despite seasonal month-to-month declines.

HyperLight Corporation, United Microelectronics Corporation (UMC), and Wavetek Microelectronics Corporation, a wholly owned UMC subsidiary, have announced a strategic manufacturing partnership to deliver high-volume foundry production of HyperLight’s thin-film lithium niobate (TFLN) chiplet platform on both 6-inch and 8-inch wafers. The companies said the collaboration is intended to provide the manufacturing capacity needed to deploy AI and cloud infrastructure at scale.

Aurotek Corp. reported record-high consolidated revenue for 2025 and projects double-digit growth for 2026, with its robotics segment contributing more than 10% of last year’s sales and expected to expand further this year. The company cited persistent labor shortages worldwide as a key driver sustaining demand for robots.