ASE ramps advanced packaging in Taiwan as SPIL scales central hub

ASE Technology Holding is accelerating capacity expansion across multiple locations to meet rising demand for advanced packaging and testing services, with projects underway in northern, central, and southern Taiwan, as well as in China and Malaysia. The company estimates that capital expenditure could reach US$6 billion in 2026, reflecting continued investment in equipment and facilities.

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Msscorps eyes annual growth with silicon photonics expansion

Msscorps held its year-end gathering on February 1, 2026, during which chairman Chi-Lun Liu highlighted the company’s two decades of deep expertise in semiconductor testing and analysis. Having established a global footprint across 12 facilities in Taiwan, China, the US, and Japan’s key semiconductor hubs, Msscorps has seen monthly revenues hit record highs since the second half of 2025, signaling the start of a new growth phase.

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LMOC ramps silicon photonics output with new MOCVD expansion plan

LandMark Optoelectronics Corporation (LMOC) reported strong fourth-quarter 2025 performance, driven by a sharp ramp in silicon photonics (SiPh) shipments, with all three profitability metrics rising sequentially. The company expects silicon photonics demand to remain robust, forecasting faster quarter-over-quarter revenue growth in the first quarter of 2026 than in the previous quarter. Shipments are set to sustain threefold growth, supported by planned capital spending of about NT$700 million (US$22.3 million) to expand capacity ahead of demand growth in the second half of 2027.

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Transsion profits halved in 2025 because of memory price increases

The smartphone industry is bearing the brunt of rising memory prices, and the impact is most evident in mid- to low-end models. Transsion, the Chinese smartphone maker regarded as a leading brand in emerging markets, has become one of the first handset vendors to be clearly hit by this wave of memory price increases. On the evening of January 29, 2025, Transsion announced its earnings forecast for full-year 2025, estimating annual revenue of CNY65.568 billion (US$9.4 billion), down about 4.6% year over year. Net profit is estimated at about CNY2.546 billion, plunging 54.11% year over year, nearly half of the previous year. This marks the first significant profit decline since Transsion went public.

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