Realtek Semiconductor outlined its outlook for the first quarter and full year of 2026 during its January 27, 2026, earnings call, highlighting networking applications as the key growth driver amid ongoing challenges in the PC market. The company anticipates robust demand and specification upgrades in networking, particularly driven by AI developments and the adoption of Wi-Fi 7.

Asia Optical’s subsidiary AsiaTech Imaging forecasts a 20-30% sequential revenue increase in the first quarter of 2026, signaling a recovery from a difficult 2025, President Iris Wu said during an online earnings call on January 28. Full-year revenue is expected to surpass 2025 levels.

Huawei is expanding its public cloud business across overseas markets, refining its partner strategy, and advancing its “platform plus ecosystem” model in Asia-Pacific. The company said that by the end of 2025, Huawei Cloud had more than 40 master distributors and over 50 cloud service provider partners outside China, serving over 4,000 customers globally. In the Asia-Pacific region, the company has become the region’s fastest-growing public cloud provider, supported by service teams in more than 10 locations.