MediaTek weighs price hikes, reaffirms TSMC partnership

MediaTek held its shareholders’ meeting on May 29. Addressing the company’s future outlook, Chairman Ming-Kai Tsai said that while the mobile phone market in 2026 has performed below expectations due to a sharp rise in memory prices, MediaTek’s market share in various connectivity chips has increased significantly. He also noted that the company began generating revenue from AI data centers in 2026.

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CPO to become the next major growth driver, says GSEO; future volumes could rival smartphone lenses

Genius Electronic Optical (GSEO) held its shareholders meeting on May 29, with chairman Jones Chen and president Ying-Li Guo in attendance. GSEO reported standalone revenue of NT$20.89 billion (approx. US$665.7 million) in 2025, up 13% from NT$18.496 billion in 2024. Consolidated revenue reached NT$24.989 billion, increasing 8% from NT$23.187 billion in 2024. Earnings per share (EPS) came in at NT$32.84, slightly lower than the previous year’s NT$38.35.

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Quanta projects strong 2026 AI demand as it expands server and wearable production

Quanta said demand for artificial intelligence (AI) infrastructure would be very strong in 2026 as the company pushed deeper into servers and wearable devices, and that it was expanding production in the US, Mexico, and Thailand. The remarks were made at the company’s shareholders’ meeting on May 29, where leadership framed AI as a major growth opportunity while reiterating a cautious approach that prioritizes profitable execution.

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Foxconn says its quantum computing unit aims for commercial takeoff around 2030

Foxconn has said its quantum computing work is drawing international attention, but the main challenge remains turning research into a commercial business. The company’s quantum efforts could take about three years to reach an inflection point, with broader business potential expected around 2030, which may matter for industries and researchers worldwide.

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Unimicron targets record 2026 revenue with ABF and AI system-board push

Unimicron said it will push advanced substrate and AI system-board upgrades in 2026 to capture accelerating demand for AI-related ASICs and switches, aiming for record revenue that would exceed its 2022 peak. The IC substrate and printed circuit board maker announced the strategy at its annual shareholders’ meeting at the end of May, citing a shift in demand away from GPUs and CPUs toward ASICs, switches, and high-performance computing applications.

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Foxconn chairman sets new profit target as 2025 earnings hit record high

Foxconn said its latest results highlight how technology manufacturing groups are reshaping supply chains for global customers. The company reported record earnings in 2025, raised dividends to a new high, and set a more ambitious profit target, signaling stronger returns for shareholders and continued investment in artificial intelligence, electric vehicles, and semiconductors worldwide.

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