UMC readies price hikes, kicks off 2027 customer talks

UMC held its shareholders’ meeting on May 27, with CEO Jason Wang saying that as AI applications expand rapidly, long-term semiconductor demand still has room for growth. In addition to deepening its strengths in mature and specialty processes, UMC is also advancing next-generation technologies, including a US-based 12nm FinFET platform, advanced packaging, and silicon photonics, to prepare for future operating growth.

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Tsang Yow, a expands into high-end semiconductor equipment, plans Malaysia ramp in 4Q26

Tsang Yow, a major drivetrain manufacturer, expanded into high-end semiconductor equipment and planned a Malaysia production ramp-up in the fourth quarter of 2026 after posting 2025 consolidated revenue of NT$10.5 billion (US$334 million), up 0.3% year on year, with gross margin rising to 33% and net profit attributable to the parent company of NT$140 million. Earnings per share were NT$1.36, and executives said product-mix optimization, equipment replacement, inventory reduction, and tighter cost control drove the margin improvement.

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Hotai Motor expects semiconductor and AI demand to lift Taiwan auto market in 2026

Hotai Motor Co. told shareholders on May 27 that Taiwan’s auto market was expected to strengthen in 2026 as demand for semiconductors and AI applications supported exports and the broader economy. The company forecast the full-year vehicle market could reach 440,000 units, attributing the outlook to a stabilizing global economy, policy continuity and a pickup in replacement demand.

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Laster Tech enters the robot joint control supply chain and wins North American auto orders

Laster Tech announced it had broken into the robot joint control module supply chain and secured North American vehicle orders for its new Mexico plant, with small-volume robot shipments slated to begin in the third quarter of 2026 and vehicle deliveries targeted to start in the first quarter of 2027. The moves were presented as a strategic extension from the firm’s automotive electronics expertise into embodied intelligence robotics and as a step to strengthen local North American supply capacity.

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