Boeing signals stronger 2026 outlook as aircraft deliveries accelerate

Boeing’s latest earnings report points to a more positive operating outlook for 2026, driven largely by improving aircraft deliveries and production progress. For the global aerospace industry, demand is no longer the primary concern—supply is. Boeing’s renewed urgency to raise output is being welcomed across its supply chain, including aerospace manufacturers in Taiwan.

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Exclusive: Tariffs and trade talks shape Suntek Motor’s outlook for Taiwan’s auto market

Ray Wu, CEO of Suntek Motor Group, a leading Taiwanese importer and dealer of luxury brands including Porsche and Skoda, told DIGITIMES that while Taiwan’s auto market is expected to outperform in 2026, the company does not view growth as merely a matter of securing larger allocations from overseas manufacturers. Instead, Suntek is pursuing a rolling, quarter-by-quarter operational strategy designed to manage inventory risk—an approach shaped by recent market volatility.

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Aspeed profits rise for second year on server upgrade demand

As artificial intelligence (AI) applications expand, the rising scale and density of server computing have placed a premium on system stability. AI servers, characterized by high costs, extreme power consumption and significant heat generation, face the risk of substantial losses from system outages. This has heightened the importance of baseboard management controllers (BMCs), which provide real-time monitoring of voltage, temperature and system status, driving steady growth in Aspeed Technology’s operating performance.

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Lenovo Yoga Pro 27UD-10 goes on sale redefining creator-focused monitors

As promised, Lenovo launched the Yoga Pro 27UD-10 priced at USD 1500 in time for February’s start. This is a high‑end monitor crafted as a natural extension of the Yoga ecosystem and tailored for creators who depend on accurate color reproduction and fluid multi‑display setups. Positioned as a flagship model, it blends advanced calibration features, professional imaging capabilities, and a modern…

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Lam Research hits US$20.6 billion revenue high, sees 2026 WFE spending at US$135 billion

Lam Research, a leading supplier of semiconductor manufacturing equipment dubbed the “US version of ASML,” capped off fiscal 2025 with stellar performance, fueled by surging AI demand. The company reported full-year revenue of US$20.6 billion, a 27% year-over-year increase, alongside record gross margins of 49.9% and operating margins of 34.1%.

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Realtek expects networking to drive growth in 2026 amid PC market challenges

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.

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