Taiwanese IC design firms that have been building out AI vision sensing businesses are now reaping the rewards, with major players including display driver IC (DDI) leader Novatek Microelectronics, Himax Technologies, and Realtek Semiconductor, as well as PixArt Imaging and Elan Microelectronics, saying that revenue in this area is rising quickly. The companies see AI vision sensing as set to become a key part of their overall revenue mix.

FS said it plans to begin trial production and shipments of high-end MLPC stacked solid-state capacitors by the end of 2026 as it expands beyond plastic injection molding machines into passive components. The move was outlined alongside the company’s second-quarter 2026 financial update and marks a new growth line tied to AI and GPU supply chains.

As the global AI computing infrastructure boom drives rapid demand growth for GPUs, CPUs, and ASICs, the ABF substrate industry is set to swing into shortage in 2026, with the supply-demand gap expected to widen in 2027-2028. That has lifted order visibility for IC substrate makers in Taiwan, Japan, and South Korea, with the outlook now stretching as far as 2029-2030. Companies including Ibiden, Unimicron, Kinsus, Nan Ya Printed Circuit Board, Leading, and Samsung Electro-Mechanics are all moving into a new round of capacity expansion.

Taiwanese trust technology company Gogolook said its revenue and profitability are expected to stay strong in the second half of 2026, helped by continued growth, critical operating scale, and efficiency gains from generative AI. The company said full-year revenue is likely to reach a new record as its consumer anti-fraud, enterprise anti-fraud, and fintech services all expand.