Taiwan’s leading original design manufacturers (ODMs) are entering 2026 at different stages of transition, as efforts to expand into AI servers and automotive electronics intersect with seasonal softness and shifting demand in legacy businesses. January 2026 results from Pegatron and Compal Electronics illustrate how the two companies are navigating that shift with contrasting near-term outcomes.
GlobalFoundries is aggressively pulling forward its financial targets for silicon photonics (SiPh), betting that the “insatiable” demand for AI compute will cement its position as a critical provider of high-speed data interconnects.
Win Semiconductors (Winsemi), a GaAs wafer foundry, held its earnings conference on February 11. Its fourth-quarter 2025 consolidated revenue reached NT$4.79 billion (approx. US$152.65 million), up 7% quarter-over-quarter and 29% year-over-year, slightly above expectations. Full-year 2025 revenue totaled NT$16.64 billion, down 5% year-over-year.
Samsung Display (SDC) is reviewing additional investment to expand production capacity for foldable organic light-emitting diode (OLED) panels intended for Apple’s first foldable iPhone, as Apple prepares to launch the device in the fall of 2026 and advances plans for subsequent models, according to industry sources.
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