Ardentec launches ASIC wafer test collaboration; new Longtan capacity to be ready by 2H26

Semiconductor testing firm Ardentec is optimistic about its future operations, driven by sustained strong orders in communication applications. The company expects a resilient first quarter of 2026 with utilization rates around 70%. Meanwhile, new AI ASIC wafer test capacity at its Longtan plant will gradually come online in the second half of 2026, serving as a key growth driver for the full year.

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Qisda bets on AI to drive 2026 turnaround

Qisda’s 2025 profit declined to its lowest point in company chairman Peter Chen’s 12-year tenure, prompting leadership changes aimed at reversing the trend. The company has appointed Cally Ko as its new president, leveraging her expertise in AI, cybersecurity, and information management to drive growth and pursue significant revenue and profit improvements in 2026.

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Taiwan machinery industry sees limited impact from Middle East, freight costs in focus

Amid concerns that recent conflicts in the Middle East may impact industrial power supplies, Taiwan Association of Machinery (TAMI) chairman David Chuang noted that the machinery sector is currently operating normally, with no reported disruptions from member companies. That said, the association is keeping a close eye on energy prices and marine freight costs, as these will directly affect operational expenses.

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Argosy expects double-digit growth in 2026, driven by Vietnam plant and new connector specs

Connector maker Argosy is set to defy the expected 5-10% decline in notebook shipments in 2026 by leveraging strong demand for server long-DIMM modules, scaling next-gen CABB and CAMM2 architectures, and expanding micro-stamping orders from a major US customer. President Sammy Liu expressed optimism at the recent earnings call, targeting double-digit revenue growth for 2026.

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