SMIC breaks 2025 revenue record, margins fall to 19.2%

On February 10, Semiconductor Manufacturing International Corporation (SMIC) reported record 2025 revenues, but quarterly gross margins fell to 19.2%. The decline, driven by heavy depreciation costs and shifting smartphone supply chain dynamics, underscores the financial pressure of aggressive capacity expansion despite sustained high utilization across manufacturing facilities.

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Jarllytec eyes quarterly growth in 2026 with fiber optic revenue surging over 100%

Bearing manufacturer Jarllytec reported January 2026 revenue of NT$601 million (approx. US$19.01 million), down 18% month-over-month and 24% year-over-year. The company attributed the lower revenue compared to January 2025 to a temporary product transition gap in its 3C product line. Jarllytec expects shipment peaks for new US-based notebook models and Chinese foldable smartphones in the second quarter of 2026, which should restart momentum and drive sequential growth throughout the year.

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Foxconn doubles down on AI servers for 2026, market share seen exceeding 40%

Foxconn held a two-day year-end outlook conference starting February 9 at its Huyue headquarters in Tucheng. The event brought together nearly 1,000 employees from Taiwan and overseas, along with dozens of chairmen, general managers, and senior executives from consolidated subsidiaries and affiliated companies to review 2025 and outline the 2026 outlook. Business group leaders also gathered to exchange operational updates and reinforce group coordination.

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AI demand pushes Taiwan’s Topco Scientific to record January revenue

Taiwanese semiconductor materials distributor Topco Scientific (TSC) reported record revenue for January 2026, buoyed by robust demand from artificial intelligence-driven advanced chip production. The company said January revenue reached NT$6 billion (approx. US$190 million), an 8.25% increase from the same month a year earlier. The figure marks the highest January performance in the company’s history and ranks as the third-highest monthly revenue on record.

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Panjit accelerates automotive push with Vietnam plant acquisition, eyes 2027 ramp

Panjit International has completed a signing agreement to acquire a 95% equity stake in Torex Vietnam Semiconductor Co., Ltd., reinforcing its strategy to expand automotive-related production in Southeast Asia, the company said. The Vietnam facility already holds IATF 16949 automotive certification and will introduce high-power diode packaging.

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TSMC deepens its lead with a US$45 billion 2026 investment plan and a generational reshuffle

Riding a year of extraordinary growth powered by the AI boom, Taiwan Semiconductor Manufacturing Co. (TSMC) has approved a 2026 strategy that couples record capital spending with one of the most consequential management reshuffles in its history. The board’s decisions underscore how aggressively the world’s largest contract chipmaker intends to widen its technological and organizational lead.

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