Excellence Optoelectronics Inc. (EOI) expects double-digit growth in 2026 from a strong 2025 base, supported by robust automotive lighting module shipments to North American automakers, new Mexico capacity, and a planned expansion into AI humanoid robot supply chains.

After Yageo confirmed its stake in Taiwanese power management IC maker Anpec, attention has turned to whether the group will deepen its involvement in Anpec’s operations as part of a broader consolidation strategy. Anpec previously said that, based on the current understanding between the two companies, Yageo invested because it sees Anpec’s operating performance as attractive and wants exposure to the semiconductor industry. Yageo also planned to use its distribution channels to help bring products to international markets and had no intention of intervening in operations. However, Anpec’s leadership change suggests the two sides have clearly agreed to deepen cooperation.

According to IDC’s latest data, Nvidia’s networking business has surged to the top, with the company becoming the revenue leader in the global data center Ethernet switch market for the first time in the first quarter of 2026. This is an arena traditionally contested by network equipment vendors such as Arista Networks, Cisco, Huawei, and HPE, with switch chip suppliers such as Broadcom deeply involved.