Taiwan-based multimedia software developer CyberLink reported its strongest revenue performance in nearly 12 years for 2025, driven by robust demand across its consumer creation and computer vision businesses. While operating profit more than doubled for the year, currency fluctuations and tax impacts weighed on net income, and the company struck a cautious tone for early 2026 amid shifting market dynamics.

Benefiting from its group integration strategy, Taiwan Mask Corporation (TMC) is seeing operations that are gradually recovering. The parent company’s core business has seen five consecutive months of profit growth. In January 2026, consolidated revenue reached NT$536 million (US$17.2 million), with the core photomask business contributing NT$340 million, accounting for over 60% of total revenue — marking nearly a one-year high. The company’s monthly self-reported profit came close to the NT$100 million mark.

Nvidia’s ability to sell high-performance AI chips in China has been sharply limited by US export licensing rules, which have restricted shipments of its H20 and H200 products. The controls have already forced Nvidia to take a US$4.5 billion inventory charge and have left the company uncertain about future revenue from China. Meanwhile, local competitors, some strengthened by recent IPOs, are expanding rapidly, potentially reshaping the global AI market.