10
Apr
GlobalWafers reported March and first-quarter 2026 revenue that underscores transient operational disruptions with global implications: March consolidated revenue reached NT$5.45 billion (US$171.5 million), up 23.8% month-on-month and flat year-on-year, while first-quarter revenue fell amid holiday- and weather-related capacity impacts at overseas plants, prompting cautious market observation.
10
Apr
MPI posts record 1Q26 revenue, invests NT$2B in Hsinchu plant expansion
Semiconductor test interface leader MPI reported a new quarterly revenue high in the first quarter of 2026, driven by strong demand for AI-related chip testing and signaling sustained growth for the year.
10
Apr
Merck’s material and equipment push could speed CPO and advanced packaging adoption
Merck presented integrated materials and inspection tools at Touch Taiwan 2026 as the panel industry pivots toward chip-on-panel (CPO) and advanced packaging. The company emphasized solutions to improve yield, resolution, energy efficiency, and inspection speed to support next-generation optoelectronic semiconductor integration.
10
Apr
Tesla reportedly turns back to affordable cars as growth slows
Tesla is developing a new, smaller and lower-cost electric sport utility vehicle, according to people familiar with the matter and the industry, marking a notable shift in strategy for CEO Elon Musk.
10
Apr
SK Hynix M15X reportedly ramps early production
SK Hynix’s M15X is widely viewed as the company’s next-generation DRAM manufacturing hub in Cheongju, South Korea. Designed primarily to support high-bandwidth memory (HBM) output and advanced 1b DRAM production, the facility is built for AI-era workloads. Its exact status remains partially unconfirmed, but recent media reports point to early production activity and faster-than-expected equipment installation.
10
Apr
The Eizo ColorEdge CS3200X is a 31.5-inch 4K monitor built for modern creators
09
Apr
Hinge maker Jarllytec expands into optical communications, targets AI server demand
Jarllytec said operations rebounded in March 2026, driven by shipments of new hinge components for Chinese foldable smartphones. In the near term, shipment peaks for these products, alongside new notebook models from US clients, are expected to support steady growth in the second quarter. The company reported March revenue of NT$637 million (approx. US$20 million), up 40% month-over-month but down 36% year-over-year.
09
Apr
Memory shortage persists, ASPs surge up to fivefold, says module maker chief
Memory prices are rising sharply, with Transcend Information chairman Peter Shu warning that supply-demand pressure will intensify through 2026 despite weakening consumer demand.
09
Apr
Haptic touchpads and AI vision chips propel Elan’s early 2026 growth
Taiwan-based touch IC design leader Elan Microelectronics announced its March 2026 and first-quarter revenue figures, posting robust growth despite a traditionally slow season.
09
Apr
Blaize, Nokia advance hybrid AI deployment with joint showcase at GITEX Asia
Blaize and Nokia are advancing their collaboration on hybrid artificial intelligence (AI) infrastructure, moving toward real-world deployment through joint validation efforts and a combined solution showcase at GITEX Asia 2026 in Singapore.