Yageo sees strong 1Q26 on AI orders; memory shortage yet to hit demand
Yageo CEO David Wang said that although seasonal factors reduced working days from the previous quarter, capacity utilization is expected to rise by 3-5pp sequentially, supported by sustained AI demand and strong order intake. Revenue, gross margin, and operating margin in the first quarter of 2026 are all projected to increase slightly from the fourth quarter of 2025.
Meta AI chief maps two growth paths as US$100 billion bet accelerates recursive AI and real-world agents
Wiwynn’s AI products exceed 50% of sales in 2025, revenue and profit double
Taiwan’s patent race heats up: TSMC reigns, records tumble
Nobel laureate John Martinis explains quantum computing’s industrial revolution from lab to fab
SambaNova targets Nvidia’s B200 with 5x faster AI inference chip, secures US$350M
AI chip startup SambaNova Systems has introduced its fifth-generation processor, the SN50, positioning it as a direct alternative to Nvidia’s Blackwell B200 for large-scale AI inference. The company claims up to 5x peak speed in agent-based workloads and up to an 8x total cost advantage in certain deployments.
From equipment to talent, Japan moves to anchor India’s chip expansion
Lite-on doubles down on AI power as consumer markets dim
Chart: Five key takeaways from Taiwan’s IC design sector’s early 2026 revenue surge
Taiwan’s IC design landscape is undergoing a massive structural shift. Early 2026 revenue data reveals a dual-track performance: while established consumer giants navigate a high-base stabilization phase, specialized leaders in Intellectual Property (IP) and AI-optimized storage are capturing explosive value from the ongoing AI infrastructure wave.