TSMC pushes Japanese suppliers to localize electroplating additives in Taiwan

As AI-driven demand continues to lift global semiconductor output, TSMC is accelerating the localization of electroplating additives used in advanced packaging to secure a stable supply. Through four measures — production line guidance, equipment optimization, quality inspection, and sample validation — the company has supported Japanese suppliers in establishing production in Taiwan, cutting production cycles from 60 days to 20 days and improving logistics efficiency by 90%.

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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.

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Meta AI chief maps two growth paths as US$100 billion bet accelerates recursive AI and real-world agents

Since mid-February, Meta Platforms has unveiled multi-year strategic partnerships with leading chipmakers Nvidia and AMD, underscoring an ambitious US$100 billion capital expenditure plan for 2026. The investment signals more than a race for computing power: it marks a decisive push to translate AI breakthroughs into scalable, real-world applications.

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Wiwynn’s AI products exceed 50% of sales in 2025, revenue and profit double

US cloud service providers (CSP) continue to invest heavily in artificial intelligence (AI), with Nvidia’s latest fourth-quarter fiscal 2026 earnings report showing record-high revenue, highlighting ongoing strong demand for AI infrastructure. Benefiting from the AI boom, Wiwynn reported consolidated revenue of NT$950.66 billion (US$30.46 billion) in 2025, up 163.7% year over year, with AI products accounting for more than half of sales.

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Lite-on doubles down on AI power as consumer markets dim

Lite‑on Technology reported strong 2025 operational results and forecast sustained double‑digit quarterly growth for 2026, while flagging consumer and ICT demand headwinds that will be tempered by investments in capacity and AI‑related businesses. President Anson Chiu said full‑year revenue, gross margin, and operating margin are expected to exceed 2025 levels, and that first‑quarter revenue should register both year‑over‑year and sequential gains.

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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.

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