Trans-Sun Materials Technology posted broad-based gains in the first quarter of 2026, with consolidated revenue rising 28.66% year on year to NT$379 million (US$12.07 million) and net profit attributable to the parent surging 66.34% to NT$26 million, yielding earnings per share of NT$1.07. The maker of electronic functional materials credited the performance to accelerating demand for high-performance computing infrastructure tied to the expansion of AI workloads.

Dayuan Optoelectronics' consolidated revenue for the first quarter of 2026 reached NT$443 million (US$14.11 million), a 42.7% increase year on year, driven by North American broadband infrastructure demand and defense project deliveries. The company said this momentum is expected to strengthen from the third quarter of 2026 as BEAD-funded broadband spending accelerates and additional defense contracts move into execution.

When Unitree Robotics added "Mantis Boxing", Bruce Lee's Jeet Kune Do and even "Kamehameha" moves to its humanoid robot application store, the immediate reaction from many observers was amusement.

Ennoconn Corporation reported record-high consolidated revenue for April 2026, driven by double-digit growth across its industrial IoT, smart factory, and facilities management businesses.

Samsung Electronics is offering severance packages above China's statutory requirements while restructuring parts of its consumer electronics business in the country, signalling a calibrated retreat rather than a broader China exit.

Alibaba Group is preparing to more deeply integrate its artificial intelligence platform, Qwen, into its vast online shopping ecosystem, a move that could fundamentally reshape how consumers browse and purchase goods in China.

Gemtek Technology reported consolidated revenue of NT$3.112 billion (US$99.1 million) in the first quarter and a gross margin of 10.4%, but swung to a net loss as strategic restructuring and raw material pressure hit results, the firm announced. The networking equipment maker recorded an operating loss of NT$205 million, a net loss of NT$131 million, and earnings per share of NT$0.32, while April revenue declined 23.21% year on year to NT$1.149 billion.

Clevo reported steady first-quarter 2026 results, with consolidated revenue of NT$4.941 billion (US$157.3 million), gross profit of NT$1.03 billion, operating income of NT$338 million, and net income after tax of NT$350 million, delivering quarterly earnings per share of NT$0.61. The firm said first-quarter profit rose 25% from the prior quarter and 40% year-on-year, and leadership stated it will pursue continued quarter-over-quarter and year-over-year growth in the second quarter.

OpenAI said it has partnered with chipmakers and cloud providers — including AMD, Broadcom, Intel, Microsoft, and Nvidia — to develop a new networking protocol aimed at improving the performance and reliability of large-scale AI training systems.