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May 8
Samsung reportedly testing 1.4nm Exynos 2800 with 96MB cache

Samsung is reportedly testing a next-generation Exynos processor that could push the company's chip ambitions beyond smartphones, with early specifications pointing to a 1.4nm-class design, a 10-core CPU, a large 96MB system-level cache, and a possible PC variant aimed at Google's Chromebook ecosystem.

FocalTech Systems said its business is expected to bottom out in the first quarter of 2026, with a recovery already underway and a return to growth in both revenue and profitability beginning in the second quarter, according to remarks made at an investor conference on May 8.
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.
Taiwan's Ministry of Economic Affairs (MOEA) has launched a new next-generation communications program under its A+ Industrial Innovative R&D Program, aiming to steer company research toward 6G networks, non-terrestrial networks (NTN), and all-photonics networks (APN). The move follows the Executive Yuan's Five Trusted Industry Sectors push launched in May 2024, and its Next-Generation Communications Technology Development Program announced in July 2025.
Samsung Electronics has reportedly raised its May production plans for the Galaxy S26 series, with the Galaxy S26 Ultra leading the increase as demand for the company's premium smartphones holds steadier than expected amid the second quarter of 2026's seasonal slowdown.
Sporton posted consolidated revenue of NT$1.191 billion (US$37.98 million) in the first quarter of 2026, with a gross margin of 47% and net profit after tax of NT$302 million, up 4.3% year on year, the firm announced. Earnings per share were NT$2.97, up 4.21%, as strong testing demand for 5G flagship phones, AI PCs, and enterprise-grade commercial access points lifted revenue and pushed profit to its highest level in six quarters.
Labor tensions across South Korea's technology sector are intensifying, and the conflict is no longer confined to traditional disputes between workers and management. Increasingly, the country's AI-driven economic transformation is exposing fractures within workforces themselves, as employees in faster-growing business divisions demand a larger share of corporate profits. In contrast, weaker divisions struggle to keep pace.

Broadband equipment maker Sercomm reported a sharp surge in revenue for April, underscoring how demand for faster networks, fueled in part by artificial intelligence, is rippling through telecommunications infrastructure.

The European Union has become the first strategic partner of the Global Coalition on Telecommunications, or GCOT, expanding a Western-led telecom policy framework as governments seek to shape next-generation network infrastructure and the race toward 6G.

As soaring memory prices fuel "chipflation," Samsung Electronics and Apple are taking sharply different approaches. Samsung's Mobile eXperience (MX) division is trying to protect profitability by optimizing its product mix and expanding across more price points, while Apple is leaning on an ecosystem of 2.5 billion devices and high-margin services to offset rising component costs.
Radio frequency (RF) front-end chip maker RichWave said on May 4 that Wi-Fi 7 momentum will remain very strong in the first quarter of 2026, even as rising memory and component costs squeeze profitability and cloud order visibility. The company said memory-driven price increases are affecting the broader networking industry, but the impact on its 2026 growth will be limited.
Largan Precision on May 5 reported its self-calculated April consolidated revenue at NT$5.4 billion (US$169.7 million), down 1% from the previous month but up 24% from the same period in 2025. For the first four months of 2026, consolidated revenue reached NT$20.9 billion, an 11% increase from the same period in 2025.