Mitac Holdings announced its financial results for 2025, reporting full-year consolidated revenue of NT$105.58 billion (approx. US$3.33 billion), with profit attributable to owners of the parent reaching NT$6.84 billion and earnings per share (EPS) of NT$5.15.
Primax Electronics' push into automotive, AIoT and robotics signals a strategic shift that should reshape revenue mix over the next two to three years, even as near-term margins face pressure from currency and component costs.
Catcher said products for new customers will gradually enter mass production starting in the second quarter of 2026, with full-year revenue contributions potentially reaching double-digit percentages, even as memory prices rise and the tight supply of key components persists in the short term.
AMD will deepen multi‑year partnerships with Meta and OpenAI as it ramps MI450 and rack‑scale systems, while maintaining aggressive financial targets and preparing to meet growing data center demand, CEO Lisa Su said at the Morgan Stanley TMT conference.
While AI is reshaping many industries, the gaming sector remains staunchly human-driven. According to Johnny Jan, CEO of Acer Gaming's subsidiary Winking Studios, 99% of major game IP companies prohibit their art outsourcing partners from using AI-generated content to avoid consumer backlash.
Demand for high-performance embedded computing platforms is rising across sectors such as smart manufacturing, transportation, healthcare, and energy infrastructure, as GenAI and other applications shift from the cloud toward on-site deployment. Industrial PC (IPC) makers are aiming to capitalize on this trend by stepping up their efforts in overseas marketing, as well as increasing participation in industry-focused international exhibitions to boost product visibility.
The federal government has initiated a comprehensive internal ban on Anthropic, citing national security concerns after the startup refused to remove safety guardrails for military applications. This unprecedented move marks a significant escalation in the struggle between Silicon Valley's ethical standards and Washington's strategic military requirements.
Memory module maker Apacer delivered strong results in 2025, with CEO Chia-Kun Chang stating that the memory industry will see no price reversal in 2026. With average selling prices (ASP) expected to grow 2-2.5x compared to 2025, overall revenue and profits are set to reach new highs in 2026.
Semiconductor industry insiders say humanoid robots are still stuck in their 1.0 enlightenment phase. Most mobile robots—whether wheeled or bipedal—remain at prototype versions 1.0 or 1.1, with a clear gap before reaching a mature 2.0 stage.
Nvidia has signed multi-year, non-exclusive agreements with US-based Lumentum Operations LLC and Coherent that include long-term procurement commitments worth billions of dollars and priority access to high-end lasers and optical networking products. Industry observers say the deals could shift optical transmission from a supporting connectivity role to a central driver of AI computing capacity.
Electronics component maker Sinbon reported a slight drop in February 2026 revenue, attributing the decline to fewer working days during the Lunar New Year holiday and noting declines compared with both January 2026 and February 2025.
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