Delta Electronics reported record consolidated revenue and profit in the first quarter, driven by stronger demand from cloud service providers and AI-related data center projects. The firm disclosed quarterly revenue of NT$159.4 billion (US$5.05 billion) in the first quarter, up 34% year-over-year, and record gross and operating margins of 37% and 17.8%, respectively, attributing the gains to a higher mix of AI products, scale effects, and a one-time compensation payment related to certain electric vehicle projects.
Foxconn announced that a recent search at its Tucheng facility was focused on alleged misconduct by certain employees and did not have a material impact on the company's finances, order intake, shipments, or customer relationships.
In the fast-moving and often noisy world of AI, what truly merits attention? MIT Technology Review has long tracked the field's evolution to map its next directions. Their latest annual insight highlights 10 key themes that capture major AI trends, breakthroughs, and shifts in power dynamics driving innovation today and shaping tomorrow's possibilities.
India's technology ecosystem is seeing rapid expansion across AI infrastructure, semiconductors, and electronics manufacturing. From startup bets on AI inference to multi-billion-dollar data center plans and OSAT capacity buildouts, global and domestic players are deepening commitments. The momentum underscores India's rising role in supply chains and compute-driven industries.
Hsin-li Chemical, a subsidiary of Taiwan's Sun Yad Group, said it plans to launch an over-the-counter tender offer for shares of Dacome, a leading golf equipment distribution company, in a move aimed at expanding its diversified investment portfolio.
Samsung Electronics is reportedly initiating a large-scale restructuring of its home appliance division aimed at reversing declining profitability by increasing outsourced production and streamlining operations. According to South Korean media outlets including Maeil Business Newspaper and Hangyung, Samsung held a high-level meeting in early April 2026 to establish plans for bolstering competitiveness in the home appliance sector.
Silicon Motion Technology reported a record quarterly revenue of US$342 million in the first quarter of 2026, up 23% from the previous quarter and soaring 105% year-over-year. The company posted a gross margin of 47.2%, net income after tax of US$53.9 million, and diluted earnings per American depository share (ADS) of US$1.58. CEO Wallace Kou said that ongoing ramp-ups of new projects and market share gains will drive quarterly revenue growth throughout 2026.
As artificial intelligence (AI) continues to drive power demands, investment in power-related sectors has become a key focus for component suppliers. Connector and cable supplier JPC Connectivity announced a major breakthrough in its power cable business during its earnings call on April 28, confirming that its ORV3 series of products have completed validation by major cloud service providers (CSP) and Taiwanese ODMs, and have entered the mass production and shipment phases.
Lite-on Technology is forecasting essential second-quarter revenue growth as next-generation AI power management products enter mass production, president Anson Chiu said, while warning that PC demand momentum may moderate in the second half of the year.
OpenAI is reworking its US$500 billion Stargate initiative, shifting from a fixed data center joint venture toward a more flexible strategy for securing computing capacity as demand for artificial intelligence infrastructure accelerates.
Amid the flourishing commercial generative AI landscape dominated by large-parameter language models, Taiwan's National Science and Technology Council (NSTC) has reversed earlier doubts about its Trustworthy AI Dialogue Engine (TAIDE) project. NSTC minister Cheng-Wen Wu has instructed the formation of a TAIDE task force led by Mark Liao, director of Academia Sinica's Institute of Information Science, to develop a multimodal foundational AI model supporting diverse industries across Taiwan.
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