Microsoft's AI Economy Institute released a global update showing rapid growth in generative AI use since mid-2025 and identifying Asia as the primary engine of recent AI diffusion. The report said Taiwan ranked No. 20 globally in local AI adoption in the first quarter of 2026, while the United Arab Emirates (UAE), Singapore, and Norway led global diffusion rates during the same period.
Advantech posted a fresh monthly revenue record in April 2026 as rising demand for edge AI applications and synchronized growth across major global markets lifted the industrial PC (IPC) maker beyond a traditional IPC supplier profile. Looking to the second quarter of 2026, the company remained cautiously optimistic and said its goal of double-digit full-year revenue growth was unchanged.
Sunonwealth Electric Machine Industry (Sunon) said surging global investment in AI infrastructure is driving strong demand for industrial cooling products, with its electronically commutated (EC) fans expected to emerge as a major growth driver in 2027.
Continuing the strong growth trajectory seen in the first quarter of 2026, Delta Electronics maintained robust year-over-year revenue momentum in April, supported by continued expansion in AI data center-related business.
AI smartphones from Chinese brands are widely available in Taiwan, yet AI text summarization involving audio content deemed politically sensitive is often interrupted, as such services rely on data transfers to servers in China. Although hostilities between Taiwan and China have not escalated, cybersecurity awareness has increased in both the military and civilian sectors, especially as Taiwan looks for ways to counter AI-enabled attacks from China.
Nan Pao Resins Chemical Group said April revenue rose 15.0% year on year to NT$2.285 billion (US$72.77 million), a record for the month, while cumulative revenue for January to April 2026 reached NT$8.122 billion, up 7.7% from the same period in 2025. The company attributed the monthly gain to raw material price swings and customer expectations of price increases, which prompted earlier order placements and stockpiling. A spokesperson added that Nan Pao accelerated new product development and won new customers during the period.
Qisda said its operations began to recover in the first quarter of 2026 after profits bottomed out in 2025, with chairman Peter Chen saying visibility for the second and third quarters is now better than in the first quarter. Chen expects revenue and earnings to return to normal in 2026 as AI and semiconductors continue to reshape the group's direction.
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.
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.
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