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Thursday 16 April 2026
TSMC enters 2nm mass production, scales 3nm capacity
TSMC laid out its capacity expansion plans and advanced node progress at its first quarter 2026 earnings call. Chairman C.C. Wei reaffirmed Taiwan as the primary base for leading-edge...
Thursday 16 April 2026
Yageo posts 40% YoY profit rise in 1Q26, driven by AI demand, price hikes
Passive component manufacturer Yageo held its first-quarter 2026 online earnings call on April 15, reporting strong financial results. Company CEO David Wang said that robust demand...
Thursday 16 April 2026
China smartphone market shifts to premium, Huawei and Apple lead in 1Q26
China's smartphone market contracted in the first quarter of 2026, but stronger-than-expected demand for premium devices from Huawei and Apple helped cushion the decline and reshape...
Thursday 16 April 2026
Taiwan analog IC firms show varied 1Q26 revenue; motor control and DDR5 PMIC drive growth
Taiwanese analog IC companies have recently released their full revenue figures for the first quarter of 2026, revealing mixed performances. Firms with rapidly growing new businesses...
Thursday 16 April 2026
MCU demand pull-in lifts first-quarter sales, inflation risk clouds outlook

The traditional off-season for consumer electronics showed unexpected strength in the first quarter of 2026, with microcontroller (MCU)...

Thursday 16 April 2026
Samsung pushes HBM4 yields as advanced testing and cutting technologies emerge
Samsung Electronics is accelerating efforts to improve yields for its sixth-generation high bandwidth memory (HBM4), as it seeks to narrow the gap with market leader SK hynix. According...
Thursday 16 April 2026
TSMC lifts full-year outlook above 30% as AI demand powers another record quarter
Fresh off a quarter in which it beat its own margin forecasts by a wide margin, TSMC issued second-quarter guidance that signals the AI-driven chip boom is accelerating rather than...
Thursday 16 April 2026
TSMC 1Q26 earnings: AI demand sends profit up 58%, gross margin to all-time high
Taiwan Semiconductor Manufacturing Company (TSMC) reported a first-quarter 2026 revenue of US$35.90 billion, a 40.6% jump from a year earlier, as insatiable demand for artificial intelligence...
Thursday 16 April 2026
Rising component costs could shrink smartphone shipments by over 10% in 2026
Rising upstream component costs and higher new-phone prices are expected to slow global smartphone shipments in 2026, fueling stronger demand for used devices internationally and prompting...
Thursday 16 April 2026
Memory suppliers post record 1Q26 revenue as AI demand defies seasonal slowdown
The global memory industry delivered its strongest first-quarter performance on record in 2026, defying the traditional seasonal slowdown as strong AI demand drove supply shortages...
Thursday 16 April 2026
US–Iran tensions add another reason to rethink plastic-heavy, disposable supply chains
The ongoing US–Iran conflict is raising global costs for raw materials and energy, leading to higher prices and shortages across sectors such as plastic packaging and consumer...
Thursday 16 April 2026
A Taiwan cloud reseller's AI bet is paying off — record margins and a push into Japan
GrandTech Cloud Services reported record revenue and profit in the first quarter of 2026, driven by strong demand for AI cloud services and improved operational efficiency. Management...
Thursday 16 April 2026
Renesas reports accelerated MRDIMM adoption in China
As AI servers rapidly increase demand for high bandwidth and large-capacity memory, Renesas Electronics noted that, driven by strong demand in China and expanding capacity, its Memory...
Thursday 16 April 2026
TSMC says Applied Materials and JSR form top-tier chipmaking team
Japanese materials giant JSR has established an advanced planarization process solution joint research center in Taiwan, with JSR representative director and CEO Hank Hori personally...