Amazon's custom silicon business has reached an annual revenue run rate of more than US$25 billion and is growing at triple-digit percentages yearly, CEO Andy Jassy said on the company's second-quarter earnings call. For the first time, he indicated the company may sell its Trainium accelerators to data centers it does not operate.
Elite Semiconductor Microelectronics Technology (ESMT) reported a record second-quarter 2026 profit as contract prices rose for niche memory products, lifting results sharply from the previous quarter and a year earlier. The Taiwanese chipmaker said net income reached NT$5.908 billion, while earnings per share hit NT$20.21, both all-time highs.
MediaTek held an investor conference on July 31, 2026, with CEO Rick Tsai reiterating that ASIC revenue will reach US$2 billion in 2026. He also said the total addressable market for cloud ASICs will reach US$80 billion in 2027, while lifting the company's target market share to 15-20%.
AUO sold three factories within two days, with disposal gains expected to reach NT$17.7 billion (approx. US$548 million). Chairman Paul Peng said the proceeds would be reinvested in high-value products, new technologies and AI-related initiatives.
Powerchip Semiconductor Manufacturing Corp. (PSMC) chairman Frank Huang died on July 31, 2026, at age 76, closing a career that spanned medicine, electronics, DRAM and foundry manufacturing. His life traced nearly 30 years of booms and busts in Taiwan's memory and semiconductor industries.
Posiflex Technology reported a sharp sequential rebound in the second quarter of 2026, with consolidated revenue climbing 46% to NT$5.183 billion (US$160.3 million). The industrial PC maker said net profit after tax increased 58% from the prior quarter to NT$467 million, or NT$4.34 per share, even as higher memory and CPU costs weighed on margins.
Elite Material Co. said booming demand for advanced materials used in AI hardware kept its factories fully loaded in the second quarter of 2026, lifting revenue and profit to record levels. The Taiwan-based copper-clad laminate (CCL) maker expects tight production, broad customer demand, and expanding capacity to support growth across global markets over the coming year.
As the second half of the year begins, major Taiwanese IC design firms including Realtek Semiconductor, Elan Microelectronics, and Parade Technologies are holding earnings briefings this week to outline market conditions for the traditional peak season. Because the three companies hold key positions in the PC chip market, their comments are being watched as a barometer for PC chip demand in the second half of the year.
NAND controller maker Silicon Motion Technology reported record second-quarter 2026 revenue of US$451 million, up 32% quarter-on-quarter and 127% from a year earlier, as profit and margins also hit new highs. The company said third-quarter revenue will rise another 15% to 20% sequentially, and full-year 2026 revenue is set to reach a new record, with growth of more than 100% year-on-year.
Thintronics, a semiconductor interconnect company, said in a press release on July 29 that it had signed a letter of intent with the US Department of Commerce and the CHIPS Research and Development Office for up to US$50 million in incentives under the CHIPS and Science Act.
When the agenda for this year's OCP APAC Summit landed, seasoned observers noticed something unusual. TSMC, Applied Materials, Advantest, and ASE are sharing the stage with Microsoft, Nvidia, and Google.
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