Broadcom reported strong results for the first quarter of fiscal 2026, driven by robust demand for cloud application-specific integrated circuits (ASICs), and issued an upbeat outlook. During the earnings call, however, industry attention centered less on the company's financial performance and more on its views on silicon photonics and copper interconnect technologies.
As conflict in the Middle East intensifies and geopolitical risks rise, governments worldwide are paying closer attention to the resilience of defense supply chains and semiconductor self-sufficiency. Against this backdrop, and as China convenes its annual "Two Sessions," an article jointly authored by several Chinese academicians and published in the state-backed journal Science & Technology Review has drawn attention.
Phison Electronics Corp. (TPEX: 8299), a global leader in NAND flash controllers and storage solutions, has reported a blockbuster fourth quarter for 2025, driven by an insatiable global appetite for AI-ready storage. The company posted record-breaking revenue of $719 million (NT$22.8 billion), with EPS hitting an all-time high of NT$21.74.
