Semiconductor test interface supplier Chunghwa Precision Test Tech (CHPT) said that continued demand from the high-performance computing (HPC) and mobile application processor (AP) markets has kept orders for high-end test interfaces robust, supporting continued year-over-year revenue growth in February 2026.
AGI has announced a collaboration to optimize its agent technology for Snapdragon-powered devices, aiming to expand private, on-device AI capabilities across smartphones, PCs, and emerging AI-native hardware. The companies say the work adapts AGI's hybrid agent architecture to Snapdragon processors, with a roadmap toward executing the full stack locally on devices.
The global memory market faces ongoing shortages and price hikes driven by robust AI data-center demand, sparking a fierce resource competition expected to last through 2026. However, semiconductor and IC distribution players identify three major industry groups that remain resilient amid the supply crunch, experiencing relatively limited disruption.
Nanya Technology and Winbond Electronics reported consecutive record results in early 2026 as memory prices continue to climb, prompting both firms to increase capex and accelerate capacity expansion.
Taiwanese cleanroom integration engineering leader Acter reported consolidated revenue of NT$10.98 billion (US$348.84 million) for the fourth quarter of 2025, up 16% year-on-year, with net profit after tax soaring 34.55% to NT$1.001 billion. Earnings per share (EPS) reached NT$8.07, a 35% increase from 2024.
Memory module maker Apacer delivered strong results in 2025, with CEO Chia-Kun Chang stating that the memory industry will see no price reversal in 2026. With average selling prices (ASP) expected to grow 2-2.5x compared to 2025, overall revenue and profits are set to reach new highs in 2026.
ChipInsights data shows the combined revenue of 29 pure-play foundries worldwide reached CNY1.149 trillion in 2025, up 25.46% year-on-year and exceeding the CNY1 trillion mark for the first time in the industry's history.
ASML dominates extreme ultraviolet (EUV) lithography, the technology used to manufacture the world's most advanced logic chips. Decades of R&D and a deep patent portfolio have given the Dutch equipment maker a near-monopoly in EUV systems, securing pricing power and a structurally defensible market position.
Nvidia has signed multi-year, non-exclusive agreements with US-based Lumentum Operations LLC and Coherent that include long-term procurement commitments worth billions of dollars and priority access to high-end lasers and optical networking products. Industry observers say the deals could shift optical transmission from a supporting connectivity role to a central driver of AI computing capacity.
AblePrint Technology (APT) reported a consolidated revenue of NT$2.302 billion (US$72.4 million) in 2025, up 27.91% year-over-year, driven by robust shipments of pneumatic and thermal process equipment. Its operating profit climbed to NT$1.157 billion, a record high. Despite foreign exchange losses from capital expansion and currency fluctuations, the company maintained earnings per share (EPS) at NT$33.5, on par with 2024 levels.
Facing price competition pressure from China, Taiwan's display panel industry is encountering growing operational challenges. However, the surge in AI chip demand for advanced packaging has opened a transformation opportunity based on existing panel technology foundations.
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