Corporate filings across DART (Korea), TWSE/MOPS (Taiwan), SEC EDGAR (US), TDnet (Japan), and Chinese regulatory filings — AI-translated to English and Korean with impact tagging for portfolio managers.
Wiwynn reported Q1 2026 revenue of NT$276.5B and net income after tax of NT$14.1B, delivering basic EPS of NT$75.95. Operating income reached NT$17.5B, reflecting strong demand for hyperscale server and cloud infrastructure solutions amid the ongoing AI capex cycle.
Delta Electronics reported Q1 2026 revenue of NT$159.4B with operating income of NT$28.4B and net income after tax of NT$23.8B. Basic EPS came in at NT$7.91, reflecting solid profitability for the electronic components maker. Results suggest healthy operating leverage with an operating margin near 17.8%.
The company posted Q1 2026 revenue of NT$4.50B with net income after tax of NT$319.4M, translating to basic EPS of NT$1.86. Operating income reached NT$294.6M, supplemented by NT$83.6M in non-operating gains, indicating a routine in-line quarter for this semiconductor filer.
Novatek Microelectronics reported Q1 2026 revenue of NT$23.1B with net income of NT$3.77B, translating to basic EPS of NT$6.19. Operating income reached NT$4.03B, indicating a solid operating margin of approximately 17.4%, consistent with the company's display driver IC business profile. Results appear in line with typical fabless semiconductor sector performance.
UMC reported Q1 2026 revenue of NT$61.0B with net income after tax of NT$16.1B, translating to basic EPS of NT$1.29. Operating income came in at NT$11.3B, while non-operating income and expenses contributed an additional NT$5.4B, supporting bottom-line results in a steady demand environment for the foundry segment.
Nan Ya PCB reported Q1 2026 revenue of NT$11.18B and net income after tax of NT$1.31B, with basic EPS of NT$2.03. Operating income reached NT$1.35B, supported by NT$246M in non-operating income, reflecting steady demand in the electronic components segment.
Realtek Semiconductor (2379) reported Q1 2026 revenue of NT$36.4B with operating income of NT$4.33B and net income after tax of NT$4.33B, delivering basic EPS of NT$8.44. Non-operating income contributed NT$645.6M to the quarter. Results reflect solid execution in the connectivity/communications IC segment amid steady demand.
ASE Technology Holding reported Q1 2026 revenue of NT$173.7B with operating income of NT$17.5B and net income after tax of NT$14.6B. Basic EPS came in at NT$3.24, reflecting a solid quarter for the OSAT leader amid steady semiconductor packaging and testing demand. Results appear in line with sector expectations for advanced packaging plays.
GlobalWafers (6488) reported Q1 2026 revenue of NT$14.0B with operating income of NT$1.48B and net income after tax of NT$1.90B, translating to basic EPS of NT$3.97. Non-operating income contributed a sizable NT$871M, lifting bottom-line results above operating profitability alone. Results appear solid for a silicon wafer supplier amid an uneven semiconductor capex cycle, though not a dramatic outlier versus sector norms.
Vanguard International Semiconductor (TPEx: 5347) reported Q1 2026 revenue of NT$12.5B and net income of NT$2.16B, translating to basic EPS of NT$1.22. Operating income came in at NT$2.09B (operating margin ~16.6%), with non-operating income contributing an additional NT$350M. Results reflect steady utilization at the 8-inch foundry amid ongoing mature-node demand from power management and display driver customers.