Largan Precision reports Q3 results and Q4 outlook on Oct 8, highlighting CPO progress, capacity expansion, and order momentum. September revenue is recovering, and the company is acquiring property. This signals positive growth and supply expansion for optical lenses.
Chunghwa Precision Test Tech. reported record monthly revenue in July 2026, driven by surging demand for AI and HPC testing products. Shipments of GPU-related chips and systems increased alongside strong investment in agentic AI. Bullish: The record revenue confirms robust demand in the AI testing sector, signaling a positive outlook for the supply chain.
Hon Hai Precision Industry reported record revenue of NT$821.8 billion in June 2026, driven by strong demand for AI servers and cloud networking products. This financial performance indicates robust demand in the AI server supply chain, signaling a bullish outlook for related components.
Chunghwa Precision Test Tech. (CHPT) reported a monthly revenue record in May, supported by sustained orders from major AI chipmakers. The company stated that overall operations in Q2 2026 remain on a growth track. Bullish signal indicating strong demand for test interfaces.
Hon Hai Precision Industry reported Q1 2026 revenue of NT$2.11 trillion, up 29.68% YoY but down 19% QoQ due to seasonality. Operating profit surged 63%, driven by AI server scale expansion. Bullish: Profitability improved despite revenue decline, indicating strong AI demand and pricing power.
Foxconn Industrial Internet reported a 102% net profit increase in Q1 2026, driven by AI GPU and ASIC demand. Revenue surged 56.5% year-over-year to CNY 251.08 billion. This financial beat signals strong capacity utilization and robust demand for high-performance computing components.
Luxshare Precision Industry reported strong revenue and profit growth in Q1, but negative operating cash flow highlights pressure on earnings quality.
Moore Threads reported its first quarterly profit (RMB 29.36M) in Q1 2026, driven by a major RMB 660M order for its KUAE cluster. However, the company posted a full-year 2025 net loss of RMB 1.001B, with R&D expenses consuming 86.68% of revenue.
Accelerating commercialization of domestic GPUs signals potential future demand growth for related components, but high R&D burn rates and mixed profitability across the sector warrant caution.
YAS Co., Ltd. forecasts a financial turnaround in 2025 with revenue rising to 34.76 billion won, driven by new contracts for deposition equipment and a pivot to semiconductor markets. The company is finalizing a deposition equipment contract and expanding its semiconductor footprint to reverse a multi-year display slump. Bullish signal for YAS as it shifts revenue mix away from maintenance to new equipment.
Foxconn reported record-high profits and dividends in 2025 and expects continued growth in 2026, driven by strong AI server demand. The company is launching the next phase of its five-year AI transformation plan.
This signals sustained high demand for AI server components, but lacks specific supply or price data for actionable trading.
Largan Precision's chairman stated the company will avoid low-margin orders to optimize profitability during the Q1 seasonal slowdown, with overall capacity utilization expected to be less tight than in prior years. This strategic shift prioritizes margin protection over volume, potentially tightening supply for lower-tier products. Watch: Potential for selective supply constraints on low-margin optical components, but overall market impact is indirect and dependent on competitor responses.
Foxconn's February 2026 revenue reached NT$595.81 billion, down 18.4% MoM due to Lunar New Year but up 8.1% YoY. The YoY growth was driven by strong demand for AI server-related cloud and networking products. Bullish: Sustained AI server demand signals continued strength in upstream component procurement.
Chunghwa Precision Test Tech reported record February revenue driven by robust demand in HPC and mobile AP markets, overcoming seasonal trends.
Activist investor Palliser Capital has taken a stake in Toto Ltd., claiming its advanced ceramics division is an undervalued AI memory beneficiary, with the stock rising nearly 40% YTD in 2026. Toto's precision ceramic components are critical for semiconductor manufacturing tools, with the segment contributing roughly 40% of operating income.
Increased investor focus on Toto's non-consumer business could drive re-rating and higher demand for its semiconductor supply chain components.
You've reached the end
Whose chips are really inside the hottest new products? We open them up and show you, one part at a time.
iPhone DuoFirst-pass BOM: 37 parts, 12 brands and 16 public MPNs; A20 Pro, C2, N1 and the power/RF chains are located, while the NAND brand stays unconfirmed.See the full teardownAll teardowns| Analog | $0.68 | −5.9% |
|---|---|---|
| Connector | $0.75 | +0.2% |
| CPU | $386.74 | −21.3% |
| DDR4 | $88.40 | −0.2% |
| DDR52026-W13 | $14.89 | −11.2% |
| GPU | $478.20 | +8.2% |
| MCU | $0.68 | −61.7%Unusual |
| MLCC | $0.01 | +54.0%Unusual |
| MOSFET | $0.12 | −82.8%Unusual |
| PMIC2026-W13 | $0.44 | −12.5% |
| SSD/HDD | $288.43 | n/a |