After the early pull-forward effect from customers began to fade, Taiwan's panel makers have started to show signs of slower operating momentum. Weaker demand for consumer electronics dragged down April revenue at AUO, Innolux, HannStar, and Giantplus.

Leading IC distributors WPG Holdings and WT Microelectronics posted double-digit growth in both monthly and cumulative revenue for January to April 2026, driven by demand for data centers and AI-related servers.

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Transcend Information posted consolidated revenue of NT$7.449 billion (roughly $235 million USD) in April 2026, marking its strongest month on record—nearly six times higher than April 2025's NT$1.073 billion. Year-to-date revenue through April already exceeded the company's entire 2025 total of NT$17.13 billion.

Power semiconductor maker Eris Technology reported consolidated revenue of NT$250 million (US$7.9 million) in April 2026, a company record and up 19% from a year earlier, executives said, as demand tied to AI robots and AI servers began moving from sampling into volume ramp-up. The company said the April result followed 16 months of operational adjustment and signaled a return to a growth track dr

Nanya Technology reported consolidated revenue of NT$25.49 billion (approx. US$805.3 million) for April 2026, surging 717.33% from NT$3.12 billion a year earlier and 40.29% from March, setting a record high as memory contract prices continue to rise.

Semiconductor test interface provider Chunghwa Precision Test Tech (CHPT) said its revenue in April 2026 continued to set a new all-time monthly high, driven by rising demand for semiconductor testing linked to artificial intelligence (AI) applications.