Semiconductor firms report varied earnings and AI-driven growth

semiconductor manufacturing GaN Silicon Carbide earnings report AI infrastructure

Several semiconductor and technology companies have released significant financial and operational updates. Han磊 (Han磊科技) reported a 25% year-on-year increase in H1 2026 consolidated revenue, reaching 3.329 billion TWD. The company noted that its Gallium Nitride (GaN) capacity has reached 100% utilization, while Silicon Carbide (SiC) utilization is seeing a V-shaped recovery, projected to hit 80% in Q4. Han磊 is also preparing for the risk mass production of its GEM5 SiC MOSFET technology by year-end.

Disco Corporation reported a 38.9% year-on-year increase in second-quarter revenue, totaling 11.85 billion yen, driven by high demand for precision processing equipment for generative AI. Despite the growth, the stock saw profit-taking selling.

In the optical component sector, Largan Precision reported Q3 revenue of 15.651 billion TWD, a new single-quarter high for 2026. Meanwhile, Largan's competitor, ASE, reported September revenue of 2.672 billion TWD. The industry is closely watching developments in Co-Packaged Optics (CPO) and AI-driven demand for high-speed transmission components.

Entities

Citi · Disco Corporation · Elon Musk · Goldman Sachs · Han磊科技 · Nanya Technology · S&P 500 · TSMC · VIS Technology · 徐建華

Claims

What the coverage asserts, and how many sources carry each claim.

[○ 1 SOURCE] Disco Corporation reported second-quarter revenue of 11.85 billion yen, representing a 38.9% increase compared to the previous year. marketpress.jp
[○ 1 SOURCE] Out of 116 S&P 500 companies that issued third-quarter EPS outlooks, 72 were higher than analyst expectations.
[○ 1 SOURCE] Elon Musk confirmed that Terafab is in discussions with TSMC regarding a potential partnership.
[○ 1 SOURCE] Nanya Technology reported a 576.6% year-on-year increase in September revenue, totaling 9.1 billion TWD.
[○ 1 SOURCE] A record number of S&P 500 companies have issued third-quarter earnings outlooks that exceed analyst expectations.
[○ 1 SOURCE] Han磊 GEM5 SiC MOSFET technology is expected to enter risk mass production by the end of the year. www.stockfeel.com.tw
[○ 1 SOURCE] Han磊 (Han磊科技) reported H1 2026 consolidated revenue of 3.329 billion TWD, a 25% year-on-year increase. www.stockfeel.com.tw
[○ 1 SOURCE] Han磊 TVS 6-inch revenue is expected to grow 35% to 40% in the second half of the year. www.stockfeel.com.tw
[○ 1 SOURCE] Han磊 is collaborating with VIS Technology on 8-inch SiC production. www.stockfeel.com.tw
[○ 1 SOURCE] Han磊 GaN capacity reached 100% utilization starting from Q2. www.stockfeel.com.tw
[○ 1 SOURCE] Han磊 SiC utilization is expected to reach 80% in Q4. www.stockfeel.com.tw