GCS Holdings

Marvell Technology finalizes a definitive agreement to acquire Lumentum, a manufacturer of optical communications lasers, through an all-stock transaction. The deal secures Marvell’s supply chain for indium phosphide (InP) lasers, critical for high-speed data transmission. GCS Holdings, a stakeholder, welcomes the acquisition, reinforcing long-term supply commitments.

Nov 2026DIGITIMESNews article

GCS Holdings reports **55.4% year-over-year revenue growth** to **NT$845 million ($25.8M)** in Q3 2026, alongside a **record EPS of NT$1.33** and **net income of NT$159 million ($4.8M)**. The company’s net income surged over tenfold compared to the same period last year. AOC’s shareholding in GCS Holdings rises to **71%**, while Q4 guidance projects **up to 27.7% quarter-over-quarter revenue growth**.

Nov 2026Biggo FinanceNews article

Analog Devices (ADI) has discontinued its GCS P1HBT RF amplifiers after its foundry partner, Global Communication Semiconductors (GCS), ended the P1HBT process. ADI states it could not secure an alternative manufacturing solution. The last-time-buy window for existing customers has now closed.

Aug 2026LimchipNews article

GCS Holdings reports a **77% year-over-year revenue increase in its AOC (Active Optical Cable) segment**, driven by surging data center demand. The company achieves a **record gross margin of 54.5%** for Q1 2026, reflecting strong operational performance. Executives highlight growth in high-speed connectivity solutions amid rising infrastructure investments.

May 2026Biggo FinanceNews article