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NEWS TAGGED 2026
Wednesday 11 March 2026
Sercomm expects memory shortages and price hikes to last until end of 2026
Sercomm chairman James Wang predicted that memory shortages and price increases will persist through the end of 2026, influenced by Middle East conflicts affecting AI data center investments...
Wednesday 11 March 2026
Asus and Foxconn lead Taiwan's AI City National Team as Middle East conflict escalates
The conflict in the Middle East unexpectedly affected a data center operated by major cloud service provider (CSP) AWS, once again highlighting the urgent need for sovereign AI. Taiwanese...
Wednesday 11 March 2026
Oracle says AI infrastructure projects are profitable and margins should improve as capacity comes online
Oracle told investors during its third-quarter fiscal-year 2026 earnings call that its AI infrastructure business is profitable today and should become more so as under-construction...
Wednesday 11 March 2026
Pegatron sees February 2026 revenue drop amid seasonal slowdown
Pegatron continued to be affected by seasonal headwinds in February 2026, reporting revenue of NT$67.98 billion (approx. US$2.14 billion) for the month, down 26.2% from January and...
Wednesday 11 March 2026
Jarllytec expects short-term trough as new hinge shipments begin
Bearing manufacturer Jarllytec said February 2026 will be a short-term operational trough as it ships new Chinese foldable smartphone hinges, with gradual recovery expected as shipments...
Wednesday 11 March 2026
Vivo targets 20% growth for Taiwan phone sales in 2026 despite component price hikes
Vivo unveiled its V70 series in Taiwan on the March 10, aiming to drive continued growth in its 2026 local operations by bringing flagship features to a broader audience. Although...
Wednesday 11 March 2026
AW 2026 marks the dawn of autonomous manufacturing
Smart Factory + Automation World (AW) 2026 wrapped up its three-day run from March 4–6 at the COEX exhibition center in Samseong-dong, Seoul. The event showcased the transformation...
Wednesday 11 March 2026
Asus sees 50% brand revenue growth in first two months
Despite fewer working days in February 2026, electronics and equipment manufacturer Asus reported strong momentum from AI servers. For the first two months of 2026, the group's cumulative...
Wednesday 11 March 2026
Taiwan expands semiconductor R&D infrastructure with new pilot line in the pipeline
Taiwan is deepening its investment in domestic semiconductor research infrastructure, part of a broader push to develop homegrown chip technology capabilities beyond its world-leading...
Wednesday 11 March 2026
TPIsoftware's push for enterprise sovereign AI could accelerate Taiwan's AI deployments and reshape vendor partnerships
Software firm TPIsoftware said it expects double-digit revenue growth momentum in 2026, targets short-term profitability, and aims to double revenue within three to four years while...
Tuesday 10 March 2026
Notebook shipment update, January 2026

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Tuesday 10 March 2026
TSMC February 2026 revenue climb on AI demand despite seasonal dip
TSMC reported February 2026 revenue of NT$317.66 billion (US$10 billion), up 22.2% year over year but down 20.8% month over month from January's NT$401.26 billion, according to the...
Tuesday 10 March 2026
Rugged device maker Winmate sees growth surge from edge AI and defense demand

Industrial PC maker Winmate reported stronger-than-expected revenue in February 2026, supported by expanding demand for edge AI computing...

Tuesday 10 March 2026
Powerlogic posts 38.8% revenue increase in 2025, driven by esports-related orders and higher margins
Powerlogic reported consolidated revenue of NT$1.753 billion (US$54.9 million) for 2025, a 38.81% year-on-year increase and the company's second-highest revenue on record. Operating...
Tuesday 10 March 2026
Adlink reports 16% rise in February revenue as edge AI display demand grows
Industrial PC maker Adlink Technology reported consolidated revenue of NT$972 million (approx. US$30.52 million) for February 2026, a 16% year-over-year increase, the company said.