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Friday 13 March 2026

Flytech's AI software drives revenue past NT$100M in 2025

To align with the industry trend of hardware-software integration, industrial PC (IPC) maker Flytech has invested in AI software development since 2019. After years of development, its three software subsidiaries all delivered strong performances in 2025, boosting the related revenue share from 0.1% in 2023 to about 2%, a more than 20-fold increase.

Friday 13 March 2026

Drone, robotics boom fuels Taiwan carbon fiber demand

Surging demand for unmanned vehicles is driving renewed interest in lightweight materials, as endurance limitations remain a key obstacle to large-scale commercialization. The trend is pushing the use of carbon fiber composites beyond traditional aerospace and high-end sports equipment applications and into the core supply chains of drones and robotics.

Friday 13 March 2026

Wistron boosts investments in Taiwan and US to expand AI server capacity

Wistron announced plans to increase investments by up to NT$1.82 billion (approx. US$57.13 million) to improve buildings and acquire equipment for its Hsinchu facility in Taiwan, in response to growing demand driven by artificial intelligence (AI).

Friday 13 March 2026

Lite-On sees AI infrastructure demand locked in for 18 months

Lite-On Technology expects demand for artificial intelligence infrastructure to remain resilient through 2026, even as escalating tensions between the US and Iran weigh on the global economic outlook, according to company president Anson Chiu.

Friday 13 March 2026

Exclusive: Middle East conflict and AI demand drive cost pressures; supply chain shifts procurement risks to clients

The Middle East conflict and rising AI data center demand have intensified raw material shortages and price hikes across the supply chain. Manufacturers increasingly adopt a "shift-to-client procurement" strategy, transferring volatile material purchasing risks to clients with stronger bargaining power.

Friday 13 March 2026

GUC outperforms as design services navigate volatility

Global Unichip Corp. (GUC) emerged as a standout performer in the design services sector for February 2026, reporting revenue of NT$3.4 million (approx. US$106,454). This represents a powerful 60.15% increase compared to the same period last year, contrasting with the wider sector's cyclical challenges.

Friday 13 March 2026

Adobe reports strong earnings as CEO announces planned departure

Adobe reported stronger-than-expected quarterly results while announcing that longtime CEO Shantanu Narayen will step down after nearly two decades leading the software company. The company said Narayen will remain CEO until a successor is appointed and will continue as chair of the board afterward, according to CNBC.

Friday 13 March 2026

Apple prepares for its 50th anniversary with global celebrations as speculation grows over new products

Apple said it will celebrate its 50th anniversary in the coming weeks with events recognizing its history and global user community, while media reports suggest the milestone could also bring new marketing campaigns, software updates, and possibly new devices.

Friday 13 March 2026

AW 2026: a reality check for the fully autonomous era

Global headlines may proclaim a fully autonomous era, but AW 2026 told a different story. The show made clear that robots are not yet fully autonomous — a fact obscured by modern robotics coverage. The industry is heading in the right direction, but independent operation remains out of reach. A surprising number of robots were teleoperated via controllers. Those left unsupervised often struggled with basic environmental navigation.

Friday 13 March 2026

Samsung targets 2nm process for HBM4E base die to boost AI chip edge

Samsung Electronics is reportedly planning to adopt a 2-nanometer (nm) process for the base die of its next-generation high-bandwidth memory (HBM), HBM4E, aiming to enhance its technological competitiveness. Industry experts see this as part of Samsung's broader strategy to leverage its advantage as a leading integrated device manufacturer (IDM) in the global AI semiconductor race.

Friday 13 March 2026

Ayar Labs, Wiwynn team up to develop co-packaged optics rack-scale AI infrastructure

Ayar Labs and Wiwynn announced a strategic partnership to deliver optically connected, rack-scale AI systems designed for next-generation hyperscale AI workloads.

Friday 13 March 2026

Sysgration targets double-digit growth in AI server BBU power in 2026

Leveraging a dual-track strategy in AI server power supplies and AI edge computing applications, electronic components maker Sysgration announced it has officially transitioned from its preparation phase into a harvesting period. Helped along by Pegatron's strategic investments, the company expects operational growth to reach double digits in 2026, with growth in data centers fueling demand for battery backup units (BBUs).

Thursday 12 March 2026

Asustek posts record NT$44.6 billion profit in 2025, server revenue to double in 1Q26

Benefiting from the continued expansion of its artificial intelligence (AI) server business, Asustek Computer reported a record full-year net profit after tax of NT$44.56 billion (approx. US$1.40 billion) for 2025, up 42% year over year. Looking ahead to the first quarter of 2026, Asustek Chief Financial Officer Nick Wu said the server business will maintain strong growth, with revenue expected to rise 50% to 100% sequentially and quadruple to quintuple compared with the same period last year.

Thursday 12 March 2026

Inside Macrohard, Musk's AI venture built to run companies end-to-end

Elon Musk announced a joint venture between xAI and Tesla on March 11 aimed at building a system capable of emulating the operations of other companies. The move comes as autonomous AI agents draw growing attention from leading tech companies — and concern from those who fear they could upend the software industry or displace white-collar workers entirely.

Thursday 12 March 2026

Qisda bets on AI to drive 2026 turnaround

Qisda's 2025 profit declined to its lowest point in company chairman Peter Chen's 12-year tenure, prompting leadership changes aimed at reversing the trend. The company has appointed Cally Ko as its new president, leveraging her expertise in AI, cybersecurity, and information management to drive growth and pursue significant revenue and profit improvements in 2026.

Thursday 12 March 2026

Interview: Nvidia-backed Bria bets on licensed data and governance to stand out in generative AI market

As enterprises accelerate adoption of generative AI, Israel-based startup Bria.ai is betting that copyright-compliant data, creator compensation, and enterprise-grade control can set it apart in a crowded market increasingly dominated by large AI platforms.

Thursday 12 March 2026

Asia Vital Components plans major liquid cooling expansion, expects market shift

Asia Vital Components (AVC) chairman Ching-hang Shen said it will significantly expand liquid cooling production in 2026, calling the year the "liquid cooling era," and aims to boost cold plate, manifold, and chassis output to meet rising AI-related demand.

Thursday 12 March 2026

Asia Optical posts strong 2025 profit growth led by tech upgrades

Asia Optical reported robust growth in 2025, with net revenue reaching NT$26.446 billion (US$831.1 million), up 15% year-over-year, and operating profit increasing 28%. Despite a fourth-quarter gross margin decline due to exchange rates, inventory adjustments, and material cost changes, the company maintained solid cash flow and zero debt while investing over NT$1 billion in production equipment for future expansion.

Thursday 12 March 2026

IBM, Lam Research join forces on sub-1nm logic and High-NA EUV development

IBM and Lam Research have announced a five-year collaboration to develop materials, manufacturing processes, and High-NA EUV lithography technologies for sub-1nm logic scaling. The agreement expands a long-standing partnership aimed at establishing viable manufacturing paths for future logic chips.

Thursday 12 March 2026

ASE's Tien Wu: Taiwan leverages hardware strength as US chip rivalry intensifies

Given the global chip war and US-China rivalry, ASE Technology Holding COO Tien Wu says that in an era where AI is driving transformation in the technology industry, the new bottleneck in hardware is now in Taiwan's hands. Taiwan should use this as leverage rather than as a tool to monopolize the semiconductor industry, allowing it to pursue mutually beneficial coexistence with supply chain partners and customers while maintaining a leading position in the global AI race.

Thursday 12 March 2026

TIER reports strong AI-driven demand lifts manufacturing sentiment despite rising caution among some firms

The Taiwan Institute of Economic Research (TIER) reported on March 11 that sectors such as AI servers, networking, and semiconductor testing equipment continued to register strong export and production growth, supported by robust raw material input and pricing indicators. TIER said these gains were driven by sustained demand in AI and high-performance computing applications.

Thursday 12 March 2026

Meta acquires Moltbook to bolster Superintelligence Labs

Meta Platforms has acquired Moltbook, an experimental social network designed exclusively for AI agents, marking the tech giant's latest push into the AI space. The deal, first reported by Axios, brings Moltbook's co-founders — Matt Schlicht, a Los Angeles-based technologist, and Ben Parr, a former Mashable and CNET editor — into Meta's Superintelligence Labs (MSL), a division focused on advancing AI capabilities. Terms of the acquisition were not disclosed; the deal is expected to close in mid-March, with the team joining MSL on March 16.

Thursday 12 March 2026

Meta designs four in-house chips to power data centers

Meta Platforms has unveiled plans for four generations of internally designed artificial intelligence chips as the company expands its data center infrastructure to support growing AI workloads.

Thursday 12 March 2026

Nvidia invests US$2 billion in Nebius to build next-generation hyperscale AI cloud

Nvidia and Nebius Group announced a strategic partnership to develop and deploy a next-generation hyperscale cloud for the AI market, designed to serve both AI-native and enterprise customers. As part of the agreement, Nvidia will invest US$2 billion in Nebius, a move Nvidia said reflects confidence in Nebius's business and engineering expertise across the full AI technology stack.

Thursday 12 March 2026

Pegatron predicts AI server revenue to soar tenfold, driving quarterly gains in 2026

Pegatron stated during its earnings call on March 11 that its artificial intelligence (AI) server business will grow tenfold in 2026, continuing the shipment momentum from 2025 and pushing overall operations to rise quarter by quarter. The company expressed confidence that full-year 2026 performance will achieve high single-digit to double-digit growth compared with 2025, as demand for AI shows no signs of slowing and continues to drive strong momentum in related infrastructure shipments.

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