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Wednesday 11 March 2026
Applied Materials partners with Micron, SK Hynix on US$5B AI memory R&D hub

Applied Materials has partnered with memory chipmakers Micron Technology and SK Hynix to develop next-generation memory technologies for AI and high-performance computing.

Wednesday 11 March 2026
OpenClaw AI agents pull 13 tech companies into China's cloud and device ecosystem
China's technology sector is embracing a new trend known as "raising the lobster," developer slang for deploying and operating the open-source AI agent platform OpenClaw. What began in developer communities is spreading to cloud providers, device makers, and enterprise software platforms as companies move to integrate AI agents into their ecosystems.
Wednesday 11 March 2026
OpenClaw downloads eclipse Linux's 30-year reach in three weeks, Nvidia CEO flags AI agent surge
The open-source AI agent platform OpenClaw is rapidly emerging as a key milestone in AI, with Nvidia CEO Jensen Huang calling it one of the most important software breakthroughs of the current era.
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 companies are also seizing the chance to capture new business. The 2026 Smart City exhibitions in Taipei and Kaohsiung will open next week. For the first time, the 2026 event will feature a full suite of solutions from the "Taiwan AI National Team," led by major companies such as Asus and Foxconn.
Wednesday 11 March 2026
Oracle says AI will augment, not kill, enterprise SaaS
Oracle told investors that it expects AI to strengthen large, integrated SaaS systems rather than make them obsolete, arguing customers want AI embedded into mission‑critical applications and to keep private data close to systems of record.
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 capacity is completed, estimating accelerator gross margins in the 30% to 40% range and pointing to higher-margin adjacent services and database offerings to lift overall profitability.
Wednesday 11 March 2026
Oracle beats estimates as AI cloud demand drives growth and eases financing concerns
On March 10, Oracle reported stronger-than-expected fiscal third-quarter results and lifted its long-term revenue outlook, signaling sustained demand for artificial-intelligence cloud infrastructure and easing investor concerns about whether the company could finance its ambitious data-center expansion.
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 17.6% from the same period a year earlier, marking its lowest point in the past six months. Cumulative revenue for the first two months of 2026 totaled NT$160.14 billion, a 14.73% year-over-year decline.
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 of manufacturing through AI and humanoid robotics.
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 revenue surged 46.67% compared with last year to NT$122.289 billion (US$3.8 billion), while Asus brand revenue jumped 49.76% to NT$113.115 billion.
Wednesday 11 March 2026
Gemtek reports full-year revenue rise despite net loss after one-time charges
Gemtek Technology's board approved the financial report for 2025 on March 9, reporting full-year consolidated revenue of NT$16.493 billion (approx. US$520 million) and a gross margin increase to 13.8%.
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 fully promoting enterprise sovereign AI to help Taiwan's key industries build AI transformation capabilities.
Wednesday 11 March 2026
Shenzhen, Wuxi offer million-yuan subsidies to draw OpenClaw AI agent startups
Following Shenzhen Longgang district's rollout of the "Lobster Ten Measures" subsidy program supporting OpenClaw and OPC community development, the Wuxi National Hi-Tech District (WND) in Jiangsu province has introduced similar incentives. The district released a draft policy titled Several Measures on Supporting the Integrated Development of OpenClaw and Other Open-Source Community Projects with the OPC Community, outlining 12 measures with support of up to CNY5 million (approx. US$723,000) per project to attract AI agent developers and startup teams.
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 company's latest monthly sales release.
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 and rising global defense budgets that boosted defense-related shipments. Revenue from these segments doubled, the company said. Winmate added that the industry has entered a new growth cycle, providing clear momentum for operations and profitability in 2026.

Tuesday 10 March 2026
Iran conflict threatens Gulf data center boom as attacks mount
The widening conflict involving Iran is beginning to ripple through the global AI industry, raising new questions about the security of Gulf-backed data center projects and the resilience of regional cloud infrastructure. Gulf states are expected to invest more than US$300 billion in data centers, chips, and other AI infrastructure, but recent drone strikes on Amazon Web Services (AWS) facilities have highlighted the vulnerability of these projects, according to reports by The Information and The Guardian.
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.
Tuesday 10 March 2026
Groq reportedly urges Samsung to expand wafer production as AI chip demand surges
Groq has reportedly requested Samsung Electronics' foundry division to increase wafer production for its inference AI chips, reflecting the booming market demand. Industry sources expect Samsung's foundry business to boost profitability by deepening collaboration with Groq and scaling up output.
Tuesday 10 March 2026
Qualcomm makes its move into physical AI and robotics
Semiconductor giant Qualcomm has recently announced new products and collaborations that bring it deeper into the realm of physical AI. The moves position the company at the forefront of humanoid and general-purpose robotics, one of the tech sector's most competitive emerging markets.
Tuesday 10 March 2026
OpenAI to acquire Promptfoo to strengthen security testing for enterprise AI agents
OpenAI said it plans to acquire AI security startup Promptfoo to strengthen safety and evaluation capabilities for enterprise AI agents. The deal aims to integrate automated security testing into OpenAI's Frontier platform, helping businesses identify vulnerabilities and manage risks as they deploy AI systems in real-world workflows.
Tuesday 10 March 2026
Zhen Ding posts slight 4% revenue drop in February amid strong AI demand
Major printed circuit board (PCB) manufacturer Zhen Ding Technology reported a slight 3.97% year-over-year decline in February 2026 revenue to NT$11.72 billion (US$367.45 million), despite being part of the traditional off-season for consumer electronics. The company highlighted that momentum for products related to high-end AI continued to see robust growth, while revenue from servers, optical communications, and IC substrates all maintained a year-over-year growth of more than 60%, indicating that its revenue structure is rapidly shifting toward high-end AI applications.
Tuesday 10 March 2026
Commentary: China's AI focus shifts from DeepSeek V4 to OpenClaw AI agents

Sentiment in China's AI developer ecosystem is shifting. Attention that had focused on the upcoming release of the large AI model DeepSeek V4 is now moving to another topic: OpenClaw and the developer practice known as "raising the lobster," which has triggered wide discussion across AI communities.

Tuesday 10 March 2026
Apple's smart home ambitions stalled by Siri AI delays
Apple's plans to expand deeper into the smart home market are facing renewed delays as the company struggles to complete a long-promised AI overhaul of Siri. The setbacks are pushing back a suite of interconnected devices — including a smart home display, updated HomePod speakers, and a new Apple TV 4K — until the upgraded AI platform is ready.
Tuesday 10 March 2026
Anthropic sues US over Pentagon supply-chain risk label

Anthropic PBC has filed a lawsuit against the US government after the Pentagon designated the AI startup a national security supply-chain risk, escalating a dispute over the company's refusal to lift restrictions on the military use of its technology. In a complaint filed March 9 in federal court in California, the San Francisco-based company alleged the designation was unlawful and requested that a judge block federal agencies from enforcing related directives. The move follows a decision by the US Department of Defense to shift its AI work away from Anthropic and its Claude chatbot.

Tuesday 10 March 2026
HPE sees surging AI orders and pull-forward, while memory shortages force pricing and supply strategies
Hewlett Packard Enterprise (HPE) reported a strong fiscal first quarter with surging AI orders that outpaced revenue, while rising DRAM and NAND costs and constrained memory supply prompted contract and pricing changes to protect margins and secure capacity.