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Wednesday 25 March 2026

Ramon.Space and Foxconn unit team to develop orbital data centers

Ramon.Space and Ingrasys announced an expanded collaboration to jointly develop a space data center platform, signaling a move to address rising energy and bandwidth pressures on terrestrial AI data centers. The partnership aims to accelerate the shift of computing, storage, and communications capability into orbit.

Monday 23 March 2026

Taiwan central bank revise 2027 GDP growth upward

Taiwan's central bank sharply raised its 2026 GDP forecast to 7.28%, citing substantial capex from international cloud service providers and aggressive investment expansion by domestic manufacturers as the main engines sustaining the economy. The Ministry of Economic Affairs reported strong early-year export order growth that supports the outlook.

Monday 23 March 2026

India roundup: India eyes key hub for semiconductors, clean energy, and advanced manufacturing

India is rapidly positioning itself as a strategic hub for semiconductors, clean energy, and advanced manufacturing. Japanese and domestic chipmakers expand local operations, the 2026 budget offers tax and import incentives, solar wafer sourcing is mandated, and Reliance secures a US$3 billion green ammonia deal with Samsung, highlighting supply chain and energy transitions.

Thursday 19 March 2026

Foxconn Interconnect Technology pushes deeper into AI infrastructure with photonic-thermal integration play

Foxconn Interconnect Technology (FIT) showcased connectivity, power, and cooling solutions at multiple 2026 industry events as it seeks a larger role in the AI computing supply chain. The company presented products and collaborations at DesignCon 2026, OFC 2026, and GTC 2026.

Thursday 19 March 2026

Strong quarter for Jabil fueled by smart infrastructure and automotive demand

Jabil delivered fiscal second-quarter results that topped its own expectations, buoyed by sustained strength in its Intelligent Infrastructure business and a stronger-than-anticipated showing in Regulated Industries.

Wednesday 18 March 2026

Foxconn and SAP forge strategic alliance to drive enterprise AI in APAC

On March 18, Foxconn (Hon Hai) announced a strategic partnership with SAP to accelerate the adoption of next-generation enterprise artificial intelligence across the Asia-Pacific region. The collaboration is built on the AI Factory initiative, which Foxconn says seeks to reshape future manufacturing processes and supply chain management while opening pathways for global deployment.

Wednesday 18 March 2026

Wistron eyes sales model shift as AI server volume squeezes margins

Wistron Group posted record revenue and earnings per share in 2025, driven by strong demand for AI servers. Still, its gross margin fell as higher unit prices and material costs tied to increased shipments of AI server racks weighed on profitability.

Tuesday 17 March 2026

Dixon guarantees up to US$10 million for Padget Electronics' raw material purchases from Foxlink

Dixon Technologies (India) Limited disclosed on 16 March that it has issued a guarantee for its wholly owned unlisted material subsidiary, Padget Electronics Private Limited, in favour of Foxlink India Electric Private Limited. The disclosure was made to the Bombay Stock Exchange and the National Stock Exchange under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, and in compliance with a SEBI master circular dated 30 January 2026.

Tuesday 17 March 2026

Middle East conflict disrupts supply chains, Taiwan materials maker flags rare force majeure notices

Shinkong Synthetic Fibers Corporation (SSFC) is accelerating its transformation into AI, semiconductors, biotechnology, and optical films, positioning itself as an advanced materials supplier for next-generation industries.

Monday 16 March 2026

Foxconn's investor briefing could signal major shifts in AI server supply, capacity and data center infrastructure

Foxconn will hold an online investor conference on March 16, with market attention focused on the progress of AI server orders, capacity adjustments, and new business developments. The company links rising demand to the new generation of GPU platforms entering mass production and to greater needs for system integration, rack-level assembly, and power and cooling architectures.

Monday 16 March 2026

India roundup: A reality check of chipmaking dream

Despite semiconductor manufacturing facilities expected in 2026, India remains a small player in the global chipmaking industry, as it is reportedly considering further incentives.

Sunday 15 March 2026

AWS ASIC servers enter mass production in 2Q26, lifting Taiwan ODM outlook

Taiwan's ODM and EMS manufacturers reported solid revenue performance in February 2026, with AI servers playing a central role. Foxconn, Quanta, and Wistron all posted double-digit year-over-year revenue growth. Wistron's revenue growth exceeded triple digits when Wiwynn is excluded. Companies expect March, the final month of the quarter, to mark the revenue peak for the first quarter of 2026.

Saturday 14 March 2026

Pan-International pivots to AI servers and robotics in pursuit of double-digit growth

Pan-International Industrial Corp. expects double-digit revenue growth in 2026 by concentrating on AI servers and robotics as its two main growth engines, chairman Kuang-yao Lee said. The company aims to boost new business contributions and "launch a high-growth cycle." Full-year 2025 revenue, however, is expected to remain roughly flat year over year amid tariff and raw material headwinds.

Friday 13 March 2026

Ai+ Smartphone to add 3 million device production capacity in India with Optiemus Electronics

Optiemus Electronics Limited (OEL), a wholly owned subsidiary of Optiemus Infracom Limited, has entered a manufacturing agreement with Ai+ Smartphone and NxtQuantum Shift Technologies India Private Limited to produce mobile phones, tablets, IoT devices, and advanced wearable products in India.

Friday 13 March 2026

India weighs new smartphone export incentives and US$11 billion chip fund

According to Bloomberg and Reuters, India is considering two new incentive programs—one tied to smartphone exports and another worth more than US$11 billion to support semiconductor development—as New Delhi seeks to deepen electronics manufacturing and strengthen its position in global supply chains.

Wednesday 11 March 2026

Inventec ramps up 2026 capex in US to meet growing AI order demand

Inventec announced plans to double its capex in 2026 to meet growing AI order demand and future growth, and disclosed multiple investment and expansion projects on the 10th. The company detailed capital injections for North American subsidiaries, property acquisition in Texas, and a new factory in Mexico.

Wednesday 11 March 2026

MiTAC ramps 2026 factory expansion to meet AI server and cloud demand, signaling bigger US footprint

MiTAC Holdings plans a significant increase in capex in 2026 to expand production capacity for networking equipment, general-purpose servers, and new AI server lines, driven by sustained demand from hyperscale cloud data centers and cloud service customers. Production capacity is expected to scale up from the second quarter onward.

Wednesday 11 March 2026

India's Optiemus approves further equity investments in two wholly owned subsidiaries

Optiemus Infracom Limited informed stock exchanges that its Operations & Administration Committee approved further investments in two wholly owned subsidiaries in a meeting held on March 9.

Monday 9 March 2026

Foxconn's deep Nvidia ties and full-stack integration fuel AI server ambitions

Foxconn chairman Young Liu said the company expects robust growth in 2026, driven by recovering consumer electronics demand and expanding AI-related business. He expressed strong confidence in Foxconn's AI server shipments and market share prospects.

Monday 9 March 2026

Jabil to wind down Clinton facility, shift production to Devens

Contract manufacturing giant Jabil plans to wind down operations at its Clinton, Massachusetts, facility and consolidate production at its nearby site in Devens, according to company statements and media reports.

Monday 9 March 2026

Exclusive: Compal advances Direct to Cell work, integrates communication modules into satellites

Compal Electronics Inc. is developing Direct-to-Cell (D2C) technology for smartphones and has begun integrating communication modules into satellites while negotiating with several international satellite operators, according to company vice president JS Liang.

Friday 6 March 2026

Foxconn eyes double-digit revenue growth in 2026, driven by AI servers and smartphones

Foxconn chairman Young Liu said on March 6 that 2026 is expected to be "a very good year" for the company, with full-year revenue projected to grow at a double-digit rate from approximately NT$8.1 trillion (approx. US$253 billion) in 2025, provided there are no major uncertainties.

Thursday 5 March 2026

Beyond EMS: Lens Technology ships PCIe 5.0 enterprise SSDs, moves into AI data center storage

Lens Technology said SSDs assembled for enterprise NVMe storage supplier DERA have entered mass shipment at its facility in the Xiangtan Economic and Technological Development Zone, marking the company's expansion into the high-end data center storage supply chain.

Tuesday 3 March 2026

Compal expects sharper PC slowdown in 1Q26, speeds up shift to non‑PC revenue

Compal Electronics president and CEO Anthony Peter Bonadero said the company anticipates PC shipments in the first quarter of 2026 will fall 15-20% quarter-over-quarter and that Compal is accelerating a structural shift with a goal of non-PC revenue reaching 40% in 2026.

Monday 2 March 2026

Taiwanese electronics firms showcase AI-driven connectivity and 5G infrastructure at MWC 2026

At MWC 2026 in Barcelona, Taiwanese electronics companies are highlighting how AI, edge computing, and next-generation connectivity are converging to reshape telecom and enterprise networks, with a strong focus on practical deployments across industry, cloud, and public infrastructure.

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