CONNECT WITH US
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.
Monday 2 March 2026
India roundup: An emerging chip trio in Asia

A trilateral semiconductor model is emerging, combining Japan's capital, Taiwan's ecosystem expertise, and India's talent. Alongside this, companies including Foxconn, Polymatech Electronics, Nvidia, AMD, Kaynes Semicon, and IBM are deepening India investments, reflecting rising localization, supply-chain ambitions, and expanding AI, packaging, and materials ecosystems despite policy and trade uncertainties.

Tuesday 24 February 2026
Taiwan moves to safeguard trade gains as US shifts tariff authority, protecting key export sectors.
The US Supreme Court on February 20 struck down the Trump administration's use of the International Emergency Economic Powers Act (IEEPA) to impose "reciprocal tariffs," prompting the administration to switch to Section 122 of the Trade Act of 1974 and impose a temporary additional 15% tariff on global goods. The change has immediate implications for previously negotiated exemptions and for Taiwan's export sectors.
Tuesday 24 February 2026
US Supreme Court ruling eases Apple's tariff burden but supply chain diversification continues
The US Supreme Court overturned President Donald Trump's Section 301 tariffs on January 20, a move that immediately promised relief to companies that had been paying the levies, including Apple Inc. Still, the administration responded with a new executive order imposing a 15% tariff on all imports for 150 days.
Friday 20 February 2026
AI server supply chain tracker: AI infrastructure arms race boosts Taiwanese AI chip and server suppliers
The AI infrastructure boom has entered a full-scale arms race in 2026, with US cloud giants dramatically ramping up capex. Taiwanese chipmakers and server suppliers are emerging as key beneficiaries as orders for advanced silicon and AI systems surge.
Monday 16 February 2026
India roundup: India bets on RISC-V amid local ecosystem building

RISC-V gains traction in automotive and industrial markets despite ecosystem risks, while India's tech landscape sees heightened AI, semiconductor and smartphone activity—from Phison Electronics CEO Khein-seng Pua meeting Narendra Modi and Anthropic's trademark dispute, to Xiaomi's premium push, the launch of PRITVI-ACE by Centre for Development of Advanced Computing, expanded deep tech support, and an arbitration case between Wingtech Technology and Luxshare Precision

Friday 13 February 2026
Quanta boosts Thailand investment to expand AI server capacity
Quanta Cloud Technology (QCT) said it will invest THB1.098 billion (approx. US$35.34 million) in electromechanical engineering and materials for its Thailand facility, reinforcing the site's role in the company's planned expansion of AI servers.
Friday 13 February 2026
Foxconn founder hands out $95m in bonuses as company targets $290bn in sales
Foxconn Technology Group held its 2026 All-Foxconn Sports Games on February 12, drawing 17,000 employees and family members and more than 30,000 participants in total. Chairman Young Liu announced that the group's 2025 revenue set a record above NT$8 trillion (US$254.4 billion).
Friday 13 February 2026
A tariff truce with teeth: US–Taiwan pact shields chips from Section 232 shocks
US Ambassador Jamieson Greer oversaw the signing of a comprehensive Agreement on Reciprocal Trade between the US and Taiwan on February 12, 2026. The agreement, reached under the auspices of the American Institute in Taiwan (AIT) and the Taipei Economic and Cultural Representative Office in the US (TECRO), is designed to eliminate tariff and non-tariff barriers while enhancing the resilience of high-technology supply chains.
Thursday 12 February 2026
Analysis: Singapore rises as SEA hub as Taiwan, China firms shift strategy
As global supply chains shift from globalization toward regionalization and the "China plus one" strategy persists, Singapore's role in Southeast Asia has undergone a fundamental transformation. Once primarily a transshipment hub for trade, the city-state has evolved into a regional coordination and compliance center. Observations indicate that Taiwanese and Chinese companies are now utilizing Singapore to pursue distinctly different strategic approaches.
Tuesday 10 February 2026
Wingtech-Luxshare dispute over India asset sale enters arbitration as broader divestment nears completion
Wingtech Technology said a dispute with Luxshare Precision over the transfer of its India business asset package has entered international arbitration, while the rest of its major asset divestment has been completed without litigation.
Monday 9 February 2026
EMS Watch: USI profit climbs 12% in 2025 as consumer electronics offset weak comms sales
Universal Scientific Industrial (Shanghai) Co. (USI) posted higher earnings in 2025 despite a decline in revenue, reflecting improving profitability amid pricing pressure and uneven demand across key business segments.
Friday 6 February 2026
Pegatron partners with Sysgration to expand BBU for US-made AI servers
Pegatron and Sysgration announced a strategic partnership on February 5, under which Pegatron will invest NT$.21 billion (US$38.3 million) in Sysgration through a private placement of common shares. Pegatron will subscribe to 22,000 shares at NT$55 per share, bringing the total size of the funding round to NT$1.375 billion.
Friday 6 February 2026
Wistron posts strongest January on AI server growth
Wistron reported a record-strong revenue of NT$228.3 billion (US$7.24 billion) in January 2026, marking a 10.5% month-on-month decline but a robust 151.5% year-on-year increase. The company attributed this performance to its AI servers becoming the largest growth driver for the group, alongside early PC customer orders that softened typical seasonal slowdowns in the first quarter of 2026.
Friday 6 February 2026
MediaTek CEO warns of smartphone demand challenges in 2026, while Pegatron chairman sees growth in emerging markets
During MediaTek's earnings call on February 3, CEO Rick Tsai cautioned that smartphone demand is expected to encounter difficulties in 2026. Contrasting this outlook, Pegatron chairman Tzu Hsien Tung expressed a more optimistic view, highlighting the dominance of smartphones over the past 16 years and the potential for future growth driven by emerging markets.
Thursday 5 February 2026
Flex tops fiscal 3Q26 guidance, lifts full-year outlook

EMS provider Flex reported fiscal third-quarter 2026 results that exceeded its guidance and raised its full-year forecast, citing continued strength across its diversified businesses.

Wednesday 4 February 2026
Karnataka govt wades into Foxconn tax dispute, averting escalation
The Karnataka government has asked two local gram panchayats to stand down from taking action against Taiwanese contract manufacturer Foxconn over alleged tax dues, a move that temporarily defuses a dispute threatening the state's investment climate, according to The Economic Times.
Wednesday 4 February 2026
India wins electronics investment, but key gap threatens momentum
India's rise as an electronics manufacturing hub has been one of the fastest shifts in the global supply chain over the past decade. Geopolitical realignments, generous incentives, and growing interest from multinational companies have pushed the country into the spotlight as a serious alternative manufacturing base.
Tuesday 3 February 2026
Foxconn faces tax dispute in Karnataka, prompting government intervention
Taiwanese contract manufacturer Foxconn is embroiled in a local tax dispute in Karnataka, with two gram panchayats issuing notices over alleged unpaid dues and requests for detailed land-use documentation. The development has sparked concerns over the state's investment climate as it seeks to attract high-end electronics manufacturers, according to The Economic Times, Money Control, and India Today.
Monday 2 February 2026
Apple boosts high-end iPhone share as Foxconn solidifies assembly lead
Amid a cautious recovery in the consumer electronics market, Apple highlighted the critical role of its iPhone series in driving overall operations in its fiscal first-quarter 2026 earnings report. The company reported record-high iPhone-related revenue this quarter, with year-over-year growth significantly outpacing the overall average and serving as the core driver of holiday-season sales expansion.
Monday 2 February 2026
India's 2026–27 Union Budget boosts semiconductors, data centers and rare earths to strengthen supply chains
India's finance ministry on February 1, 2026, unveiled the Union Budget for 2026–27, placing electronics and technology manufacturing at the heart of its growth strategy, with fresh funding for semiconductors, electronics components, and AI-linked infrastructure aimed at strengthening supply chains and boosting India's global manufacturing competitiveness.
Monday 2 February 2026
India roundup: EU and India concludes FTA amid global trade disruption
After two decades, India and the EU close an FTA deal as US's tariff policy is disrupting the global supply chain.