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Friday 13 March 2026

Smart City Summit & Expo broadens scope with AI city pavilion, robotics and virtual power plants

The Smart City Summit & Expo and Net Zero City Expo will open next week across Taipei and Kaohsiung, maintaining a dual-city format for 2026 and expanding its focus from net zero and sustainable energy to AI-driven end-user applications.

Friday 13 March 2026

US puts East Asian countries on notice in sweeping 60-economy forced labor probe

On March 12, 2026, the US Trade Representative launched investigations covering 60 economies under Section 301(b) of the Trade Act of 1974 to determine whether each economy's acts, policies, and practices — related to a failure to impose and effectively enforce a ban on the importation of goods produced with forced labor — are unreasonable or discriminatory and burden or restrict US commerce.

Friday 13 March 2026

MicroIP eyes European expansion, spotlights unmanned vehicles at Embedded World 2026

ASIC vendor MicroIP showcased its AIVO visual algorithm technology, CATS chip solutions, and numerous EDA tools from affiliate Arculus at Embedded World 2026. The company highlighted a drone controller enhanced by AIVO to improve flight control efficiency, notably emphasizing that the entire product is made in Taiwan, offering a market advantage.

Friday 13 March 2026

US and Chile start talks on rare earths and critical minerals

The US and Chile have agreed to begin talks on cooperation in rare earths and other critical minerals, as Washington seeks to strengthen supply chains and reduce reliance on China for strategic materials used in advanced technologies.

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

South Korea passes US$350 billion investment act to anchor Korea-US strategic partnership

South Korea's National Assembly approved the Special Act on Investment in the US on March 12, 2026, authorizing US$350 billion in strategic investments and creating a state-backed corporation to manage the program, according to Yonhap and Hangyung.

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

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.

Friday 13 March 2026

Flexium eyes 30% revenue from AI servers and smart glasses in 2026

After a challenging 2025, flexible printed circuit (FPC) giant Flexium Interconnect is optimistic about its revenue and profit outlook, driven by accelerated transformation in high-speed transmission products. The company expects full-year growth in 2026 fueled by strong demand in two key sectors: new models for major US smartphone customers and applications in AI servers and wearable devices.

Friday 13 March 2026

AcBel Polytech posts strong fourth quarter 2025 results, pushes HVDC strategy for AI data centers

AcBel Polytech delivered robust results in the fourth quarter of 2025, driven by growth in AI data centers and fuel cell products, and said the momentum carried into early 2026 as it expands its power solution business. The company said it is intensifying its high-voltage direct current (HVDC) power system strategy to play a more significant role in AI data center infrastructure.

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

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

Taiwan machinery industry sees limited impact from Middle East, freight costs in focus

Amid concerns that recent conflicts in the Middle East may impact industrial power supplies, Taiwan Association of Machinery (TAMI) chairman David Chuang noted that the machinery sector is currently operating normally, with no reported disruptions from member companies. That said, the association is keeping a close eye on energy prices and marine freight costs, as these will directly affect operational expenses.

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

Taiwan Microloops reports record 2025 results, expects AI-driven growth in 2026

Taiwan Microloops posted record-high revenue and profits for 2025, driven by a surge in shipments of higher-margin AI-related products, the company reported. Full-year revenue reached NT$3.703 billion (approx. US$116.4 million), an increase of 84.7% year-over-year, while gross profit rose 87.63% to NT$868 million. Gross margin stood at 23.45%.

Thursday 12 March 2026

Taiwan supply chains show resilience amid global conflicts, says Qisda chairman

With the ongoing military conflicts in the Middle East creating global uncertainties, Qisda chairman Peter Chen warned that prolonged warfare could trigger inflation and disrupt consumer electronics sales. He pointed out that rising memory prices would particularly impact demand for mid-tier to low-end smartphones more than high-end models.

Thursday 12 March 2026

US slaps 16 nations with Section 301 probes: Taiwan and Korea in the crosshairs

The US Trade Representative announced the initiation of investigations under Section 301(b) of the Trade Act of 1974 into the acts, policies, and practices of several economies related to structural excess capacity and production in manufacturing sectors. The inquiries will assess whether those measures are unreasonable or discriminatory and whether they burden or restrict US commerce.

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.

Thursday 12 March 2026

AI Server tracker: Taiwan optical module and BMC suppliers gain despite fewer February working days on AI server demand

Taiwanese suppliers in the AI hardware supply chain reported varied results in February, with several optical module and server component makers posting year-over-year growth, while some case makers saw weaker month-to-month sales due to seasonal factors.

Thursday 12 March 2026

Taiwan leads Embedded World 2026 with largest exhibitor presence; targets 'non-red supply chain' demand

Embedded World 2026 officially opened on March 10 in Nuremberg, Germany, featuring a particularly large turnout of Taiwanese participants. Taiwan emerged as the country with the most exhibitors at this year's event, with over 140 supply chain companies taking part.

Thursday 12 March 2026

Qisda names Google Cloud Taiwan GM Cally Ko as president in leadership reshuffle

Qisda's board approved its 2025 financial results, reporting consolidated revenue of NT$207.9 billion (approx. US$6.55 billion), up NT$6.2 billion year-over-year. Gross profit reached NT$35 billion, operating income NT$3.2 billion, and net profit after tax NT$1.39 billion. Net profit attributable to the parent company totaled NT$1.14 billion, with earnings per share (EPS) of NT$0.64.

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

MediaTek Genio platform launches new 3nm flagship targeting high-end AIoT image processing demands

This week at Embedded World 2026 in Nuremberg, Germany, MediaTek unveiled a series of new Genio platforms designed to empower various Internet of Things (IoT) products and applications, including the Genio Pro, Genio 420, and Genio 360.

Wednesday 11 March 2026

Apple's India iPhone output reaches 25% as production shifts from China

Apple significantly expanded iPhone production in India in 2025, increasing output by about 53% as the company seeks to reduce its dependence on China and mitigate tariff risks. Bloomberg, citing people familiar with the matter, said Apple assembled about 55 million iPhones in India last year, up from 36 million in 2024. Apple produces about 220 million to 230 million iPhones annually worldwide, with India now accounting for roughly a quarter of total output.

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