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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.

Wednesday 11 March 2026
Fu Chun Shin's February revenue rises as orders hold steady

Fu Chun Shin (FCS), a manufacturer of plastic injection molding machines, reported consolidated revenue of NT$269 million (approx. US$8.4 million) for February 2026. The figure declined 27.54% from January due to seasonal factors but rose 8.89% from the same month in 2025.

Wednesday 11 March 2026
India eases investment rules for border countries, signaling cautious economic thaw with China
India has relaxed parts of its foreign direct investment screening rules for neighboring countries, including China, in a move aimed at boosting manufacturing while maintaining safeguards. The changes suggest a cautious shift in India-China economic relations after years of tighter restrictions.
Wednesday 11 March 2026
Japan's investment list targets AI, quantum computing, and semiconductors
Japan selected 61 products and technologies for priority investment, including 27 items already under early review, such as physical AI systems, regenerative medicine, quantum computing, and marine drones, the government said, according to Bloomberg.
Wednesday 11 March 2026
Sercomm expects memory shortages and price hikes to last until end of 2026
Sercomm chairman James Wang predicted that memory shortages and price increases will persist through the end of 2026, influenced by Middle East conflicts affecting AI data center investments and consumer reactions to smartphone price hikes.
Wednesday 11 March 2026
China reportedly accelerating nuclear expansion while Western revival faces structural challenges

The rapid growth of artificial intelligence (AI) and data centers is driving a sharp rise in global electricity demand, renewing interest in nuclear power as a source of reliable, carbon-free energy. Yet while governments in the US and Europe are trying to revive their nuclear sectors, structural challenges—including aging workforces, fragile supply chains, and project delays—are complicating those efforts.

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
Jarllytec expects short-term trough as new hinge shipments begin
Bearing manufacturer Jarllytec said February 2026 will be a short-term operational trough as it ships new Chinese foldable smartphone hinges, with gradual recovery expected as shipments of Chinese smartphones and US-brand notebooks pick up.
Wednesday 11 March 2026
TDK to open Asia-Pacific regional headquarters in Bangalore and Singapore
TDK announced the establishment of its Asia-Pacific regional headquarters in Bangalore, India, marking the company's fifth regional headquarters after Japan, Europe, the Americas, and China. A new legal entity, TDK Asia-Pacific, will work with TDK Singapore to manage more than 20 TDK entities across India, Southeast Asia, and Oceania. Those teams account for nearly 17% of TDK's approximately 105,000 global employees.
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.
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
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%.
Tuesday 10 March 2026
Powerlogic posts 38.8% revenue increase in 2025, driven by esports-related orders and higher margins
Powerlogic reported consolidated revenue of NT$1.753 billion (US$54.9 million) for 2025, a 38.81% year-on-year increase and the company's second-highest revenue on record. Operating profit rose to NT$257 million, up 331.91% year on year.
Tuesday 10 March 2026
Zheng Hsing sees steady 2025 performance as Vietnam shift and Turvo support sustain operations
Zheng Hsing maintained stable operations throughout 2025, supported by steady core business shipments and subsidiary performance. The company reported consolidated revenue of NT$8.104 billion (approx. US$256 million), operating profit of NT$730 million, and net operating income of NT$366 million.
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