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Thursday 12 March 2026

JetCool, Broadcom partner on liquid cooling for AI chips

JetCool, a subsidiary of Flex, has partnered with Broadcom to develop liquid cooling solutions for next-generation AI processors, according to a press release issued March 11. The collaboration aims to address rising thermal demands as AI chip power densities continue to increase.

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

Asia Vital Components plans major liquid cooling expansion, expects market shift

Asia Vital Components (AVC) chairman Ching-hang Shen said it will significantly expand liquid cooling production in 2026, calling the year the "liquid cooling era," and aims to boost cold plate, manifold, and chassis output to meet rising AI-related demand.

Thursday 12 March 2026

Argosy expects double-digit growth in 2026, driven by Vietnam plant and new connector specs

Connector maker Argosy is set to defy the expected 5-10% decline in notebook shipments in 2026 by leveraging strong demand for server long-DIMM modules, scaling next-gen CABB and CAMM2 architectures, and expanding micro-stamping orders from a major US customer. President Sammy Liu expressed optimism at the recent earnings call, targeting double-digit revenue growth for 2026.

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

Asus launches infrastructure solutions group as AI server revenue surges

Asus achieved record revenue and profits in 2025. Co-CEO Samson Hu highlighted the fastest-growing segment: the enterprise market, including AI servers and related commercial products. The enterprise segment demonstrated explosive momentum, posting an 85% year-on-year growth rate and expanding its share of total revenue to 27%.

Thursday 12 March 2026

MediaTek bets on TSMC 3nm Genio Pro to serve high-end IoT needs while acknowledging limited demand

At Embedded World 2026, MediaTek unveiled the Genio Pro series, its flagship IoT platform built on TSMC's 3nm process, and said the market now requires both power-efficient mid-to-low-end chips and high-performance devices for complex real-world computations.

Thursday 12 March 2026

Meta designs four in-house chips to power data centers

Meta Platforms has unveiled plans for four generations of internally designed artificial intelligence chips as the company expands its data center infrastructure to support growing AI workloads.

Thursday 12 March 2026

Chenbro highlights four risk factors amid promising AI server outlook

Chenbro CEO Corona Chen highlighted that the global server industry is undergoing a generational shift from cloud computing to AI, which will drive growth over the next decade and redefine industry architecture. While Chenbro is well-positioned to benefit, she warned of four key risk factors that require attention.

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

Aplex warns shipment delays cut February revenue, eyes clearer market by 2Q26

Aplex Technology said Lunar New Year holiday-related reductions in working days delayed some shipments and hurt industrial PC revenue in February 2026, while follow-up orders remained stable and the company was positive about operations in the first quarter of 2026.

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.

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

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

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 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

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.

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

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

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

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.

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