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Tuesday 7 April 2026

Interview: Agentic AI is creating a new frontier of cybersecurity risks

AI agents and their high-powered capabilities are creating a new category of cybersecurity threats among enterprises using them, from accidental data breaches to bad actors breaking into company systems.

Tuesday 7 April 2026

Wonderful Hi-Tech bets on AI servers and satellites for next growth wave

After a slower second half of 2025, marked by elevated customer inventories and a softer ordering pace, high-end cable material provider Wonderful Hi-Tech anticipates a rebound in 2026. According to the company, inventory adjustments are largely concluding in the first quarter, and customer orders and shipments have been steadily picking up since March, setting the stage for a quarter-by-quarter acceleration in revenue. The company aims to surpass its previously stated NT$10 billion (approx. US$313 million) revenue target, with Chairman Ming-Lieh Chang noting that current trends suggest actual results could exceed that benchmark.

Tuesday 7 April 2026

Advantech tops US$635 million in 1Q26 revenue on edge AI demand surge

Driven by accelerating real-world deployment of edge AI applications across major global markets, industrial PC (IPC) maker Advantech reported March 2026 consolidated revenue of NT$7.7 billion (approx. US$240 million), up 21.75% from NT$6.32 billion a year earlier. For the first three months of 2026, cumulative revenue reached NT$20.39 billion, marking a 17.49% increase from NT$17.35 billion in the same period of 2025.

Tuesday 7 April 2026

Rapid deployment and flexible scalability drive the rise of modular data centers

As GPU platforms continue to iterate each year, the buildout of AI infrastructure is accelerating in tandem. For data center operators, cloud service providers, hyperscalers, and large enterprises, the challenge is no longer just building the facility, but rather how to bring computing power online faster while preserving flexibility for future upgrades and expansion.

Tuesday 7 April 2026

Foxconn posts strong March revenue, expects 2Q26 growth despite seasonal trends

Foxconn reported a robust consolidated revenue of NT$803.7 billion (approx. US$25.1 billion) in March 2026, driven by sustained demand for AI cloud products and restocking across all major product lines after the Lunar New Year. The company's four key categories showed month-over-month gains, with AI cloud servers continuing to be the primary growth engine, while the company's consumer smart device and computer terminal businesses benefited from new product launches and renewed momentum.

Tuesday 7 April 2026

With Vera, Nvidia stops borrowing and starts building its own CPU muscle

Since artificial general intelligence (AGI) depends heavily on the CPU, Nvidia CEO Jensen Huang aims to build the most efficient "AI factory" by tightly controlling CPU development. At GTC 2026, Nvidia aggressively promoted its next-generation self-developed Arm-based CPU designed specifically for agentic AI.

Friday 3 April 2026

Taiwan pushes ahead with AI and tech agenda even as budget deadlock threatens fiscal paralysis

Taiwan sits at a rare intersection of economic momentum and political gridlock. The island's economy expanded 8.68% in 2025, exports hit a record US$640.75 billion, and per capita GDP is closing in on the US$40,000 threshold — largely on the back of booming global demand for AI chips and semiconductor capacity. Yet while Taiwan's technology industry is firing on all cylinders, its legislature remains deadlocked over the government's spending plan.

Friday 3 April 2026

LG Energy Solution reportedly adopts new battery method for Tesla

LG Energy Solution has introduced a new "double stack" manufacturing process for prismatic batteries to be supplied to Tesla, according to South Korea's The Elec, as the battery maker expands US production for grid-scale energy storage.

Thursday 2 April 2026

Wiwynn taps optics chief to deepen CPO push for AI servers

Wiwynn has nominated LandMark Optoelectronics chairman and CEO Steven Chang to its 2026 board, reinforcing its push into co-packaged optics (CPO) and signaling deeper alignment with optical interconnect technologies for AI infrastructure.

Thursday 2 April 2026

IBM and Arm collaborate on dual‑architecture hardware to broaden enterprise AI deployment

IBM and Arm announced a collaboration to build dual‑architecture hardware aimed at running AI and data‑intensive workloads with more flexibility, reliability, and security, potentially affecting enterprise infrastructure worldwide by expanding software choice, easing workload portability, and influencing how organizations deploy mission‑critical applications across cloud and on‑premises environments in the near term.

Thursday 2 April 2026

Nvidia invests US$2 billion in Marvell to integrate NVLink Fusion with ASICs

On March 31, Nvidia announced a US$2 billion investment in Marvell and plans to further integrate its NVLink Fusion technology with Marvell's XPU services for customer use. Although Nvidia revealed partnerships with several ASIC service providers around NVLink Fusion technology earlier in 2025, this direct investment signals a closer collaboration between Nvidia and Marvell. The move raises questions about how the two companies will expand their presence in the cloud AI market and whether ASIC customers will embrace this integrated solution.

Thursday 2 April 2026

Chinese companies capture nearly 41% of domestic AI accelerator server market

China's AI accelerator server market is gradually shifting away from using Nvidia chips to domestic GPU and AI chip makers, with Chinese companies capturing almost 41% of the market last year, according to an IDC report.

Thursday 2 April 2026

Commentary: What's the real game behind Arm's chip venture?

Amid AI-driven shifts, Arm launched its AGI CPU in March 2026 to address system-level optimization lacking in highly customized data center CPUs. Partnering with Meta and supported by OpenAI, Arm seeks to offer a standardized solution that enhances ecosystem efficiency without directly competing with clients.

Thursday 2 April 2026

The ascension of Arm: hyperscalers rewire AI server CPUs for the post-x86 era

The architecture of host CPUs in custom AI servers is undergoing a significant shift, with proprietary Arm-based designs steadily displacing traditional x86 processors, according to Counterpoint Research's latest data on AI server compute ASIC shipments.

Thursday 2 April 2026

Starcloud bets on space-based computing with fresh funding

Starcloud, a company pursuing the idea of solar-powered data centers in orbit, said on March 30 that it had raised US$170 million in new funding, valuing the business at US$1.1 billion and making it one of the fastest startups to reach unicorn status after graduating from Y Combinator.

Wednesday 1 April 2026

Infineon's power semiconductor content per kW to hit US$150 as 800V systems mature

Infineon held its "We Power AI" event in Taipei this week, marking the second consecutive year the company has hosted a large-scale forum in Taiwan focused on power-related technologies for AI data centers. Adam White, President of Infineon's Power & Sensor Systems division, said that Taiwan is the absolute core of the AI data center ecosystem, and the company will continue to collaborate closely with Taiwan's supply chain partners. Looking ahead, AI servers will gradually upgrade from the current 500 kW per rack specification to the megawatt level. Accordingly, the power semiconductor content in AI data centers will also reach US$150 per kW.

Wednesday 1 April 2026

Geopolitical jitters shake markets as AI shores up Taiwan's economic future

As the US-Iran conflict continues, external concerns over its economic impact have intensified, and capital markets have recently experienced significant volatility. Chinese National Association of Industry and Commerce (CNAIC) Chairman Thomas T.L. Wu explained how the words and actions of US President Donald Trump have had a major impact on short-term market fluctuations. Although rising international raw material prices in the short term have caused disruptions such as inflation and delivery delays, Taiwan's economy benefits from the strong foundation of the AI and ICT industries, and its medium- to long-term outlook remains promising.

Wednesday 1 April 2026

Foxconn advances AI supply chain localization, splitting work between US and Mexico

Foxconn's March 2026 capital campaign in North America signals a shift toward regionalized AI supply chains, promising shorter lead times, lower geopolitical risk, and improved delivery for global customers as it builds manufacturing, design, and system-integration capabilities across the US and Mexico while supporting cloud service provider investment needs.

Wednesday 1 April 2026

Nvidia's US$2 billion bet on Marvell turns rivals into ecosystem partners

Nvidia's US$2 billion investment in Marvell signals a shift toward hybrid AI infrastructure, balancing dominance with openness while intensifying competition across custom silicon, networking, and next-generation interconnects.

Wednesday 1 April 2026

Ennoconn backlog signals major North American revenue ramp from 2Q26

Ennoconn Technology reported sustained 2025 growth and a healthy backlog that could drive significant revenue in 2026, even after divesting its computer module subsidiary under Kontron AG. Chairman Steve Chu said total backlog exceeds NT$190 billion (US$5.93 billion), with North American client NCR Voyix's retail hardware orders set to ramp up beginning in the second quarter of 2026 and contribute about NT$12 billion in revenue for the year.

Tuesday 31 March 2026

Machine tool makers eye 2026 recovery, mull price hikes amid war-driven cost pressures

After several years of decline, the machine tool industry is turning cautiously optimistic for 2026. However, geopolitical risks—particularly the US-Iran conflict—have replaced tariffs as the primary uncertainty, driving energy and material costs higher and prompting potential price increases across the sector.

Tuesday 31 March 2026

Elite Material plans multi-country expansion to reach 9.45 million CCL sheets monthly capacity by 2027

Elite Material (EMC), a leading Taiwanese copper-clad laminate (CCL) manufacturer, announced the completion of capacity expansions at its Huangshi and Zhongshan plants in China and its Penang plant in Malaysia in 2025. Over the next two years, the company will launch a new round of investments to simultaneously expand production in Taiwan, China, and Malaysia, targeting a global monthly capacity of 9.45 million sheets by the end of 2027.

Tuesday 31 March 2026

Lens Technology shifts beyond iPhone into AI servers, robotics, and aerospace

China-based Lens Technology is accelerating a shift beyond consumer electronics, positioning itself across AI terminals, server infrastructure, robotics, and commercial aerospace as it seeks to reduce reliance on the smartphone cycle.

Tuesday 31 March 2026

South Korea's ENERZAi partners with Advantech to expand global edge AI market

South Korean edge AI software startup ENERZAi, which has developed a 1.58-bit ultra-low bit quantization technology, is collaborating closely with Taiwan industrial PC leader Advantech to broaden its global edge AI footprint. Leveraging Taiwan's comprehensive hardware supply chain, ENERZAi is actively expanding partnerships with Taiwanese semiconductor companies as well as ODMs and OEMs.

Monday 30 March 2026

Advantech urges industry restructuring as physical AI faces vertical integration limits

Advantech vice president Magic Pao warned at AI EXPO 2026 that edge AI's imminent rapid exponential growth will reshape enterprise computing and safety worldwide. While cloud generative AI currently commands greater attention draws more attention, widespread edge deployment poses different, distinct infrastructural and regulatory challenges that will affect industries from manufacturing to healthcare and safety.

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