Transmission system manufacturer TsangYow has been steadily advancing its presence in high-value sectors such as electric buses, new energy vehicles (NEVs), and semiconductor equipment. As these products enter prototyping and validation stages, the market anticipates that once customer certifications are completed and mass production begins, they will drive the company's next phase of growth.

Semiconductor materials and equipment supplier Wah Lee Industrial reported record-high cumulative revenue for the first two months of 2026, fueled by strong demand for artificial intelligence (AI) servers, high-performance computing (HPC), and advanced semiconductors. Benefiting from robust AI server orders and the gradual rollout of new production capacity for 800G switches, revenue related to its copper-clad laminate (CCL) business has also grown multifold.

FedEx has officially launched its newly expanded transshipment center at Taoyuan International Airport, significantly boosting Taiwan's logistics capacity amid rising demand from the AI and semiconductor sectors. The upgraded facility doubles operational space and integrates an automated sorting system capable of processing over 10,000 parcels daily, supporting rapid growth in the high-tech, semiconductor, and e-commerce industries.

The Southern Taiwan Science Park (STSP) reported revenue of NT$2.97 trillion (US$93.5 billion) in 2025, up 34.26% from 2024, benefiting from the AI wave and strong demand for advanced semiconductor manufacturing processes. The total fell just short of the NT$3 trillion milestone previously projected by industry observers, yet the park maintained its position as the largest among Taiwan's three major science parks.

Global semiconductor foundries rebounded strongly in 2025 as artificial intelligence workloads and premium smartphone chips boosted advanced-node demand, though rising memory prices and weakening consumer electronics demand could pose headwinds for the sector in 2026.

M31 Technology posted a record consolidated revenue of NT$1.78 billion (US$55.94 million) for 2025, up 20.3% year on year, with the fourth quarter of 2025 delivering a new quarterly revenue high and a recovery in operating margin to 17.4%.

AI-driven demand for high-bandwidth memory (HBM) is pushing Taiwanese memory suppliers toward lower-power, high-bandwidth alternatives. Nanya Technology Corp. (NTC) said its Ultra Wide I/O (UWIO) memory has begun generating revenue, with several customers entering specification design and pilot production. The company is working with more than a dozen global clients.

The Office of the US Trade Representative (USTR) on March 11 launched investigations under Section 301 of the Trade Act of 1974 against 16 major trade partners, including China, the European Union, South Korea, Japan, India, and Taiwan. Taiwan's government said the move was anticipated after the recent Supreme Court of the US ruling that struck down tariffs imposed under the International Emergency Economic Powers Act (IEEPA), prompting Washington to seek alternative legal mechanisms to maintain its tariff framework.

Facing ongoing DRAM shortages and widespread capacity constraints, chipmaker Winbond has raised the price of its 4Gb DDR3 chips to match that of equivalent DDR4 products. The company is rapidly increasing DDR4's share to 60-70% of output, with small shipments of 16nm 8Gb DDR4 already underway and sales growth expected in the second quarter of 2026.

Compound semiconductor maker Intelligent Epitaxy Technology (IntelliEPI) reported that its indium phosphide 200G PIN products have become the company's main revenue driver as demand for optical communication rises with AI data center vertical scaling. Optical communication now represents 51.8% of sales, surpassing electronic products.