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Saturday 11 April 2026

Analysis: Taiwan's AI supply chain posts strong March revenues, signaling the buildout is still accelerating

Taiwan's listed companies powering the global AI server supply chain delivered exceptional March 2026 revenues across virtually every segment, with TSMC posting its strongest single-month revenue on record and server ODMs surging on the back of relentless hyperscaler demand for AI infrastructure. The results, amplified by a seasonal rebound from February's Lunar New Year-compressed working days, confirm that the AI hardware buildout is accelerating rather than plateauing.

Friday 10 April 2026

AD Technology eyes KRW1T revenue with 2nm CPU platform after shift from TSMC to Samsung DSP

South Korean IC design firm AD Technology transitioned from the TSMC Value Chain Alliance (VCA) to become one of Samsung's Design Solution Partners (DSPs) in 2019. After overcoming initial challenges, the company has returned to profitability and now aims to surpass KRW1 trillion (US$673.2 million) in revenue by 2029 or 2030 through its self-developed 2nm server platform, ADP620.

Friday 10 April 2026

A new kind of computer emerges for the age of AI agents

As AI agents grow capable of independently operating computers, drafting documents, and managing schedules, the relationship between humans and machines is undergoing a fundamental shift. A recent viral phenomenon involving so-called "lobster" agents (OpenClaw) has underscored a new question in the market: traditional PCs and smartphones may no longer be the ideal platforms for AI.

Friday 10 April 2026

Compal sees PC demand steady, server shipments set to double quarterly

Compal Electronics' stronger-than-expected March and first-quarter 2026 results signal supply-chain and product-mix shifts with global implications for PC supply, server capacity for AI workloads, and memory pricing dynamics. Investors and enterprise buyers may see tighter PC inventories and accelerated non-PC offerings as Compal pivots toward AI-focused server solutions and smart devices.

Friday 10 April 2026

Asustek posts record March and 1Q26 revenue on strong AI server demand

Asustek's record-breaking March and first-quarter 2026 results reflect surging demand for AI servers and PCs, with broader implications for enterprise infrastructure spending and global supply chains.

Friday 10 April 2026

Oracle ramps AI infrastructure spending, supply chain expands to meet surging customer orders

Oracle's surge in AI infrastructure spending is prompting global supply chains to expand capacity, with partners ramping factories in Taiwan, Vietnam and the US to serve hyperscale cloud clients. The move signals sustained order growth, shifts manufacturing closer to Asian markets, and could affect server and data center supply dynamics.

Friday 10 April 2026

Spingence and Advantech accelerate AI edge deployment plans in South Korea manufacturing

In response to strong demand for data security and on-premises AI deployment within South Korea's manufacturing and semiconductor sectors, Taiwanese AI company Spingence Technology is aggressively expanding into the South Korean market starting this year through its enterprise edge large language model (LLM) platform, Edgestar.

Friday 10 April 2026

Amazon signals chip export ambitions as in-house silicon business tops US$20 billion run rate

Amazon's custom chip business has surpassed an annual revenue run rate of more than US$20 billion, CEO Andy Jassy said in his annual shareholder letter, according to The Information. The figure reflects the rapid adoption of Amazon Web Services' (AWS) in-house silicon portfolio, including Graviton CPUs and Trainium AI accelerators, which are currently sold exclusively through AWS cloud services.

Friday 10 April 2026

Anthropic reportedly explores in-house chip design amid rapid revenue growth and evolving AI compute stack

Anthropic is exploring the possibility of designing its own AI chips, though the effort remains at a very early stage, Reuters reported, citing three sources familiar with the matter. "The plans are in early stages, and the company may still decide only to buy AI chips and not design any," Reuters reported, adding that the startup has not yet committed to a specific architecture or assembled a dedicated semiconductor team.

Friday 10 April 2026

Meta deepens CoreWeave partnership as AI infrastructure spending accelerates amidst rising capital demands

CoreWeave and Meta Platforms have expanded their long-term partnership in a deal that underscores the scale and urgency of infrastructure investment required to support next-generation artificial intelligence (AI).

Friday 10 April 2026

Inventec posts record March and 1Q26 revenue on AI server strength

Inventec achieved an all-time revenue high in March 2026, fueled by robust orders and shipments of AI servers. The company reported March revenue of NT$87.563 billion (US$2.8 billion), marking a 71.9% increase month-over-month and a 41.7% rise year-over-year. For the first quarter of 2026, Inventec posted revenue of NT$200.31 billion, up 16.9% quarter-over-quarter and 27.6% year-over-year, setting a new quarterly record. The company expects continued quarter-over-quarter growth supported by sustained demand for AI server infrastructure.

Friday 10 April 2026

Flytech sees 11% revenue rise in 1Q26, led by Asia-Pacific new models

Industrial PC (IPC) maker Flytech Technology's 11% year-over-year revenue increase in the first quarter of 2026, driven by strong Asia-Pacific shipments, signals potential supply and solution opportunities for global customers and partners as the company scales edge computing offerings and adapts resource allocation to navigate supply chain and tariff uncertainties worldwide and sustain growth globally.

Friday 10 April 2026

Swancor eyes dual-engine growth on AI robotics and aerospace composites

Swancor Holding reported first-quarter 2026 revenue of NT$190 million (US$5.99 million), marking a pivotal shift in its business mix as its AI robotics segment crossed NT$10 million in revenue for the first time. Alongside strengthening aerospace composite orders and phased capacity expansion, the company is steadily advancing toward a dual-engine growth model driven by robotics and advanced materials.

Thursday 9 April 2026

Blaize, Nokia advance hybrid AI deployment with joint showcase at GITEX Asia

Blaize and Nokia are advancing their collaboration on hybrid artificial intelligence (AI) infrastructure, moving toward real-world deployment through joint validation efforts and a combined solution showcase at GITEX Asia 2026 in Singapore.

Thursday 9 April 2026

Hinge maker Jarllytec expands into optical communications, targets AI server demand

Jarllytec said operations rebounded in March 2026, driven by shipments of new hinge components for Chinese foldable smartphones. In the near term, shipment peaks for these products, alongside new notebook models from US clients, are expected to support steady growth in the second quarter. The company reported March revenue of NT$637 million (approx. US$20 million), up 40% month-over-month but down 36% year-over-year.

Thursday 9 April 2026

Chenbro Micom sees AI-driven hardware surge bolstering global data center deployments

Chenbro Micom's strong March and first-quarter 2026 results underscore accelerating global demand for data center hardware driven by end-user AI, suggesting broader supply-chain and infrastructure implications for cloud providers, enterprises, and regional production strategies as companies scale up servers, storage, and networking gear to meet worldwide AI workload needs.

Thursday 9 April 2026

Microloops rides AI boom, aims to double 2026 revenue

Cooling module manufacturer Microloops has said its major cloud service provider (CSP) customer has been increasing pull-ins starting in the second quarterof 2026, driving significant growth in cooling product shipments related to artificial intelligence (AI) servers. This is expected to boost the share of AI-related cooling products in overall revenue quarter by quarter.

Thursday 9 April 2026

Winmate eyes 2026 growth amid rising defense and edge AI demand

Winmate, an industrial PC (IPC) provider, has reported record-high revenue for March 2026 as global defense projects accelerate procurement and delivery schedules alongside growing demand for edge AI computing platforms. The company is actively preparing materials and ramping up production for the second half of 2026, maintaining an optimistic outlook for full-year 2026 growth.

Thursday 9 April 2026

Taiwan advances quantum computing with AI collab as key strategy

The Taiwanese government has launched the second phase of its quantum research subsidy program, with the National Center for High-performance Computing (NCHC) set to build an HPQC heterogeneous hybrid computing system. Models such as those from Amazon Braket and Google demonstrate that integrating AI collaboration into cloud services is emerging as a clearer development path for quantum computing.

Wednesday 8 April 2026

Chinese energy storage players flock to growing AI data center market in face of fierce domestic competition

Chinese energy storage players are going all in on the AI data center market, as intense domestic competition has caused falling profit margins from traditional storage projects. The booming token economy is changing the role of AI data center energy storage from simply backup power to a core element of computing power.

Wednesday 8 April 2026

AI server cooling demand boosts heat sink makers' growth outlook

Heat sink manufacturers continue to benefit from the surge in AI-driven server growth, with Asia Vital Components (AVC), Auras, and Jentech all posting record-high revenues in March 2026. Liquid cooling solutions are the main driver behind this momentum. Industry players note that liquid cooling units command average prices several times higher than air-cooling modules. As 2026 is set to be the inaugural year for widespread liquid cooling adoption, its share will keep rising, ensuring strong growth momentum throughout 2026.

Wednesday 8 April 2026

Uber deploys AWS custom chips to scale AI and cut compute costs

US ride-hailing platform Uber has announced a partnership with Amazon Web Services (AWS) to deploy its in-house custom chips, aiming to improve the speed and efficiency of artificial intelligence (AI) model training and inference. The move is expected to strengthen Uber's real-time computing capabilities across ride-hailing and delivery services, while highlighting a broader push by cloud providers to capture AI infrastructure demand through proprietary silicon.

Wednesday 8 April 2026

AI server boom lifts Taiwan's ACES Electronics into the high-speed interconnect race

As AI servers grow more complex and bandwidth demands surge, components once considered peripheral—connectors and high-speed cables—are emerging as critical determinants of system performance.

Wednesday 8 April 2026

Humanoid robots drive tactile sensor development as Taiwan firms vie for differentiation

Labor shortages in the service sector are more severe than in manufacturing. This, coupled with its largely unstructured environments, makes it a market urgently keen on adopting AI robots. However, current AI robots still face limitations, including insufficient physical data and the ability to perceive real-world environments—key factors determining whether robots can effectively solve on-site problems.

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.

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