Taiwan's thermal management sector continued to diverge sharply in early 2026, with AI server demand increasingly separating high-growth liquid cooling and advanced server thermal suppliers from more traditional cooling players.
Kuaishou is holding talks with potential investors to spin off its Kling AI video unit in a pre-IPO funding round valuing it at US$20 billion, according to The Information. The Chinese social media company aims to capture investors' growing interest in AI stocks as video generation platforms reshape the face of social media and entertainment.
Viking, a major maker of automotive thin-film resistors, said AI-related revenue rose quickly to 12% in the first quarter of 2026 from less than 5%, helped by stronger shipments for data centers, server power supplies, and other applications. The company also said resistor lead times have stretched from five weeks to about 15 weeks as AI demand tightens capacity.
Unlike AUO, which remained in the red in the first quarter of 2026, Innolux returned to operating profitability, posting net income of NT$1.79 billion (approx. US$56.9 million) for the quarter.
Altos Computing, Acer's AI server subsidiary, is targeting South Korea's relatively mature demand for high-end computing with flagship systems based on Nvidia Blackwell architecture. The company is also leaning on its in-house Altos aiWorks software as a key differentiator, as it transitions from a hardware maker into an AI infrastructure solutions provider.
Univacco Technology reported that consolidated revenue for the first quarter of 2026 reached NT$774 million, up 3.9% year-over-year and a record for the period, driven by steady growth in North American demand and a pickup in orders from end-brand customers. The company said the Americas now account for a growing share of sales and have become a key driver of the group's operating momentum.
OpenAI is expanding beyond AI model development and into enterprise implementation with the launch of the OpenAI Deployment Company, a new business unit backed by more than US$4 billion in initial funding that will help organizations integrate AI into core operations and workflows.
Pan Jit International and its subsidiary participated in Make NTU 2026, a 36-hour student hackathon hosted by the electrical engineering student association at National Taiwan University, and sponsored corporate awards focused on robotic gripper applications. The event, held in 2026, aimed to promote projects that combined artificial intelligence, sensing, smart control, and innovative design to explore smart robotics and related future technologies.
AcBel Polytech reported record first-quarter consolidated revenue in 2026, driven by rising demand for enterprise and data-center power, but flagged muted near-term profit performance due to product-mix shifts and delayed shipments of some high-power products. The firm said first-quarter consolidated revenue was NT$8.581 billion (US$273 million), up 20.5% year-over-year and down 6.7% sequentially, and that April revenue was NT$3.152 billion, up 34.61% year-over-year and up 0.19% month-over-month.
AI infrastructure demand is reshaping the electronics manufacturing sector, pushing component makers to move up the value chain into module production and system integration. Delta Electronics has emerged as a prominent example, with its aggressive global expansion plans also accelerating capacity investments by suppliers, including rack maker JPP Holding and battery module supplier Dynapack International Technology in Thailand.
Nvidia is deepening its partnership with US fiber-optics maker Corning, with plans to replace copper cable connections with optical fiber in next-generation rack-scale AI systems. The move is drawing renewed attention to China's role in the global optical communications supply chain.
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