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.
Powerlogic reported consolidated revenue of NT$1.753 billion (US$54.9 million) for 2025, a 38.81% year-on-year increase and the company's second-highest revenue on record. Operating profit rose to NT$257 million, up 331.91% year on year.
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.
Groq has reportedly requested Samsung Electronics' foundry division to increase wafer production for its inference AI chips, reflecting the booming market demand. Industry sources expect Samsung's foundry business to boost profitability by deepening collaboration with Groq and scaling up output.
Zheng Hsing maintained stable operations throughout 2025, supported by steady core business shipments and subsidiary performance. The company reported consolidated revenue of NT$8.104 billion (approx. US$256 million), operating profit of NT$730 million, and net operating income of NT$366 million.
Optical communication filter maker Apogee narrowed its 2025 losses, reporting consolidated revenue of NT$490 million (US$15.38 million), up 47.7% year on year, and a net loss attributable to the parent company of NT$30 million.
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.
Nvidia is preparing to resume production of its GeForce RTX 3060 graphics processing unit (GPU) through Samsung Electronics' foundry business, according to reports from the Korea Economic Daily and Wccftech.
Apple's plans to expand deeper into the smart home market are facing renewed delays as the company struggles to complete a long-promised AI overhaul of Siri. The setbacks are pushing back a suite of interconnected devices — including a smart home display, updated HomePod speakers, and a new Apple TV 4K — until the upgraded AI platform is ready.
Coretronic Corp. reported consolidated revenue of about NT$2.873 billion (approx. US$90.6 million) for February 2026, down 10% from January but up 12% year-over-year, with cumulative revenue for January and February at NT$6.079 billion, a 12% increase from the same period in 2025.
Anthropic PBC has filed a lawsuit against the US government after the Pentagon designated the AI startup a national security supply-chain risk, escalating a dispute over the company's refusal to lift restrictions on the military use of its technology. In a complaint filed March 9 in federal court in California, the San Francisco-based company alleged the designation was unlawful and requested that a judge block federal agencies from enforcing related directives. The move follows a decision by the US Department of Defense to shift its AI work away from Anthropic and its Claude chatbot.
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