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Mar 12

AI server tracker: Taiwan power holds firm, substrates cool, thermal demand surges in February

Taiwan's electronics supply chain reported mixed February 2026 revenue results, reflecting both seasonal factors and continued demand in AI-related hardware segments. The following overview covers the consolidated February sales performance of several key Taiwanese firms across three sectors — power supply, IC substrates, and thermal solutions — based on company disclosures.

Qisda bets on AI to drive 2026 turnaround

Mar 12

Google completes US$32 billion Wiz acquisition, cementing cloud security push

Mar 12

Meta acquires Moltbook to bolster Superintelligence Labs

Mar 12

MediaTek bets on TSMC 3nm Genio Pro to serve high-end IoT needs while acknowledging limited demand

Mar 12

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PC, CEAcerpure expands in India with new AC line aimed at hot, energy-conscious market

Mar 13, 12:15

Acerpure has introduced a new range of air conditioners in New Delhi as it moves to deepen its presence in India's home appliance sector, riding rising demand driven by soaring summer temperatures and growing household air conditioner penetration.

SERVER, IPC, CLOUD COMPUTING, IOTChenbro Micom revenue tops NT$20 billion on data center boom

Mar 13, 12:10

Server chassis manufacturer Chenbro Micom said demand from artificial intelligence applications continues to accelerate data center construction in the first half of 2026, supporting a recovery in the general-purpose server market and sustaining steady operational growth.

SOFTWARE, BIG DATAFlytech's AI software drives revenue past NT$100M in 2025

Mar 13, 12:03

To align with the industry trend of hardware-software integration, industrial PC (IPC) maker Flytech has invested in AI software development since 2019. After years of development, its three software subsidiaries all delivered strong performances in 2025, boosting the related revenue share from 0.1% in 2023 to about 2%, a more than 20-fold increase.

IT COMPONENTS, PERIPHERALSUS and Chile start talks on rare earths and critical minerals

Mar 13, 11:55

The US and Chile have agreed to begin talks on cooperation in rare earths and other critical minerals, as Washington seeks to strengthen supply chains and reduce reliance on China for strategic materials used in advanced technologies.

SERVER, IPC, CLOUD COMPUTING, IOTWistron boosts investments in Taiwan and US to expand AI server capacity

Mar 13, 11:38

Wistron announced plans to increase investments by up to NT$1.82 billion (approx. US$57.13 million) to improve buildings and acquire equipment for its Hsinchu facility in Taiwan, in response to growing demand driven by artificial intelligence (AI).

ICT MANUFACTURINGSouth Korea passes US$350 billion investment act to anchor Korea-US strategic partnership

Mar 13, 11:36

South Korea's National Assembly approved the Special Act on Investment in the US on March 12, 2026, authorizing US$350 billion in strategic investments and creating a state-backed corporation to manage the program, according to Yonhap and Hangyung.

SERVER, IPC, CLOUD COMPUTING, IOTLite-On sees AI infrastructure demand locked in for 18 months

Mar 13, 11:31

Lite-On Technology expects demand for artificial intelligence infrastructure to remain resilient through 2026, even as escalating tensions between the US and Iran weigh on the global economic outlook, according to company president Anson Chiu.

ICT MANUFACTURINGExclusive: Middle East conflict and AI demand drive cost pressures; supply chain shifts procurement risks to clients

Mar 13, 11:14

The Middle East conflict and rising AI data center demand have intensified raw material shortages and price hikes across the supply chain. Manufacturers increasingly adopt a "shift-to-client procurement" strategy, transferring volatile material purchasing risks to clients with stronger bargaining power.

IT COMPONENTS, PERIPHERALST1200 carbon fiber upgrade raises stakes in aerospace, robotics, and advanced manufacturing

Mar 13, 10:54

Carbon fiber, known for high temperature resistance and corrosion resistance, is often described as "black gold," the "king of new materials," and one of the strongest materials on earth. China's T1200-grade carbon fiber has appeared overseas, highlighting continued technological upgrades in China's high-performance materials sector and drawing international attention.

SOFTWARE, BIG DATAApple slashes App Store commission in China following discussions with regulators

Mar 13, 10:38

Apple will lower commission rates charged on digital purchases in the China App Store, reducing the standard fee for in-app purchases and paid apps from 30% to 25%, according to reports in Chinese media citing company disclosures.

ICT MANUFACTURINGAi+ Smartphone to add 3 million device production capacity in India with Optiemus Electronics

Mar 13, 10:38

Optiemus Electronics Limited (OEL), a wholly owned subsidiary of Optiemus Infracom Limited, has entered a manufacturing agreement with Ai+ Smartphone and NxtQuantum Shift Technologies India Private Limited to produce mobile phones, tablets, IoT devices, and advanced wearable products in India.

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