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Feb 12

Taiwan ODMs split in early 2026 as business transition takes hold

Taiwan's leading original design manufacturers (ODMs) are entering 2026 at different stages of transition, as efforts to expand into AI servers and automotive electronics intersect with seasonal softness and shifting demand in legacy businesses. January 2026 results from Pegatron and Compal Electronics illustrate how the two companies are navigating that shift with contrasting near-term outcomes.

Nvidia CEO praises Foxconn's AI server leadership at company sports event

Feb 12

Acer, Asus January PC surge faces 2Q26 reckoning on memory shortages

Feb 12

SMIC warns AI pull-forward is rewriting chip cycle, lifts mature-node pricing

Feb 12

Musk announces xAI reorganization after merger with SpaceX

Feb 12

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SERVER, IPC, CLOUD COMPUTING, IOTShihlin Electric expands in North America as orders extend to 2030

Feb 13, 14:47

Shihlin Electric is entering 2026 with strong operating momentum, supported by accelerated contract releases under Taipower's grid resilience program and surging demand linked to AI semiconductor fab construction.

AIAnalysis: China's AI models and chips align on day one

Feb 13, 12:41

China's leading large model developers are accelerating flagship releases, while domestic AI chipmakers are responding almost simultaneously, announcing Day-0 adaptation and optimization as soon as new models are introduced.

PC, CEXiaomi sharpens India premium push as memory price surge squeezes smartphone margins

Feb 13, 12:08

Chinese smartphone maker Xiaomi is stepping up its premium push in India even as a global surge in memory prices threatens to erode margins across the handset industry, prompting brands to rethink product positioning, component choices, and pricing strategies in 2026.

SERVER, IPC, CLOUD COMPUTING, IOTQuanta boosts Thailand investment to expand AI server capacity

Feb 13, 12:04

Quanta Cloud Technology (QCT) said it will invest THB1.098 billion (approx. US$35.34 million) in electromechanical engineering and materials for its Thailand facility, reinforcing the site's role in the company's planned expansion of AI servers.

ICT MANUFACTURINGNew Taiwan–US trade pact lowers export barriers, boosts tech supply chains

Feb 13, 11:43

The Agreement on Reciprocal Trade (ART) between Taiwan and the US has been officially signed, reducing Taiwan's average export tariffs to the US by 23.45pp and boosting export competitiveness across many industries. The average tariff rate for Taiwanese exports to the US now stands at 12.33%.

ICT MANUFACTURINGIndustry groups urge rapid review to safeguard Taiwan-US reciprocal trade agreement

Feb 13, 11:00

Taiwan and the US finalized the Agreement on Reciprocal Trade (ART) on February 13, establishing a mutual 15% tariff rate and commitments on food security and defense resilience, while business groups urged immediate parliamentary action to prevent possible US reassessment.

ICT MANUFACTURINGTaiwan-US trade pact aims to secure supply chains and tariff parity

Feb 13, 10:58

On February 12, Taiwan and the US officially signed the Agreement on Reciprocal Trade (ART) in Washington, D.C. The US side's tariff reductions for Taiwan will take effect upon completion of its domestic procedures and publication in the US Federal Register.

ICT MANUFACTURINGQuiX Quantum, Artilux target data center integration with energy-efficient photonic quantum systems

Feb 13, 10:17

Netherlands-based photonic quantum computing hardware company QuiX Quantum B.V. and germanium silicon (GeSi) photonics specialist Artilux have signed a memorandum of understanding to form a strategic partnership. The companies will combine expertise in quantum computing and silicon photonics (SiPh) to develop photonic quantum computing systems designed for higher energy efficiency, improved scalability, and compatibility with existing data center infrastructure, supporting deployment in practical computing environments.

ICT MANUFACTURINGTransformer exports and domestic infrastructure boost Taiwan's heavy electrical sector in early 2026

Feb 13, 10:06

Taiwan's heavy electrical industry kicked off 2026 with strong performance, driven by robust orders from Taiwan Power Company's (Taipower) grid resilience projects, and sustained demand for grid upgrades in the US. Major players—including Shihlin Electric and Engineering Corporation (SEEC), Chung-Hsin Electric and Machinery (CHEM), Fortune Electric, and Allis Electric—all reported record-high January revenues compared to previous years, reflecting a simultaneous surge in both export orders and domestic infrastructure demand for transformers.

SERVER, IPC, CLOUD COMPUTING, IOTAir cooling will dominate Trainium 3 rollout as Amazon targets 2Q26 production ramp

Feb 13, 09:42

Amazon Web Services' (AWS) Trainium 3 servers, slated for mass production in the second quarter of 2026, have sharply reduced their planned use of liquid cooling, supply chain sources say, reversing an earlier 50:50 air‑to‑liquid split to roughly 90% air‑cooled and 10% liquid or less as production nears. This change could slow broader adoption of liquid cooling in AI server fleets.

ICT MANUFACTURINGTaiwan ICT and medical device sectors join forces to transform home healthcare

Feb 13, 09:42

As global efforts accelerate the development of home healthcare in a bid to alleviate resource pressures on frontline medical institutions, home care is set to become a core component of future healthcare systems. In response to this clear market trend, Taiwan is focusing on leveraging its existing ICT strengths alongside its healthcare system advantages to tap into new industry growth momentum.

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