Asus said it exceeded revenue and profit targets in 2025 while forecasting a 10-15% decline in global PC shipments for 2026, and it has secured longer-term deals with memory suppliers to mitigate supply tightness expected to persist for at least 2 more years. The company projects near-flat or better shipment performance relative to an overall market contraction.

The AI industry's obsession with bigger, faster, and more powerful models may be solving the wrong problem — at least when it comes to the billions of devices operating at the edge. At Embedded World 2026 in Nuremberg, Germany, Microchip Technology COO Richard J. Simoncic offered a pointed counterargument to the prevailing hype, and he used one of nature's most unusual creatures to make it.

Taiwan's ODM and EMS manufacturers reported solid revenue performance in February 2026, with AI servers playing a central role. Foxconn, Quanta, and Wistron all posted double-digit year-over-year revenue growth. Wistron's revenue growth exceeded triple digits when Wiwynn is excluded. Companies expect March, the final month of the quarter, to mark the revenue peak for the first quarter of 2026.

The Global AI Brain Race Report 2026, published by research group EssayHumanizer, ranks more than 100 countries based on the strength of their artificial intelligence ecosystems. The report places the US firmly in first place with an overall score of 82 out of 100, followed by China at 59 and Singapore in third at 37.

FedEx has officially launched its newly expanded transshipment center at Taoyuan International Airport, significantly boosting Taiwan's logistics capacity amid rising demand from the AI and semiconductor sectors. The upgraded facility doubles operational space and integrates an automated sorting system capable of processing over 10,000 parcels daily, supporting rapid growth in the high-tech, semiconductor, and e-commerce industries.

Optical communication firm Browave announced that its co-packaged optics (CPO) production will enter a critical mass-production phase in the second half 2026, with monthly capacity expected to reach the "thousand-level" by the fourth quarter. If customer adoption proceeds smoothly, monthly output could jump 10x to the "ten-thousand-level" by the first quarter of 2027, positioning CPO as a key growth driver for future operations.

Global semiconductor foundries rebounded strongly in 2025 as artificial intelligence workloads and premium smartphone chips boosted advanced-node demand, though rising memory prices and weakening consumer electronics demand could pose headwinds for the sector in 2026.

Samsung Electronics' annual flagship Galaxy S26 series recently opened for pre-orders and began deliveries on March 13. Qi-meng Chen, general manager of Taiwan Samsung's mobile communications division, said the initial wave of S26 pre-orders exceeded expectations, with overall sales growing 25% compared to the previous generation.

Recent years have seen the dawn of a new era in warfare as militaries incorporate AI technologies into their operations. With countries seeking to gain the military edge, companies like EdgeRunner AI argue that they are the next frontier in warfare, creating products better suited for battle than LLMs such as Anthropic's Claude.

The Office of the US Trade Representative (USTR) on March 11 launched investigations under Section 301 of the Trade Act of 1974 against 16 major trade partners, including China, the European Union, South Korea, Japan, India, and Taiwan. Taiwan's government said the move was anticipated after the recent Supreme Court of the US ruling that struck down tariffs imposed under the International Emergency Economic Powers Act (IEEPA), prompting Washington to seek alternative legal mechanisms to maintain its tariff framework.